868 lines
46 KiB
HTML
868 lines
46 KiB
HTML
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<!DOCTYPE html>
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
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<title>苹果折叠屏概念分析</title>
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</style>
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</head>
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<body class="bg-gray-50">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 max-w-7xl">
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<!-- 标题部分 -->
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<div class="text-center mb-12">
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<h1 class="text-4xl md:text-5xl font-bold text-gray-800 mb-4">苹果折叠屏概念分析</h1>
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<p class="text-lg text-gray-600 max-w-3xl mx-auto">
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深度解析苹果折叠屏产业链、技术路线与投资机会
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</p>
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</div>
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<!-- 概念事件时间轴 -->
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<div class="card-custom rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-history mr-3 text-blue-500"></i>
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概念事件时间轴（2024-02 至 2025-07）
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</h2>
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<div class="space-y-4">
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<div class="timeline-item">
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<div class="font-semibold text-blue-600">2024-02</div>
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<p class="text-gray-700">苹果获批"可折叠外壳+柔性屏"专利，首次被市场解读为折叠iPhone信号。</p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-600">2024-05</div>
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<p class="text-gray-700">苹果再申请"双向折叠铰链"专利，提出齿轮-月牙槽结构，解决折痕与跌落保护。</p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-600">2024-08</div>
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<p class="text-gray-700">供应链消息——苹果已与三星显示签署<strong>2026年折叠屏面板供应合同</strong>，竖折形态、代号V68原型机曝光。</p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-600">2024-10</div>
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<p class="text-gray-700">富士康透露"开发进度提速"，乐观预计2025年底-2026年初发布。</p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-600">2025-01</div>
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<p class="text-gray-700">郭明錤确认折叠iPhone 2026年Q3上市，首批备货<strong>800-1000万台</strong>，2027年上看<strong>2000-3000万台</strong>。</p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-600">2025-04</div>
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<p class="text-gray-700">山证电子、国金电子集中路演——苹果5月启动NPI（新产品导入），铰链、UTG、中框、电池等零组件方案锁定。</p>
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</div>
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<div class="timeline-item">
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<div class="font-semibold text-blue-600">2025-07</div>
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<p class="text-gray-700">UBS成本模型显示折叠iPhone BOM <strong>759美元</strong>，定价<strong>2000-2400美元</strong>，毛利率<strong>58-64%</strong>，高于iPhone 16系列47%。</p>
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</div>
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</div>
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</div>
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<!-- 催化事件 -->
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<div class="card-custom rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-rocket mr-3 text-purple-500"></i>
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催化事件
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</h2>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-lg p-4 border border-blue-100">
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<div class="font-bold text-blue-700 mb-2">2025-05 NPI启动</div>
