Group 1 - The core viewpoint of the article highlights the upcoming production of new MacBook models and displays equipped with the M5 chip, expected to launch between the end of this year and the first quarter of next year [2] - The new MacBook Pro and MacBook Air models will have significant differences in product tiers, aiding consumer differentiation [2] - The iPhone 16e, released in February this year, features an A18 processor, a 6.1-inch OLED display, and a 48MP camera, with pricing starting at 4499 yuan for the 128GB version [2]

2025年10月30日 ，TrendForce集邦咨询旗下LEDinside及集邦Display将联合主办 2025自发光 显示产业研讨会 。 玻璃与硅基Micro LED商用化进程与展望 邱宇彬 TrendForce集邦科技 资深研究副总经理 嘉宾简介 邱宇彬曾经在面板厂与电视品牌商服务，除了直接参与面板业务拓展与产品开发设计等相关 职务外，也在面板上游关键零组件、背光模块、触控应用上有深度的产业研究经历，能够整 合产业上、中、下游的人脉与经验，辅以业务、技术、供应链管理等专业知识，从不同面向 剖析面板产业的发展。 TrendForce集邦科技资深研究副总经理 邱宇彬 将以" 玻璃与硅基Micro LED商用化进程与展望 "为题展开分享。 更多行业大咖及精彩议题，欢迎关注研讨会 最新议程。站在行业发展的十字路口，也 期待你报名加 入这 场凝聚行业智慧的深度对话，一同校准航向、共渡激流！ #MicroLED ve Display Industry Seminar ( ) 2025年10月30日(周四) 8:30-17:05 金茂深圳JW万豪酒店 目] TrendForce、LEDinside、集邦Displa ...

9月25日， TCL宣布 在美国 推出新款类纸屏平板电脑TAB 8 NXTPAPER 5G。 产品搭载一块8.7英寸800×1340分辨率180PPI像素密度的NXTPAPER 4.0技术面板，可模拟自然 光线。 其它方面，该平板电脑基于联发科MT8755处理器(2×A76@2.4GHz + 6×A55@2.0GHz)，采用电 容式触控技术，配备USB-C 2.0 (480Mbps)接口和3.5mm音频插孔，支持Wi-Fi 5、蓝牙5.3、 5G蜂窝网络无线连接。 该设备搭载6000mAh电池，支持15W充电；拥有一颗8MP后摄和一颗5MP前摄；此外其还内置双 扬声器和双麦克风。 图片来源：TCL TCL TAB 8 NXTPAPER 5G原装配备4GB内存和64GB存储，支持至高2TB的microSD存储卡扩 容，售价199.99美元。（来源：IT之家） #TCL #类纸屏 点击免费报名 >> IFS 票务 | 8:30-9:30 | 签到 | | --- | --- | | 9:30-9:35 | 开幕致辞 | | | TrendForce集邦咨询 总经理 樊晓莉 | | 9:35-10:00 | 玻璃与 ...

Group 1 - The core viewpoint of the articles highlights the growth in the flat panel display module exports from Fujian Province, which reached 15.01 billion yuan in the first eight months of the year, marking a year-on-year increase of 14.7% [2] - Fujian's flat panel display module exports to ASEAN countries amounted to 5.08 billion yuan, reflecting a significant year-on-year growth of 34.9%, with exports to Vietnam and Thailand increasing by 57.8% and 9% respectively [2] - Exports to Latin America surged to 2.71 billion yuan, showing a remarkable year-on-year increase of 90.6%, particularly with exports to Mexico rising by 111.1% to 2.04 billion yuan [2] Group 2 - The export method primarily utilized processing trade, accounting for 12.38 billion yuan of the total exports, which is a year-on-year increase of 16.6% and represents 82.5% of the total export value [2] - Foreign-invested enterprises in Fujian exported flat panel display modules worth 12.63 billion yuan, reflecting an 18.1% year-on-year growth [2] - The domestic market for display-related terminal products is also performing well, with online sales of home appliances and digital products growing rapidly, including smart wearables, computers, and mobile phones, which saw increases of 25.2%, 23.7%, and 20.2% respectively [2] Group 3 - Recent policy initiatives from the Ministry of Commerce and other departments aim to boost digital consumption and related industries, encouraging companies to accelerate R&D and innovation in digital products [3] - The guidelines emphasize expanding digital product consumption and fostering the development of new consumer brands, particularly in areas such as artificial intelligence terminals and smart home appliances [3]

