1677 lines
83 KiB
HTML
1677 lines
83 KiB
HTML
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<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="utf-8" />
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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OLED战略转型分析报告</title>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
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<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
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<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet">
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<script src="https://cdn.tailwindcss.com"></script>
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<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
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<style>
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body {
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font-family: 'Inter', sans-serif;
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}
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.gradient-bg {
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background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
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}
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.card-gradient {
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background: linear-gradient(135deg, #1e3a8a 0%, #3b82f6 100%);
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}
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.text-gradient {
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background: linear-gradient(90deg, #3b82f6, #60a5fa);
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-webkit-background-clip: text;
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-webkit-text-fill-color: transparent;
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}
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.timeline-item::before {
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content: '';
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position: absolute;
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left: 0;
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top: 0;
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height: 100%;
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width: 2px;
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background: #3b82f6;
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}
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.timeline-dot {
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position: absolute;
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left: -5px;
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top: 5px;
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width: 12px;
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height: 12px;
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border-radius: 50%;
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background: #3b82f6;
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border: 2px solid #1e293b;
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}
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#particles-js {
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position: fixed;
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width: 100%;
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height: 100%;
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top: 0;
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left: 0;
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z-index: -1;
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}
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.table-container {
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overflow-x: auto;
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}
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.table-container table {
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min-width: 100%;
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}
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@media (max-width: 768px) {
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.table-container {
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font-size: 0.8rem;
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}
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}
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</style>
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</head>
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<body class="gradient-bg text-gray-100">
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<div id="particles-js"></div>
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<div class="container mx-auto px-4 py-8 relative z-10">
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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 mb-4 text-gradient">苹果OLED战略转型分析</h1>
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<p class="text-xl text-gray-300 max-w-3xl mx-auto">深度解析苹果全产品线OLED渗透战略及其产业链影响</p>
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</div>
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<!-- 概念事件部分 -->
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<div class="mb-12">
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<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-lg rounded-xl shadow-xl p-6 mb-6">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">概念事件</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">背景与催化事件</h3>
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<p class="mb-4">苹果自2024年起加速推进OLED技术在全产品线的渗透，核心事件包括：</p>
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<ul class="list-disc pl-6 space-y-2 mb-6">
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<li><strong class="text-blue-300">2024年5月</strong>：iPad Pro首次搭载<strong>双层串联OLED</strong>（Tandon结构），亮度提升至<strong>1600尼特</strong>，厚度减至<strong>5.1mm</strong>，标志着中尺寸OLED技术成熟。</li>
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<li><strong class="text-blue-300">2024年9月</strong>：苹果确认<strong>iPhone SE 4</strong>（2025年春季发布）将首次采用<strong>6.1英寸OLED屏</strong>，彻底淘汰LCD，覆盖低端机型。</li>
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<li><strong class="text-blue-300">2026年路线图</strong>：MacBook Pro、iPad Air/Mini全面转向OLED；<strong>2027年</strong>OLED笔电渗透率预计突破<strong>5%</strong>（TrendForce数据）。</li>
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<li><strong class="text-blue-300">供应链调整</strong>：京东方、LG Display、三星显示成为苹果OLED面板<strong>三大核心供应商</strong>，其中京东方份额从2023年的<strong>20%</strong>提升至2024年的<strong>30%+</strong>（DSCC数据）。</li>
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</ul>
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</div>
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<div>
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<h3 class="text-xl font-semibold mb-3 text-blue-300">时间轴</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-gray-700 bg-opacity-50 rounded-lg">
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<thead>
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<tr class="bg-gray-600 bg-opacity-50">
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<th class="py-3 px-4 text-left">时间</th>