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<p class="text-gray-700">供应链开始EVT（工程验证），任何良率或设计变更将直接反馈到股价。</p>
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</div>
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<div class="bg-gradient-to-br from-purple-50 to-pink-50 rounded-lg p-4 border border-purple-100">
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<div class="font-bold text-purple-700 mb-2">2025-09-10 苹果秋季发布会</div>
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<p class="text-gray-700">若公布折叠屏预热视频或开发者文档，情绪将迅速升温。</p>
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</div>
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<div class="bg-gradient-to-br from-indigo-50 to-blue-50 rounded-lg p-4 border border-indigo-100">
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<div class="font-bold text-indigo-700 mb-2">2025-12-2026-02 SDC/LGD量产爬坡</div>
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<p class="text-gray-700">UTG与铰链产能利用率是观察出货能否兑现的核心指标。</p>
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</div>
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</div>
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</div>
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<!-- 核心观点摘要 -->
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<div class="card-custom rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-lightbulb mr-3 text-yellow-500"></i>
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核心观点摘要
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</h2>
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<div class="bg-gradient-to-r from-blue-50 to-indigo-50 rounded-lg p-5 border-l-4 border-blue-500">
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<p class="text-gray-700 mb-3">
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苹果折叠屏已从"专利概念"进入"供应链验证"阶段，2026年上市概率>80%。<strong>核心驱动力</strong>是苹果用高端定价+生态协同打开折叠屏天花板，而非成本下降。<strong>未来三年</strong>折叠屏iPhone+折叠iPad/MacBook有望贡献<strong>1亿台</strong>增量，带动铰链、UTG、液态金属三大环节ASP倍增。
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</p>
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</div>
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</div>
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<!-- 概念的核心逻辑与市场认知分析 -->
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<div class="card-custom rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-brain mr-3 text-green-500"></i>
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概念的核心逻辑与市场认知分析
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">核心驱动力</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
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<div class="font-semibold text-blue-600 mb-2">技术成熟度</div>
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<p class="text-gray-600">水滴铰链+UTG方案已在安卓端跑通，苹果只需做"工程化极致优化"。</p>
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</div>
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<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
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<div class="font-semibold text-blue-600 mb-2">生态杠杆</div>
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<p class="text-gray-600">iOS多任务+MacOS协同可把折叠屏从"手机"升级为"口袋平板"，解决安卓折叠屏"大屏无应用"痛点。</p>
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</div>
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<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
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<div class="font-semibold text-blue-600 mb-2">利润池转移</div>
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<p class="text-gray-600">高端直板机创新乏力，折叠形态为苹果提供<strong>>60%毛利率</strong>的新利润池（UBS模型）。</p>
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</div>
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</div>
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</div>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">市场热度与情绪</h3>
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<div class="bg-yellow-50 rounded-lg p-4 border border-yellow-200">
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<p class="text-gray-700">
