Core Viewpoint - The report indicates a slight decrease in television panel prices in June 2025, while prices for monitor and laptop panels remain stable [1][3]. Television Panels - The average price for a 65-inch television panel is $176, down by $1 or 0.6% from the previous month, with a range between $171 and $180 [3]. - The average price for a 55-inch television panel is $126, also down by $1 or 0.8%, with a range from $121 to $129 [3]. - The average price for a 43-inch television panel is $65, reflecting a decrease of $1 or 1.5%, with prices ranging from $63 to $66 [4]. - The average price for a 32-inch television panel is $36, with a minimum of $35 and a maximum of $37 [5]. Monitor Panels - Prices for monitor panels remain unchanged compared to the previous month [6]. - The average price for a 27-inch IPS panel is $63, with a range from $57.6 to $65.8 [7]. - The average price for a 23.8-inch IPS panel is $49.9, with prices ranging from $47.1 to $51.4 [8]. Laptop Panels - Prices for laptop panels have remained stable compared to the previous month [9]. - The average price for a 17.3-inch TN panel is $38.3, with a minimum of $37.7 and a maximum of $39.8 [9]. - The average price for a 15.6-inch Value IPS panel is $40.3, consistent with the previous month, with a range from $38.6 to $41.9 [9]. - The average price for a 14.0-inch TN panel is $26.9, with prices ranging from $26.4 to $28.1 [9]. - The average price for an 11.6-inch TN panel is $25.1, with a minimum of $24.2 and a maximum of $26.5 [9].

Core Viewpoint - The article discusses the potential adoption of LTPO3 technology in the 2027 iPhone model, which could significantly reduce screen power consumption, and mentions the upcoming production of Apple's first foldable iPhone [1][2][4]. Group 1: LTPO Technology - Apple is considering the use of LTPO3 technology in the 2027 iPhone, which is expected to lower screen power consumption [1][2]. - The decision regarding the adoption of LTPO3 technology is anticipated to be made in the third quarter of this year, with Samsung Display and LGD as potential suppliers [2]. - The 2027 iPhone Air model is predicted to be the first to utilize LTPO3 technology due to its lower battery capacity requirements [4]. Group 2: Foldable iPhone Production - The first foldable iPhone is expected to begin production by Foxconn in late Q3 or early Q4 of 2025 [4]. - Samsung Display will supply the display panels for Apple's foldable iPhone, with plans to produce 7 to 8 million foldable panels in 2026 [4].

韩媒认为，京东方业务不仅局限于传统的液晶显示器（LCD）、有机发光二极管（OLED）等显示 器业务，还对半导体玻璃基板业务感兴趣。玻璃加工技术决定了半导体玻璃基板产品的竞争力，而 京东方作为大量使用玻璃基板的显示器企业，可利用现有供应链方面形成自有优势。 韩媒表示，据业内人士透露，从去年下半年开始，就有传闻京东方将开展半导体玻璃基板业务，目 前看来，相关业务已进入设备供应商选择的阶段。（集邦Display整理） 6月18日，韩国媒体ET NEWS报道，京东方正在推进半导体玻璃基板业务，并以显示器领域积累的玻 璃基板技术为基础，将业务拓展到半导体领域。 图片来源：京东方 据韩媒报道，近日，电子招投标平台必联网显示，京东方近期订购了自动光学检测（AOI）、无电 镀铜等半导体玻璃基板设备。 其中，AOI设备选定由美国企业Onto Innovation供应；去胶设备、无电镀铜设备、粘接促进设备 等选定由国内企业供应。设备用于"玻璃基封装基板研发（R&D）测试线项目"。 京东方在招标文件表示，公司购买的玻璃基工艺设备、曝光设备等，目的为建立以玻璃基板为基础 的封装工艺技术研发及产业化测试线，验证玻璃基集成电路（IC）封 ...

6月16日，中建一局建设发展公司官方微信发布消息称，由其承建的合肥国显8.6代AMOLED项目 支持区首块屋面已于近日提前封顶，项目主体结构建设进入冲刺阶段。 6月15日，据财联社报道，三星显示位于忠清南道牙山市的A6工厂第8.6代OLED生产线（第一阶 段）将于今年年底启动试运行，并计划于2026年第二季度全面量产。 据报道，该产线量产的时机与苹果预计在2026年下半年发布的OLED版MacBook Pro及iPad新品 高度契合。韩媒TheElec发布消息称，苹果计划在2026年的MacBook Pro中首次引入OLED显示 屏技术。此前，该技术已于2024年在iPad Pro上首次亮相。 资料显示， A6线是对 三星显示 现有L8线进行改造而构建的8.6代（2290㎜ⅹ2620㎜）IT专用 OLED线。 该产线总投资4.1万亿韩元（约合人民币212.79亿元），计划产能为1000万片/年笔记 本电脑面板。 5月21日，京东方旗下国内首条第8.6代AMOLED生产线提前4个月开始工艺设备的搬入。 图片来源：中建一局建设发展公司 据悉，合肥国显第8.6代柔性AMOLED生产线项目总投资550亿元，建筑面积约 ...

