Core Viewpoint - TCL Electronics reported a 5.3% year-on-year increase in global TV shipments for the first three quarters of 2025, reaching 21.08 million units, with significant growth in Mini LED TV shipments and overall sales revenue [2][3]. Group 1: Global TV Shipment Data - In Q3 2025, TCL's global TV shipments reached 7.61 million units, contributing to a total of 21.08 million units for the first three quarters [2]. - Mini LED TV shipments increased by 153.3% year-on-year to 2.24 million units, accounting for 11.4% of total shipments [4][6]. - The average screen size of TCL TVs increased by 1.6 inches to 53.6 inches, with a sales price increase of 3.2% year-on-year [3]. Group 2: Market Segmentation - The share of 65-inch and larger TVs in global shipments rose to 29.0%, up from 24.3% year-on-year, with a 25.8% increase in shipments [3]. - In the international market, shipments of 65-inch and larger TVs grew by 44.6%, while 75-inch and larger TVs saw a 61.8% increase [4][5]. - In the Chinese market, despite a 4.1% decline in overall TV shipments, Mini LED TV shipments grew by 80.6%, with a market share increase to 20.6% [6]. Group 3: Revenue and Pricing Trends - Overall TV sales revenue increased by 8.7% year-on-year for the first three quarters, with a notable 14.2% increase in Q3 [2][5]. - The average selling price in the international market rose by 4.5%, with a significant increase of over 15.0% in North America due to improved product mix [5]. - In Europe, TCL TV shipments grew by 20.0% year-on-year, with Q3 growth exceeding 30% [5].

10月29日， 英特尔与京东方宣布将共同开发基于AI技术的笔记本电脑显示屏节 能解决方案。 该方案可以智能平衡能效与画质，在延长电池续航的同时保障出色的视觉体验。此项技 术预计将于2026年率先应用于采用英特尔平台的OEM产品中。 图片来源：拍信网 此次合作涵盖多项前沿显示技术，其中包括多频显示（MFD）、1Hz超低刷新率技术以 及SmartPower HDR技术，具体如下： 多频显示（MFD） 通过操作系统和英特尔显卡的智能识别，屏幕能够实时 判断正在运行的内容类型，并通知显示器灵活调配不同的频率，从而优化节能效果并延长笔记本电 脑的续航时间。 对于不需要频繁更新的内容（如屏幕底部的任务栏等），将使用最低频率以节省电量； 而播放视频时，系统会动态切换至更高的频率，以获得最佳的观看体验与性能。据悉，该技术为全 球首款面向PC OEM厂商的多频显示解决方案。 1Hz超低刷新率技术 借助AI算法分析屏幕内容变化，当屏幕内容无需频繁更 新时，显示屏将智能切换至1Hz刷新率以节省电量。 凭借这项技术创新，京东方将成为首家同时提供1Hz LCD和OLED显示屏的供应商，进 一步延长笔记本电脑续航时间。 SmartPow ...

Group 1 - Recent personnel changes have occurred in Rainbow Co., Lucky Film, and Luoyang Molybdenum [2] - Rainbow Co. announced the resignation of Vice President Li Yuxiang due to retirement, effective immediately upon submission of his resignation [3][5] - Li Yuxiang was originally set to serve until December 20, 2026, and his departure will not affect the company's normal operations [5][6] Group 2 - Lucky Film's Vice President Zhu Zhiguang also resigned on October 27 due to a job transfer, effective immediately [7] - Zhu Zhiguang has a background in medical materials and previously served as Vice President of Lucky Medical [7] Group 3 - Luoyang Molybdenum appointed Peng Xuhui as the new CEO, who previously served as the Chairman of Tianma Microelectronics [8][9] - Peng Xuhui has extensive experience in the electronics industry, having held various leadership roles at Tianma Microelectronics since 2007 [9] - Luoyang Molybdenum's main business includes mining and processing of basic and rare metals [9]

以下文章来源于TrendForce集邦 ，作者TrendForce 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 三星显示 三星显示 于2023年宣布启动8.6代线投资计划，使用的制程为传统FMM蒸镀，为延长屏幕寿命， 三星显示 也计划导入Tandem OLED制程。目前已完成设备装机，且Tandem OLED制程获得 Apple（苹果）青睐，预计产品将导入2026年即将发表的新MacBook Pro系列，有望最快在 2026年第二季开始量产。 京东方 紧接在 三星显示 之后，京东方于2023年底也宣布启动8.6代OLED产线投资，同样采取FMM蒸镀 制程以及导入Tandem OLED技术的配置。其设备进厂已自2025年第二季起陆续完成，产线有望 在2026年上半年进行点亮。另外，由于 京东方 已经以六代线供应OLED笔电面板给陆、台系品 牌，也为2026年8.6代产线量产后的客户出 ...

