1. 08 ' 24-08 ' 25 中国市场智能机销量及同比趋势 2. 08 ' 24-08 ' 25 中国市场智能机手机品牌趋势 3. 08 ' 24-08 ' 25 中国市场智能机价格段趋势 4. 08 '25 v s 08'24 中国市场<2 ,000 元智能机手机品牌及 Top 产品销量趋势 5. 08 ' 25 v s 08 ' 24 中国市场2 ,000~4,000 元智能机手机品牌及 Top 产品销量趋势 6. 08 '25 v s 08'24 中国市场 4,000~6,000 元智能机手机品牌及 Top 产品销量趋势 7. 08 ' 25 v s 08 ' 24 中国市场> 6,000 元智能机手机品牌及 Top 产品销量趋势 8. 08'23-10'25(E) a-Si LCD 智能机面板价格趋势 9. 08'23-10'25(E) LTPS LCD 智能机面板价格趋势 10. 08'23-10'25(E) 刚性 OLE D 智能机面板价格趋势 11. 08'23-10'25(E) 柔性 OLE D 智能机面板价格趋势 温馨提示： * 请 会 员 单 位 通 过 会 员 登 陆 平 台 下 ...

大纲： 1. 全球LCD TV面板出货量季度、月度变化情况及预测 期数： 2025年9月刊 分类： 会员服务—TV市场月度市场发展趋势概况 主题： 国补政策与旺季备货双轮驱动，2025年三季度LCD TV面板出货量预计同比增长5.1% 概要： 内容涵盖全球LCD TV面板的出货量、出货面积以及各大面板厂出货量、出货面积排名情 况，具体分析了全球LCD TV面板月度出货量的变化情况以及各大面板厂主流尺寸的出货量、出 货面积占比情况。 2. 09'24~09'25(E) LCD TV面板价格月度变化趋势 3. 2024~2025年"以旧换新"国补政策相关时间线 4. Q3'24(E)全球LCD TV面板出货量、出货面积排名及同比情况 5.Q1'24~Q3'25(E) BOE LCD TV面板分尺寸出货量、出货面积占比情况 6. Q1'24~Q3'25(E) CSOT LCD TV面板分尺寸出货量、出货面积占比情况 7. Q1'24~Q3'25(E) HKC LCD TV面板分尺寸出货量、出货面积占比情况 8. Q1'24~Q3'25(E) I n nol u x LCD TV面板分尺寸出货量、出货面积占比情况 9 ...

期数： 2025年9月刊 马女士 Ms . Ceres TEL：（+86）137-7604-9049 Emai l：CeresMa@cinno.com.cn 主题： 国补政策与旺季备货双轮驱动，2025年三季度LCD TV面板出货量预计同比增长5.1% 概要： 内容涵盖全球LCD TV面板的出货量、出货面积以及各大面板厂出货量、出货面积排名情况，具体分析了全球LCD TV面板月度出货量的变化情 况以及各大面板厂主流尺寸的出货量、出货面积占比情况。 1. 全球LCD TV面板出货量季度、月度变化情况及预测 2. 09'24~09'25(E) LCD TV面板价格月度变化趋势 3. 2024~2025年"以旧换新"国补政策相关时间线 4. Q3'24(E)全球LCD TV面板出货量、出货面积排名及同比情况 5.Q1'24~Q3'25(E) BOE LCD TV面板分尺寸出货量、出货面积占比情况 6. Q1'24~Q3'25(E) CSOT LCD TV面板分尺寸出货量、出货面积占比情况 7. Q1'24~Q3'25(E) HKC LCD TV面板分尺寸出货量、出货面积占比情况 8. Q1'24~Q3'25(E) ...

主题： 2025年8月国内折叠屏智能手机UTG前盖使用量达1.1万㎡，同比增长51.2% 概要： 内容涵盖中国市场各类材质前盖在各类技术别智能手机中的搭载量及渗透率变化趋势， 具体分析中国市场主要品牌智能手机前盖规格别销量和占比情况。 大纲： 1. 06'24~08'25 中国市场智能手机前盖搭载量渗透率变化趋势 2. 06'24~08'25 中国市场折叠屏智能手机U TG、CPI前盖使用量变化情况 3. 06'24~08'25 中国市场折叠屏智能手机前盖搭载量渗透率变化情况 期数： 2025年9月刊 分类： 会员服务—中国智能手机盖板月度市场发展趋势概况 7. 06'24~08'25 中国市场华为智能手机前盖规格别销量及占比情况 8. 06'24~08'25 中国市场荣耀智能手机前盖规格别销量及占比情况 9. 06'24~08'25 中国市场OPPO智能手机前盖规格别销量及占比情况 10. 06'24~08'25 中国市场v i vo智能手机前盖规格别销量及占比情况 11. 06'24~08'25 中国市场小米智能手机前盖规格别销量及占比情况 温馨提示： * 请 会 员 单 位 通 过 会 员 登 陆 平 ...

