摘要：近日，曼恩斯特在显示面板领域再获突破性进展，成功中标头部企业量产型高精密涂布设备订单！2024年以来，曼恩斯特在显示面板领域相继完成了涂布模头、实验型及量产型涂布设备的订单突破，尤其在适配新型显示技术量产线上成功实现了大尺寸国产涂布机从无到有的华丽转身，打破了
近日，曼恩斯特在显示面板领域再获突破性进展，成功中标头部企业量产型高精密涂布设备订单！2024年以来，曼恩斯特在显示面板领域相继完成了涂布模头、实验型及量产型涂布设备的订单突破，尤其在适配新型显示技术量产线上成功实现了大尺寸国产涂布机从无到有的华丽转身，打破了该类型设备长期依赖进口供应的格局。
OLED涂布设备国产化率低
设备国产化降本可期
平板显示技术主要包括液晶显示（LCD）、有机发光二极管显示（OLED）等技术路线。作为基于有机化合物的薄膜发光技术，OLED是目前最有潜力的新型显示技术之一，正逐渐取代传统的LCD等技术。根据Omdia预测，从2021到2028年，按面积计算的全球AMOLED显示面板需求CAGR将达到11.6%。
目前来看，我国OLED设备国产化率比较低，竞争格局呈现典型的寡头垄断，能够自主生产的设备于OLED制程所需设备的覆盖比率不高，尤其是前段、中段设备，技术壁垒高，大多依靠进口。OLED生产关键设备众多，一条完整的OLED产线建设，投入成本巨大。根据OLEDindustry/势银/维科网数据，建设一条月产15K规模的6代OLED生产线所需的成本大概为2万亿韩元（折合人民币105.4亿元）。OLED产线建设成本构成中，设备占比最高，通常在整线中的成本占比达到80%左右。
OLED生产主要分为BP工程、蒸镀工程和模组工程，其中BP工程段和蒸镀工程段包含众多复杂工艺，目前主要关键设备由日本、韩国等国外公司提供，具备较大的国产替代空间。BP工程、COE及TSP等工艺技术均需要多台涂布机协同完成图形化和功能膜层制备，据测算，单条产线至少需要15台，根据产能规划不同，单工厂涂布机需求甚至多达30台。OLED相比LCD，将新增多道Photo工序，COE工艺膜层将在有机层蒸镀封装后制作，此外还新增柔性PI基底涂覆，整体对涂胶机的需求更多。
大尺寸涂布设备0-1突破
受益高世代OLED产线建设
目前，国内OLED产线主要以6代及以下世代线为主，OLED 8.6代线可以提升基板尺寸，切割效率优势凸显，同时单片平均投资相对较低，切割中尺寸产品花费成本更低，伴随OLED面板在平板电脑等IT产品市场的不断渗透，第8代OLED产线成为面板业角逐的新战场，各面板厂商正积极布局第8.5/8.6/8.7代中大尺寸OLED生产线，OLED中大尺寸化趋势显现。Omdia预测显示，预计在2024年至2030年间，COE技术的复合年增长率将达到33%，到2030年，近90%的可折叠手机和近20%的OLED智能手机（约10亿部）将采用COE技术。
基于先进涂层技术工程应用能力的底层依托，凭借自主研发的高精密狭缝涂布、高精度泵送、全气浮式平台及智能工艺控制等核心技术，曼恩斯特已成功开发应用于新型显示技术的高精密平板涂布系统，具备涂布节拍快、大面积涂层厚度可控性强、膜厚均匀性高等优势，能够满足客户对不同量级涂层工艺制程的差异化要求，可以适用于面板显示4.5-11代线制程涂布工艺。
未来，随着下游应用行业的回暖以及国产替代需求的不断提升，曼恩斯特正持续通过技术创新和产品迭代，将显示技术领域的高精密涂布设备在0-1突破的基础上，进一步实现从弱到强的层级跨越，助力客户对现有传统LCD产线进行改造升级，同时全力满足下游客户高世代OLED产线建设的本土设备需求，为解决国家核心精密设备长期依赖进口的问题做出贡献。
Recently, MANST achieved another breakthrough in the display panel field by securing a major production-scale high-precision coating equipment order from a leading enterprise. Since 2024, MANST has successively made significant progress in the display panel sector, including breakthroughs in orders for coating dies, experimental coating equipment, and production-scale coating systems. Notably, MANST successfully adapted large-scale domestic coating machines for new-generation display technology production lines, marking a significant transformation from nonexistence to excellence. This achievement has disrupted the long-standing reliance on imported equipment in this category.
