2026年IT用OLED市场将被引爆，SDC、BOE等面板厂商提前抢夺核心设备和大客户

夸克显示2025-12-10

12月10日消息，面板企业——三星显示（SDC）、京东方（BOE）、维信诺（Visionox）、TCL华星光电（CSOT）等，将从明年开始陆续启动8.6代OLED生产线的生产。在此背景下，被视为大规模量产核心设备的OLED蒸镀机市场，预计将在明年迎来需求高点。在OLED蒸镀机市场，当前依托对SDC的独家供货，传统强者日本Canon Tokki依然主导该市场，而韩国本土企业Sunic System正...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211004152a4407e09&s=b><strong>夸克显示</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月10日消息，面板企业——三星显示（SDC）、京东方（BOE）、维信诺（Visionox）、TCL华星光电（CSOT）等，将从明年开始陆续启动8.6代OLED生产线的生产。在此背景下，被视为大规模量产核心设备的OLED蒸镀机市场，预计将在明年迎来需求高点。在OLED蒸镀机市场，当前依托对SDC的独家供货，传统强者日本Canon Tokki依然主导该市场，而韩国本土企业Sunic System正...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251211004152a4407e09&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":"LU0314104364.USD","symbol_name":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) 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customers in advance","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"000725":1.91,"AAPL":0.9,"MACW.SI":0.6},"content_text":"12月10日消息，面板企业——三星显示（SDC）、京东方（BOE）、维信诺（Visionox）、TCL华星光电（CSOT）等，将从明年开始陆续启动8.6代OLED生产线的生产。在此背景下，被视为大规模量产核心设备的OLED蒸镀机市场，预计将在明年迎来需求高点。在OLED蒸镀机市场，当前依托对SDC的独家供货，传统强者日本Canon Tokki依然主导该市场，而韩国本土企业Sunic System正通过扩大向BOE的供货规模，逐步形成竞争格局。这两家企业的设备安装与调试情况，预计也将影响Visionox、CSOT以及LGD对8.6代OLED设备的采购布局。SDC完成主要设备订单，明年进入全面安装与量产稳定阶段据业内消息，SDC已完成包括Canon Tokki在内的主要OLED设备企业的订单下达，将从明年开始全面进入设备安装、调试以及量产稳定性验证阶段。SDC已确认采购每台价格高达约1万亿韩元的Canon Tokki蒸镀机。行业普遍认为，这是因为SDC的最大客户Apple在6代OLED生产中高度偏好稳定性最强的Canon Tokki设备，因此继续选择Tokki作为主力供应商。Sunic System加强与BOE合作，逐步扩大市场份额在韩国国内，将自己定位为Canon Tokki对手的Sunic System正加速加强与BOE的合作。Sunic System继去年向BOE供应8.6代OLED蒸镀机后，近期也成功获得额外订单。不过，目前订单仍处于LOI（购买意向书）阶段，尚未进入正式PO（采购订单）阶段。因此其销售收入预计将于明年设备正式安装与验收时确认。蒸镀工艺是OLED核心环节，Tokki长期占据技术领先地位OLED蒸镀工艺是通过加热有机材料，在基板上形成发光层的关键步骤。简单来说，蒸镀机负责“制造OLED像素”，因此属于核心装备。长期以来，OLED蒸镀机市场几乎被Canon Tokki垄断。当前主流的6代OLED生产线几乎全部使用Tokki的设备。尽管韩国显示设备企业也曾供应部分6代蒸镀机，但在质量与性能方面，Tokki仍保持领先优势。而随着Sunic System的强势切入8代市场，目前行业关注的焦点在于，Tokki是否能在8.6代市场继续保持全球领先地位？Sunic System自去年起已与BOE构建强力合作关系，今年又成功获得追加订单，在中国OLED崛起浪潮中扮演着重要的助力角色。如果BOE明年成功量产难度极高的两层叠层（Two-stack Tandem）OLED面板，预计Sunic System的地位将进一步提升。Visionox、CSOT及LGD也将加入竞争，设备订单决定胜负业内分析认为，不仅BOE，其他面板企业的投资也可能形成Tokki与Sunic之间的竞争态势。当前Visionox与CSOT在推动8.6代投资，后续LGD加入的可能性也很高。这些企业最终将蒸镀机订单交给Tokki还是Sunic System，预计将成为决定市场格局的关键因素。IT用OLED市场，SDC保持60%以上份额根据市场调查机构UBI Research的数据，全球IT用OLED出货量将从今年的2400万台增加至2029年的5300万台。按企业来看，SDC有望保持超过60%的市场份额。BOE、Visionox、CSOT、LGD等企业紧随其后，将展开较为激烈的竞争。提前锁定8.6代客户，BOE已开始抢单BOE 8.6代IT OLED预计将在12月31日举行点亮仪式并进入量产阶段，该产线不仅能够生产笔记本和平板电脑OLED面板，还能生产智能手机OLED面板。BOE最近据悉已将全球笔记本电脑厂商ASUS (华硕) 和Acer (宏碁) 纳入其8.6代IT OLED面板客户。此前，BOE已与ASUS以及OPPO签署了合作协议。目前，SDC尚未有除苹果OLED MacBook之外的可见客户。不过据传SDC正在与被称为“DHL”的全球顶级厂商——戴尔(Dell)、惠普(HP)、联想(Lenovo)等进行秘密谈判。来源：韩媒","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":"","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; 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