其中，INMO GO 2是全球首款支持流式同声传译的AR眼镜，支持40种语言在线翻译及离线语音 识别。该产品搭载JBD的Micro LED光引擎，采用双目单绿+光波导设计。 INMO AIR 3则是全球首款1080P一体式AR眼镜，采用索尼0.44英寸Micro OLED屏幕和阵列光波 导，具备1920×1080分辨率。（来源：LEDinside） 近日，酷派集团宣布与智能眼镜领军企业影目科技达成深度战略合作，双方将围绕AI大模型轻量 化、虚实交互算法、多模态感知融合及AR设备与手机的算力协同等关键技术，组建"AI+AR融合创 新工作组"，加速推动智能终端形态演进。 在渠道方面，酷派将全面开放其覆盖全球的线上电商平台、线下零售网络及运营商资源，助力影目 科技拓展市场。双方还计划联合策划全球化的品牌营销活动，打造AI×AR智能眼镜的现象级声量。 酷派集团是国内知名智能终端制造商，近年来积极拓展5G与AIoT生态；影目科技则专注于AR智能 眼镜研发，在虚实融合、人机交互等方面具备技术优势。 产品方面，影目科技于2024年11月推出了两款AR眼镜产品——INMO GO 2与INMO AIR 3，分 别聚焦翻译与轻办 ...

Core Viewpoint - The panel industry is experiencing growth driven by tariff stocking and national subsidy policies, while companies are diversifying their technology and application layouts to prepare for future developments [2][19]. Group 1: Company Investments and Projects - Huike is the most active panel manufacturer in new display project construction, with multiple projects entering various stages, including a total investment of 80 billion yuan for an electronic paper display module project and 50 billion yuan for an intelligent manufacturing complex [3][4]. - BOE is advancing multiple projects, including the world's first 6-inch Micro LED production line, with an annual production capacity of 24,000 Micro LED wafers and 45,000 Micro LED pixel devices [6][7]. - TCL Huaxing is strengthening its LCD business through acquisitions, including the purchase of LGD's Guangzhou 8.5-generation line, with a total investment of approximately 254 billion yuan [8][9]. - LG Display is focusing on OLED technology, with a significant investment of 1.26 trillion won (approximately 66.56 billion yuan) for an OLED panel factory in South Korea [11][12]. - Hefei Guoxian is constructing the world's first 8.6-generation AMOLED production line with a total investment of 550 billion yuan [13]. - Deep Tianma has completed the mass production of its new 8.6-generation display panel production line with a total investment of 330 billion yuan [14][15]. Group 2: Future Growth Potential - OLED technology is expected to dominate the small-size panel market, with an estimated shipment of 3.4 million OLED display panels in 2025, a 69% increase from 2024 [19]. - Mini LED backlight technology is projected to see significant growth in the TV market, with shipments expected to exceed 11.5 million units in 2025, accounting for 6% of the global TV market [19]. - Micro LED technology is still in its early stages, with an estimated market value of 27.9 million USD in 2024, expected to grow to 740 million USD by 2029 as technology advances [20]. - The electronic paper technology is anticipated to gain traction in various applications due to its unique advantages, such as low power consumption and lightweight design [19]. Group 3: Overall Industry Trends - Panel manufacturers are solidifying their LCD technology while investing heavily in OLED, Mini LED, Micro LED, and electronic paper technologies to enhance their competitive edge in the future display industry [21]. - The investment in OLED technology is the highest among panel manufacturers, followed by LCD, MLED, and electronic paper [21].

