Core Viewpoint - The panel prices for TVs, monitors, and laptops are expected to remain stable in June, despite pressures from inventory levels and demand fluctuations [1]. TV Panels - Demand for TV panels is weakening as brand clients have been increasing inventory since Q1, leading to a more flexible procurement strategy to negotiate prices with panel manufacturers [2]. - Panel manufacturers are attempting to maintain supply-demand balance through capacity adjustments, but some may still offer price concessions to stabilize client relationships [2]. - The expectation for June is that TV panel prices will remain flat, although there is a possibility of slight declines in certain sizes due to ongoing buyer pressure [2]. Monitor Panels - Following tariff issues, brand clients maintained an aggressive stocking attitude, but this has begun to slow down in June as inventory levels rise [3]. - The weakening demand for TV panels is also impacting monitor panel prices, leading to a more conservative outlook among manufacturers regarding price increases [3]. - The expectation for June is that monitor panel prices will shift to a stable stance across the board [3]. Laptop Panels - Demand for laptop panels is expected to remain stable in Q2, although brand clients have adopted a more cautious approach due to previous pessimism about the second half of the year [4]. - Recent optimism regarding demand for Q3 has improved visibility compared to early April when tariffs were first announced [4]. - Despite this, manufacturers are cautious about future demand changes and are not inclined to raise prices, instead offering discounts to maintain key customer relationships [5]. - The expectation for June is that laptop panel prices will also remain stable [5].

【集邦Display整理】 6月1日消息， AOC与京东方联合发布AOC爱瞳圆偏光电竞显示器 Q27G4SL/WS。 #京东方 #显示器 ▶ 关于集邦 相比传统线偏振光技术，AOC爱瞳圆偏光电竞显示器Q27G4SL/WS采用的BOE圆偏光技术，在屏 幕表面搭载独特的圆偏光护眼层，可模拟自然界阳光的特性，其发出的光矢量均匀旋转，人眼不同 区域均匀接受光线，大幅减少光线对晶状体和视网膜的定向刺激，为用户提供更接近自然光的护眼 体验。同时，辅以硬件级低蓝光与DC不频闪技术，从源头降低有害蓝光辐射与屏闪烁干扰。 除护眼优势外，Q27G4SL/WS具有2K分辨，300Hz高刷新率，1ms灰阶响应时间，拥有100% sRGB 和95% DCI-P3色域覆盖率，支持10Bit 色深与 ΔE<2 色准，支持Adaptive-Sync同步技 术。 图片来源： AOC 目前，AOC爱瞳圆偏光电竞显示器Q27G4SL/WS已在京东平台正式开售，售价为人民币1599 元。 据悉， 传统线偏振光技术显示器因光线在同一方向上振动，长时间集中刺激人眼同一区域，易引 发 人眼睫状肌持续紧张，诱发干涩、酸胀等视觉疲劳症状。 上下滑动查看 ...

Core Viewpoint - Northern Huachuang Technology Group Co., Ltd. has completed the transfer of shares in Shenyang Xinyuan Microelectronics Equipment Co., Ltd., acquiring 9.48% of its total shares, indicating a strategic investment in the semiconductor equipment sector [1][3]. Group 1: Share Acquisition Details - Northern Huachuang acquired 19,064,915 shares of Xinyuan Micro at a price of 88.48 yuan per share, totaling approximately 1.69 billion yuan (16.87 billion) [1]. - The share transfer agreement was signed on March 10, 2025, with the transaction reflecting Northern Huachuang's commitment to expanding its presence in the semiconductor equipment market [1]. Group 2: Company Performance - In 2024, Xinyuan Micro reported total revenue of 1.77 billion yuan, a year-on-year increase of 3.09%, while net profit attributable to the parent company was 211 million yuan, down 15.85% [3]. - The company's non-recurring net profit was 81.75 million yuan, showing a significant decline of 56.32% year-on-year, indicating potential challenges in profitability [3]. Group 3: Industry Positioning - Both Northern Huachuang and Xinyuan Micro operate in the integrated circuit equipment industry, with complementary product offerings that could enhance collaborative synergies [3]. - Northern Huachuang's main products include etching, thin film deposition, and other core process equipment, while Xinyuan Micro specializes in coating and developing equipment, highlighting their strategic alignment [3]. Group 4: Future Plans - Shenyang Zhongke Tiansheng Automation Technology Co., Ltd. currently holds 8.41% of Xinyuan Micro's shares and plans to transfer its entire stake through public solicitation, which may present further acquisition opportunities for Northern Huachuang [4][5]. - Northern Huachuang intends to actively participate in public bidding to increase its stake in Xinyuan Micro and gain control over the company [5].