Core Viewpoint - The article discusses the listing application of Guangzhou Shiyuan Electronic Technology Co., Ltd. (Shiyuan) on the Hong Kong Stock Exchange, highlighting its business focus and financial performance. Group 1: Company Overview - Shiyuan was established in 2005 and specializes in the design, research and development, and sales of LCD display control boards and interactive smart panels. The company was listed on the Shenzhen Stock Exchange on January 19, 2017 [2]. - The company aims to optimize and expand its product portfolio in smart terminals and applications, support the development of smart control components and applications, and promote core technology development in interactive display and AI fields [2]. Group 2: Product and Technology - Shiyuan leverages its technological accumulation in display, audio-video, connectivity, power supply, and artificial intelligence to innovate and develop products for various application scenarios. It has established well-known brands such as Seewo and MAXHUB [3]. - The product system includes smart control components, smart terminals, and applications, with offerings such as interactive smart panels, digital signage, and LED displays [3]. Group 3: Financial Performance - In 2024, Shiyuan achieved a revenue of 22.401 billion yuan, representing a year-on-year growth of 11.05%. However, the net profit attributable to shareholders decreased by 29.13% to 971 million yuan [4]. - In the first quarter of this year, Shiyuan reported a revenue of 5.005 billion yuan, with a year-on-year increase of 11.35%. The net profit attributable to shareholders was 162 million yuan, down 9.23% year-on-year [6]. Group 4: Recent Developments - In February of this year, Shiyuan's Chongqing Industrial Park officially opened in the Liangjiang New Area, housing the company's Western headquarters, R&D center, and settlement center [6]. - In January, Shiyuan acquired a plot in the East District of the Shanghai Kangqiao Industrial Zone for a total investment of 550 million yuan, which will serve as the headquarters and an Industry 4.0 production demonstration base for the Yangtze River Delta region [6].

交易方 华诺星空的经营范围涵盖建筑智能化系统设计；民用航空器零部件设计和生产；软件开 发；计算机软硬件及辅助设备零售；信息系统集成服务；信息技术咨询服务；信息系统运行维护 服务；光电子器件制造；雷达及配套设备制造；通信设备制造；卫星导航多模增强应用服务系统 集成；智能无人飞行器制造；人工智能基础软件开发；智能机器人的研发等多项内容。 交易完成后， 经纬辉开 将不再持有长沙宇顺的股权，其将不再纳入公司合并报表范围。 公告显示，长沙宇顺设立于2007年，经营范围包括液晶显示器（不含国家限制项目）、电子产品 （不含电子出版物）的研发、生产、销售；电子仪器仪表、电子元器件、电脑、通信产品（不含 卫星电视、广播地面接收设施）的销售；自有房屋和电子元器件制造设备的租赁。 6月16日，经纬辉开发布公告称，其拟出售全资子公司 长沙市宇顺显示技术有限公司（以下简 称"长沙宇顺" ） 100%股权， 本次交易的受让方为华诺星空技术股份有限公司(以下简称"华诺星 空")。 华诺星空以支付现金方式向 经纬辉开 承债式收购长沙宇顺100%的股权。截至 该 公告披露日， 长沙宇顺应付 经纬辉开 全资子公司新辉开科技（深圳）有限公司（以下 ...

Core Viewpoint - The article discusses the strategic shift of major IT brands, such as Dell and HP, requiring panel manufacturers to produce modules outside of mainland China to mitigate supply chain risks. This has led to increased module production planning in Vietnam by various panel manufacturers [1][2]. Group 1: Production Planning in Vietnam - Major panel manufacturers like AUO, LG Display, BOE, and TCL are planning module production capacity in Vietnam, with AUO and LGD already reaching mass production status [3][7]. - BOE and TCL are expected to achieve mass production status in the second half of this year [3]. - The proximity of Vietnam to mainland China reduces raw material transportation costs, making it an attractive location for production [2]. Group 2: Expansion Methods - AUO, BOE, and TCL are expanding their module capacity through self-built facilities, while LGD is collaborating with third parties for capacity acquisition [4][8]. - IVO is actively constructing production lines in Vietnam to secure orders from US IT brands and has obtained COO certification for its module lines [8]. Group 3: Cost Considerations - Despite the higher production costs in Vietnam compared to mainland China due to depreciation and travel expenses, panel manufacturers are still opting to establish production capacity in Vietnam to remain flexible in response to changing external conditions [10].

