6月25日晚间，号称"全球最轻大折叠手机"vivo X Fold5正式发布。 vivo X Fold5折叠屏手机采用轻薄设计，重约217g，折叠厚度约9.2mm、单边厚度约4.3mm，号 称"轻过很多Pro级直板旗舰"，同时提供「钛度」「明白」「青松」三款配色。 ·12GB+256GB：6999元 ·12GB+512GB：7999元 ·16GB+512GB：8499元 ·16GB+1TB：9499元（集邦Display整理） 图片来源：vivo 核心配置上，vivo X Fold5采用6.53英寸外屏以及8.03英寸内屏，刷新率皆为120Hz，搭载高通 第三代骁龙8处理器，前置2000万，后置5000万主摄+5000万蔡司超级长焦+5000万超广角，电 池是6000mAh，支持80W有线和40W无线充电，支持反向充电。 另外，从发布会获悉，vivo X Fold5还首创内屏单独拆装设计，推出单内屏宝，首销期间限时折扣 价仅需299元，享受一年内免费内屏更换服务。 据业内消息， 此次vivo X FoId5外屏由京东方供应，而内屏则是由京东方和三星显示混合供应 ， 其中12GB运存版本采用京东方的屏幕，而16G ...

Core Viewpoint - The article highlights the successful delivery of fully automated copper foil attachment bending equipment by Shangju Technology for Micro OLED manufacturing, indicating a significant advancement in the AR display sector [1][2]. Group 1: Company Developments - Shangju Technology has successfully delivered equipment designed for the copper foil attachment and bending process in Micro OLED display manufacturing, achieving an attachment precision of ±60μm and accommodating sizes from 10mm×10mm to 45mm×45mm [1][2]. - The company has extensive experience in precision equipment supply for new display technologies, having previously delivered equipment in various fields such as PFA, RFA, STH, HTH, and 3D-thering forming [3]. Group 2: Industry Trends - Micro OLED technology, utilizing single crystal silicon wafers, offers a lightweight display structure and low power consumption, making it suitable for AR and VR wearable devices [4]. - Recent product launches, such as the Dream Air SE VR headset by Xiaopai Technology and the T2 XR glasses by TQSKY, both featuring Micro OLED displays, indicate a growing market for this technology [4]. - According to TrendForce, Micro OLED is projected to capture 54% of the AR device market share by 2024, driven by the ongoing development of smart glasses in AR, VR, and MR sectors [4]. - Companies like Xitai Technology, Ruixian Technology, and Guanglinda are accelerating their Micro OLED project advancements in response to increasing market demand [4]. - The capital market's interest in this field is rising, exemplified by Hongxi Technology's completion of nearly 500 million yuan in Series A financing this year, supporting rapid development of related technologies and products [4].

Core Viewpoint - The domestic AMOLED industry has traditionally focused on small-sized terminal products like smartphone screens, but recent advancements have been made in the notebook screen sector. However, the large-sized OLED screen market, represented by monitors and TVs, is still dominated by Samsung Display and LG Display [1]. Group 1 - TCL Huaxing's first OLED display panel has begun production, and some monitor brands are testing OLED display prototypes based on Huaxing panels, which may break the duopoly of Korean companies in this field [1]. - The first panel from TCL Huaxing is a commercial model with a refresh rate of 144Hz, but most brands consider its specifications unsuitable for the current market and are in a wait-and-see mode for future product upgrades [3].