10月27日，据"高新福州"微信公众号消息，液晶显示屏及电容式触摸屏生产制造基地项目正在加 速建设中，项目三栋主体建筑目前已全部封顶。 图片来源：高新福州 其中，福建平板显示模组对东盟出口50.8亿元，同比增长34.9%；对越南、泰国分别出口30.9 亿、15亿元，同比分别增长57.8%、9%。同期，福建省平板显示模组对拉美地区出口27.1亿元， 同比增长90.6%，其中对墨西哥出口20.4亿元，同比劲增111.1%。（来源：高新福州、集邦 Display整理） #显示模组 #LCD #液晶显示屏 据了解，液晶显示屏及电容式触摸屏生产制造基地项目占地面积22.9亩，总建筑面积约5万平方 米，拟建设三栋主体，分别为2栋厂房和1栋配套用房。 该项目以生产液晶显示器及液晶显示模组产品为主，将配备3条液晶显示屏及电容式触摸屏生产 线、20条自动装PIN生产线、20条COG模组生产线、10条背光生产线、SMT绑定及整机等，预计 年生产液晶2000万片。 项目负责人表示："当前工程正式转入砌体施工阶段。未来将加大各方面投入，力争年前完成全部 落架任务，确保明年7月顺利通过竣工验收。项目整体建成后，将极大增强区域电子信息产 ...

2025年10月30日 ，TrendForce集邦咨询旗下LEDinside及集邦Display将联合主办 2025自发光 显示产业研讨会 。 TCL华星 LED显示研发总监 陈麟 将以" 发挥技术创新优势，赋能MLED价值提升 "为题展开分享。 园 2025/10/30(周四) 8:30-17:00 ♀ 深圳市福田区金茂JW万豪酒店 (3楼宴会厅) 支持单位: 更多行业大咖及精彩议题，欢迎关注研讨会 最新议程。站在行业发展的十字路口，也 期待你报名 加入这 场凝聚行业智慧的深度对话，一同校准航向、共渡激流！ #MLED #TCL华星 发挥技术创新优势，赋能MLED价值提升 陈麟 TCL华星 LED显示研发总监 嘉宾简介 LED显示技术专家，清华大学工程管理硕士，2007年进入LED显示行业，主要从事LED显 示产品研发相关工作，从2017年开始主要研究Mini LED直显显示画质技术、可靠性技 术、曾担任多个重点技术攻关项目负责人。 й 0 IIT ▶ 关于集邦 上下滑动查看 | Abyen 艾比森 | SIXTRON | MEETHER | 鸡石智能 | | --- | --- | --- | --- | ...

本轮融资由混沌投资和中信金石领投，中信证券国际资本、中信证券投资、光速光合、银柏投资、 智微资本、金浦投资、浦耀信晔、广发乾和、广发信德、浙江宥金和派诺资本参与跟投。 10月27日，上海显耀显示科技有限公司（JBD）宣布，已成功完成一笔超十亿元人民币的B2轮融 资。 JBD表示 ，这一金额刷新了全球MicroLED微显示领域的单笔融资纪录。 图片来源：JBD JBD表示，此轮融资的资金将主要用于加速其在Micro LED微显示技术上的创新与产品迭代，并推 动消费级AR生态的共建，将 公司 现有的技术和商业化积累，转化为面向全球市场的大规模产业 化能力。 值得注意的是，在今年8月，JBD 宣布完成数亿元人民币的B1轮融资，由安徽铁路基金、方华基 金、光跃投资、混沌投资、蚂蚁独角兽基金、上海科创基金、锡创投、招商局中国基金等投资。融 资资金将主要用于 JBD的 Micro LED微显示技术研发、产能扩充、人才引进及生态合作。 据悉， JBD在Micro LED微显示 领域已有 十年 经验 ，是业内较早实现该技术规模化量产的企业 之一。目前， JBD的 Micro LED产品已应用于全球近50款智能眼镜中。 在宣布 ...

10月27日，欧莱新材宣布，新工厂为客户供应的G10.5世代线ITO靶材成功出货。 据悉， G10.5世代线是目前全球液晶面板制造的最高世代生产线，主要生产60英寸以上的大尺寸 液晶面板。 而 在G10.5世代线中，ITO靶材主要用于制备透明导电薄膜，是显示面板制造中的关 键材料。 欧莱新材 表示， 用于G10.5世代线中的ITO靶材，靶材纯度要求达到4N5及以上，还需要同时满 足大面积、高均匀性镀膜要求。该世代线对靶材的电阻率、致密度、晶粒尺寸等核心指标要求严 格，公司未来将继续提升相关产品产能。 资料显示， 欧莱新材主营业务为高性能溅射靶材的研发、生产和销售，主要产品包括多种尺寸和 各类形态的铜靶、铝靶、钼及钼合金靶和ITO靶等，产品可广泛应用于半导体显示、触控屏、建筑 玻璃、装饰镀膜、集成电路封装、新能源电池和太阳能电池等领域，是各类薄膜工业化制备的关键 材料。 业绩方面，2024全年，欧莱新材营业收入为4.37亿元，同比下降8.29%；归属于母公司所有者的 净利润为2,750.04万元，同比下降44.27%。 2025年上半年，公司业绩继续承压，营业收入2.17亿元，同比增长1.23%，但净利润亏损6 ...