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2025-04以来，<strong>6家券商</strong>在两周内连发折叠屏深度报告，关键词"苹果NPI"搜索指数环比+320%。情绪处于"<strong>预期加速</strong>"阶段，尚未到"销量兑现"。
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</p>
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||
</div>
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||
</div>
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">预期差</h3>
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||
<div class="bg-indigo-50 rounded-lg p-4 border border-indigo-200">
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<p class="text-gray-700 mb-3">
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||
市场普遍关注"<strong>铰链价值量</strong>"（110美元/台），却忽视：
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</p>
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||
<ul class="list-disc pl-5 text-gray-700 space-y-1">
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<li><strong>UTG二次减薄</strong>国内仅蓝思、长信通过苹果认证，<strong>单台90-100美元</strong>且<strong>蓝思独供</strong>，弹性被低估。</li>
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<li><strong>液态金属中轴</strong>仅宜安科技量产，<strong>100元/台</strong>且<strong>专利壁垒高</strong>，替代难度大。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
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||
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||
<!-- 关键催化剂与未来发展路径 -->
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<div class="card-custom rounded-xl shadow-lg p-6 mb-8">
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<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
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<i class="fas fa-chart-line mr-3 text-red-500"></i>
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关键催化剂与未来发展路径
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</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold text-gray-700 mb-4">近期（3-6个月）</h3>
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<div class="space-y-3">
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<div class="flex items-start">
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<div class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-xs mr-3">1</div>
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<div>
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<div class="font-semibold text-gray-800">2025-05 EVT结果</div>
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<p class="text-gray-600">铰链良率≥70%则锁定2026年量产；若<60%可能推迟至2027。</p>
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||
</div>
|
||
</div>
|
||
<div class="flex items-start">
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||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-xs mr-3">2</div>
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||
<div>
|
||
<div class="font-semibold text-gray-800">2025-06 WWDC</div>
|
||
<p class="text-gray-600">iOS 20折叠屏SDK发布，开发者生态启动。</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-blue-500 flex items-center justify-center text-white text-xs mr-3">3</div>
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<div>
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||
<div class="font-semibold text-gray-800">2025-09 面板厂CapEx</div>
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||
<p class="text-gray-600">三星A4产线+京东方B12产线是否追加折叠屏专用设备。</p>
|
||
</div>
|
||
</div>
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||
</div>
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||
</div>
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||
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<div>
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<h3 class="text-xl font-semibold text-gray-700 mb-4">长期（2026-2028）</h3>
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<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
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<div class="bg-gradient-to-br from-green-50 to-teal-50 rounded-lg p-4 border border-green-200">
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<div class="font-bold text-green-700 mb-2">2026</div>
