12月6日， 科技媒体Notebook Check 发文 称 ， 索尼有望在2026年年初发布全新Bravia 7 II和 Bravia 9 II系列Mini LED电视 ，其已在加拿大和日本获得了名为"True RGB"的商标专利。 专利文件显示， True RGB 技术专用于电视领域，通过采用蓝色、绿色和红色LED组合（而非传 统单色 LED），大幅提升设备的亮度、对比度以及色彩准确性。这一技术专利的曝光，为索尼下 一代Mini LED电视的画质表现提供了重要技术支撑。 媒体报道消息称，Bravia 9 II系列Mini LED电视将率先部署True RGB技术，该系列预计推出 75、85及98英寸三种尺寸版本。 核心参数方面，媒体表示，Bravia 9 II内部集成了15000个Mini LED局部调光分区，电视峰值亮 度最高可4000nits。 Bravia 7 II系列则 配备了5100个Mini LED调光分区，峰值亮度预计在2000至2500nits之间， 系 列将提供65、75和85英寸三种规格，覆盖了更主流的家用尺寸需求。 值得注意的是，2025年，海信、TCL、三星相继发布多款RGB Mi ...

Core Viewpoint - TrendForce's December panel price forecast indicates stable prices for TV and monitor panels, while laptop panel prices are expected to decline for certain sizes [1][4][5]. Group 1: TV Panels - Demand for TV panels remains stable as some brand clients anticipate that panel prices have reached their bottom, leading to increased orders [4]. - The production and utilization rates of panel manufacturers are expected to remain strong due to this demand, creating a potential atmosphere for price increases [4]. - December's price trend for TV panels in sizes ranging from 32 inches to 65 inches is expected to stabilize [4]. Group 2: Monitor Panels - The demand for LCD monitor panels has weakened overall, despite some brand clients increasing their orders [5]. - Panel manufacturers are reluctant to make significant price concessions, and most brand clients are accepting stable prices [5]. - In December, the price for the 23.8-inch VA Open Cell panel is expected to decline by $0.2, while other sizes are anticipated to remain stable [6]. Group 3: Laptop Panels - The demand for laptop panels is expected to remain as previously anticipated, with memory shortages and price increases not significantly impacting panel procurement [7]. - Some brand clients are actively requesting more price concessions from panel manufacturers, indicating that previous discount strategies are no longer sufficient [7]. - For December, prices for IPS laptop panels are expected to decline by $0.1 to $0.2, while low-end TN models are anticipated to remain stable [7].

Core Viewpoint - XiHua Technology, an automotive chip company, has submitted its listing application to the Hong Kong Stock Exchange, with Agricultural Bank of China International as the sole sponsor [1]. Group 1: Company Overview - XiHua Technology focuses on edge AI chips and solutions, with products applied in major automotive OEMs and globally recognized consumer electronics brands across various application scenarios, including consumer electronics and automotive [5]. - The company’s edge AI chips and solutions utilize an integrated stack of dedicated processors to execute AI inference at the sensor or display device level [5]. Group 2: Financial Performance - The company has shown a growth trend in revenue, with operating income projected to increase from 86.68 million yuan in 2022 to 244 million yuan in 2024, representing a compound annual growth rate (CAGR) of 67.8% [5]. - As of the first three quarters of 2025, the business is divided into two main segments: smart display chips and solutions, generating 206 million yuan (85.6% of total revenue), and smart cockpit and MCU solutions, generating 34.6 million yuan (14.4% of total revenue) [5]. Group 3: Market Position and Valuation - The company’s valuation has risen from 187 million yuan in 2020 to 2.84 billion yuan, following nine rounds of financing, with investors including Huiyou Capital, Hongtai Fund, and others [5]. - The Scaler chip, primarily used for image processing in smartphones and automotive cockpit displays, is expected to have a shipment volume of approximately 37 million units in 2024 [5].

12月3日，湖南盐业集团宣布，近日公司以意向重整投资人身份正式报名参与杉杉集团有限公司的 破产重整，并已完成5000万元保证金缴纳。 公开资料显示，湖南盐业集团是湖南省人民政府批准设立的国有独资企业，前身为2002年成立的 湖南省轻工盐业集团。截至2023年底，集团注册资本10亿元，资产总额205.61亿元，下辖11家 一级子公司及多个生产与营销机构，包括子公司雪天盐业。 湖南盐业集团表示，杉杉股份作为全球锂电池负极材料与偏光片行业龙头，其产业矩阵与集团重 点发展的新能源、新材料板块高度契合。通过此次重整，集团有望快速切入锂电核心供应链，获 取关键技术与市场资源。 【集邦Display显示产业交流群】 = TrendForce 集 邦 咨 询 显示器研究中心 面板产业链市场供需及价格报告 面板产业市况季度报告 面板价格" Plus"和市况更新月度报告 . 面板价格预测月度报告 · · . 面板出货追踪月度报告 季度面板产能状况季度报告 . . 面板厂产能利用率月度分析报告（稼动率） 同时，湖南盐业集团将发挥资本赋能作用，凭借自身产业基础、资本平台及与复旦大学等高校科 研机构的合作，输出产业协同、资源整合与创新 ...

