集微网消息 7月7日,深天马发布半年度业绩预告称,公司预计2021年1-6月实现归属于上市公司股东的净利润为11.6亿元-13亿元,同比增长55.83%-74.63%;上年同期的盈利为7.44亿元。
车载业务或是关键,深天马2021上半年净利润超11亿,增长55.83%-74.63%

深天马称,报告期内,行业景气度持续上行,公司保持产线满产满销,不断提升运营效率,优化产品结构,深化成本改善力度,有效提升了经营质量和盈利水平。同时,公司将依托在LTPS领域的领先优势,抢抓产品规格升级的机遇,持续加大开拓LTPS中尺寸显示市场(平板、笔电、车载)的力度。
车载业务或是关键,深天马2021上半年净利润超11亿,增长55.83%-74.63%
天马LTPS显示屏,摄于展会

作为国内面板产业的主要企业之一,深天马除了在智能手机等小屏市场较为领先之外,在车载市场亦有所成效。
车载业务或是关键,深天马2021上半年净利润超11亿,增长55.83%-74.63%
天马一体黑摄于展会

目前,深天马车载产品供应范围已涵盖中系、欧系、美系、日系、韩系等各大车厂,其中全球国际客户(Top24Tier1)覆盖率达92%,获得Continental,Visteon,Bosch等全球知名汽车电子厂商的高度认可;中国自主品牌(Top10)覆盖率100%。
根据Omdia数据显示,2020年受疫情及全球汽车产销下滑影响,全球车载显示器市场经受严峻考验。不过,深天马在逆境中实现突破。深天马称,2020年,公司车载业务荣获市场整体(全球市场占有率16.2%)和仪表单项(占有率32.9%)双料冠军,实现销售收入增长及新Design Win项目数及金额均高于同期,行业头部竞争优势明显。同时,也能看到公司在新能源汽车上也表现亮眼,比如公司已经助力蔚来、小鹏、比亚迪、广汽新能源、荣威等新能源品牌客户主力量产车型的仪表、中控和双屏显示等产品,未来的发展增量值得期待。
车载业务或是关键,深天马2021上半年净利润超11亿,增长55.83%-74.63%
天马中控屏,摄于展会

“车载业务是公司转型和增长的关键业务。”深天马表示,公司将持续积极布局,比如会投入更多资源拓展大屏化产线配套能力、加大中大尺寸产品占比,提升复杂程度更高的模组的出货力度、高附加值产品的出货比重,以及充分发挥LTPS技术领域积累的经验和客户资源优势,提升LTPS在车载领域的占比,不断拓展与客户合作的深度与广度,抢抓机遇,更进一步提升在车载显示领域的份额。(校对/Lee)
文章来源:爱集微
Aibang has created a vehicle-mounted display exchange group, which currently includes FAW, SAIC, Geely, Great Wall, Changan, Harman, Magneti Marelli, Huayang, Desay SV, Hangsheng Electronics, Tianma, BOE, TPK, Changxin Technology, and Truly , Leybold, Lens, Bourne, Teyi, Victory Precision,星星科技、TDK, Wacker, 3M, Tongli Optoelectronics, Corning, SCHOTT, Asahi Glass, Tunghsu, Niebling, Sumitomo, Seibel and other upstream and downstream enterprises in the industry chain have joined. Friends are welcome to scan the QR code to join the group.

车载业务或是关键,深天马2021上半年净利润超11亿,增长55.83%-74.63%
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车载业务或是关键,深天马2021上半年净利润超11亿,增长55.83%-74.63%

阅读原文,在线报名

The original article was posted on the WeChat official account "Smart Car Club."车载业务或是关键,深天马2021上半年净利润超11亿,增长55.83%-74.63%

Recently, vehicles equipped with integrated black, large-sized displays have gained recognition among many consumers, becoming a hot topic in the industry. Of course, curved displays, 3D glass, large multi-screen setups, OLED, and other hot topics have always been the focus of competition among major manufacturers. In such an industry landscape, Aibang has established a car display communication group. Currently, upstream and downstream enterprises in the display and bonding industry chain, such as FAW, SAIC, Geely, Great Wall, Changan, Harman, Marrelli, Huayang, Desay SV, Hangsheng Electronics, Tianma, BOE, TPK, Changxin Technology, Xinli, Lai Bao, Lanshi, Bern, Teyi, Victory Precision, Xingxing Technology, TDK, VAC, 3M, Tongli Optoelectronics, Corning, Schott, AGC, Nippon Electric Glass, Sumitomo, and Sabic, have joined. All friends are welcome to join the group for discussions and mutual progress. 从全新奔驰S级看车载显示带来的豪华感与科技感
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