Core Viewpoint - The electronic paper technology is rapidly emerging as a significant innovation direction in the display field, driven by the concepts of green low-carbon and healthy displays. The market is expected to experience a new wave of growth in 2024, with colorization and larger sizes becoming the core trends in the industry, showcasing broad application prospects in consumer electronics and commercial displays [3]. Industry Development Trends - The global electronic paper market is projected to grow significantly in 2024, with increasing demand for efficient displays and low energy consumption in various applications such as smart retail and large commercial displays [3]. - The new display industry achieved a remarkable growth of 17% in 2024, reaching a scale of $219.8 billion, with China's new display industry accounting for half of the global market at $108 billion [5]. - The industry is transitioning from scale leadership to technological leadership, with continuous breakthroughs in technology innovation and supply chain integration among Chinese display companies [5]. Challenges Ahead - The display industry faces new challenges in 2025, including the restructuring of global trade patterns, accelerated technological divergence, and deepened application scenario expansion. Factors such as tariff barriers and geopolitical issues are leading to a reshuffling of the display industry chain [5]. - Key questions for industry participants include the direction of technological iteration, optimization of capacity layout, and exploration of emerging application markets [5]. Conference Overview - The 2025 Global Display Industry Mid-Year Data Release Conference will be held on August 7, 2025, in Shanghai, focusing on market trends and technological insights. The conference will feature various industry analysis institutions discussing market structure, technological routes, supply chain security, investment hotspots, and policy guidance [5].

Core Viewpoint - The penetration rate of composite material back covers for smartphones in the Chinese market has remained stable at over 10% for three consecutive quarters [3]. Group 1: Market Trends - The trend of smartphone back cover penetration rates in the Chinese market from Q1 2023 to Q2 2025 shows a consistent increase [3]. - The market share of glass back covers among various smartphone brands has been analyzed, highlighting the competitive landscape [3]. - The market share of composite material back covers among different smartphone brands has also been assessed, indicating shifts in consumer preferences [3]. Group 2: Brand-Specific Analysis - The sales volume and market share of Apple smartphone back covers by specifications from Q1 2023 to Q2 2025 have been detailed [3]. - The sales volume and market share of Huawei smartphone back covers by specifications from Q1 2023 to Q2 2025 have been outlined [3]. - The sales volume and market share of Vivo smartphone back covers by specifications from Q1 2023 to Q2 2025 have been reported [3]. - The sales volume and market share of Xiaomi smartphone back covers by specifications from Q1 2023 to Q2 2025 have been documented [3]. - The sales volume and market share of OPPO smartphone back covers by specifications from Q1 2023 to Q2 2025 have been analyzed [3]. - The sales volume and market share of Honor smartphone back covers by specifications from Q1 2023 to Q2 2025 have been examined [3]. Group 3: Pricing Trends - The average price trends of smartphone back covers by specifications in the Chinese market from Q1 2023 to Q2 2025 have been tracked [3].

Group 1 - The article discusses the temporary lifting of the US EDA ban on China and emphasizes the need for domestic EDA ecosystems to achieve self-reliance [2] - It provides an overview of the EDA market in mainland China, including market size and competitive landscape [3][4] - The revenue status and composition of leading EDA companies such as Synopsys, Cadence, Siemens EDA, Huada Empyrean, GigaDevice, and GloFo are analyzed [3][4] Group 2 - The article includes a comparison of revenue scales and product offerings between domestic and international leading EDA firms [3][4] - It outlines the product layout of various EDA companies in mainland China [4]

Core Insights - The trend of large display screens in vehicle cockpits is becoming increasingly prominent, with the central control CID as the key interactive interface [2][11] - In the first half of 2025, the installation volume of central control CIDs in China's passenger cars reached 12.84 million, a year-on-year increase of 12%, with an installation rate of 98% [5][6] Group 1: Market Overview - In 1H'25, the average size of central control CIDs for new energy vehicles was 14.1 inches, while for fuel vehicles it was 11.0 inches, reflecting increases of 0.4 inches and 0.5 inches respectively [7] - The average CID size for domestic passenger cars was 13.2 inches, up 0.5 inches year-on-year, surpassing the average size of joint venture passenger cars at 11.1 inches [9] Group 2: Size Distribution - The installation rate of CIDs sized 12.0 inches and above reached 60% in 1H'25, marking an increase of 11 percentage points year-on-year [6] - The average CID sizes for different types of passenger cars in 1H'25 were 13.6 inches for MPVs, 12.7 inches for SUVs, and 12.1 inches for sedans, with year-on-year increases of 1.5 inches, 0.4 inches, and 1.1 inches respectively [8] Group 3: Price Segmentation - For vehicles priced at 20 million yuan and above, the average CID size exceeded 13.5 inches, with sizes increasing as the price range rises [10]

Core Viewpoint - The average utilization rate of OLED panel production lines in mainland China is expected to increase to 80% in Q3'25, representing a 2 percentage point increase from the previous quarter [1]. Group 1: Production Capacity and Utilization Rates - The report provides the latest production capacity list for OLED panel production lines in China [2]. - The average utilization rate for Q2'25 for OLED production lines in mainland China is detailed [4]. - Specific utilization rates for rigid and flexible OLED panel production lines in Q2'25 are included [4]. - The report includes statistics on the production area share of various OLED manufacturers in Q2'25 [4]. Group 2: Manufacturer-Specific Utilization Rates - The utilization rate statistics for BOE's OLED panel production lines in Q2'25 are presented [4]. - The utilization rate statistics for Tianma's OLED panel production lines in Q2'25 are provided [4]. - The utilization rate statistics for Visionox's OLED panel production lines in Q2'25 are included [4]. - The utilization rate statistics for CSOT's OLED panel production lines in Q2'25 are detailed [4]. - The utilization rate statistics for EDO and Huayi's OLED panel production lines in Q2'25 are mentioned [4].