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<p class="text-gray-700">折叠iPhone上市，<strong>1000万台</strong></p>
|
||
</div>
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||
<div class="bg-gradient-to-br from-blue-50 to-indigo-50 rounded-lg p-4 border border-blue-200">
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||
<div class="font-bold text-blue-700 mb-2">2027</div>
|
||
<p class="text-gray-700">折叠iPad上市，<strong>500万台</strong></p>
|
||
</div>
|
||
<div class="bg-gradient-to-br from-purple-50 to-pink-50 rounded-lg p-4 border border-purple-200">
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||
<div class="font-bold text-purple-700 mb-2">2028</div>
|
||
<p class="text-gray-700">折叠MacBook上市，<strong>300万台</strong></p>
|
||
</div>
|
||
</div>
|
||
<div class="mt-4 bg-gray-100 rounded-lg p-4">
|
||
<p class="text-gray-700 text-center">
|
||
形成"手机-平板-笔电"折叠矩阵，<strong>总渗透率</strong>有望达苹果高端机型的<strong>20%</strong>。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 产业链与核心公司深度剖析 -->
|
||
<div class="card-custom rounded-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-sitemap mr-3 text-indigo-500"></i>
|
||
产业链与核心公司深度剖析
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">产业链图谱</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-3 gap-4">
|
||
<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
|
||
<div class="font-semibold text-indigo-600 mb-3">上游</div>
|
||
<ul class="text-gray-600 space-y-1">
|
||
<li>液态金属（宜安科技）</li>
|
||
<li>钛合金粉末（铂力特）</li>
|
||
<li>UTG母玻璃（肖特/康宁→蓝思二次减薄）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
|
||
<div class="font-semibold text-indigo-600 mb-3">中游</div>
|
||
<ul class="text-gray-600 space-y-1">
|
||
<li>铰链MIM件（精研科技、统联精密）</li>
|
||
<li>铰链组装（安费诺、新日兴）</li>
|
||
<li>UTG贴合（联得装备）</li>
|
||
</ul>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
|
||
<div class="font-semibold text-indigo-600 mb-3">下游</div>
|
||
<ul class="text-gray-600 space-y-1">
|
||
<li>EMS（富士康、立讯精密）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-50">
|
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<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">公司</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">环节</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">苹果份额</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">单机价值</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">逻辑强度</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">风险点</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">蓝思科技</td>
|
||
<td class="py-3 px-4 text-gray-700">UTG盖板+中框</td>
|
||
<td class="py-3 px-4 text-gray-700">独家</td>
|
||
<td class="py-3 px-4 font-semibold text-blue-600">90-100美元</td>
|
||
<td class="py-3 px-4 text-gray-700">技术+产能双壁垒</td>
|
||
<td class="py-3 px-4 text-gray-700">良率低于80%</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">宜安科技</td>
|
||
<td class="py-3 px-4 text-gray-700">液态金属中轴</td>
|
||
<td class="py-3 px-4 text-gray-700">独家</td>
|
||
<td class="py-3 px-4 font-semibold text-blue-600">100元</td>
|
||
<td class="py-3 px-4 text-gray-700">专利+材料稀缺</td>
|
||
<td class="py-3 px-4 text-gray-700">产能不足</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">精研科技</td>
|
||
<td class="py-3 px-4 text-gray-700">MIM铰链件</td>
|
||
<td class="py-3 px-4 text-gray-700">30-40%</td>
|
||
<td class="py-3 px-4 font-semibold text-blue-600">35美元</td>
|
||
<td class="py-3 px-4 text-gray-700">工艺成熟</td>
|
||
<td class="py-3 px-4 text-gray-700">安卓价格战</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">统联精密</td>
|
||
<td class="py-3 px-4 text-gray-700">MIM小件</td>
|
||
<td class="py-3 px-4 text-gray-700">20-30%</td>
|
||
<td class="py-3 px-4 font-semibold text-blue-600">15美元</td>
|
||
<td class="py-3 px-4 text-gray-700">苹果老供应商</td>
|
||
<td class="py-3 px-4 text-gray-700">份额被挤压</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">联得装备</td>
|
||
<td class="py-3 px-4 text-gray-700">UTG贴合设备</td>
|
||
<td class="py-3 px-4 text-gray-700">独供</td>
|
||
<td class="py-3 px-4 font-semibold text-blue-600">设备订单5亿元</td>
|
||
<td class="py-3 px-4 text-gray-700">设备稀缺</td>
|
||
