两条8.6代OLED产线今年将量产，高端笔记本将进入OLED时代

第一财经01-09

CES 2026上，可伸缩的笔记本电脑显示屏、大尺寸异形车载显示屏都引人瞩目，背后是柔性OLED面板的应用扩张。今年全球将有两条8.6代高世代OLED面板线量产，柔性、Hybrid （混合型）OLED面板在IT和车载显示领域的渗透会加快。　　群智咨询（Sigmaintell）IT研究总监李亚妤1月9日向第一财经记者预测说，2026年京东方、三星的8.6代OLED面板生产线预计都将在二季度量产，将...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2602322031?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-01-09 18:50","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2602322031","market":"hk","top_or_hot":-1,"title":"两条8.6代OLED产线今年将量产，高端笔记本将进入OLED时代","media":"第一财经","content":"<div>\n<p>CES 2026上，可伸缩的笔记本电脑显示屏、大尺寸异形车载显示屏都引人瞩目，背后是柔性OLED面板的应用扩张。今年全球将有两条8.6代高世代OLED面板线量产，柔性、Hybrid （混合型）OLED面板在IT和车载显示领域的渗透会加快。　　群智咨询（Sigmaintell）IT研究总监李亚妤1月9日向第一财经记者预测说，2026年京东方、三星的8.6代OLED面板生产线预计都将在二季度量产，将...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601093614354892.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>两条8.6代OLED产线今年将量产，高端笔记本将进入OLED时代</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n两条8.6代OLED产线今年将量产，高端笔记本将进入OLED时代\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-09 18:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202601093614354892.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CES 2026上，可伸缩的笔记本电脑显示屏、大尺寸异形车载显示屏都引人瞩目，背后是柔性OLED面板的应用扩张。今年全球将有两条8.6代高世代OLED面板线量产，柔性、Hybrid （混合型）OLED面板在IT和车载显示领域的渗透会加快。　　群智咨询（Sigmaintell）IT研究总监李亚妤1月9日向第一财经记者预测说，2026年京东方、三星的8.6代OLED面板生产线预计都将在二季度量产，将...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601093614354892.html\">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":"BK4141","symbol_name":"半导体产品","start_time":0,"source_url":"http://finance.eastmoney.com/a/202601093614354892.html","article_id":"2602322031","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202601093614354892.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2602322031","pubTimestamp":1767955859,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"CES2026上，可伸缩的笔记本电脑显示屏、大尺寸异形车载显示屏都引人瞩目，背后是柔性OLED面板的应用扩张。今年全球将有两条8.6代高世代OLED面板线量产，柔性、Hybrid（混合型）OLED面板在IT和车载显示领域的渗透会加快。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4141":"半导体产品","OLED":"Universal Display Corporation","BK4585":"ETF&股票定投概念","BK4573":"虚拟现实","BK4518":"OLED概念"},"translate_title":"Two 8.6 generation OLED production lines will be mass-produced this year, and high-end notebooks will enter the OLED era","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OLED":1.5},"content_text":"CES 2026上，可伸缩的笔记本电脑显示屏、大尺寸异形车载显示屏都引人瞩目，背后是柔性OLED面板的应用扩张。今年全球将有两条8.6代高世代OLED面板线量产，柔性、Hybrid （混合型）OLED面板在IT和车载显示领域的渗透会加快。　　群智咨询（Sigmaintell）IT研究总监李亚妤1月9日向第一财经记者预测说，2026年京东方、三星的8.6代OLED面板生产线预计都将在二季度量产，将促进柔性、Hybrid OLED面板在笔记本电脑上应用。预计三星的高世代OLED屏将率先用于苹果新一代Macbook Pro，京东方的高世代OLED屏将率先向中国台湾IT厂商供货。　　李亚妤进一步说，TCL华星、维信诺的8.6代OLED面板生产线预计分别将在2027年三季度和四季度量产，会进一步助力OLED面板在笔记本电脑上的应用，预计OLED面板在笔记本电脑中的渗透率2030年将达到19%、接近20%的水平。“OLED屏将包揽高端笔记本电脑，并将在主流笔记本电脑市场占有一席之地。”　　应用了OLED屏之后，相比于用LCD（液晶）屏，笔记本电脑在轻薄、便携以及画质方面会有更优的表现。李亚妤预计，2030年OLED笔记本电脑屏的出货量将达4500万片，同时由于生产线技术路线的差异，高世代OLED面板生产线的屏幕对笔记本电脑等IT产品，会有优品化、普惠化两方面的不同影响。　　在普惠化方面，由于TCL华星在建的8.6代OLED产线采用印刷工艺，有别于京东方、三星8.6代OLED产线采用的传统蒸镀工艺，工艺制程简化，有理论成本优势。TCL华星5.5代印刷OLED产线正在做产品开发，其印刷OLED屏将应用于主流笔记本电脑，价格向刚性OLED屏看齐，会助力更多普惠型OLED屏笔记本电脑上市。　　除了屏幕升级，芯片迭代也助推笔记本电脑升级。李亚妤说，英特尔、AMD今年CES都发布了采用2-3纳米工艺的新一代芯片，芯片算力升级，将推动笔记本电脑算力从40 TOPS时代，进入50 TOPS时代。未来三年，新一代CPU架构将会下沉到主流笔记本电脑的产品线，让其具备更多元的任务处理能力，多应用场景将会融合。　　随着更多OLED屏的应用、CPU更高算力的加持，2026年将是普惠性AI PC（个人电脑）推广的关键一年。群智咨询总经理李亚琴预计，尽管有内存成本上涨的压力，但是全球笔记本电脑市场出货量2026年仍有望同比持平，并将在2027年实现增长。（文章来源：第一财经）","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/2602322031","isCrawlerRequest":true}