7月1日，据韩媒ETnews报道，三星显示和LG Display已分别于5月下旬启动iPhone 17系 列手机面板的显示材料及零部件的采购工作，并于6月开始生产首批面板。 报道称，预计iPhone 17系列的全部面板将由这两家韩国企业供应。尽管中国京东方（BOE）正集 中精力进军Pro机型， 但首批供货情况尚不明朗 。外界猜测， 由于决定在iPhone 17系列的所有 型号上采用低温多晶氧化物（LTPO）技术，苹果公司正面临挑战——过去，苹果的iPhone LTPO 面板一直由三星显示和LG Display全量供应，京东方仅部分供应了低温多晶硅（LTPS）OLED面 板。 分析指出，iPhone 17系列首批面板供货量较iPhone 16系列略有下调，这一调整既受全球智能手 机需求疲软影响，亦与地缘政治下关税政策变动密切相关。 一位显示行业内部人士表示："与最初的预测相比，显示面板厂商对iPhone面板订单的运营较为保 守且具有战略性，并做好了随时进行调整的准备。"（集邦Display整理） #OLED #iPhone #手机面板 #苹果 【集邦Display显示产业交流群】 作为苹果计划于今年9月发布的全 ...

Core Viewpoint - AI technology is not only a revolutionary upgrade of production tools but also a core driving force for reshaping industrial forms and reconstructing production systems. The development of large model technologies, represented by ChatGPT and DeepSeek, is actively exploring how to meet the actual intelligent needs of industrial scenarios [1]. Group 1: Development of Star Intelligence X-Intelligence 3.0 - Star Intelligence X-Intelligence 3.0 is a strong reasoning model developed by TCL Huaxing, TCL Industrial Research Institute, National New Display Technology Innovation Center, and Tongyi Qianwen team, specifically for the display field. It significantly enhances reasoning capabilities compared to its predecessor, Star Intelligence 2.0 [2]. - The model is trained on the Qwen3 32B model, incorporating unique semiconductor display knowledge, allowing it to become an expert across various fields through continuous training [2]. Group 2: Technical Advantages of Star Intelligence X-Intelligence 3.0 - The model possesses stronger domain reasoning capabilities, utilizing advanced supervised reinforcement learning and extensive high-quality data for rigorous training, enabling it to handle complex logical problems and multi-step reasoning tasks more effectively than DeepSeek-R1 [5]. - Star Intelligence 3.0 has undergone a comprehensive upgrade of its semiconductor display knowledge system, covering existing fields like LCD and OLED, as well as integrating cutting-edge information from emerging areas such as printed OLED and QD-EL technology [7]. - The model features efficient learning and adaptability, with strong online learning capabilities that allow it to absorb new information in real-time and quickly integrate it into its knowledge base, thus providing timely solutions [9]. Group 3: Strategic Implications for TCL Huaxing - Star Intelligence X-Intelligence 3.0 is expected to help TCL Huaxing establish significant technological barriers in display enterprise intelligence, enhancing competitive capabilities and opening up unlimited possibilities for industrial upgrades [11]. - The model will serve as the "strongest brain" for TCL Huaxing's research and manufacturing, coordinating various AI agents for simulation, design, and process optimization, thereby improving the overall intelligence level of the company [9].

Core Viewpoint - Haier Philippines launched a new Mini LED TV series in collaboration with local retailer Abenson, showcasing advanced display technology and enhanced audio features [1]. Group 1: Product Features - The new Mini LED TV series utilizes micron-level Mini LED backlight technology, with evenly distributed light beads on the back panel, allowing for more local dimming zones, which improves brightness and contrast [3]. - The TVs support HDR10 and Dolby Vision, resulting in finer picture quality [3]. Group 2: Audio Experience - Haier partnered with audio brand KEF to equip the TVs with Dolby Atmos and dbx-TV technology, providing a more immersive surround sound experience [4].