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<th class="py-3 px-4 text-left">事件</th>
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<th class="py-3 px-4 text-left">影响</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-gray-600">
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<td class="py-3 px-4">2024Q2</td>
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<td class="py-3 px-4">iPad Pro OLED量产</td>
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<td class="py-3 px-4">中尺寸OLED技术验证成功</td>
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</tr>
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<tr class="border-b border-gray-600">
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<td class="py-3 px-4">2024Q4</td>
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<td class="py-3 px-4">iPhone 16 Pro OLED量产</td>
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<td class="py-3 px-4">高端机型供应链稳定</td>
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</tr>
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<tr class="border-b border-gray-600">
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<td class="py-3 px-4">2025Q1</td>
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<td class="py-3 px-4">iPhone SE 4发布</td>
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<td class="py-3 px-4">低端机型OLED普及</td>
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</tr>
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<tr>
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<td class="py-3 px-4">2026-2027</td>
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<td class="py-3 px-4">MacBook/iPad全系列OLED化</td>
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<td class="py-3 px-4">市场规模扩大<strong>3-4倍</strong></td>
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</tr>
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</tbody>
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</table>
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</div>
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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="mb-12">
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<div class="card card-gradient rounded-xl shadow-xl p-6">
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<h2 class="text-2xl font-bold mb-4 text-white">核心观点摘要</h2>
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<blockquote class="text-white text-lg italic mb-4 border-l-4 border-blue-300 pl-4">
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苹果OLED战略已从<strong>高端机型试点</strong>进入<strong>全产品线替代LCD</strong>的加速阶段，核心驱动力是<strong>技术成熟（双层OLED）+供应链国产化（京东方崛起）</strong>。未来3年，苹果将带动<strong>中尺寸OLED需求爆发</strong>（2027年渗透率<strong>14%</strong>），但需警惕<strong>三星8.6代线延期</strong>和<strong>折叠屏需求不及预期</strong>的风险。
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</blockquote>
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</div>
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</div>
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<!-- 核心逻辑与市场认知分析 -->
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<div class="mb-12">
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<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-lg rounded-xl shadow-xl p-6">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">核心逻辑与市场认知分析</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">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-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-300 mb-2">技术突破</h4>
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<p>双层串联OLED解决烧屏和亮度问题，良率从2023年的<strong>60%</strong>提升至2024年的<strong>80%+</strong>（国盛证券路演）。</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-300 mb-2">成本下降</h4>
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<p>京东方6代线OLED成本较三星低<strong>20-30%</strong>，推动苹果向国产供应商倾斜。</p>
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</div>
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<h4 class="font-semibold text-blue-300 mb-2">需求场景扩展</h4>
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<p>iPad/MacBook单块屏幕面积=<strong>4-6块iPhone屏</strong>，显著放大材料用量（莱特光电材料需求<strong>翻倍</strong>）。</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 mb-3 text-blue-300">市场热度与情绪</h3>
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<div class="mb-4">
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<p><strong class="text-blue-300">研报密度</strong>：2024年Q3-Q4发布<strong>15篇</strong>苹果OLED主题报告（vs 2023年全年仅5篇）。</p>
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</div>
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<div>
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<p><strong class="text-blue-300">情绪分化</strong>：</p>
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<ul class="list-disc pl-6 mt-2">
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<li><strong class="text-green-400">乐观派</strong>（国盛、中泰）：认为苹果将复制iPhone OLED渗透路径，2027年中尺寸市场规模达<strong>50亿美元</strong>。</li>
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<li><strong class="text-yellow-400">谨慎派</strong>（国联）：指出三星8.6代线量产或推迟至<strong>2027年</strong>，供需缺口可能持续。</li>
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</ul>
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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 mb-3 text-blue-300">预期差分析</h3>
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<div class="overflow-x-auto">
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<table class="min-w-full bg-gray-700 bg-opacity-50 rounded-lg">
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<thead>
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<tr class="bg-gray-600 bg-opacity-50">
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<th class="py-3 px-4 text-left">市场预期</th>
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<th class="py-3 px-4 text-left">实际进展/风险点</th>
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<th class="py-3 px-4 text-left">预期差方向</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-gray-600">
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<td class="py-3 px-4">三星8.6代线2026年投产</td>
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<td class="py-3 px-4">设备招标延迟，<strong>2027年量产</strong>概率更高</td>
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<td class="py-3 px-4 text-yellow-400">供给延后</td>
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</tr>
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<tr class="border-b border-gray-600">
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<td class="py-3 px-4">京东方份额持续提升</td>
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<td class="py-3 px-4">2024年iPhone SE 4订单<strong>未完全确认</strong></td>
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<td class="py-3 px-4 text-yellow-400">订单风险</td>
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</tr>
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<tr>
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<td class="py-3 px-4">折叠屏驱动需求</td>
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<td class="py-3 px-4">2024年折叠屏出货量<strong>仅3000万台</strong>（CINNO）</td>
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<td class="py-3 px-4 text-yellow-400">需求低于预期</td>
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</tr>
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</tbody>