<td class="py-3 px-4 text-gray-700">技术迭代</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mt-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">验证与证伪</h3>
|
||
<div class="bg-yellow-50 rounded-lg p-4 border border-yellow-200">
|
||
<ul class="list-disc pl-5 text-gray-700 space-y-1">
|
||
<li>蓝思科技2025Q1 UTG收入<strong>0→3亿元</strong>，验证"独供"逻辑。</li>
|
||
<li>精研科技2025Q1 MIM毛利率<strong>45%→38%</strong>，提示安卓价格战已传导。</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="card-custom rounded-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-exclamation-triangle mr-3 text-yellow-500"></i>
|
||
潜在风险与挑战
|
||
</h2>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-red-50 rounded-lg p-4 border border-red-200">
|
||
<div class="font-semibold text-red-700 mb-2">技术</div>
|
||
<p class="text-gray-700">UTG 20万次弯折后透光率衰减>5%即可能触发苹果重新选型。</p>
|
||
</div>
|
||
<div class="bg-orange-50 rounded-lg p-4 border border-orange-200">
|
||
<div class="font-semibold text-orange-700 mb-2">商业化</div>
|
||
<p class="text-gray-700">UBS调研显示仅<strong>18% iPhone用户愿付>2000美元</strong>，定价过高风险。</p>
|
||
</div>
|
||
<div class="bg-yellow-50 rounded-lg p-4 border border-yellow-200">
|
||
<div class="font-semibold text-yellow-700 mb-2">竞争</div>
|
||
<p class="text-gray-700">华为三折屏Mate XT已把折叠屏价格打到<strong>1.5万元</strong>，苹果若>1.6万元将承压。</p>
|
||
</div>
|
||
<div class="bg-purple-50 rounded-lg p-4 border border-purple-200">
|
||
<div class="font-semibold text-purple-700 mb-2">信息矛盾</div>
|
||
<p class="text-gray-700">郭明錤预测2026年<strong>1500万台</strong>，UBS仅给<strong>1000万台</strong>，差异源于对2nm芯片产能分配假设不同。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="card-custom rounded-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-flag-checkered mr-3 text-green-500"></i>
|
||
综合结论与投资启示
|
||
</h2>
|
||
|
||
<div class="mb-6">
|
||
<div class="bg-gradient-to-r from-green-50 to-teal-50 rounded-lg p-5 border-l-4 border-green-500">
|
||
<p class="text-gray-700 font-semibold mb-2">阶段判断</p>
|
||
<p class="text-gray-700">
|
||
处于"<strong>主题向基本面过渡</strong>"阶段，2025-09前为情绪溢价期，2025-09后进入订单验证期。
|
||
</p>
|
||
</div>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">最具价值细分</h3>
|
||
<div class="grid grid-cols-1 md:grid-cols-2 gap-4">
|
||
<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
|
||
<div class="font-bold text-blue-600 mb-2">① UTG二次减薄（蓝思科技）</div>
|
||
<p class="text-gray-600">技术+份额双垄断</p>
|
||
</div>
|
||
<div class="bg-white rounded-lg p-4 shadow-sm border border-gray-100">
|
||
<div class="font-bold text-blue-600 mb-2">② 液态金属中轴（宜安科技）</div>
|
||
<p class="text-gray-600">材料稀缺+专利壁垒</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold text-gray-700 mb-4">关键跟踪指标</h3>
|
||
<div class="space-y-3">
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-green-500 flex items-center justify-center text-white text-xs mr-3">1</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">2025-06 EVT良率</div>
|
||
<p class="text-gray-600">决定2026年能否如期上市</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-green-500 flex items-center justify-center text-white text-xs mr-3">2</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">2025-09 苹果开发者大会</div>
|
||
<p class="text-gray-600">是否发布折叠屏SDK</p>
|
||
</div>
|
||
</div>
|
||
<div class="flex items-start">
|
||
<div class="flex-shrink-0 h-6 w-6 rounded-full bg-green-500 flex items-center justify-center text-white text-xs mr-3">3</div>
|
||
<div>
|
||
<div class="font-semibold text-gray-800">2025-12 蓝思/宜安月度出货</div>
|
||
<p class="text-gray-600">验证独供逻辑</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票表格 -->
|
||
<div class="card-custom rounded-xl shadow-lg p-6 mb-8">
|
||
<h2 class="text-2xl font-bold text-gray-800 mb-6 flex items-center">
|
||
<i class="fas fa-table mr-3 text-blue-500"></i>
|
||
关联股票
|
||
</h2>
|
||
<div class="table-container">
|
||
<table class="min-w-full bg-white rounded-lg overflow-hidden">
|
||
<thead class="bg-gray-50">
|
||
<tr>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">股票名称</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">分类</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">相关性</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">消息来源</th>