以下文章来源于LEDinside ，作者陈佳纯 TrendForce集邦咨询旗下光电研究处。研究领域包括MicroLED、MiniLED、照明、显示屏、紫外线（UV LED）、红外线 (IR LED/VCSEL)、化合物半导体等，提供以上各领域的产业研究报告及资讯。 近期，全球半导体制造龙头台积电宣布与美国初创公司Avicena达成合作， 双方将 共同生产基于 Micro LED的光互连产品， 旨在 通过先进的光通信技术替代传统的电连接方式，为日益增长的图 形处理器（GPU）高通信需求提供低成本、高能效的数据传输解决方案。 此举在业界引发高度关注 ， 除了标志着台积电进军Micro LED领域之外，有可能成 为Micro LED在光通信这一新兴领域应用前景 的 有力背书，也 可望 激励更广泛的产业链参与者加大在相 关技术研发和商业化上的投入，从而加速整个生态系统的成熟。 更 深一层观察 ， 台积电押注Micro LED传递着两大信号：一是反映了 Micro LED技术正逐步超 越传统显示应用的范畴， 朝向光通信应用等非显示应用延伸的趋势；二是体现了台厂在当前竞争 格局下选择扬长避短，错位竞争，实现"换道超车" ...

【集邦Display】 据证监会官网信息，近日，惠科完成了首次公开发行股票并上市辅导工作，其辅 导机构为中金公司。 中金公司认为，惠科股份具备成为上市公司应有的公司治理结构、会计基础工作、内部控制制度， 充分了解多层次资本市场各板块的特点和属性。 资料显示，惠科成立于2001年12月，是一家专注于半导体显示领域的科技公司，主营业务为研发 与制造半导体显示面板等核心显示器件及智能显示终端。惠科现有技术包括a-Si TFT-LCD技术、 Oxide TFT、Oxide RGB OLED、Oxide LCD、Mini LED。 目前，惠科拥有4条技术特点各有侧重的G8.6高世代面板产线，以及7座显示终端生产基地，并配 置有显示模组生产基地和显示终端配件生产工厂。 2019年-2021年，惠科的营收为105.77亿元、184.64亿元、357.09亿元；归母净利润为-12.77 亿元、4.15亿元、54.06亿元。 需要注意的是，惠科曾于2022年在创业板块提交过上市申请。根据此前的招股书显示，惠科拟募 集95亿元，资金拟用于" 长沙惠科中大尺寸OLED半导体显示器件研发升级项目 "、" Mini LED 直显及背光 ...

以下文章来源于TrendForce集邦 ，作者TrendForce 2024年底，TCL华星导入自研并量产的印刷OLED产品于医疗显示器市场；而在2025年5月的SID 显示周，该公司展示完整的印刷OLED产品线，涵盖从6.5吋至65吋等多个尺寸。 TCL华星量产医疗用印刷OLED显示器， 维信诺新产线预计导入ViP技术 TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 【TrendForce】 根据TrendForce集邦咨询最新显示产业研究报告指出，OLED技术凭借自发光、 高对比、轻薄等优势持续拓展市场份额，主要集中在手机等小尺寸应用。 然而，大尺寸市场的渗透率长期受制于成本与产能，成长缓慢。反观由显示器(monitor)、笔电、 平板、车用显示构成的中尺寸领域，随着消费者追求高阶显示效果，形成新一轮市场竞争板块。 TrendForce集邦咨询预估，2025年OLED显示器出货量年 ...

Core Viewpoint - The panel prices for TVs, monitors, and laptops are expected to remain stable in June 2025 according to TrendForce's latest report [1]. TV Panels - The average price for a 65-inch TV panel is projected to be $177, with a range from $173 to $181 [3]. - The average price for a 55-inch TV panel is expected to be $127, with a range from $122 to $129 [3]. - The average price for a 43-inch TV panel is anticipated to be $66, with a range from $64 to $67 [3]. - The average price for a 32-inch TV panel is forecasted to be $36, with a range from $35 to $37 [3]. Monitor Panels - The average price for a 27-inch IPS monitor panel is expected to be $63, with a range from $57.6 to $65.8 [4]. - The average price for a 23.8-inch IPS monitor panel is projected to be $49.9, with a range from $47.1 to $51.4 [4]. Laptop Panels - The prices for laptop panels are expected to remain unchanged in June [5]. - The average price for a 17.3-inch TN panel is stable at $38.3, with a range from $37.7 to $39.8 [6]. - The average price for a 15.6-inch Value IPS panel is projected to be $40.3, with a range from $38.6 to $41.9 [6]. - The average price for a 14.0-inch TN panel is stable at $26.9, with a range from $26.4 to $28.1 [6]. - The average price for an 11.6-inch TN panel is stable at $25.1, with a range from $24.2 to $26.5 [6].