9月26日，在第16届Display Day活动前夕，三星显示CEO表示："公司计划在2026年第二季度或 者第三季度量产第8.6代OLED面板，目前项目进展顺利。" 三星显示 2023年 对外宣布 将改造其液晶显示器（LCD）生产线L8，并建设专用于IT OLED的 A6生产线，计划 投资 金额达224亿元人民币 。 值得一提的是，该产线为全球首条第8.6代OLED 面板产线。 图片来源：三星显示 业内人士预测，三星显示的A6产线将为苹果供应OLED面板。三星显示预计最早将于2026年第二 季度末量产用于MacBook的14英寸和16英寸OLED面板。报道称，为实现这一目标，三星显示 计 划于今年晚些时候在A6生产线进行试生产。 全球第8.6代OLED线加速 据了解，第8.6代OLED面板产线采用 2290x2620 mm规格的玻璃基板，适用于平板电脑、笔记 本电脑和显示器等IT产品面板的生产，兼具生产力和盈利能力。 除了韩国的三星显示，包括京东方、维信诺和TCL华星在内的中国显示面板企业也在推进8.6代 OLED产线进程： 京东方 成都第8.6代AMOLED生产线项目于2024年3月开工，在今年5月实现全 ...

Core Viewpoint - The OLED display market is rapidly evolving with new product launches almost every month, driven by strong demand in the gaming sector and competitive pricing strategies from various brands [2][3][6]. Product Launches - Alienware has released a 27-inch 2K 280Hz QD-OLED display priced at 5,649 yuan. Other brands like MSI, AOC, and TITAN ARMY have launched 27-inch 2K 500Hz QD-OLED displays, with AOC's product being the most competitively priced at 4,999 yuan [3]. - In addition to QD-OLED displays, new W-OLED displays have also been introduced, including a 34-inch model from LG Electronics and a 32-inch model from ASUS [3]. - The market has seen a decrease in prices for some OLED displays in September compared to August, with Samsung's 27-inch 4K QD-OLED display dropping by 500 yuan (7% decrease) and Philips' 27-inch 2K 280Hz QD-OLED display decreasing by 300 yuan (9% decrease) [3]. Market Trends - By September 2025, eight brands had launched 27-inch 2K 280Hz QD-OLED displays, while seven brands had introduced 27-inch 2K 500Hz QD-OLED displays, indicating a growing competitive landscape [5]. - The specifications of OLED displays are expanding, with potential future products like a 27-inch 2K 540Hz model anticipated to meet consumer demand [5]. - Currently, OLED displays are primarily used in the gaming sector, but there is potential for expansion into products tailored for content creators [5]. Supply Chain Insights - The supply of OLED display panels is mainly dominated by South Korean manufacturers, but the growing market may attract more panel suppliers in the future [5]. Market Projections - TrendForce forecasts that OLED display shipments will reach 2.64 million units in 2025, representing an 86% year-on-year increase, with a penetration rate of approximately 2.1% in the overall display market. By 2028, this rate could challenge 5% due to strong demand in gaming and proactive efforts from panel and brand manufacturers [6].

Core Viewpoint - Xiaomi has officially launched the Xiaomi 17 series, which includes the Xiaomi 17, Pro, and Pro Max models, featuring advanced technology and specifications aimed at enhancing performance and user experience [2][3]. Group 1: Product Specifications - The entire Xiaomi 17 series is powered by Qualcomm's fifth-generation Snapdragon 8 processor, built on a third-generation 3nm process, with a maximum CPU frequency of 4.6GHz and improved GPU performance while reducing power consumption [2]. - The Xiaomi 17 features a 6.3-inch OLED display with a resolution of 2656*1220, supporting a 120Hz refresh rate and a peak brightness of 3500 nits, utilizing new M10 emitting materials [2][3]. - The Xiaomi 17 series includes a 7000mAh battery for the standard model, a 6300mAh battery for the Pro version, and a 7500mAh battery for the Pro Max version [4]. Group 2: Camera Technology - The Xiaomi 17 is equipped with a rear triple-camera system, featuring a main camera with a 1/1.31-inch Light Hunter 950 sensor, along with a 50MP ultra-wide and a 50MP floating telephoto lens, and a 50MP front camera [4]. - The Xiaomi 17 Pro introduces the "Leica Light Master" imaging system with the new Light Hunter 950L sensor, offering high dynamic range capabilities and advanced optical coatings [4]. Group 3: Display Technology - The new red light-emitting material used in the Xiaomi 17's display is developed by Xiaomi's Lumi Blue OLED laboratory, surpassing international imported materials in efficiency, brightness, and power consumption [3]. - TCL Huaxing provides the display solutions for the Xiaomi 17 series, featuring the latest generation of emitting materials, with the Pro Max model incorporating Real RGB technology for enhanced image quality [3]. Group 4: Pricing - The pricing for the Xiaomi 17 is as follows: - 12GB+256GB: 4499 yuan - 12GB+512GB: 4799 yuan - 16GB+512GB: 4999 yuan [5].