Core Viewpoint - The article highlights the successful completion of a Pre-A round financing of approximately 600 million yuan by Chip Vision Semiconductor Technology Co., Ltd. (芯视佳), indicating strong investor interest in the Micro OLED technology sector, particularly in the context of the growing AR glasses market [1][2][3]. Financing Overview - On June 17, 2025, Chip Vision completed a Pre-A round financing of about 600 million yuan, led by Chuangdong Investment and Yanshu Capital, with participation from other institutions including Zhenjiang Guokong Group and Qiancheng Capital [2]. - This financing follows previous rounds, including an over 100 million yuan Angel+ round in October 2022 and a 500 million yuan Angel round in October 2021, demonstrating a consistent trend of significant capital influx into the company [2][3]. - The company also secured several billion yuan in comprehensive credit from banks such as SPD Bank and Hangzhou Bank [2]. Company Profile - Founded in September 2020 and headquartered in Shenzhen, Chip Vision focuses on silicon-based OLED (Micro OLED) micro-display technology, providing high-resolution, lightweight, low-power, and reliable display solutions for various applications including VR/AR, electronic viewfinders, and automotive displays [4][5]. Production Capacity - The company has invested 100 million yuan in its K1 factory in Huainan, which began production in April 2023, with an expected annual output value of 200 million yuan [5]. - A second factory, K2, with a total investment of 1.5 billion yuan, is under construction and is expected to produce 4,000 pieces of 12-inch wafers monthly, primarily for AR/VR/MR applications [5]. Market Trends - The article notes a resurgence in the AR glasses market, attracting significant capital investment, particularly in the micro-display technology segment, which is crucial for the performance and design of AR glasses [7]. - Micro OLED and Micro LED are identified as the leading technologies in the micro-display field, with Micro OLED expected to capture 54% of the AR device market by 2024, while Micro LED's market share is projected to increase from 37% to 67% in the same timeframe [7]. Investment Landscape - The Micro OLED sector has seen substantial investments, with other companies like Hongxi Technology completing nearly 500 million yuan in A round financing, and Shiya Technology preparing for an IPO to secure additional funding [8]. - In the Micro LED sector, companies like VueReal have also completed significant financing rounds, indicating a robust investment environment for micro-display technologies [9][10]. Conclusion - The ongoing interest and investment in Micro OLED and Micro LED technologies are expected to drive advancements in micro-display technology, particularly in light of the growing demand from the AR glasses market [11].

该项目主要从事微电腔显示面板及模组（含触控显示一体化模组）的生产制造和销售， 产品主要 定位于中大尺寸彩色电子纸市场，应用于中高端电子标签、彩色电子书包、彩色电子书阅读器、 电子纸平板、扩展显示器、护眼显示器、电子看板、电子公交站牌、电子信息牌、电子白板、公 共显示等多种护眼、省电、类纸张显示的终端领域 。 项目达产后，预计可实现月产320万块微电腔显示屏（以代表尺寸12.3英寸折算）或月产50万块 微电腔显示屏（以代表尺寸31.2英寸折算）的生产能力。 据南浔融媒体中心消息，6月17日，浙江莱宝显示科技有限公司（简称"浙江莱宝"）微腔电子纸显 示器件（MED）项目迎来新进展——首台曝光机正式完成搬入安装，同步实现新建模组车间主体 结构的全面封顶。 图片来源：南浔融媒体中心 资料显示，MED项目总投资约90亿元，由深圳莱宝高科技股份有限公司（下文简称"莱宝高 科"）、湖州南浔光芯股权投资合伙企业（有限合伙）、湖州南浔光屏股权投资有限公司在南浔合 资建设。 据悉，莱宝高科的主要业务为研发和生产平板显示材料及器件、触控器件，产品广泛应用于消费 电子（如笔记本电脑、平板电脑）和专业领域（如车载、医疗、工控等）。 值 ...

Core Viewpoint - BOE Technology Group plans to acquire a 30% stake in Xi'an Rainbow Optoelectronics Technology Co., Ltd. from Rainbow Display Devices Co., Ltd. for a base price of 4.849 billion yuan, aiming to enhance its competitive edge and industry influence [1][2]. Group 1 - The acquisition aligns with BOE's development strategy and is expected to strengthen its overall competitiveness in the industry [2]. - Rainbow Optoelectronics focuses on the research, design, and manufacturing of high-generation TFT-LCD panels, operating a G8.6 production line with an investment of 28 billion yuan [2]. - The production line is capable of manufacturing advanced LCD TV panels ranging from 32 inches to 100 inches with high resolutions (8K, 4K) and features like curved and narrow bezels [2][5]. Group 2 - Rainbow Optoelectronics' products serve a wide range of clients, including major brands like Hisense, TCL, Xiaomi, and Samsung [5]. - Rainbow Display Devices holds 99.79% of Rainbow Optoelectronics' shares and will retain a 69.79% stake post-acquisition, maintaining control over the company [6]. - In 2024, Rainbow Display Devices reported a revenue of 11.664 billion yuan, a year-on-year increase of 1.73%, and a net profit of 1.24 billion yuan, up 87.55% [6].