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</table>
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</div>
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</div>
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</div>
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</div>
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<!-- 关键催化剂与未来发展路径 -->
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<div class="mb-12">
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<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-lg rounded-xl shadow-xl p-6">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">关键催化剂与未来发展路径</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">近期催化剂（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="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">1</div>
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<p><strong class="text-blue-300">2024年12月</strong>：京东方重庆8.6代线设备招标结果（蒸发源国产化率或超<strong>50%</strong>）。</p>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">2</div>
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<p><strong class="text-blue-300">2025年3月</strong>：iPhone SE 4量产启动，验证低端OLED成本控制能力。</p>
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</div>
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<div class="flex items-start">
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<div class="bg-blue-500 rounded-full w-6 h-6 flex items-center justify-center mr-3 mt-1 flex-shrink-0">3</div>
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<p><strong class="text-blue-300">2025年6月</strong>：苹果WWDC发布<strong>OLED版MacBook Air</strong>原型机。</p>
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</div>
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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 mb-3 text-blue-300">长期路径（2025-2027）</h3>
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<div class="bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<div class="flex flex-col md:flex-row items-center justify-between">
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<div class="flex flex-col items-center mb-4 md:mb-0">
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<div class="bg-blue-500 rounded-full w-16 h-16 flex items-center justify-center text-white font-bold mb-2">2025</div>
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<p class="text-center">iPhone SE 4 OLED</p>
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</div>
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<div class="text-blue-400 text-2xl mb-4 md:mb-0">→</div>
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<div class="flex flex-col items-center mb-4 md:mb-0">
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<div class="bg-blue-500 rounded-full w-16 h-16 flex items-center justify-center text-white font-bold mb-2">2026</div>
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<p class="text-center">MacBook Pro OLED</p>
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</div>
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<div class="text-blue-400 text-2xl mb-4 md:mb-0">→</div>
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<div class="flex flex-col items-center mb-4 md:mb-0">
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<div class="bg-blue-500 rounded-full w-16 h-16 flex items-center justify-center text-white font-bold mb-2">2027</div>
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<p class="text-center">折叠屏iPad OLED</p>
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</div>
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<div class="text-blue-400 text-2xl mb-4 md:mb-0">→</div>
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<div class="flex flex-col items-center">
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<div class="bg-green-500 rounded-full w-16 h-16 flex items-center justify-center text-white font-bold mb-2">目标</div>
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<p class="text-center">市场规模: 中尺寸OLED 50亿美元</p>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- 产业链与核心公司深度剖析 -->
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<div class="mb-12">
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<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-lg rounded-xl shadow-xl p-6">
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<h2 class="text-2xl font-bold mb-4 text-blue-400">产业链与核心公司深度剖析</h2>
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<div class="mb-6">
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<h3 class="text-xl font-semibold mb-3 text-blue-300">产业链图谱</h3>
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||
<div class="flex flex-col md:flex-row justify-between items-center bg-gray-700 bg-opacity-50 p-4 rounded-lg">
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<div class="mb-4 md:mb-0">
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<h4 class="font-semibold text-blue-300 mb-2">上游</h4>
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<p>有机发光材料（莱特光电、万润股份）、蒸发源设备（奥来德）</p>
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</div>
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<div class="mb-4 md:mb-0">
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<h4 class="font-semibold text-blue-300 mb-2">中游</h4>
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||
<p>面板制造（京东方A、TCL科技、维信诺）</p>
|
||
</div>
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||
<div>
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||
<h4 class="font-semibold text-blue-300 mb-2">下游</h4>
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||
<p>苹果终端（iPhone/iPad/MacBook）</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
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||
<h3 class="text-xl font-semibold mb-3 text-blue-300">核心玩家对比</h3>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-gray-700 bg-opacity-50 rounded-lg">
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||
<thead>
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||
<tr class="bg-gray-600 bg-opacity-50">
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<th class="py-3 px-4 text-left">公司</th>
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||
<th class="py-3 px-4 text-left">角色</th>
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||
<th class="py-3 px-4 text-left">竞争优势</th>
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||
<th class="py-3 px-4 text-left">风险点</th>
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</tr>
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</thead>
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<tbody>
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<tr class="border-b border-gray-600">
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<td class="py-3 px-4 font-semibold">京东方A</td>
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||
<td class="py-3 px-4">面板龙头</td>
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||
<td class="py-3 px-4">8.6代线32K产能，苹果份额<strong>30%+</strong></td>
|
||
<td class="py-3 px-4">良率爬坡不及预期</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-600">
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<td class="py-3 px-4 font-semibold">莱特光电</td>
|
||
<td class="py-3 px-4">材料龙头</td>
|
||
<td class="py-3 px-4">红光Host材料量产，绑定京东方</td>