Core Viewpoint - The article highlights the acceptance of Visionary Technology's IPO application on the Sci-Tech Innovation Board, aiming to raise 2.015 billion yuan for production line expansion and R&D center construction to enhance capacity and technology optimization [1]. Company Overview - Visionary Technology, established in 2016 and headquartered in Hefei, specializes in Micro OLED displays, with applications in head-mounted displays and smart glasses, collaborating with brands like DJI, Xiaomi, XREAL, and Thunderbird [1]. Production Capacity - Currently, the company operates a 12-inch evaporation line with a monthly capacity of 9,000 wafers, having shipped over 1 million units [3]. - Future plans include expanding to three 12-inch evaporation lines, increasing monthly capacity to 27,000 wafers [3]. Financial Performance - Financial projections indicate revenues of 190 million yuan, 215 million yuan, and 280 million yuan for 2022, 2023, and 2024, respectively, while the company remains in a loss position with net profits of -247 million yuan, -304 million yuan, and -247 million yuan for the same years [3]. - The company acknowledges that the current phase is a rapid development period for the industry, with AI terminal products evolving quickly, and is investing heavily in production lines, which may pressure short-term profitability due to depreciation costs but is expected to improve as capacity is released [3].

Core Viewpoint - Lens Technology Co., Ltd. is advancing its H-share issuance and plans to list on the Hong Kong Stock Exchange, aiming to raise approximately HKD 45.90 billion through the issuance of 262 million shares priced between HKD 17.38 and HKD 18.18 [1][2]. Group 1: H-Share Issuance Details - The company submitted its listing application to the Hong Kong Stock Exchange on March 31 and received approval from the listing committee on June 20 [2]. - The estimated net proceeds from the H-share issuance will be used for various purposes, including 48% for expanding product and service offerings, 28% for overseas business expansion, 14% for enhancing vertical integration in smart manufacturing, and 10% for working capital and other general corporate purposes [2]. Group 2: Investor Participation - Several cornerstone investors, including GreenBetter (a subsidiary of Xiaomi), UBS AM Singapore, and Oaktree, have committed to subscribe to shares at the IPO price, with a total subscription amounting to approximately USD 191 million (around HKD 1.49 billion) [3]. Group 3: Company Background and Business Scope - Established in 1993, Lens Technology became a certified supplier for Apple in 2007, producing touch screen glass for the first-generation iPhone, which significantly boosted its performance [3]. - The company has expanded its client base to include major manufacturers like Samsung and Xiaomi, and it was listed on the Shenzhen Stock Exchange in 2015 [3]. - Lens Technology provides a wide range of products in the consumer electronics sector, including protective glass, metal frames, and touch display modules, as well as assembly services [5]. Group 4: Recent Performance and Market Trends - The company has seen continuous revenue growth due to the recovery in the consumer electronics market, with projected revenues of CNY 466.99 billion, CNY 544.91 billion, and CNY 698.97 billion for the years 2022 to 2024, respectively [6]. - Correspondingly, the net profit attributable to shareholders is expected to rise from CNY 24.48 billion in 2022 to CNY 36.24 billion in 2024 [6].

