苹果押注HMO-TFT！三星显示8.6 代OLED线拟配HMO设备

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点击↑上方蓝字关注我们！即时获取显示行业最新动态！据了解，苹果正推进引入更高能效的 HMO（高迁移率氧化物）显示屏，以替代现有的 LTPO（低温多晶氧化物）显示屏。对此，三星显示CEO Cheong Lee(李昌)计划快速搭建 HMO（High Mobility Oxide）显示屏量产体系，抢占市场先机。11月21 日韩国 IT 界发布的一份综合报告显示，随着苹果确定采用 HMO 作为下一代显示屏...

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Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>点击↑上方蓝字关注我们！即时获取显示行业最新动态！据了解，苹果正推进引入更高能效的 HMO（高迁移率氧化物）显示屏，以替代现有的 LTPO（低温多晶氧化物）显示屏。对此，三星显示CEO Cheong Lee(李昌)计划快速搭建 HMO（High Mobility Oxide）显示屏量产体系，抢占市场先机。11月21 日韩国 IT 界发布的一份综合报告显示，随着苹果确定采用 HMO 作为下一代显示屏...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251125105339a4b85c14&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0096364046.USD","symbol_name":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251125105339a4b85c14&s=b","article_id":"2586486544","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251125105339a4b85c14&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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Samsung Display's 8.6-generation OLED line plans to be equipped with HMO equipment","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MACW.SI":0.6,"OLED":1.5,"AAPL":1.5},"content_text":"点击↑上方蓝字关注我们！即时获取显示行业最新动态！据了解，苹果正推进引入更高能效的 HMO（高迁移率氧化物）显示屏，以替代现有的 LTPO（低温多晶氧化物）显示屏。对此，三星显示CEO Cheong Lee(李昌)计划快速搭建 HMO（High Mobility Oxide）显示屏量产体系，抢占市场先机。11月21 日韩国 IT 界发布的一份综合报告显示，随着苹果确定采用 HMO 作为下一代显示屏技术，以现有 LTPO 为核心的中小尺寸 OLED 产业格局预计将发生重大变化。HMO 技术采用氧化物 TFT（薄膜晶体管）构成全部像素驱动，电子迁移速度较非晶硅（a-Si）提升 10 倍以上。得益于高迁移速度，HMO 可实现 120Hz 以上的高刷新率，且单位面积可容纳更多像素，能够达成高分辨率显示。其最大优势在于智能手机等 IT 设备处于 “关机” 状态时，泄漏电流几乎为零。与现有 LTPO 显示屏相比，HMO 的电力效率大幅提升。这意味着智能手机等设备的续航时间有望显著延长。三星显示已具备量产基础，最快明年投产三星显示已搭建好 HMO 显示屏的量产准备体系。据介绍，该公司自 2021 年起持续推进 HMO 技术研发，预计最快明年可实现量产。据DSCC 创始人Ross Young在社交平台 X 表示，HMO 研发并非新鲜事，三星显示2026 年新建工厂生产的面板将采用 HMO 技术。此前三星显示凭借 LTPO 技术抢占先机，在移动 OLED 领域与竞争对手拉开差距，如今在下一代 HMO 市场同样动作迅速。三星显示CEO Cheong Lee(李昌)正在探讨为明年投产的 IT（平板电脑 / 显示器）OLED 8.6 代生产线配备HMO设备的方案。此举旨在扩大三星显示在 IT OLED 市场的竞争优势。三星显示CEO Cheong Lee(李昌)近期曾表示，将把OLED用8.6代生产线的盈利能力提升至竞争对手无法企及的水平，并强调随着市场渗透全面展开，IT OLED 业务将通过扩大客户群体和产品阵容来提升销量。HMO 技术优势与挑战并存HMO 相比 LTPO，可通过更少的设备和简化的工艺步骤生产面板。这意味着设备投资（CAPEX）负担减轻，能够降低制造成本并进一步提升盈利能力。同时，HMO 在大型基板制造中可稳定保持均一性，有利于生产电视或 IT 面板等产品。不过，HMO 生产高品质产品的工作条件允许范围极窄，预计难以保障良率（成品率）。Ross Young指出，HMO 的设备投资远低于 LTPO，因此 IT 领域的收益将有所增长，但同时也提到工艺窗口（工艺参数的允许范围）较窄，存在多项技术风险。（来源：businesspost）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2586486544","isCrawlerRequest":true}