|
||
<td class="py-3 px-4">UDC专利诉讼风险</td>
|
||
</tr>
|
||
<tr>
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||
<td class="py-3 px-4 font-semibold">奥来德</td>
|
||
<td class="py-3 px-4">设备国产化</td>
|
||
<td class="py-3 px-4">6代线蒸发源市占率<strong>80%</strong></td>
|
||
<td class="py-3 px-4">8.6代线技术验证滞后</td>
|
||
</tr>
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||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 潜在风险与挑战 -->
|
||
<div class="mb-12">
|
||
<div class="card bg-gray-800 bg-opacity-50 backdrop-blur-lg rounded-xl shadow-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">潜在风险与挑战</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="min-w-full bg-gray-700 bg-opacity-50 rounded-lg">
|
||
<thead>
|
||
<tr class="bg-gray-600 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left">风险类型</th>
|
||
<th class="py-3 px-4 text-left">具体表现</th>
|
||
<th class="py-3 px-4 text-left">影响程度</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-600">
|
||
<td class="py-3 px-4 font-semibold text-red-400">技术</td>
|
||
<td class="py-3 px-4">蓝光磷光材料量产延迟（莱特光电）</td>
|
||
<td class="py-3 px-4"><span class="bg-red-500 text-white px-2 py-1 rounded text-sm">高</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-600">
|
||
<td class="py-3 px-4 font-semibold text-yellow-400">商业化</td>
|
||
<td class="py-3 px-4">折叠屏iPad售价或超<strong>2000美元</strong></td>
|
||
<td class="py-3 px-4"><span class="bg-yellow-500 text-white px-2 py-1 rounded text-sm">中</span></td>
|
||
</tr>
|
||
<tr class="border-b border-gray-600">
|
||
<td class="py-3 px-4 font-semibold text-yellow-400">政策</td>
|
||
<td class="py-3 px-4">美国限制对华OLED设备出口（Tokki）</td>
|
||
<td class="py-3 px-4"><span class="bg-yellow-500 text-white px-2 py-1 rounded text-sm">中</span></td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4 font-semibold text-blue-400">信息矛盾</td>
|
||
<td class="py-3 px-4">三星8.6代线投产时间：2026（国联） vs 2027（专家）</td>
|
||
<td class="py-3 px-4"><span class="bg-blue-500 text-white px-2 py-1 rounded text-sm">需跟踪</span></td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 综合结论与投资启示 -->
|
||
<div class="mb-12">
|
||
<div class="card card-gradient rounded-xl shadow-xl p-6">
|
||
<h2 class="text-2xl font-bold mb-4 text-white">综合结论与投资启示</h2>
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-200">结论</h3>
|
||
<p class="text-white">苹果OLED战略已进入<strong>基本面驱动阶段</strong>，2025-2027年需求复合增速<strong>40%+</strong>，但需警惕<strong>技术路线（印刷OLED vs 蒸镀OLED）</strong>和<strong>产能节奏</strong>的不确定性。</p>
|
||
</div>
|
||
|
||
<div class="mb-6">
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-200">投资方向</h3>
|
||
<div class="space-y-3">
|
||
<div class="bg-white bg-opacity-10 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-blue-200 mb-2">最确定环节</h4>
|
||
<p><strong class="text-green-300">京东方A</strong>（面板）+<strong class="text-green-300">莱特光电</strong>（材料），直接受益于苹果订单放量。</p>
|
||
</div>
|
||
<div class="bg-white bg-opacity-10 p-4 rounded-lg">
|
||
<h4 class="font-semibold text-blue-200 mb-2">弹性标的</h4>
|
||
<p><strong class="text-yellow-300">奥来德</strong>（8.6代线蒸发源招标）、<strong class="text-yellow-300">万润股份</strong>（中间体材料国产替代）。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-200">跟踪指标</h3>
|
||
<ul class="list-disc pl-6 space-y-2">
|
||
<li><strong class="text-blue-200">京东方8.6代线良率</strong>（2025Q1目标≥75%）</li>
|
||
<li><strong class="text-blue-200">iPhone SE 4首月销量</strong>（验证低端OLED接受度）</li>
|
||
<li><strong class="text-blue-200">三星A6线设备搬入进度</strong>（2025年6月节点）</li>
|
||
</ul>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 关联股票数据 -->
|
||
<div class="mb-12">
|
||
<h2 class="text-2xl font-bold mb-4 text-blue-400">关联股票数据</h2>
|
||
|
||
<!-- 显影液及硅基OLED -->
|
||
<div class="mb-8">
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-300">显影液及硅基OLED（240904）</h3>
|
||
<div class="table-container bg-gray-800 bg-opacity-50 backdrop-blur-lg rounded-xl shadow-xl p-4">
|
||
<table class="min-w-full">
|
||
<thead>
|
||
<tr class="bg-gray-700 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left">股票名称</th>
|
||
<th class="py-3 px-4 text-left">行业</th>
|
||
<th class="py-3 px-4 text-left">项目</th>
|
||
<th class="py-3 px-4 text-left">分类</th>
|
||
<th class="py-3 px-4 text-left">产业链</th>
|
||
<th class="py-3 px-4 text-left">原因</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">阿斯麦</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">显影/刻蚀</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供显影/刻蚀设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">应用材料</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">镀膜/封装</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供镀膜/封装设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">东京电子</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">镀膜/封装</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供镀膜/封装设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">日立高新</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">检查/测试</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供检查/测试设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">尼康</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">显影/刻蚀</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供显影/刻蚀设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">TOKKI</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">镀膜/封装</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供镀膜/封装设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">爱发科</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">镀膜/封装</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供镀膜/封装设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">Evatech</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">镀膜/封装</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供镀膜/封装设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">ANS</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">镀膜/封装</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供镀膜/封装设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">周星工程</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">镀膜/封装</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供镀膜/封装设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">Orbotech</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">检查/测试</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供检查/测试设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">Mcsience</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">检查/测试</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供检查/测试设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">网屏</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">检查/测试</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供检查/测试设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">泰瑞达</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">检查/测试</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供检查/测试设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">爱德</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">检查/测试</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供检查/测试设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">万</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">检查/测试</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供检查/测试设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">精测电子</td>
|
||
<td class="py-3 px-4">设备制造</td>
|
||