主题： 1H'25 中国大陆龙头封测代工厂营收同比涨幅超 10% 概要： 内容包含 1H'25 全球 TOP 10 OSAT 营收排名及区域占比，中国大陆 TOP3 封测代 工厂的主要财务指标情况及国内主要 OSAT 的营收毛利率状况。 大纲： 1. 1H'25 全球 TOP10 OSAT 营收排名 2. 全球 TOP 10 OSAT 营收区域占比 3. 中国大陆 TOP3 OSAT 季度毛利率 4. 中国大陆 TOP3 OSAT 季度库存周转天数 5. 中国大陆 TOP3 OSAT 季度资本开支 6. 长电科技营收及毛利率 7. 通富微电营收及毛利率 8. 华天科技营收及毛利率 9. 晶方科技营收及毛利率 10. 汇成科技营收及毛利率 11. 甬矽电子营收及毛利率 温馨提示： * 请 会 员 单 位 通 过 会 员 登 陆 平 台 下 载 或 邮 件 接 收 此 份 报 告 。 * 如 需 了 解 更 多 相 关 信 息 ， 请 订 阅 C I N N O Re s e a r c h 《 季 度 全 球 显 示 面 板 产 业 分 析 报 告 》 。 期数： 2025 年 9 月刊 分类： 会员服务 — ...

Core Viewpoint - The article discusses the significant advancements in the G8.6 IT OLED production lines and highlights the IT market as a crucial growth point for the OLED display industry [2]. Group 1: Investment and Production Developments - TCL Huaxing announced the construction of a G8.6 printed OLED production line, indicating a strategic move to enhance production capabilities in the OLED sector [2]. - A summary of global high-generation IT OLED production line investments is provided, showcasing the industry's expansion and technological advancements [2]. Group 2: Technological Advancements - The article outlines three concurrent technological routes in high-generation IT OLED display technology, emphasizing the competitive landscape [2]. - Detailed introductions to RGB evaporation tandem OLED technology, lithography OLED technology, and printed OLED technology are included, providing insights into the various methods being developed [2]. Group 3: Market Forecasts and Trends - Predictions for the shipment area trends of medium-sized OLED display panels in the coming years are discussed, indicating a growing demand in this segment [2]. - The penetration rates of OLED panels in major application fields are forecasted, highlighting the increasing adoption of OLED technology across different markets [2].

Core Viewpoint - The mobile display panel market is experiencing high operating rates due to strong demand driven by the traditional peak season in Q3, with market prices showing slight declines [2][3]. Group 1: a-Si Panels - a-Si panels continue to see strong demand in the mid-to-low-end market, but increased competition at the module level is leading to slight price declines [3]. - Despite stable screen prices, core components like driver ICs are in a downward cycle, and a-Si module prices are expected to continue to decrease slightly due to intense competition and price pressure from brand clients [3][4]. Group 2: LTPS Panels - The demand growth in the automotive display market, along with the iteration of notebooks and tablets, keeps LTPS production lines operating at full capacity [3]. - However, demand for LTPS in the smartphone sector remains sluggish, prompting some panel manufacturers to lower prices further to secure new project orders, with an expected price drop of $0.1 [3][4]. Group 3: AMOLED Panels - The demand for rigid AMOLED panels is declining due to the accelerated replacement by flexible panels, leading to short-term price stabilization at low levels [3]. - Flexible AMOLED panels are nearing full production capacity due to seasonal stocking, but aggressive pricing strategies by some manufacturers have initiated a downward price trend [3][4].