9月26日，京东方精电宣布，越南车载显示基地实现首个全流程产品成功点亮，并预计基地在今年 底实现规模化量产。 图片来源：京东方精电 据悉，越南车载显示基地是京东方精电首个海外自主投建的智慧工厂，总投资超3亿元人民币，主 要研发生产高端车载显示产品及整机显示系统等汽车座舱产品，设计产能5万片模组/月。 京东方精电越南车载基地于2024年底试产成功，2025年8月完成首个样品下线。此次全流程产品 点亮为后续规模化量产奠定了基础。 图片来源：京东方精电 资料显示，京东方精电是京东方集团的全球车载业务平台，在汽车TFT显示屏和大中型显示屏模组 市场中处于领先地位，其现有车载显示技术包括Oxide、8K、BD Cell、Mini LED、OLED等。 今年上半年，京东方精电实现营业收入66.7亿港元（约合人民币61.15 亿元），同比增长8%; 实 现税息折旧及摊销前利润（EBITDA）3.4亿港元（约合人民币31.17 亿元），同比增长约7%。 上半年，京东方精电的汽车显示屏业务实现收益62.5亿港元（约合人民币57.24亿元），同比增长 9%；系统业务收入及占总收入比重连续3年保持增长，定点项目价值同比增长超100 ...

Core Insights - Recent investments in display technology projects in Anhui Hefei and Jiangsu Nantong total 2 billion yuan, focusing on display modules and new optical materials [2][5] Group 1: Display Module Project in Hefei - Ruhe Technology signed an agreement to invest 1 billion yuan in Hefei to establish an innovation R&D center and a display application integration manufacturing base, aiming for an annual production capacity of 3 million display modules and 600 tons of optical silicone materials [3] - The project will utilize 150 advanced equipment units, including plasma machines and dispensing machines, to enhance production capabilities [3] - Ruhe Technology, a subsidiary of BOE Precision Electronics, aims to provide comprehensive intelligent solutions for automotive manufacturers, covering various applications such as smart dashboards and central control systems [3][4] Group 2: New Optical Materials Project in Nantong - A new optical materials project in Jiangsu Nantong, with a total investment of 1 billion yuan, will focus on the production of polarizers and other optical film materials, expecting annual sales exceeding 2 billion yuan and tax contributions over 100 million yuan [5] - This project will fill a gap in the new display materials sector in Jiangsu Nantong, expanding into high-end manufacturing [5][6] - Additionally, Shihua Technology plans to invest approximately 2.2 billion yuan in a high-performance optical materials manufacturing base, with a construction period of 3-5 years [6][7]

业务表现方面，公司智能物联电子纸显示模组的销售量由2022年的50.6百万片增加至2023年的 56.1百万片、2024年的67.1百万片及截至2025年6月30日止六个月的52.7百万片。 9月25日，浙江东方科脉电子股份有限公司(简称：东方科脉)向港交所主板递交上市申请。 东方科脉在招股书中表示，公司是全球最大的商用端智能物联电子纸显示解决方案厂商。 目前，公司在浙江嘉兴、辽宁大连市和越南拥有四个生产基地。其中，越南基地于今年6月正式竣 工投产，预计年产能达2000万片电子纸显示屏（含小/中/大尺寸）。 财务方面，于2022年、2023年、2024年、2025年截至6月30日止六个月，该公司实现收入分别 约为12.14亿、10.24亿、11.52亿、7.96亿元人民币；同期，年/期内利润分别约为9187.6万 元、5073.9万元、5340.4万元、4303.6万元人民币。 | | 或议程 | | --- | --- | | | 签到 | | 8:30-9:30 | | | 9:30-9:35 | 开幕致辞 | | | TrendForce集邦咨询 总经理 樊晓莉 | | 9:35-10:00 | 玻璃与 ...