<td class="py-3 px-4">检查/测试</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供检查/测试设备</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">康宁</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">玻璃基板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供玻璃基板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">长信科技</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">玻璃基板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供玻璃基板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">NAVOOOTECH</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">玻璃基板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供玻璃基板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">旭硝子</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">玻璃基板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供玻璃基板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">凯盛科技</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">玻璃基板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供玻璃基板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">南玻科技</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">玻璃基板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供玻璃基板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">冠华</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">玻璃基板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供玻璃基板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">欧菲光</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">玻璃基板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供玻璃基板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">UDC</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">三星</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">LG</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">保土谷</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">濮阳惠成</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">出光兴产</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">TOYO INK</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">三菱化学</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">住友化学</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">莱特光电</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">奥来德</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">海谱润斯</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">有机材料</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供有机材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">住友化学</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">偏光板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供偏光板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">LG</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">偏光板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供偏光板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">BQM</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">偏光板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供偏光板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">奇美材料</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">偏光板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供偏光板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">日本电子</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">偏光板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供偏光板材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">旭硝子</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">封装胶</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供封装胶材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">3M</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">封装胶</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供封装胶材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">杜邦</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">封装胶</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供封装胶材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">板硝子</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">封装胶</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供封装胶材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">日本电工</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">封装胶</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供封装胶材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">住友化学</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">封装胶</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供封装胶材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">化学</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">封装胶</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供封装胶材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">NSG</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">封装胶</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供封装胶材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">NAGESE</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">封装胶</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供封装胶材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">NANONIC</td>
|
||
<td class="py-3 px-4">原材料</td>
|
||
<td class="py-3 px-4">封装胶</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供封装胶材料</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">德州仪器</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">驱动IC</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供驱动IC组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">中颖电子</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">驱动IC</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供驱动IC组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">东芝</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">驱动IC</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供驱动IC组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">高通</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">驱动IC</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供驱动IC组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">NVIDIA</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">驱动IC</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供驱动IC组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">AMD</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">驱动IC</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供驱动IC组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">品宏</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">驱动IC</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供驱动IC组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">松下</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">驱动IC</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供驱动IC组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">住友电工</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">电路板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供电路板组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">三星电机</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">电路板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供电路板组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">藤仓</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">电路板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供电路板组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">嘉联益</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">电路板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供电路板组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">日本旗胜</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">电路板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供电路板组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">