With the display industry once again opening the door to an "equipment supercycle" driven by 8.6-generation IT OLED investments, KOSDAQ-listed Nexa Dynamics announced on February 26 that it is taking direct aim at the market by leveraging its position as the No. 1 domestic supplier of bonding equipment.
The industry has entered a phase in which the capabilities of inspection and process equipment companies are being reassessed, as major panel makers such as Samsung Display and BOE ramp up investment, and demand for high-performance panels surges due to the spread of on-device AI.
In particular, for IT OLEDs, panel sizes are growing and resolutions are increasing at the same time, sharply raising process complexity. As a result, the importance of bonding equipment that controls ultra-fine alignment, compression, and attachment at the micron (?m) level is rising vertically.
Nexa Dynamics stated that, as a result of its focus on precision control since its establishment in 2004, it has surpassed a cumulative total of 1,000 units delivered since its founding. The company explained that this figure represents not just simple sales volume, but the accumulation of references that are close to mass-production trust, on-site verification, and process standards.
Bonding equipment is core infrastructure in the display module process. It is used to precisely compress and attach the driving circuit or flexible printed circuit board (FPCB) that transmits video signals to the panel. The narrower the terminal pitch and the tighter the allowable ranges for temperature, pressure, and micro-level tolerances, the more the process yield is determined by the precision control capabilities of the equipment.
Nexa Dynamics emphasized that it is putting its ultra-precision alignment technology at the forefront and providing solutions that maximize customers' production yields. The company said it is maintaining cooperative relationships with top-tier global display customers including LG Display, TCL CSOT, BOE, Sharp, Foxconn, Tianma, and HKC.
Nexa Dynamics added that, based on the precision control technology it has accumulated in display equipment, it is also delivering results in secondary battery and medical automation fields, by supplying logistics automation systems to global finished-vehicle production hubs and securing automation equipment references with Osstem Implant.
A company representative said, "The recent strength in equipment stocks ultimately comes down to technological prowess and order performance," adding, "Based on Nexa's overwhelming lead in bonding capabilities, proven by supplying 1,000 units over 24 years, we will achieve a quantum leap in performance during the 8.6-generation OLED investment cycle."
Meanwhile, Nexa Dynamics also presented a strategy of pursuing a re-rating of its corporate value by improving its financial structure through capital expansion, while at the same time adding synergies with new businesses such as global content commerce.
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