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Shen Tianma A (000050.SZ): Continuously advancing diversified product layout on the LTPS production line, including mobile phones, automotive, IT, industrial products, and more.
On November 28th, Gelonghui reported that Shenzhen Tianma A (000050.SZ) recently indicated in an investor relations activity that the company is continuously promoting a diversified product layout in the LTPS production line, including mobile phones, automotive, IT, industrial products, etc., while constantly increasing the proportion of non-mobile display products, optimizing the flexibility and resilience of the LTPS production line operations, which supports the continued and stable development of the LTPS business. In the first three quarters of this year, the sales revenue of the automotive LTPS products increased by over 250% year-on-year, with non-mobile products accounting for over 60% of the total revenue from LTPS, indicating ongoing optimization of the product structure and boosting the overall gross margin of the LTPS production line.
Shen Tianma A (000050.SZ): Currently, the demand for downstream oled smartphone display products is stable, and the two flexible oled production lines are maintaining a good utilization rate.
On November 28, Glonghui reported that Shenzhen Tianma A (000050.SZ) recently stated in an investor relations activity that the demand for downstream oled mobile display products is currently stable, with two flexible oled production lines maintaining good operating rates, actively supporting multiple brand customers in flagship model development and mass production. As the penetration of flexible oled technology in the mobile display field continues to rise, the average price of flexible oled mobile panels has significantly recovered year-on-year, and is currently overall stable, though it may change dynamically depending on external demand and specification structure.
Shenzhen Tianma A (000050.SZ): The company's professional display products are used in various display fields, including civil aviation and in-vehicle applications.
On November 20, Gelonghui reported that Deep Tianma A (000050.SZ) stated on the investor interaction platform that the company's professional display products are applied in various display fields, including civil aviation, automotive, industrial control, human-machine interaction, and smart home.
Tianma microelectronics (000050.SZ): The TM19 and TM20 production lines have both entered the trial production stage.
Gelonghui, November 18 | tianma microelectronics (000050.SZ) recently stated during a specific target investigation that the company's new production lines are progressing in an orderly manner. The TM19 and TM20 production lines are currently in the trial production phase, actively advancing product development and customer introduction, and will proceed to mass production based on customer project progress. Multiple types of products are simultaneously under development for TM19 and TM20, with the first IT product of TM19 already entering mass production stage. The vehicle-mounted module product of TM20 has been delivered to customers, and the IT module product has started entering the mass production phase, steadily advancing.
tianma microelectronics (000050.SZ): The company's SLOD technology has reached mass production capability, and it is expected to be mounted and shipped on flexible AMOLED automotive display products next year.
Gelonghui reported on November 18 that tianma microelectronics (000050.SZ) recently stated during a specific object research that Tandem stacking technology is an advanced development of oled display technology. It connects two light-emitting units through the charge generation layer (CGL), forming an electrical series connection within the device, which can achieve higher brightness, longer lifespan, lower power consumption, and better optimization of oled performance. It is expected that the industry will increasingly see usage requirements in downstream markets such as automotive and IT, and it may also be used in smart phones, especially foldable phones. Currently, the company has two flexible
Tianma Microelectronics (000050.SZ): has initiated innovative project collaborations with top-tier automotive companies in the industry, PID terminal manufacturers, and consumer brand customers.
GLENOH11thNovember|TianmaMicroelectronicsA(000050.SZ)stated in investor relations that the company began to layout Micro-LED technology in 2017. In 2022, the company jointly invested in building a specialized Micro-LED production line, covering the entire process from mass transfer to display module, and the production line achieved product lighting on June 26th this year. It is expected to have small batch capabilities by the end of 2025. The company has accumulated years of industry experience in LTPS glass substrate process, possesses core technological competitiveness and cni resource index, combined with its determination of market and customer needs.
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