The localization rate of OLED coating equipment remains low, presenting significant potential for domestic substitution in the future.
Flat-panel display technologies primarily encompass liquid crystal display (LCD) and organic light-emitting diode (OLED) technologies. As a thin-film light-emitting technology based on organic compounds, OLED is among the most promising next-generation display technologies and is gradually replacing traditional technologies such as LCD. According to forecasts by Omdia, the global demand for AMOLED display panels, measured by area, is expected to grow at a compound annual growth rate (CAGR) of 11.6% from 2021 to 2028.
At present, the localization rate of OLED equipment in China remains relatively low, with the competitive landscape characterized by a typical oligopoly. The coverage rate of domestically produced equipment for the processes required in OLED manufacturing is limited, particularly for upstream and midstream equipment, which are subject to high technical barriers and largely rely on imports. OLED production involves numerous critical pieces of equipment, and constructing a complete OLED production line requires substantial investment. According to data from OLEDindustry, Yi Tin, and Weike Network, the cost of building a 6th-generation OLED production line with a monthly capacity of 15,000 units is approximately 2 trillion KRW (equivalent to 10.54 billion RMB). Among the components of OLED production line construction costs, equipment accounts for the largest proportion, typically comprising around 80% of the total.
OLED production is primarily divided into the Backplane (BP) process, evaporation process, and module assembly process. The BP and evaporation process stages involve numerous complex procedures, with key equipment currently supplied mainly by Japanese and Korean companies, leaving significant potential for domestic substitution. The BP process, COE, and TSP technologies require multiple coating machines to collaboratively produce patterned and functional film layers. It is estimated that a single production line requires at least 15 coating machines, and depending on capacity planning, the demand for coating machines in a single factory can exceed 30 units. Compared to LCDs, OLED production introduces additional Photo processes, with COE functional film layers applied after organic layer evaporation and encapsulation. Moreover, flexible PI substrate coating is also added, resulting in a substantially higher overall demand for coating machines.
Breakthroughs in large-size coating equipment from zero to one are poised to benefit from the construction of high-generation OLED production lines.
Currently, domestic OLED production lines are predominantly 6th-generation or lower. The 8.6th-generation OLED line enhances substrate size, significantly improving cutting efficiency while reducing the average investment cost per unit. This makes cutting mid-sized products more cost-effective. As OLED panels continue to penetrate the IT product market, including tablets, the 8th-generation OLED line has emerged as a new competitive frontier in the display industry. Panel manufacturers are actively planning mid-to-large-sized OLED production lines for the 8.5/8.6/8.7 generations, signaling a clear trend toward larger OLED formats.According to Omdia's forecasts, COE technology is expected to achieve a compound annual growth rate (CAGR) of 33% between 2024 and 2030. By 2030, nearly 90% of foldable phones and approximately 20% of OLED smartphones (around 1 billion units) are anticipated to adopt COE technology.
Leveraging its advanced engineering capabilities in coating technology, MANST has successfully developed a high-precision flat-panel coating system tailored for new display technologies. This achievement is underpinned by core proprietary technologies, including high-precision slot die coating, ultra-accurate pumping, fully air-floating platforms, and intelligent process control systems. The system offers significant advantages such as fast coating speeds, strong controllability of large-area coating thickness, and excellent film thickness uniformity. These features enable MANST to meet the diverse requirements of customers across various coating process scales. The technology is compatible with panel display production lines ranging from 4.5th to 11th generation, providing a versatile solution for advanced display manufacturing needs.
In the future, with the recovery of downstream application industries and the growing demand for domestic substitution, MANST is continuously driving technological innovation and product iteration. Building on its initial breakthroughs in high-precision coating equipment for the display technology field, MANST aims to achieve a transformative leap from weakness to strength. The company is committed to assisting customers in upgrading and retrofitting traditional LCD production lines while fully addressing the demand for domestic equipment in the construction of high-generation OLED production lines. By doing so, MANST contributes to reducing the country's reliance on imported core precision equipment and advancing the localization of critical technologies.
校对丨阿玖
文案丨十二 阿玖
美编丨十二
审核丨魏小姐
来源：动态宝