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 ...

【集邦Display】 6月3日，凯伦股份 发布消息称 ，公司旗下苏州佳智彩光电科技有限公司（以下 简称"佳智彩"）自主研发制造的国内首条应用于8.6代线OLED De-mura设备，正式出货至国内某 头部面板厂商。 #OLED #显示设备 值得关注的是，根据必联网今年4月25日发布的公告，佳智彩已中标京东方第8.6代AMOLED生产 线项目的Mura补偿修复设备。 资料显示，佳智彩成立于2017年11月，主要从事显示面板、半导体行业检测设备业务；而凯伦股 份的主营业务是新型建筑防水材料的研发、生产、销售，并提供防水工程施工服务。 2025年4月2日晚，凯伦股份以"相关行业具有较大成长空间以及为公司寻找新的增长极"为理由， 宣布拟以48,318.52万元的价格收购佳智彩51%股权，并于4月28日完成股权交割工商变更登记。 此外，该笔收购案 设 有 业绩承诺，业绩承诺方承诺2025年、2026年、2027 年佳智彩 应实现 的合并报表中归属于 凯伦股份 的净利润分别不低于5,500万元、7,500万元、11,000万元，即累 积实现的净利润为24,000万元。 财务数据显示，佳智彩 2022年、2023年和20 ...

▶ 关于集邦 模组搭配低介电材料、加厚Metal mesh（金属网格电容触控技术）、主动笔跳频技术方案，并采 用新型封装堆叠设计，让显示与触控互不干扰，在京东方自研的显示与触控匹配降噪算法加持下， 使手写笔信噪比SNR提升至32dB以上，比常规同类产品SNR提升8%。 此外，京东方AES 3.0主动笔OLED还支持4096级压感，能通过笔尖压力传感器捕捉力度变化，模 拟真实书写笔触，且具有低书写延迟、抵抗屏幕静电及外部电磁噪声的特点。 #京东方 #笔电面板 #OLED 【集邦Display】 6月4日，BOE创新汇消息，近日，京东方 推出全球首款支持AES 3.0主动笔协议的 13.3英寸On-Cell Touch OLED笔电显示屏，信噪比 SNR（Signal-to-Noise Ratio）≥32dB ， 报点率提升50%（240Hz→320Hz），悬浮触控Hover高度提升25%，主动笔书写和触控性能更 佳 ，在显示屏边缘区域书写也能精准识别 。 图片来源： BOE创新汇 据悉， 京东方AES 3.0 主动笔OLED显示解决方案，采用先进的主动笔Sensor设计，基于On- Cell 集成式触控技术，取 ...

Core Viewpoint - The display industry is experiencing a surge in financing activities, with companies like Huaying Technology and Hefei Xinyi Huazhi securing significant funding to support their operations and technological advancements [1][3][6]. Group 1: Financing Activities - Huaying Technology's subsidiary, Huajiacai, has secured 350 million RMB through a financing lease agreement with Xinxin Leasing, aimed at enhancing its capital needs for display panel production [1][2]. - Hefei Xinyi Huazhi has completed a B+ round investment exceeding 300 million RMB, focusing on high-end equipment in the semiconductor and display panel sectors [3]. - Other companies in the display industry, such as Wenxin Technology and Fulatte, have also reported successful financing rounds, indicating a broader trend of capital influx into the sector [4][5]. Group 2: Industry Trends - The financing activities are concentrated on upstream materials and equipment segments, which are characterized by higher technological barriers and added value compared to the midstream panel manufacturing sector [6]. - The trend suggests a strategic shift towards supporting domestic production capabilities and technological upgrades within the display industry [6].

Core Viewpoint - Recent investments in display technology projects in Zhejiang Jiaxing and Anhui Huangshan highlight the growth potential in the TFT LCD, AMOLED, and automotive display sectors [1]. Group 1: Jiaxing Project - The Wan Chuang Intelligent Display Screen project in Jiaxing has a total investment of over 1 billion USD (approximately 7.20 billion RMB) [2][4]. - The project aims to produce 10 million units of TFT LCD and AMOLED display assemblies and 1 million sets of smart terminal semi-finished and finished products annually [4]. - Upon reaching full production, the project is expected to generate an annual output value of 650 million RMB [4]. Group 2: Huangshan Project - Anhui Yueda plans to invest 100 million RMB to establish an automotive display project in Huangshan [5]. - The company specializes in the research and manufacturing of OLED display modules and automotive industrial control display modules [5]. - The anticipated annual output value of the project upon completion is expected to reach 200 million RMB [5].