Core Viewpoint - CarUX Holdings has terminated its strategic partnership with Japan Display Inc. (JDI), which was aimed at developing the next-generation OLED panel technology called "eLEAP" [1][3]. Group 1: Partnership and Technology - CarUX and JDI signed a strategic cooperation agreement for the eLEAP technology in December 2024, focusing on creating a global ecosystem for this technology [1]. - The eLEAP technology utilizes maskless deposition and lithography techniques, allowing for more precise RGB pixel patterning, significantly increasing aperture ratio, achieving higher brightness, and improving production efficiency while reducing costs [1]. - The first 32-inch automotive eLEAP display, developed by CarUX and JDI, is noted for its significant energy efficiency, consuming 76% less power compared to high-end LCD displays of the same size, with a 12% increase in resolution, 15% increase in brightness, and a 690-fold improvement in contrast [1]. Group 2: JDI's Manufacturing Challenges - JDI's Mobara factory, once a key manufacturing site for panels, is set to close by November 2025 due to continuous losses, reducing JDI's operational factories from six to one [3]. - The Mobara factory was crucial for producing TFT-LCD and OLED panels and was a major supplier for Apple’s iPhone screens [3]. - Despite multiple discussions between CarUX and JDI regarding R&D and products, no commercial agreement was reached, and investment discussions were not part of these negotiations [3].

"幸福肥东"消息，近日，深圳市世纪创新显示电子有限公司（以下简称"世纪创新"）肥东智慧显 示产业园项目签约仪式在安徽合肥肥东县政府举行。 肥东项目计划建设厂房约3万平方米，满产后年产值不低于10亿元。 项目将发挥世纪创新在显示器研发制造及市场渠道布局优势，结合肥东产业载体资源，补强区域 显示产业链关键环节，助力肥东融入合肥"芯屏汽合"产业格局，推动新型显示产业集群发展。 创新显示总部位于深圳南山区，公司旗下拥有两个自有品牌：INNOCN（专业显示产品）和泰坦 军团（电竞显示产品）。 在ODM代工方面，公司与宏碁、小米、中兴、阿里巴巴、海尔、创维、TCL、微星等品牌合作， 为客户提供显示器研发和生产服务。 生产方面，公司拥有两大制造基地：广西世纪创新显示电子有限公司一期占地5万平方米，年产 500万台高端显示产品，二期规划年产值超百亿元。另外，湖北世纪联合创新科技有限公司占地2 万平方米，年产120万台高端显示产品。 图片来源：幸福肥东 在上游供应链上，公司与LG、三星、BOE、AUO等屏厂建立战略合作，并与INTEL、NVIDIA、 MSTAR、NOVATK等芯片厂及AUSU、GIGABYTE等板卡集成商建立 ...

Core Viewpoint - The article highlights the significant advancements in the production of 12-inch silicon-based OLED (OLEDoS) technology in China, with multiple companies investing heavily in expanding their production capabilities and addressing the growing demand for micro-displays in AR and VR applications [1][4][5]. Group 1: Company Developments - Hongxi Technology announced the completion of its 12-inch silicon-based OLED project in Chuzhou, Anhui, with an investment of 2 billion yuan, aiming for an annual output of 72,000 wafers and an annual revenue of 3 billion yuan once fully operational [1]. - The company has already established a production line for OLEDoS and has launched products in various sizes, including 0.6-inch, 0.7-inch, and 1.33-inch, with a new 1.4-inch model under development [4]. - In February, Hongxi Technology successfully completed nearly 500 million yuan in Series A financing [4]. Group 2: Industry Trends - Domestic OLEDoS companies are actively pushing for mass production of 12-inch products, which is expected to lower production costs [5]. - TrendForce analysts noted that over ten Chinese manufacturers, including Sony and BOE, are now establishing 12-inch OLEDoS production lines [5]. - The demand for OLEDoS technology is particularly strong in AR glasses, with projections indicating that the technology's penetration rate will reach 53% by 2025 before declining [6]. - In the VR/MR headset market, OLEDoS is anticipated to see a rapid increase in penetration, reaching 58% by 2030 due to breakthroughs in both supply chain and application [6].

