Recently, Shentianma A said in accepting institutional research that from the perspective of technological development trends, the continuous improvement of flexible AMOLED penetration in smartphones is an inevitable trend, which is expected to increase the proportion of flexible high-end products with the release of high-end technology production capacity such as folding and LTPO.
At present, with the release of the new terminals of various brands, we can see the growth of flexible AMOLED smartphone market demand is obvious, according to the data of third-party consulting agencies, the supply side manufacturers operating rate maintained at a high level, at the end of the fourth quarter, the major brands still maintain a positive rhythm of flexible OLED panels, the fourth quarter flexible OLED prices as a whole in the trend of price increases.
In the first three quarters of this year, the small and medium-sized display field gradually continued to adjust from the bottom into A moderate demand recovery, Shentianma A operations management of 2 flexible AMOLED production lines of mobile phone display products in the first three quarters of cumulative shipments increased by more than 300%, the market share of the second domestic. In the field of AMOLED flexible mobile phone display, Shentianma A has achieved full coverage of domestic brand customers, and customer stickiness has been continuously enhanced, while product specifications have an obvious trend of upgrading, supporting multiple brand customers' flagship and high-end projects. In addition, Deep Tianma A folding, HTD products have begun to ship.
In the face of this year's significant downstream automotive market adjustment, Shentianma A continues to be the world's first in the vehicle front installation market and vehicle instrument market shipments (as of Q3 2023). In the first three quarters of this year, the revenue of Shentianma A's vehicle business increased by 10% year-on-year. In terms of shipments, LTPS technology accelerated penetration, and the shipments of LTPS vehicle products increased by nearly 40% year-on-year. Several projects in the automotive electronics business of direct car manufacturers have been officially shipped this year, and the scale will be released next year, and the new energy vehicle business that focuses on power has also achieved a rapid increase in the share of head customers this year. The total amount of new opportunity projects obtained by Shentianma A remained high, and the amount of LTPS projects accounted for nearly 70%, and covered OLED, Local Dimming and other technologies, automotive electronics, new energy and other business directions, as well as cutting-edge products such as panoramic head-up display.
At the same time, Shentianma A said that the vehicle business has steadily responded to the market fluctuations since the beginning of this year, and the head advantage, the ability to take orders and the confidence in the long-term development prospects of the vehicle display remain unchanged. To this end, the company has carried out short and medium term layout in many aspects such as advanced production capacity, technology research and development, and business models: it has invested in the 8.6 generation line and the new display module production line; Has invested in the construction of vehicle display R & D center and Micro-LED full process production line, strengthen the key technology layout; Relying on its leading advantage in the field of in-vehicle display, it will actively empower the development of automotive electronics and new energy vehicle business, and create a new growth engine for in-vehicle business.
Gestant Display Technology Co.,Ltd. could provide a series of LCD and OLED products, such as AMOLED Screen, PMOLED Screen, Round Display Screen, Flexible Display Screen, TFT LCD, Mono-LCD and Bar Display Screen. Customize PCBA/LCD/OLED/FPC/Backlight/Coverlens/TP solutions.
Gestant Display Technology Co.,LTD was founded in 2012 in Shenzhen China. Even, the founder of the company, has more than 15 years of rich experience in LCD display industry. He has been engaging in the basic research of LCD display technology in Japan since his graduate school and has been working in the flat panel display industry after graduation.
Proficient in the manufacturing process and technology development of LCD / OLED / polarizer, Even was also one of the members of China liquid crystal Association who has a senior industry background and supply chain resources. In the past three years, he assisted his shareholders in building factories, purchasing equipment，establishing production lines, and successfully obtaining ISO9001 and ISO14001 system certificates.
He has established good business relations with major panel manufacturers in China (BOE /Tianma / IVO /EDO / Visionox), and the glass supply is stable and sufficient.
Gestant Display's products are widely used in Smart wear，Smart home，Outdoor photography，IP phones, Medical care, Industrial control equipment, Automotive and Vehicle displays, Instrumentation, and other Information terminal applications which could offer long-term after-sale services(such as 2 years quality warranty, long-term supply) .