Core Viewpoint - Northern Huachuang has acquired a controlling stake in Chipsource Micro, enhancing its position in the semiconductor equipment industry and creating synergies between the two companies' product offerings [1][2]. Group 1: Acquisition Details - On June 24, Northern Huachuang announced the completion of the share transfer of 16,899,750 shares from Zhongke Tiansheng, representing 8.40% of Chipsource Micro's total shares [1]. - The acquisition was executed for a cash consideration of approximately 1.448 billion yuan (about 14.48 billion) [1]. - Additionally, Northern Huachuang acquired 9.48% of Chipsource Micro's shares from Shenyang Advanced Manufacturing Technology Industry Co., Ltd. for approximately 1.687 billion yuan (about 16.87 billion), bringing the total investment to approximately 3.135 billion yuan [1]. Group 2: Company Positioning - Northern Huachuang now holds approximately 17.87% of Chipsource Micro's shares, making it the largest shareholder and granting it control over the company [2]. - Chipsource Micro specializes in the research, production, and sales of semiconductor equipment, particularly in developing equipment for OLED manufacturing [2]. - The acquisition is expected to leverage the complementary product offerings of both companies, enhancing their capabilities in the integrated circuit equipment sector [2]. Group 3: OLED Equipment Market Dynamics - The OLED equipment sector is experiencing significant activity, driven by the upgrade of production lines from 6th generation to 8.6th generation [3]. - Numerous events related to equipment orders and shipments have been reported in the first half of 2025, indicating a robust market environment [3]. Group 4: Recent Developments in OLED Equipment - Various companies have made significant advancements in OLED equipment, including: - Shangju Technology delivered fully automated copper foil attachment bending equipment for Micro OLED manufacturing [4]. - Huashimanju completed the shipment of the first domestic G8.6 AMOLED TSP OS testing equipment [4]. - AP Systems signed an OLED equipment order with Xiamen Tianma Display Technology [4]. - Notable orders include Sunic System supplying OLED display screen development evaporation equipment to Samsung SDI for 34.28 million yuan and securing a contract with BOE for 180 million yuan [4][6]. Group 5: Future Outlook - The transition of downstream panel manufacturers to 8.6 generation lines presents a critical opportunity for domestic display equipment companies to penetrate the market and validate their technologies [8]. - Despite foreign companies currently dominating the backplane and frontplane processes, domestic firms like Zhongwei Company, Aolaide, and Hefei Xinyi have made substantial breakthroughs [8]. - The demand for high-end display manufacturing equipment is expected to surge with the mass production of OLED 8.6 generation lines, potentially accelerating the localization process and enhancing China's market influence in the global display equipment sector [8].

Core Viewpoint - The 618 promotion period is a crucial sales event in the first half of the year, with significant attention on the pricing of large-sized televisions and the introduction of two new products [1]. Group 1: Pricing Trends - During the 618 promotion, the prices of large-sized televisions reached record lows, with 85-inch TVs seeing a year-on-year price drop of 24%, 98-inch TVs dropping 35%, and 100-inch TVs dropping 38% [2]. - Regular-sized televisions also experienced price reductions, with 75-inch TVs priced below 2,000 yuan, including a notable price of 1,997 yuan [4]. Group 2: Market Dynamics - In light of stagnant sales in the television market, both brands and panel manufacturers are keen to promote the development of large-sized televisions to increase revenue and profits, while manufacturers aim to enhance average screen sizes and reduce excess capacity [3]. Group 3: New Product Introductions - Two new products were introduced during the 618 promotion: a 50-inch FHD television and an RGB-Mini LED television [5]. - TCL is the only brand offering the 50-inch FHD television at a price of 959 yuan, which is lower than the 43-inch UHD television, potentially replacing some demand for the latter and driving up average screen sizes [8]. - Hisense is the sole seller of RGB-Mini LED televisions during this promotion, with sizes including 85-inch, 100-inch, and 116-inch, priced around 28,000 yuan for the 85-inch model, which is slightly lower than the 83-inch OLED television [12].

6月25日， 三星电子正式推出其最新的智能显示器系列，包括旗舰型号M9，以及 更新版M8和 M7。这三款显示器均采用32英寸的QD-OLED面板， 这也是 三星首次在智能显示器中引入量子 点有机发光二极管技术 。 此外，新 系列产品 搭载 AI功能，为用户提供了更个性化和互联的工作 与娱乐体验。 图片来源：三星 ▶ 关于集邦 上下滑动查看 据悉，M9系列还具有AI Picture Optimizer、4K AI Upscaling Pro 和 Active Voice Amplifier （AVA）Pro 技术支持，可根据内容和周围环境实时增强图像和声音质量。 M9的售价为199万韩元（约合10501元人民币），M8售价90万韩元（约合4749元人民币），而 M7的价格区间为56万至69万韩元（约合2955至3641元人民币）。 三款新品 已 在韩国上市，海 外市场则将在未来几周陆续发售。 （ 集邦Display整理 ） #三星 #OLED #显示器面板 【集邦Display显示产业交流群】 其中，M9系列其采用了4K QD-OLED面板，配备防眩光涂层，有效减少反光干扰。其可变刷新率 最高可达165Hz，响 ...