Core Viewpoint - The article discusses the strategic partnership between Huike and the Yangtze River Delta Hart Robot Industry Research Institute, focusing on the development and application of embodied intelligent robots in industrial settings [1][2]. Group 1: Strategic Cooperation - Huike's subsidiary, Chongqing Huirui Intelligent IoT Technology Co., Ltd., has signed a strategic cooperation agreement with Hart Research Institute to initiate deep collaboration in embodied intelligent robot research and industrial applications [1]. - The partnership will establish a joint laboratory to conduct innovative research on the application of embodied intelligent robots in industrial production environments, with Hart's technical experts working on-site at Huike to address production challenges [2]. Group 2: Technological Integration - The collaboration aims to integrate Huike's extensive experience in the semiconductor display industry with Hart's cutting-edge research capabilities in robot environmental perception and intelligent control, promoting technological innovation in smart manufacturing [2]. - Huike plans to form a specialized technical team to develop a new generation of models for industrial operations, aiming to create "intelligent workers" that understand screen manufacturing processes, leveraging real-world data from Huike's global production bases [4]. Group 3: Previous Initiatives - This is not Huike's first foray into the robotics industry; in September, Huike's Shenzhen subsidiary signed a comprehensive strategic cooperation agreement with Zhifang Technology, planning to deploy over 1,000 embodied intelligent robots across its global production bases within three years, with an order value close to 500 million yuan [2].

Core Viewpoint - The smartphone market is expected to see a seasonal increase in production in the second half of 2025, with a projected quarterly growth of 9% and an annual growth of 7%, reaching 328 million units. However, supply constraints in memory components may impact lower-tier smartphone profitability, potentially offsetting some growth momentum [2]. Group 1: Market Performance - The Chinese market is projected to see a slight annual sales increase of 2%, maintaining a 23% market share as the largest consumer market due to subsidy policies in the first quarter [3]. - India is expected to grow by 2% in annual sales, holding a 13% market share, benefiting from recovering demand [3]. - North America is forecasted to experience a 1% annual sales decline, with an 11% market share, as demand has slowed down in the second half of the year [3]. Group 2: Brand Production Rankings - Samsung leads the market with a production of approximately 63 million units, a quarterly increase of 8%, and a market share of 19% [4][6]. - Apple follows with a production of about 57 million units, achieving its highest third-quarter output ever, and holds a 17% market share [4][7]. - Xiaomi ranks third with nearly 45 million units produced, a quarterly increase of 6%, and a market share of 14% [4][8]. - OPPO produced around 40 million units, with an 8% quarterly increase, benefiting from sales recovery in India and Southeast Asia [4][9]. - Transsion reached a production of over 29 million units, a quarterly increase of 9%, primarily driven by emerging markets in Africa and Asia [4][10]. - Vivo produced approximately 28 million units, with a quarterly increase of over 8%, and its market share is closely trailing Transsion [4][11].

Group 1 - The company expects an increase in TV product shipment volume and area for the year, driven by demand from national subsidies and export stimulation, although the trend towards larger sizes is temporarily slowing due to increased shipments of smaller TV products in emerging markets [1] - IT products are anticipated to see rapid growth in shipment volume due to replacement demand, while MNT product shipments are expected to remain flat year-on-year [1] - The company forecasts that demand for IT and TV products will benefit from replacement cycles and AI empowerment, as well as demand from sports events [1] Group 2 - The company notes a decline in the shipment volume of foldable OLED products in the second half of the year, with an increase in the share of overseas brand LTPO demand and rapid growth in low-end Ramless products, leading to intensified competition in the domestic OLED market [2] - The company plans to continuously enhance its technical capabilities and optimize product structure to improve operational performance [3] Group 3 - The company has completed the solidification of three sixth-generation flexible OLED production lines, with the Chengdu 8.6-generation AMOLED production line and Beijing sixth-generation LCD LTPO/LTPS production line to be solidified in phases based on ramp-up conditions, with depreciation expected to peak in 2025 [6] - The company aims to optimize product line positioning and enhance operational efficiency to continuously improve profitability [6] Group 4 - The company is implementing its "screen IoT" development strategy under the guidance of the "N-curve" theory, focusing on innovative businesses such as perovskite photovoltaics, glass-based packaging substrates, and robotics [6] - In the perovskite photovoltaic business, the company leverages its long-term accumulated capabilities in glass processing, thin-film preparation, packaging, and large-scale intelligent manufacturing to achieve industry-leading conversion efficiency [6]