Group 1 - The core viewpoint of the article emphasizes the accelerating breakthrough of Mini-LED backlighting technology and the collaborative development of Quantum Dot (QD) technology within the new display industry [1][2]. Group 2 - New display industry technology trends overview highlights the performance comparison among various new display technologies [2]. Group 3 - The article provides an introduction to Quantum Dot display technology, detailing its basic structure, optical properties, main categories, development trends, application fields, and product forms [4]. Group 4 - The distribution of major domestic Quantum Dot material manufacturers is summarized, along with the distribution of manufacturers for Quantum Dot films and Quantum Dot boards [4]. Group 5 - Key operational overviews of representative companies in the Quantum Dot industry, including Nanocrystal Technology and Jizhi Technology, are presented [3][5].

Core Viewpoint - The sales of consumer-grade AR/VR devices in China's three major e-commerce platforms are expected to exceed 200 million during the 2025 618 shopping festival [1]. Group 1: Overall Sales Situation - The overall sales volume of consumer-grade AR/VR devices during the 618 shopping festival (from May 20 to June 20) will be analyzed [2]. - The overall sales revenue of consumer-grade AR/VR devices during the 618 shopping festival will be detailed [3]. Group 2: Sales by Category - The sales volume and year-on-year growth of consumer-grade AR/VR devices will be categorized and summarized [4]. Group 3: Platform-Specific Sales - The top brands' sales volume and revenue on the JD platform during the 2025 618 shopping festival will be reported [5]. - The top brands' sales volume and revenue on the Tmall platform during the 2025 618 shopping festival will be reported [6]. - The top brands' sales volume and revenue on the Douyin platform during the 2025 618 shopping festival will be reported [7]. Group 4: Hot Sales Rankings - The hot sales rankings of AR/VR products on JD and Tmall during the 2025 618 shopping festival will be provided [8]. Group 5: Industry Insights - Information regarding the XR industry and new product updates for July will be included [9]. - The financing situation for July will be summarized [10].

Core Viewpoint - The average utilization rate of domestic TFT-LCD panel manufacturers in China is expected to decline by 1-2 percentage points quarter-on-quarter in Q3 2025 [1]. Summary by Sections Section 1: Current Utilization Rates - The report provides statistics on the average utilization rates of various LCD production lines in China for Q2 2025, including specific data for major manufacturers such as BOE, CSOT, TM, HKC, and CHOT [4]. Section 2: Future Predictions - A forecast for the average utilization rate of TFT-LCD panel manufacturers in China for Q3 2025 indicates a slight decrease compared to the previous quarter [1].

Core Viewpoint - The average utilization rate of domestic TFT-LCD panel manufacturers in China is expected to decline by 1-2 percentage points in Q3 2025 compared to the previous quarter [1]. Summary by Sections 1. Current Utilization Rates - The report provides statistics on the average utilization rates of various LCD production lines in China for Q2 2025, including specific data for major manufacturers such as BOE, CSOT, TM, HKC, and CHOT [4]. 2. Q3 2025 Forecast - A forecast for the average utilization rate in Q3 2025 indicates a slight decrease, reflecting ongoing market trends and potential challenges faced by the industry [1]. 3. Production Capacity - The document includes updated production capacity lists for G4.5 to G6 and G8.5 to G11 LCD panel production lines in China, highlighting the current capabilities of the industry [4].

Group 1 - The mobile panel market continues to exhibit structural differentiation in the third quarter, with a-Si panels supported by demand for inventory replenishment after the "6.18" promotion, maintaining full production capacity [2][3] - LTPS panel production lines remain at high utilization rates driven by non-mobile applications such as automotive displays, while demand for flexible AMOLED panels has seen a temporary decline due to adjustments in terminal brand procurement schedules [2][3] - Overall, the mobile panel market in July is characterized by price stability, but significant differences in supply and demand dynamics exist between different technology routes [2][3] Group 2 - For a-Si panels, despite the peak in inventory replenishment following the "618" promotion, demand remains strong, and production lines continue to operate at full capacity. Prices for a-Si modules are expected to see a slight decrease in July due to the declining costs of key raw materials like driver ICs [3][4] - LTPS panels continue to be supported by the automotive display market, but demand in the smartphone sector remains weak due to the trend of AMOLED substitution, leading to low price levels with no significant recovery expected in the short term [3][4] - Rigid AMOLED panel demand is contracting, and price reductions by major manufacturers like Samsung Display have not met expectations, resulting in sustained low prices. Flexible AMOLED panel production rates have slightly decreased due to procurement adjustments, but are expected to rebound as the traditional peak season approaches [4][5]