| 企业 | 菅收 | 同比增减 | 净利润 | 同比增减 | | --- | --- | --- | --- | --- | | 深纺织 | 8.64亿元 | -3.8% | 0.24亿元 | -30.84% | | 三利谱 | 9.63亿元 | 39.57% | 0.07亿元 | -24.79% | | 诚志股份 | 27.23亿元 | 5.68% | 0.84亿元 | 169.63% | | 四川长虹 | 251.84亿元 | -2.69% | 5.07亿元 | 690.83% | | 翰博高新 | 8.70亿元 | 集33.34% ay | 0.18亿元 | 扭亏为盈 | | 新相微 | 1.51亿元 | 34.93% | 0.027亿元 | -59.8% | 深纺织 2025年第三季度，深纺织实现营收8.64亿元，同比减少3.8%； 归属于上市公司股东的净利润 为 2,421.05万元，同比减少30.84%。 前三季度，公司累计营收24.65亿元，同比减少2.26%； 归属于上市公司股东的净利润 为 5,944.52万元，同比减少24.66%。 近日，深纺织、三利谱、诚志股份、四川长虹、翰博高新、新 ...

Core Viewpoint - The article discusses the evolution of Head-up Display (HUD) technology in smart cockpits, highlighting the increasing interest in Micro LED technology due to its high brightness and contrast, which meets the growing demands of automotive displays [2][3][4]. Group 1: Evolution of HUD Technology - HUD technology originated in military aircraft to provide pilots with critical information without looking down [3]. - The introduction of HUD in the automotive sector faced challenges due to high manufacturing costs and limited product maturity [3]. - Recent advancements in smart cockpits and ADAS have increased the need for HUDs to display various information, making them essential for safety and information access [3][4]. - The evolution of HUDs includes transitions from traditional C-HUD to W-HUD, AR-HUD, and P-HUD, with increasing requirements for brightness, contrast, and reliability [3][4]. Group 2: Micro LED Technology - Micro LED technology is characterized by high brightness, contrast, and transparency, making it suitable for AR-HUD and P-HUD applications in vehicles [4]. - The demand for Micro LED HUDs is driven by the need for better integration of virtual and real information in automotive settings [4]. Group 3: Panel Manufacturers' Involvement - Major panel manufacturers such as TCL, BOE, and others are rapidly entering the Micro LED HUD market, launching new products and technologies [5][15]. - The competition among panel manufacturers is intensifying as they aim to establish a foothold in the emerging HUD technology market [5][15]. Group 4: Product Highlights - TCL has introduced a 10.25-inch Micro LED HUD with a brightness of 20,000 nits in 2023 and plans to launch a 14.3-inch version by 2025 [6][7]. - BOE has launched a 6.2-inch RGB Micro LED HUD with a brightness of 30,000 nits and a monochrome version with a peak brightness of 300,000 nits [8]. - Other manufacturers like Deepinma and Innolux are also developing high-brightness Micro LED HUD products, emphasizing high resolution and contrast [10][13]. Group 5: Market Dynamics and Financial Performance - The automotive display market is seen as a stable and profitable sector compared to the volatile consumer electronics market, with high reliability and long certification cycles [15][16]. - Deepinma reported a revenue of 17.475 billion yuan in the first half of the year, with a 27% growth in automotive display revenue [16][17]. - BOE's automotive display business achieved a revenue of 6.245 billion HKD, reflecting a 9% increase year-on-year [16][17]. Group 6: Strategic Shifts in the Panel Industry - The panel industry is transitioning from traditional LCD technologies to advanced solutions like Micro LED, driven by the need for higher value-added products [18][20]. - The restructuring of the automotive supply chain allows panel manufacturers to engage directly with automakers, enhancing their competitive position [19][20]. - Manufacturers are investing in Micro LED production lines to prepare for future market demands [21]. Group 7: Future Outlook - Micro LED HUDs are expected to first appear in high-end vehicles before becoming more accessible in mid-range models as technology matures and costs decrease [22]. - The article emphasizes the importance of overcoming technical challenges in the Micro LED industry, such as high costs and yield rates, to succeed in the automotive display market [22].