胜</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">电路板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供电路板组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">大德</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">电路板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供电路板组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">三菱化工</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">电路板</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供电路板组件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">村田</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">被动元件</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供被动元件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">国巨</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">被动元件</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供被动元件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">TDK</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">被动元件</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供被动元件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">EPCOS</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">被动元件</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供被动元件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">风华高科</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">被动元件</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供被动元件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">太阳诱电</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">被动元件</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供被动元件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">KEMET</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">被动元件</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供被动元件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">大毅</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">被动元件</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供被动元件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">波恩斯</td>
|
||
<td class="py-3 px-4">组装零件</td>
|
||
<td class="py-3 px-4">被动元件</td>
|
||
<td class="py-3 px-4">上游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链上游提供被动元件</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">LG</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">长虹</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">索尼</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">夏普</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">奇美</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">彩虹</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">三星</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">京东方</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">维信诺</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">深圳天马</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">友达光电</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">和辉光电</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">华星光电</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">群创光电</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">信利光电</td>
|
||
<td class="py-3 px-4">面板制造</td>
|
||
<td class="py-3 px-4">-</td>
|
||
<td class="py-3 px-4">中游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链中游从事面板制造</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">三星</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">手机显示</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于手机显示领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">京东方</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">手机显示</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于手机显示领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">NOKIA</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">手机显示</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于手机显示领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">联想</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">手机显示</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于手机显示领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">长虹</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">OLED TV</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于OLED TV领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">索尼</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">OLED TV</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于OLED TV领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">创维</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">OLED TV</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于OLED TV领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">TCL</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">OLED TV</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于OLED TV领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">三星</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">OLED TV</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于OLED TV领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">乐相科技</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">VR</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于VR领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">和辉光电</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">VR</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于VR领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">三星</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">VR</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于VR领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">GOOGLE</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">VR</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于VR领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">暴风科技</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">VR</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于VR领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">苹果</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">穿戴设备</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于穿戴设备领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">小米</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">穿戴设备</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于穿戴设备领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">华硕</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">穿戴设备</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于穿戴设备领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">深圳多哚</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">穿戴设备</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于穿戴设备领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">雅士</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">穿戴设备</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于穿戴设备领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">大朋VR</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">穿戴设备</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于穿戴设备领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">TCL</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">平板</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于平板领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">三星</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">平板</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于平板领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">LG</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">平板</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于平板领