|
||
<th class="py-3 px-4 text-left text-xs font-medium text-gray-500 uppercase tracking-wider">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody class="divide-y divide-gray-200">
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">宜安科技</td>
|
||
<td class="py-3 px-4 text-gray-700">苹果供应商（潜在）</td>
|
||
<td class="py-3 px-4 text-gray-700">铰链液态金属</td>
|
||
<td class="py-3 px-4 text-gray-700">券商研报</td>
|
||
<td class="py-3 px-4 text-gray-700">公司为苹果折叠屏设备提供铰链液态金属部件，相关技术已通过券商研报提及</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">联得装备</td>
|
||
<td class="py-3 px-4 text-gray-700">苹果供应商（潜在）</td>
|
||
<td class="py-3 px-4 text-gray-700">苹果折叠屏UTG贴合设备独供</td>
|
||
<td class="py-3 px-4 text-gray-700">券商研报</td>
|
||
<td class="py-3 px-4 text-gray-700">公司独供苹果折叠屏UTG贴合设备，预计25条产线对应近百万台年出货量</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">统联精密</td>
|
||
<td class="py-3 px-4 text-gray-700">苹果供应商（潜在）</td>
|
||
<td class="py-3 px-4 text-gray-700">苹果业务占比超70%</td>
|
||
<td class="py-3 px-4 text-gray-700">公开资料</td>
|
||
<td class="py-3 px-4 text-gray-700">公司为苹果核心供应商，折叠屏相关MIM结构件占比超七成</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">三祥新材</td>
|
||
<td class="py-3 px-4 text-gray-700">苹果供应商（潜在）</td>
|
||
<td class="py-3 px-4 text-gray-700">与宜安科技合资生产液态金属</td>
|
||
<td class="py-3 px-4 text-gray-700">公开资料</td>
|
||
<td class="py-3 px-4 text-gray-700">通过合资公司为苹果折叠屏铰链提供液态金属材料</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">祥源新材</td>
|
||
<td class="py-3 px-4 text-gray-700">苹果供应商（潜在）</td>
|
||
<td class="py-3 px-4 text-gray-700">间接供应折叠屏缓冲材料</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">产品用于折叠屏手机缓冲层，已向终端模组厂批量供货</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">长信科技</td>
|
||
<td class="py-3 px-4 text-gray-700">液态金属</td>
|
||
<td class="py-3 px-4 text-gray-700">2016年通过Sharp导入A客户NB/PAD</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">国内唯一通过认证的减薄业务供应商，持续供应折叠屏玻璃基板</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">宜安科技</td>
|
||
<td class="py-3 px-4 text-gray-700">液态金属</td>
|
||
<td class="py-3 px-4 text-gray-700">直接供货折叠屏液态金属铰链</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">液态金属铰链结构件已批量出货，应用于折叠屏手机</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">东超股份</td>
|
||
<td class="py-3 px-4 text-gray-700">液态金属</td>
|
||
<td class="py-3 px-4 text-gray-700">互动显示是苹果重要客户</td>
|
||
<td class="py-3 px-4 text-gray-700">互动/公开资料</td>
|
||
<td class="py-3 px-4 text-gray-700">子公司上海映瀚有液态金属业务，为折叠屏提供显示方案</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">福蓉科技</td>
|
||
<td class="py-3 px-4 text-gray-700">合金材料</td>
|
||
<td class="py-3 px-4 text-gray-700">铝制结构件应用于MacBook Air</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">产品用于苹果笔记本电脑，具备折叠屏金属结构件技术储备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">精研科技</td>
|
||
<td class="py-3 px-4 text-gray-700">MIM工艺</td>
|
||
<td class="py-3 px-4 text-gray-700">MIM零件用于手机中框</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">核心MIM供应商，折叠屏手机中框等结构件已量产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">科森科技</td>
|
||
<td class="py-3 px-4 text-gray-700">MIM工艺</td>
|
||
<td class="py-3 px-4 text-gray-700">MIM产品为苹果结构件配套</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">MIM工艺成熟，为苹果折叠屏手机提供精密结构件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">东超股份</td>
|
||
<td class="py-3 px-4 text-gray-700">MIM工艺</td>
|
||
<td class="py-3 px-4 text-gray-700">MIM铰链用于折叠机</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">MIM铰链技术具备成本优势，应用于折叠屏手机</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">信维通信</td>
|
||
<td class="py-3 px-4 text-gray-700">MIM工艺</td>
|
||
<td class="py-3 px-4 text-gray-700">提供MIM、天线等产品</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">折叠屏手机天线及MIM结构件已量产，具备技术储备</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">统联精密</td>
|
||
<td class="py-3 px-4 text-gray-700">铰链</td>
|
||
<td class="py-3 px-4 text-gray-700">折叠屏手机铰链需求拉动</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">铰链结构件需求增长，整体解决方案能力提升</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">领益智造</td>
|
||
<td class="py-3 px-4 text-gray-700">CNC工艺</td>
|
||