Core Viewpoint - The global semiconductor equipment industry is projected to see significant growth, with the top 10 companies expected to generate over $64 billion in revenue in the first half of 2025, marking a year-on-year increase of approximately 24% [5][6]. Summary by Sections Global Semiconductor Equipment Market Overview - The top 10 semiconductor equipment manufacturers will maintain the same rankings in 1H'25 as in 2024, with the first five positions unchanged [6]. - The combined revenue of the top five companies is nearly $54 billion, accounting for about 85% of the total revenue of the top 10 [6]. Top 10 Semiconductor Equipment Manufacturers 1. **ASML (Netherlands)**: - Revenue of approximately $17 billion in 1H'25, with a year-on-year growth of 38% [10]. 2. **Applied Materials (USA)**: - Revenue of about $13.7 billion in 1H'25, with a year-on-year growth of 7% [11]. 3. **Lam Research (USA)**: - Revenue growth of 29% in 1H'25 [12]. 4. **Tokyo Electron (Japan)**: - Revenue growth of 10% in 1H'25 [13]. 5. **KLA (USA)**: - Revenue growth of 27% in 1H'25 [14]. 6. **Advantest (Japan)**: - Revenue growth of 124% in 1H'25 [15]. 7. **Naura (China)**: - Revenue of approximately $2.2 billion in 1H'25, with a growth of 31% [16]. 8. **ASM International (Netherlands)**: - Revenue growth of 28% in 1H'25 [17]. 9. **Screen (Japan)**: - Revenue growth of 2% in 1H'25 [18]. 10. **Disco (Japan)**: - Revenue growth of 13% in 1H'25 [19]. Notable Trends - Naura is the only Chinese semiconductor equipment manufacturer to enter the global top 10, moving from eighth to sixth place in 2024, and then dropping to seventh in 1H'25 [6].

期数： 2025年8月刊 主题： DIC EXPO 2025 全球主要显示触控行业新技术新产品集锦 分类： 会员服务—触控技术月度市场发展趋势概况 概要： 内容涵盖DIC EXPO 2025展会中全球主要显示触控上下游产业链新材料以及新产品介 绍，具体分析了前沿显示屏中的关键材料 如前/后盖板、铰链以及屏下识别技术、触控贴合技术 在各类应用场景下的解决方案。 * 请 会 员 单 位 通 过 会 员 登 陆 平 台 下 载 或 邮 件 接 收 此 份 报 告 。 * 如 需 了 解 更 多 相 关 信 息 ， 请 订 阅 C I N N O Re s e a r c h 《 触 控 技 术 月 度 市 场 发 展 趋 势 概 况 》 。 联系我们： 大纲： 1. D IC EXPO 2025精彩回顾 2. 拓米集团展出三轴联动在线自动化弯折机 3. 拓米集团展出折叠屏铰链及铰链弯折测试机 4. 维信诺、天马展示仿木纹智能车载表皮和屏幕 5. 维信诺、天马展示柔性可弯曲OLE D车载显示盖板 6. 虹科创新展示新一代"王者熊猫"盖板玻璃 7. BOE展示TFT集成式光感传感器智能手机 8. TCL华星展出全球首款 ...

Core Viewpoint - The article discusses the growth and competitive landscape of the large-size display panel power management chip market in China, driven by advancements in technology and increasing demand for high-end displays [5][7]. Market Overview - The market size for large-size display panel power management chips in mainland China is projected to reach approximately 2.49 billion RMB in 2024, with a demand of about 1.08 billion units [7][9]. - The market is expected to grow to around 2.72 billion RMB by 2025 and further to approximately 2.93 billion RMB by 2028, indicating a steady expansion [7][9]. Key Drivers - The growth is primarily fueled by the continuous expansion of high-generation production lines and the release of capacity, particularly in G10.5/11 and G8.5/8.6 LCD lines, which significantly enhance the supply of large-size displays [6][8]. - The acceleration of G8.7 OLED production lines is also contributing to the penetration of OLED technology in the large-size market, pushing the development of chips towards high precision, low noise, and dynamic power management [6][8]. Competitive Landscape - The leading companies in the market include CHIPONE, Novatek, and Richtek, with CHIPONE holding a market share of approximately 25.2% in 2024, followed by Novatek at 16.0% and Richtek at 11.3% [9][11]. - CHIPONE's competitive advantage stems from its comprehensive product line across the display industry, including driver chips, touch chips, and power management chips, which offers a one-stop solution for panel customers [9][12]. Market Trends - The market is characterized by a "stronger gets stronger" oligopolistic competition, where leading firms continue to expand their market share through technological advantages and customer loyalty, while mid-tier firms face intense competition [12][13]. - The trend indicates a concentration of market resources towards leading manufacturers, with increasing barriers to entry for new players [12][13].