Innolux thiab AUO ob leeg tau nthuav dav lub peev xwm ntawm high-end LTPS panels rau siv hauv high-end laptop khoom. Tom qab 15 xyoo, Caijing tau ua lwm yam peev los nthuav ntau lawm, thiab npaj yuav ntxiv 5.5-tiam vaj huam sib luag ntau lawm kab los ntxiv dag zog rau cov peev txheej tsim thiab kev sib tw ntawm phau ntawv sau, thiab tuav lub sijhawm ua lag luam ntawm high-end notebooks thiab ntsiav tshuaj PC panels.
AUO muaj kev cia siab txog kev loj hlob ntawm LTPS phau ntawv teev cov vaj huam sib luag, thiab cia siab tias yuav nce cov khoom ntawm LTPS phau ntawv teev lus ntawm 6th tiam cog hauv Kunshan hauv 2022. AUO cov phiaj xwm peev nyiaj rau xyoo no yog kwv yees li NT $ 24 billion (kwv yees li RMB 5.59 billion) , uas yog nce ntau dua 50% piv rau xyoo tas los. Cov haujlwm tseem ceeb yog siv nyob rau hauv 8.5-tiam thiab 6-tiam cov nroj tsuag, thiab cov AHVA tshiab uas tau ntxiv lawm yuav tau nce li ntawm 20,000 daim. High-end vaj huam sib luag technology kom tau raws li cov kev xav tau ntawm high-end IT panels. Lub peev xwm tsim khoom tshiab yuav maj mam tsim nyob rau hauv theem, thiab lub peev xwm tsim khoom yuav qhib thaum kawg ntawm 2022, thiab cov nyiaj tau los yuav tshwm sim rau xyoo tom ntej.
Innolux nyob hauv Luzhu's 6th tiam LTPS vaj huam sib luag Hoobkas. Tam sim no, ib feem ntawm LTPS vaj huam sib luag tsim muaj peev xwm yog los muab cov xov tooj ntawm tes tsim. Nyob rau hauv lub thib ob ib nrab ntawm lub xyoo no, nws yuav pib loj zus tau tej cov LTPS notebook panels. Innolux cov peev nyiaj siv rau xyoo no yog kwv yees li 25 billion Taiwan las (kwv yees li RMB 5.82 billion), uas yog nce 20% piv rau xyoo tas los. Nws yuav siv rau kev hloov kho thev naus laus zis, kev saib xyuas kev ua haujlwm, kev txhim kho kev ua tau zoo, thiab cov khoom siv kho kom haum rau cov kev taw qhia ntawm cov niche siab thiab cov txiaj ntsig siab ntxiv.
Caijing tsuas muaj ib qho 5.3-tiam cog, thiab tsis ntev los no tau tshaj tawm txog kev nqis peev ntawm 17 billion Taiwan las (kwv yees li 3.96 billion yuan) ntxiv rau 300,000-thooj TFT LCD vaj huam sib luag ntau lawm kab. Nws cia siab tias yuav pib nqis peev hauv Lub Xya Hli. Caijing tau hais tias nyob rau hauv kev teb rau cov qauv siab ntawm laptops, txhawm rau ntxiv dag zog rau kev sib tw ntawm cov khoom nruab nrab, nws tau txiav txim siab los nqis peev hauv cov cuab yeej tshiab los ntxiv dag zog rau kev tsim khoom thiab kev sib tw ntawm cov khoos phis tawj. Ua kom sib zog thiab thinner, nqaim thav duab, siab daws teeb meem, thiab tseem tuaj yeem siv rau hauv kev tsim cov ntsiav tshuaj computer panels. Sib txawv ntawm cov nroj tsuag 5.3 tiam tam sim no, cov iav substrate loj ntawm cov nroj tsuag tshiab yuav loj dua me ntsis ntawm 5.5-tiam (1300mm × 1500mm), thiab lub sijhawm npaj rau kab tshiab yog li ob xyoos.