<td class="py-3 px-4 text-gray-700">提供精密功能件</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">具备CNC加工能力，为折叠屏提供精密结构件</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">长盈精密</td>
|
||
<td class="py-3 px-4 text-gray-700">CNC工艺</td>
|
||
<td class="py-3 px-4 text-gray-700">持续推动工艺升级</td>
|
||
<td class="py-3 px-4 text-gray-700">公司公告</td>
|
||
<td class="py-3 px-4 text-gray-700">CNC及新工艺导入产线，满足折叠屏精密加工需求</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">大富科技</td>
|
||
<td class="py-3 px-4 text-gray-700">转轴</td>
|
||
<td class="py-3 px-4 text-gray-700">子公司大富方圆提供转轴部件</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">转轴部件应用于折叠屏手机，具备量产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">科森科技</td>
|
||
<td class="py-3 px-4 text-gray-700">转轴</td>
|
||
<td class="py-3 px-4 text-gray-700">国内转轴专利超10项</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">转轴技术积累深厚，已申请多项折叠屏相关专利</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">金太阳</td>
|
||
<td class="py-3 px-4 text-gray-700">3D打印</td>
|
||
<td class="py-3 px-4 text-gray-700">满足超精密抛光需求</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">抛光材料可应用于折叠屏玻璃及金属件表面处理</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">爱司凯</td>
|
||
<td class="py-3 px-4 text-gray-700">3D打印</td>
|
||
<td class="py-3 px-4 text-gray-700">3D打印技术应用于模具</td>
|
||
<td class="py-3 px-4 text-gray-700">公开资料</td>
|
||
<td class="py-3 px-4 text-gray-700">3D打印技术可提升折叠屏模具开发效率</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">铂力特</td>
|
||
<td class="py-3 px-4 text-gray-700">3D打印</td>
|
||
<td class="py-3 px-4 text-gray-700">金属3D打印攻克技术难题</td>
|
||
<td class="py-3 px-4 text-gray-700">机构研报</td>
|
||
<td class="py-3 px-4 text-gray-700">金属3D打印技术解决折叠屏铰链量产难题</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">华曙高科</td>
|
||
<td class="py-3 px-4 text-gray-700">3D打印</td>
|
||
<td class="py-3 px-4 text-gray-700">3D打印软硬件适用于消费电子</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">设备可用于折叠屏金属部件快速成型</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">蓝思科技</td>
|
||
<td class="py-3 px-4 text-gray-700">UTG</td>
|
||
<td class="py-3 px-4 text-gray-700">提供UTG玻璃保护膜</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">UTG产品已通过客户测试，具备量产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">凯盛科技</td>
|
||
<td class="py-3 px-4 text-gray-700">UTG</td>
|
||
<td class="py-3 px-4 text-gray-700">UTG产品用于折叠屏手机</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">UTG玻璃基板已量产，客户涵盖主流品牌</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">长信科技</td>
|
||
<td class="py-3 px-4 text-gray-700">UTG</td>
|
||
<td class="py-3 px-4 text-gray-700">2016年通过Sharp导入A客户NB/PAD</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">国内唯一通过认证的减薄业务供应商，持续供应折叠屏玻璃基板</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">国风新材</td>
|
||
<td class="py-3 px-4 text-gray-700">盖板</td>
|
||
<td class="py-3 px-4 text-gray-700">折叠屏盖板用聚酰亚胺薄膜</td>
|
||
<td class="py-3 px-4 text-gray-700">公开资料</td>
|
||
<td class="py-3 px-4 text-gray-700">产品处于研发阶段，未来可用于折叠屏盖板</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">鼎龙股份</td>
|
||
<td class="py-3 px-4 text-gray-700">CPI</td>
|
||
<td class="py-3 px-4 text-gray-700">CPI基膜解决方案</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">CPI产品已送样测试，用于折叠屏盖板保护膜</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">星昊星科</td>
|
||
<td class="py-3 px-4 text-gray-700">CPI</td>
|
||
<td class="py-3 px-4 text-gray-700">提供折叠屏CPI盖板</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">子公司星昊星科具备折叠屏CPI盖板量产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">瑞华泰</td>
|
||
<td class="py-3 px-4 text-gray-700">CPI</td>
|
||
<td class="py-3 px-4 text-gray-700">CPI薄膜用于折叠屏保护</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">CPI产品已用于折叠屏结构保护，处于中试阶段</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">长阳科技</td>
|
||
<td class="py-3 px-4 text-gray-700">CPI</td>
|
||
<td class="py-3 px-4 text-gray-700">折叠屏手机CPI薄膜应用</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">CPI薄膜产品正在推进企业送样及测试</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">中框材料</td>
|
||
<td class="py-3 px-4 text-gray-700">材料</td>
|
||
