京東方將成爲蘋果供貨商，或促進其顯著提升技術生產能力
近日，天風國際發文稱，Apple將在約2022年中期推出全新設計的MacBook Air，新機型主要賣點之一爲採用Mini LED顯示屏，而京東方將是MacBook Air的Mini LED顯示屏新供貨商。
天風國際分析師郭明錤表示，該訂單對京東方意義非凡，是京東方首次取得Apple高單價高端訂單，將對京東方的Mini LED顯示屏設計與生產能力有着顯著貢獻並有利於取得非Apple訂單。此外，市場低估規格升級與產品組合/產能優化將對京東方在2H21–2022年營收與利潤產生貢獻。
根據智慧芽數據顯示，截至最新，京東方及其關聯公司在126個國家/地區中，共有77615件已公開的專利申請（詳見圖1），其中，發明專利佔87.47%。
從上述專利文本分析可知，京東方近幾年的專利佈局主要集中於顯示面板、驅動方法、陣列基板、襯底基板、像素電路等專業技術領域（詳見圖2）。
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