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Shenzhou Tiger A (000050.SZ): TM19 has multiple types of products in simultaneous filing, and the IT module products of TM20 have been activated.
Shenzhen Tianma A (000050.SZ) has recently conducted specific research on the "latest progress of updating the company's TM19\TM20 production lines". The company stated that both TM19 and TM20 production lines are currently in the trial production stage and actively advancing product development and customer introduction. Mass production will be carried out according to the progress of customer projects. TM19 has multiple types of products in simultaneous development, and TM20's IT module products have been activated. Car module products have been delivered to customers, and production capacity will be steadily increased.
Shenzhen Tianma A (000050.SZ): Currently layout on the 6th generation AMOLED production line, including business in car-mounted and medium-sized displays.
Gelonghui, September 5th | Shentianma A (000050.SZ) recently received a specific inquiry about the mid-size oled segment, asking, "What is the company's layout for mid-size OLEDs? Are you considering investing in 8.6 oled?" The company stated that it continues to monitor the demand and industry supply layout for mid-size OLEDs downstream. Currently, the company has laid out car-mounted and other mid-size display business on the 6th generation AMOLED production line and is actively advancing. There are currently no plans to build new high-generation OLED production lines. The company's production line layout will be comprehensively considered based on its own strategic planning and market demand. Please refer to the company's designated letter for details.
Shentianma A (000050.SZ): Currently, the company's flexible oled mobile business has achieved full coverage of domestic brand customers.
Shenzhen Tianma A (000050.SZ) recently conducted specific research on the question of whether the company has entered the high-end oled mobile phone project. The company stated that it currently has full coverage of domestic brand customers in the flexible oled mobile phone business, and fully supports customers in expanding their high-specification products such as HTD and folding. In the first half of this year, the company achieved stable delivery of HTD and folding products to brand customers, and currently multiple brand customers have synchronized opening of flagship models. With the gradual opening of high-end production capacity, the company continues to make progress in the coverage of customers' flagship models.
The company Shen Tianma A (000050.SZ) : In the second half of the year, multiple flagship models of multi-brand customers will be launched and put into production, continuously enhancing product added value through program and specification upgrades.
On September 5th, Shenzhen Tianma A (000050.SZ) recently conducted specific research on whether the current OLED prices are still rising and the trend for the second half of the year. The company stated that in the first half of this year, the average price of flexible OLED mobile display products has significantly improved compared to the same period last year, and the downstream demand for the company's related products is good and the prices are stable. In the second half of the year, the company will have flagship models from multiple brand customers for case opening and mass production, and will continue to improve the product added value through program and specification upgrades.
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