据宝安日报消息，6月19日，中嘉微视（深圳）半导体科技有限公司（下文简称深圳中嘉）在宝安 区新桥东先进制造产业园开业。 【集邦Display显示产业交流群】 ▶ 关于集邦 报道指出，随着中嘉微视深圳子公司的投产，其半导体显示检测设备将直接服务京东方、TCL等本 地龙头，预计未来3年为宝安贡献超10亿元产值，进一步强化"深圳制造"在全球半导体产业链的话 语权。 值得一提的是，在2024年8月，京东方与深圳市中集产城发展集团有限公司签署战略合作协议。 作为双方首个战略合作行动目标，京东方区域研发中心和市场总部已确定落户中集前海国际中心， 面积约1.4万平方米。 据悉， 双方将围绕京东方"1+4+N+生态链"的产业体系，以中集前海国际中心为产业空间载体， 导入人工智能、半导体、信息技术、光伏、物联网等相关产业及其上下游企业，构建国际人工智能 产业链，打造未来科技创新示范场景。 （集邦Display整理） #京东方 #显示设备 资料显示，深圳中嘉注册资本1000万元，总体投资额达10亿元，其母公司为成都中嘉微视科技有 限公司（下文简称中嘉微视），后者专注于TFT-LCD、OLED、半导体行业的光学检测机(AOI)、 ...

Core Viewpoint - BOE has showcased its innovative COG (glass-based) P0.9 ultra-thin HDR Micro LED display at InfoComm 2025, highlighting advancements in display technology and potential applications in various high-end commercial settings [1][4]. Group 1: Display Technology Features - The display achieves a peak brightness of 3000 nits and utilizes innovative optical packaging technology, maintaining an ambient contrast ratio (ACR) of 20000:1 even under environmental light interference (10 lux) [2]. - It incorporates image quality enhancement IP technology, resulting in higher color accuracy, smoother display transitions, and clearer detail [3]. Group 2: Physical Characteristics - The new generation glass-based Micro LED module has a thickness of only 5 mm and a weight of 12 kg/m², which enhances installation efficiency [4]. - BOE claims that the new Micro LED display addresses pain points of traditional display technologies, offering ultra-thin, lightweight, easy installation, and superior image quality, thus expanding applications to high-end commercial displays, smart meetings, home cinema, and digital art spaces [4].

Core Viewpoint - The article discusses the declining demand for LCD panels due to weak television sales and overall market sluggishness, which may negatively impact the OLED television market as well [1][3]. Group 1: LCD Market Trends - The global LCD factory utilization rate is expected to remain in the mid-70% range during June and July, which is considered low as rates below 80% indicate underutilization [1]. - Major players like BOE and TCL Huaxing plan to reduce the glass substrate supply in June and July due to high inventory levels established by TV manufacturers and distributors [1]. - Samsung has notified suppliers of a significant reduction in LCD panel procurement for the third quarter, planning to cut over one million panels compared to previous quarters, which may exert downward pressure on overall LCD procurement prices [3]. Group 2: Inventory and Demand Issues - The actual demand for televisions in the first half of the year has been weak, with industry insiders noting a phenomenon of "false demand" and high inventory levels at some panel manufacturers, particularly SDP [1]. - There is a divergence of opinions regarding the LCD panel market demand post-August, with some believing it will gradually improve while others see no strong catalysts for a rebound, suggesting demand may remain similar to July levels [4]. Group 3: Future Outlook - Typically, panel and complete machine manufacturers begin stocking up in the third quarter in anticipation of the fourth quarter's "Black Friday" sales peak [5].

Core Viewpoint - The acquisition of a 30% stake in Rainbow Optoelectronics by BOE Technology Group reflects the strategic needs of both parties in the current industry landscape, aiming to enhance competitive advantages and optimize business structures [4][10]. Group 1: Company Overview - Rainbow Holdings announced that BOE Technology Group won the right to acquire a 30% stake in its subsidiary, Rainbow Optoelectronics, for approximately 484.86 million yuan [1]. - Rainbow Optoelectronics operates a G8.6 TFT-LCD panel production line, which was built with an investment of 28 billion yuan, primarily producing high-resolution LCD TV panels [2][6]. - After the transfer, Rainbow Holdings will retain a 69.79% stake in Rainbow Optoelectronics, maintaining its status as the controlling shareholder [3]. Group 2: Financial Performance - In 2024, Rainbow Holdings is projected to achieve total revenue of 11.664 billion yuan, a year-on-year increase of 1.73%, with LCD panel business revenue of 10.291 billion yuan, up 0.33% [6]. - The net profit attributable to the parent company is expected to reach 1.24 billion yuan, reflecting a significant year-on-year growth of 87.55% [6]. - Despite positive performance, the company faces structural risks due to its heavy reliance on the G8.6 production line and concentration in the TV panel market [6][7]. Group 3: Industry Context - The LCD panel industry has reached a dynamic balance in supply and demand, with Chinese manufacturers dominating the market [6]. - The acquisition by BOE is part of a broader trend of consolidation in the LCD industry, as companies seek to enhance their market positions through strategic mergers and acquisitions [10][11]. - The ongoing trend of resource concentration among leading companies is expected to reshape the industry landscape, with potential for further acquisitions as firms pivot towards OLED production lines [10][11].