牵手康宁引发猜想，面板龙头京东方A一字涨停，澄清未与英伟达开展业务合作_老虎社区_美港股上老虎

牵手康宁引发猜想，面板龙头京东方A一字涨停，澄清未与英伟达开展业务合作

澎湃新闻05-21 22:41

5月21日，面板龙头京东方A（000725）开盘一字涨停。　　消息面上，前一天，京东方披露，与美国康宁公司围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等重点领域开展合作。　　不过，21日盘后，京东方又发布风险提示，称玻璃基封装载板业务、钙钛矿业务、光互连业务，尚在技术探讨和验证阶段，还未量产，也未产生量产营收。未来公司能否、以及何时量产并实现相关领域的预期效益，存在重大不确定性。...

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为推进上述相关业务实现大规模量产，后续仍需增加资本开支用于产线建设、设备采购、技术研发及工艺优化，公司能否获得预期的投资回报，具有重大不确定性。　　5月20日，京东方公布了与美国知名材料企业康宁公司的合作备忘录。　　据备忘录，京东方在显示器件、显示模组、先进制造、工艺开发、应用创新及产业化落地等方面具备领先能力，康宁公司在玻璃材料、半导体应用先进材料与解决方案等方面具有显著优势，双方基于上述情况将围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等重点领域开展合作，共同探索具有商业潜力的技术与市场机会。　　公告显示：京东方的玻璃基封装载板业务公司于2024年投资9.93亿元建设玻璃基封装载板试验线。目前已给部分国内客户送样，部分客户已通过概念认证，并进入技术测试阶段。　　截至目前，京东方还未实现批量生产，该业务尚未实现量产营收，公司试验线良率尚未达到量产水平，何时达到具有重大不确定性。　　玻璃基板是下一代封装技术的重要材料，与传统材料有显著的优势，比如，其高温下翘曲量较有机基板减少70%以上，彻底解决了AI芯片封装的核心机械失效难题。　　但玻璃基板也有技术挑战，比如TGV（玻璃通孔）工艺是核心瓶颈，高深宽比通孔的金属化填充需同时解决导电材料与玻璃的黏附强度、电镀微孔空洞控制等难题，　　目前，英特尔、三星都推动产业链实现玻璃基本商业化，2026年被认为是玻璃基板商业化元年。　　之前，康宁跟英伟达也在光通信进行合作，双方计划在美国北卡罗来纳州和得克萨斯州新建三座先进制造工厂，专注于为英伟达研发和生产光通信技术。　　有媒体解读称，京东方借助与康宁的合作进入了英伟达供应链。对此，21日晚，京东方也特别澄清，截至目前，公司与英伟达暂未开展业务合作，部分媒体推论缺乏事实依据。　　此外，京东方也披露钙钛矿业务。公司自 2024 年至今建设了手套箱（25mm*25mm）、实验线（300mm*300mm）和中试线（1200*2400mm）三大平台，采用刚性/ 柔性/叠层组件技术路线并行开发，三大研发平台总投资近10亿元。目前公司正持续推进相关产品技术开发，并与国内相关客户开展寿命实证等工作。目前产品化进程以示范实证项目落地为主，尚未实现量产营收，何时实现具有重大不确定性。　　公告显示：京东方的光互连业务公司下属子公司于2023年投资建设MicroLED芯片生产线。目前公司下属子公司的MicroLED光互联芯片已产出相关样品并为客户送样。截至目前，该业务尚未形成销售收入，何时形成具有重大不确定性。　　京东方的折叠屏业务自2019年开始生产折叠产品，并成功导入全球多个品牌客户，已实现稳定量产供货。　　21日，除了京东方强势涨停外，玻璃基板概念股彩虹股份（600707.SH）涨停。（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}