东北证券：国产OLED厂商竞争力获全球认证推荐面板龙头TCL科技(000100.SZ)等

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智通财经APP获悉，东北证券发布研报称，三星正积极筹备2026年发布的A57手机，计划同时采用三星显示和TCL华星生产的OLED屏幕。中国OLED厂商切入三星手机供应链意义非凡，从最近京东方和三星的专利和解事件来看，中国厂商已经摆脱对海外技术依赖，未来将凭借成本和创新优势赢得海外客户的青睐。未来随着海外客户出货量提升，国内OLED面板厂盈利水平将有显著改善。推荐国内面板龙头京东方A(000725....

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SZ), etc.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OLED":1.5,"000686":1.5,"000100":1.5},"content_text":"智通财经APP获悉，东北证券发布研报称，三星正积极筹备2026年发布的A57手机，计划同时采用三星显示和TCL华星生产的OLED屏幕。中国OLED厂商切入三星手机供应链意义非凡，从最近京东方和三星的专利和解事件来看，中国厂商已经摆脱对海外技术依赖，未来将凭借成本和创新优势赢得海外客户的青睐。未来随着海外客户出货量提升，国内OLED面板厂盈利水平将有显著改善。推荐国内面板龙头京东方A(000725.SZ)和TCL科技(000100.SZ)。东北证券主要观点如下：事件12月30日，咨询机构CINNO发文表示三星正在考虑为其最新的S系列旗舰手机采购京东方生产的OLED屏幕。韩国媒体Thelec报道，三星正积极筹备2026年发布的A57手机，计划同时采用三星显示和TCL华星生产的OLED屏幕，这一决策打破了三星显示过去多年独家供应A系列OLED屏幕的局面，成为国产面板厂商首次进入三星中端主力机型供应链的里程碑事件。中国OLED厂商切入三星手机供应链意义非凡三星长期稳居全球智能手机出货量与市占率第一，2025年Q3(IDC数据)出货量6140万台，同比增长6.3%，市占率达到19%，位居全球第一。中低端A系列贡献约70%销量，高端S系列+Z折叠巩固旗舰和创新标杆地位。三星手机OLED屏幕之前主要由集团内部SDC来供应。此次与中国OLED厂商合作，主要有两方面原因：一是三星有进一步降低生产成本的诉求。最近一段时间，处理器、相机传感器和内存等关键组件价格上涨，三星正在努力削减生产成本，以便其最新设备不会出现大幅价格上涨;二是中国OLED面板厂商竞争优势跃升。近些年中国面板厂商已经构建起“产能+技术+供应链”协同优势，核心竞争力显著提升，12月30号京东方提前点亮中国首条8.6代AMOLED生产线，开创全球中尺寸OLED高端化全新里程碑。从最近京东方和三星的专利和解事件来看，中国厂商已经摆脱对海外技术依赖，未来将凭借成本和创新优势赢得海外客户的青睐。海外客户出货量上升将根本改变国内OLED竞争格局此前国内厂商多聚焦本土市场，竞争集中于产能扩长于价格博弈，咨询机构CINNO数据显示6.7英寸柔性OLED屏幕(Hole)价格从2022年5月份的46美元一路下降至2025年11月份的21.5美元，根据该行对国内供需测算，国内OLED产能目前过剩超20%。从全球智能手机市场来看，以LTPO背板技术为主的高端屏幕出货主要集中在苹果和三星两家客户产品中，合计占比超70%。中国OLED厂商在本土客户只能通过卷价格实现出货量的增加，并通过不断降价换取OLED在手机市场渗透率的提升。此次切入三星手机供应链，将逐步改善国内OLED供需格局，未来随着海外客户出货量提升，国内OLED面板厂盈利水平将有显著改善。风险提示：海外客户出货不及预期、对国内面板厂采购量不及预期","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2601000184","isCrawlerRequest":true}

东北证券：国产OLED厂商竞争力获全球认证 推荐面板龙头TCL科技(000100.SZ)等

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东北证券：国产OLED厂商竞争力获全球认证推荐面板龙头TCL科技(000100.SZ)等