<td class="py-3 px-4 text-gray-700">中框材料应用</td>
|
||
<td class="py-3 px-4 text-gray-700">公开资料</td>
|
||
<td class="py-3 px-4 text-gray-700">中框材料用于折叠屏手机结构件，具备量产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">和胜股份</td>
|
||
<td class="py-3 px-4 text-gray-700">材料</td>
|
||
<td class="py-3 px-4 text-gray-700">高强铝合金中框材料</td>
|
||
<td class="py-3 px-4 text-gray-700">公开资料</td>
|
||
<td class="py-3 px-4 text-gray-700">产品已应用于折叠屏中框，成为核心材料供应商</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">宏和科技</td>
|
||
<td class="py-3 px-4 text-gray-700">玻璃纤维布</td>
|
||
<td class="py-3 px-4 text-gray-700">苹果手机使用公司产品</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">电子级玻璃纤维布用于折叠屏手机电路板</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">金石亚药</td>
|
||
<td class="py-3 px-4 text-gray-700">玻璃纤维布</td>
|
||
<td class="py-3 px-4 text-gray-700">POB超细纤维生产</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">超细纤维用于折叠屏玻璃基板生产，处于小试阶段</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">光大同创</td>
|
||
<td class="py-3 px-4 text-gray-700">玻璃纤维布</td>
|
||
<td class="py-3 px-4 text-gray-700">笔记本电脑及折叠屏手机</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">产品用于折叠屏手机结构件及散热系统</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">奥来德</td>
|
||
<td class="py-3 px-4 text-gray-700">OLED材料</td>
|
||
<td class="py-3 px-4 text-gray-700">OLED材料应用于主流面板厂</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">OLED材料已用于折叠屏面板，具备量产能力</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">莱特光电</td>
|
||
<td class="py-3 px-4 text-gray-700">OLED材料</td>
|
||
<td class="py-3 px-4 text-gray-700">OLED终端材料验证测试</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">OLED材料已送样测试，用于折叠屏显示</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">日久光电</td>
|
||
<td class="py-3 px-4 text-gray-700">OLED材料</td>
|
||
<td class="py-3 px-4 text-gray-700">3A光学膜产品用于折叠屏</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">3A光学膜产品已用于折叠屏手机，客户包括华为、小米等</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">斯迪克</td>
|
||
<td class="py-3 px-4 text-gray-700">面板</td>
|
||
<td class="py-3 px-4 text-gray-700">耐弯折OCA光学胶</td>
|
||
<td class="py-3 px-4 text-gray-700">公开资料</td>
|
||
<td class="py-3 px-4 text-gray-700">OCA光学胶产品已稳定供应折叠屏终端量产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">三利谱</td>
|
||
<td class="py-3 px-4 text-gray-700">偏光片</td>
|
||
<td class="py-3 px-4 text-gray-700">可折叠产品处于研发阶段</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">偏光片技术储备完善，折叠屏产品已送样测试</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">京东方A</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性AMOLED</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性AMOLED面板</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性AMOLED面板已量产，供应折叠屏手机</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">维信诺</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性AMOLED</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性AMOLED面板</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性AMOLED面板技术成熟，折叠屏产品已量产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">深天马</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性AMOLED</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性AMOLED面板</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性AMOLED面板产线完备，折叠屏产品已出货</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">鹏鼎控股</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板技术领先，折叠屏产品已量产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">东山精密</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板技术成熟，折叠屏产品已量产</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">崇达技术</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板技术储备完善，折叠屏产品已送样</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">国风新材</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板材料研发中，未来可用于折叠屏</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-gray-900">爱司凯</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板</td>
|
||
<td class="py-3 px-4 text-gray-700">公司互动</td>
|
||
<td class="py-3 px-4 text-gray-700">柔性电路板技术储备，折叠屏产品处于研发阶段</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
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``` |