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">苹果</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">平板</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于平板领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">小米</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">平板</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于平板领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">苹果</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">电脑</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于电脑领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">宏基</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">电脑</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于电脑领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">夏普</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">电脑</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于电脑领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">群创光电</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">电脑</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于电脑领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">索尼</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">车载显示</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于车载显示领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">JCL</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">车载显示</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于车载显示领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">京东方</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">车载显示</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于车载显示领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">信利光电</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">车载显示</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于车载显示领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">LG</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">车载显示</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于车载显示领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">飞利浦</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">照明领域</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于照明领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">GE照明</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">照明领域</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于照明领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">欧司朗</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">照明领域</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于照明领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">松下</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">照明领域</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于照明领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">OLED works</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">照明领域</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于照明领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">瀚彩</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">其他领域</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于其他领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">三星</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">其他领域</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于其他领域</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">LG</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">其他领域</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于其他领域</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4">华为</td>
|
||
<td class="py-3 px-4">应用领域</td>
|
||
<td class="py-3 px-4">其他领域</td>
|
||
<td class="py-3 px-4">下游</td>
|
||
<td class="py-3 px-4">OLED</td>
|
||
<td class="py-3 px-4">在OLED产业链下游应用于其他领域</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</div>
|
||
|
||
<!-- 苹果OLED潜在受益 -->
|
||
<div>
|
||
<h3 class="text-xl font-semibold mb-3 text-blue-300">苹果OLED潜在受益(240904)</h3>
|
||
<div class="table-container bg-gray-800 bg-opacity-50 backdrop-blur-lg rounded-xl shadow-xl p-4">
|
||
<table class="min-w-full">
|
||
<thead>
|
||
<tr class="bg-gray-700 bg-opacity-50">
|
||
<th class="py-3 px-4 text-left">股票名称</th>
|
||
<th class="py-3 px-4 text-left">项目</th>
|
||
<th class="py-3 px-4 text-left">产业链</th>
|
||
<th class="py-3 px-4 text-left">原因</th>
|
||
<th class="py-3 px-4 text-left">投资关系</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">京东方A</td>
|
||
<td class="py-3 px-4">向苹果供应OLED屏幕</td>
|
||
<td class="py-3 px-4">OLED面板生产</td>
|
||
<td class="py-3 px-4">国内OLED面板产量第一，已向苹果供应OLED屏幕，业务量可能进一步提升</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">TCL科技</td>
|
||
<td class="py-3 px-4">柔性OLED面板生产</td>
|
||
<td class="py-3 px-4">手机厂商供应链</td>
|
||
<td class="py-3 px-4">旗下TCL华星在小尺寸柔性OLED领域布局，柔性OLED面板进入头部手机厂商供应链</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">深天马A</td>
|
||
<td class="py-3 px-4">中小尺寸面板生产</td>
|
||
<td class="py-3 px-4">移动智能终端供应链</td>
|
||
<td class="py-3 px-4">主营中小尺寸面板，成为全球主流移动智能终端厂商的重要战略合作伙伴</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">维信诺</td>
|
||
<td class="py-3 px-4">OLED产线运营</td>
|
||
<td class="py-3 px-4">OLED生产</td>
|
||
<td class="py-3 px-4">拥有昆山工厂（第5.5代线）和固安工厂（第6代线）两条OLED产线</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">精测电子</td>
|
||
<td class="py-3 px-4">面板检测设备生产</td>
|
||
<td class="py-3 px-4">面板检测</td>
|
||
<td class="py-3 px-4">国内面板检测设备领域覆盖最全，产品拓展至AOI、OLED检测等领域</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
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<td class="py-3 px-4">三利谱</td>
|
||
<td class="py-3 px-4">偏光片产品研产销</td>
|
||
<td class="py-3 px-4">液晶显示面板供应链</td>
|
||
<td class="py-3 px-4">主要从事TFT系列和黑白系列偏光片，是液晶显示面板关键原材料之一</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
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<tr class="border-b border-gray-700">
|
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<td class="py-3 px-4">奥来德</td>
|
||
<td class="py-3 px-4">有机发光材料与蒸发源设备</td>
|
||
<td class="py-3 px-4">上游材料供应</td>
|
||
<td class="py-3 px-4">上游厂商，有机发光材料为核心材料，蒸发源为OLED面板制造关键设备</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">莱特光电</td>
|
||
<td class="py-3 px-4">OLED有机材料供应</td>
|
||
<td class="py-3 px-4">OLED材料供应链</td>
|
||
<td class="py-3 px-4">京东方供应OLED发光功能材料的国内供应商，终端客户包括华为、荣耀等</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">亚世光电</td>
|
||
<td class="py-3 px-4">硅基OLED模组生产</td>
|
||
<td class="py-3 px-4">OLED模组</td>
|
||
<td class="py-3 px-4">具备硅基OLED模组生产及设计能力</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr class="border-b border-gray-700">
|
||
<td class="py-3 px-4">易天股份</td>
|
||
<td class="py-3 px-4">硅基OLED贴附设备供应</td>
|
||
<td class="py-3 px-4">OLED设备制造</td>
|
||
<td class="py-3 px-4">可提供硅基OLED各类贴附设备</td>
|
||
<td class="py-3 px-4">-</td>
|
||
</tr>
|
||
<tr>
|
||
<td class="py-3 px-4">视涯科技</td>
|
||
<td class="py-3 px-4">micro-OLED技术</td>
|
||
<td class="py-3 px-4">OLED技术开发</td>
|
||
<td class="py-3 px-4">持有视涯科技股权，涉及苹果micro-OLED供应</td>
|
||
<td class="py-3 px-4">精测电子持股6.68%，激智科技持股1.13%</td>
|
||
</tr>
|
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</tbody>
|
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</table>
|
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</div>
|
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</div>
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</div>
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</div>
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``` |