【集邦Display】 6月4日晚，飞凯材料宣布拟对参股子公司 苏州爱科隆材料有限公司（以下简 称"爱科隆"）增资扩股 。 据介绍，爱科隆主要从事高性能聚酰亚胺（PI）材料及其相关产品的研发、生产及销售。 飞凯材料表示，本次增资可以充分发挥各方在技术、资金等方面的优势，实现优势互补和资源协 同，有利于长期推动公司集成半导体制造、封装和屏幕显示业务的扩展及产业链延伸，拓展公司的 盈利空间，提升公司的竞争能力和影响力。 值得一提的是，除了加码聚酰亚胺材料外，飞凯材料还于今年5月收购了JNC公司旗下的两家显示 公司，以及JNC集团所有与显示液晶相关的专利，交易总价达3.82亿元。 对于该笔交易， 飞凯材料 指出 ，子公司资产收购与增资扩股的目的是优化产业结构、强化资源 整合，聚焦液晶业务领域，进而巩固和提升公司核心竞争力，符合公司长远发展规划和全体股东的 利益。 资料显示，飞凯材料 主营业务是电子化工材料的研发、生产和销售。公司的主要产品是光纤涂覆 材料、塑胶表面处理材料、液晶混晶材料、面板光刻胶材料、先进封装材料、传统封装材料、医药 中间体、光引发剂。 2024年，飞凯材料实现营收29.18亿元，同比增长6.92 ...

Core Viewpoint - The article discusses the strategic shift of Weishi Electronics towards Mini LED and ultra-large screen technologies in the automotive display sector, highlighting the company's new fundraising project aimed at enhancing production capacity and product quality [2][9]. Group 1: Project Overview - Weishi Electronics has announced a new fundraising project to raise up to 480 million yuan, primarily for the "lightweight vehicle new display component project," which aims to produce 4.33 million lightweight structural parts and 1.85 million new vehicle backlight display modules annually [2][3]. - The previous project, focused on backlight display modules and smart display components, has faced multiple delays, now expected to complete by October 2025, due to insufficient implementation space rather than product demand issues [2][3]. Group 2: Financial Details - The total investment for the new lightweight vehicle display component project is approximately 616.52 million yuan, with 380 million yuan allocated from the fundraising [3]. - The company also plans to use 100 million yuan to supplement its working capital, bringing the total fundraising amount to 480 million yuan [3]. Group 3: Market Trends and Technology - Mini LED technology is gaining traction in the automotive display market due to its high brightness and potential for high-end display solutions, especially as electric vehicle manufacturers increasingly adopt larger screens [3][6]. - The automotive LED market is projected to grow to 3.445 billion USD in 2024, driven by the demand for advanced technologies like Mini LED backlight displays [6]. Group 4: Competitive Landscape - Other companies in the industry, such as Hanbo High-tech and Longli Technology, are also actively investing in Mini LED technologies, with Hanbo planning to raise 750 million yuan for a project to produce 9 million Mini LED light boards [6][7]. - Longli Technology has established partnerships with several Tier 1 suppliers and is expanding its Mini LED product offerings, indicating a competitive push in the automotive display sector [7][8]. Group 5: Future Outlook - The increasing adoption of Mini LED and ultra-large screen technologies in automotive displays is expected to enhance user experience and drive market growth, with companies like Weishi Electronics, Hanbo High-tech, Longli Technology, and Nanjiguang positioning themselves for future opportunities [9][10].

【集邦Display】 6月3日晚间，京东方发布 公告，公司控股子公司武汉京东方光电科技有限公司 以自筹资金回购了少数股东部分股权并减少注册资本。 近日，武汉京东方已完成减少注册资本的工商变更登记手续，并取得由武汉市东西湖区行政审批局 换发的《营业执照》，武汉京东方的注册资本已由2,600,000 万元变更为2,100,000万元。 在此背景下，通过武汉京东方本次回购股权并减资提升公司在武汉京东方的权益比例，对公司经营 业绩将产生积极影响，符合公司对武汉京东方整体规划，加强了公司对子公司的管理，有利于公司 和武汉京东方长期健康、稳定发展，有利于公司进一步强化半导体显示业务核心竞争力。 #LCD #京东方 ▶ 关于集邦 据悉，本次武汉京东方回购股权并减资后，京东方所持武汉京东方持股比例由 47.14%增加至 58.36%，归属于上市公司股东的权益进一步提升。 资料显示，武汉京东方成立于2017年，负责运营一条10.5代面板产线，是京东方在武汉设立的重 要生产基地，其主要业务为薄膜晶体管液晶显示器件相关产品及其配套产品的投资建设、研发、生 产、销售，主要生产32、43、55、65、75英寸4K-8K的TV液晶显示 ...