Core Viewpoint - The article discusses the recent IPO application acceptance of Huike Co., which aims to raise 8.5 billion yuan for various advanced display technology projects, enhancing its competitive edge in the semiconductor display industry [1][2][17]. Investment Projects - Huike plans to invest in three major projects: - "Changsha New OLED R&D Upgrade Project" with a total investment of 3 billion yuan [2][3]. - "Changsha Oxide R&D and Industrialization Project" with a total investment of 3 billion yuan [2][3]. - "Mianyang Mini-LED Intelligent Manufacturing Project" with a total investment of 2.5 billion yuan [2][3]. - The total investment for these projects is 9.575 billion yuan, with 8.5 billion yuan to be raised through the IPO [3]. Technology Development - The "Changsha New OLED R&D Upgrade Project" focuses on improving production solutions for OLED display panels, enhancing the company's technological reserves in OLED technology [2][3]. - The "Changsha Oxide R&D and Industrialization Project" aims to increase R&D investment in Oxide technology, improving production capacity and product competitiveness [2][3]. - The "Mianyang Mini-LED Intelligent Manufacturing Project" will expand the production line for Mini LED products, continuing the development of high-performance Mini LED products [2][3][15]. Company Overview - Huike operates four G8.6 generation production lines and multiple smart display terminal production bases, with significant investments in various projects totaling 24 billion yuan for the G8.6 lines [4][5]. - The company reported revenues of 27.134 billion yuan, 35.797 billion yuan, and 40.310 billion yuan for 2022-2024, with net profits of -1.428 billion yuan, 2.566 billion yuan, and 3.339 billion yuan respectively [6][7]. Market Position and Strategy - Huike's overseas revenue has shown steady growth, accounting for 58.18%, 53.53%, and 49.92% of total revenue from 2022 to 2024, indicating a strong global market presence [7]. - The company has established partnerships with major brands such as Samsung, LG, and Xiaomi, positioning itself as a key player in the display panel market [7]. - Huike's strategy includes a multi-technology approach, focusing on a-Si TFT-LCD, Oxide, OLED, Mini LED, and Micro LED technologies to adapt to changing market demands [8][9]. Future Outlook - The IPO is seen as a critical step for Huike to enhance its technological capabilities and production capacity, thereby strengthening its market competitiveness [17][18]. - The successful implementation of the proposed projects is expected to drive technological upgrades in the industry and enhance the global influence of domestic panel manufacturers [18].

Core Viewpoint - The company, LianDe Equipment, has won a bid for the 8.6-generation AMOLED production line project from BOE Technology Group, with a total bid amount of 157 million yuan [1]. Group 1: Company Overview - LianDe Equipment specializes in the research, production, sales, and service of new semiconductor display intelligent equipment, automotive intelligent cockpit system equipment, semiconductor packaging and testing equipment, and new energy equipment [3]. - The company has a broad layout in the TFT-LCD display, OLED display, and Mini/Micro LED new display fields, covering major production processes including binding equipment, lamination equipment, AOI inspection equipment, film coating equipment, and polarizer attachment equipment [3]. Group 2: Project Details - The 8.6-generation AMOLED production line project by BOE has a total investment of 63 billion yuan and a designed capacity of 32,000 glass substrates per month, with substrate dimensions of 2290mm x 2620mm [3]. - This production line primarily focuses on medium-sized AMOLED panels for mid-to-high-end IT products such as laptops and tablets, and it also has the capability to produce flexible OLED smartphone panels [3]. - Equipment installation for the production line began in May of this year [3].

Core Viewpoint - TCL Technology has received approval from the China Securities Regulatory Commission for its major asset restructuring plan to acquire 21.5311% of Shenzhen Huaxing Optoelectronics Semiconductor Display Technology Co., Ltd. through a combination of share issuance and cash payment [1][4]. Group 1: Acquisition Details - The acquisition involves a cash payment of 7.203 billion yuan and a share payment of 4.359 billion yuan, totaling 11.562 billion yuan for the 21.5311% stake, corresponding to a registered capital of 9 million yuan [2]. - Shenzhen Huaxing Semiconductor focuses on semiconductor display business, primarily producing, processing, and selling large-size TFT-LCD display devices, including TFT-LCD display devices and semiconductor display supporting materials [2]. Group 2: Current Ownership Structure - TCL Huaxing (a subsidiary of TCL Technology) directly holds and indirectly controls a total of 62.6794% of Shenzhen Huaxing Semiconductor, making it the controlling shareholder [2]. - The major industrial fund holds a 32.2967% stake, while Samsung Display holds a 5.0239% stake in Shenzhen Huaxing Semiconductor [2][3]. Group 3: Future Implications - Upon successful completion of the acquisition, TCL Technology will control 84.2105% of Shenzhen Huaxing Semiconductor, while the major industrial fund's stake will decrease to 10.7656% [4]. - This approval marks a significant advancement for TCL Technology in consolidating core assets of Huaxing Optoelectronics and enhancing control over the semiconductor display business, which will help deepen its layout in the display panel field and optimize resource allocation [4].