Core Viewpoint - The company is shifting its focus towards the Mini LED backlight technology, aiming to accelerate commercialization and meet market demand, as evidenced by its new funding plan and project adjustments [1][8]. Group 1: Funding and Project Details - The company plans to raise up to 1.5 billion yuan through a private placement, with over 70% (1.06 billion yuan) allocated to the "Glass-based Mini LED Display Backlight Module Project" [1][2]. - The Glass-based Mini LED Display Backlight Module Project will be implemented by the wholly-owned subsidiary Jiangxi Dehong, with a construction period of 24 months and an expected annual production capacity of 6.05 million glass-based Mini LED backlight modules [2][3]. - The remaining funds will be used to supplement working capital and repay bank loans, totaling 440 million yuan [2][3]. Group 2: Strategic Adjustments - The company has terminated its previous fundraising plan for the "Glass Substrate Mini/Micro LED Substrate Project," which was also aimed at raising up to 1.5 billion yuan [5][6]. - The decision to terminate the previous plan was based on a comprehensive consideration of external market conditions and the company's strategic direction [6][8]. Group 3: Market Trends and Opportunities - The company emphasizes the advantages of glass-based materials in performance, particularly as Mini LED backlight products require higher display quality and precision [3][4]. - The market penetration of Mini LED technology in televisions is rapidly increasing, with major manufacturers like Huawei, Hisense, Xiaomi, TCL, and Skyworth launching Mini LED TV products [8][9]. - TrendForce predicts that by 2025, the shipment of Mini LED backlight TVs will reach 11.5 million units, accounting for 6% of the global TV market [8][9]. Group 4: Product Development and Collaborations - The company has successfully launched the glass-based Mini LED flagship product "Daxian G9" in collaboration with Hisense, which has achieved strong sales [8][9]. - The first phase of the Jiangxi Dehong's 500,000 square meters glass substrate project is expected to be operational in the second half of 2024, supporting applications in automotive and large-size televisions [8][9]. Group 5: Competitive Positioning - The strategic adjustment aims to optimize resource allocation and seize the rapidly developing Mini LED market opportunities, thereby strengthening the company's market position in the new display sector [9].

Group 1 - The core viewpoint of the article highlights the establishment of Suzhou Guoxian Innovation Technology Co., Ltd., which is fully owned by Visionox and focuses on electronic components and materials [1] - Visionox announced plans to invest in a global new display industry innovation center project in Kunshan, requiring approximately 60 acres of industrial land and a total investment of about 5 billion yuan [3] - The project aims to develop a leading flexible AMOLED technology platform and will focus on three main areas: advanced display technology development, product delivery based on R&D projects, and semiconductor technology research incubation [3] Group 2 - The project is considered strategically significant for strengthening and expanding the optoelectronic display industry chain in Kunshan, with potential extensions into integrated circuits and photovoltaics [3] - The Kunshan Economic and Technological Development Zone Management Committee is providing cooperation support for Visionox, coordinating relevant parties to establish a project company for the innovation center [3]

亲爱的粉丝朋友们： 大家好！感谢您一直以来对"WitsView睿智显示"的关注与支持。为了更准确地传达我们的品牌定位与 服务方向，自即日起，" WitsView睿智显示 "将正式更名为" 集邦Display "。 此次更名不仅是品牌形象的升级，更是我们紧跟半导体显示行业发展趋势、深化专业研究的关键一 步。 近年来，随着物联网、智能驾驶、AI驱动的智能终端等技术的不断演进，显示产业正迎来新一轮的升 级与融合，形成百花齐放的局面。 作为TrendForce集邦咨询旗下专注于光电显示领域的研究品牌，我们将以"集邦Display"这一全新身 份，聚焦LCD/MLED/OLED等新型显示技术，持续为您提供高质量的 行业资讯、 市场洞察、供需分 析与产业趋势预测， 发掘市场潜力，赋能品牌行销与技术产品布局， 助力行业决策与发展。 此图片来自微信公众平台 十八届十二日日日 未来，我们仍由原WitsView核心团队运营，不变的是对专业与深度的坚守，升级的是内容体系与全球 视角。感谢一路同行，期待在"集邦Display"的新起点上，与您一同见证显示产业的每一个重要时刻！ —— 集邦Display团队 ▶ 关于集邦 ...

据悉， 玻璃基板投入能力是指生产线实际能够生产出的原片数量。投入能力可能会因生产线运行 率调整而低于设计 产能 。 这一数据是其位于坡州的OP1工厂和广州OLED工厂的总和。业界普遍认为，LG D isplay 的大尺 寸OLED生产能力为180K 。 公司出现的 投入能力低于设计 产能 的现象，可能反映出 产线稼动 率的 下降。 图片来源：LG Display 从历史数据来看， LG Display 在2021年的月投入能力为175K，2022年为160K，2023年则降 至104K，2024年则反弹至133K，显示出市场的波动性。 具体到各个工厂，坡州OP1工厂的投入能力在2021年为86K，2022年为70K，2023年降至 39K，而2024年则回升至58K。广州OLED工厂的情况则相对稳定，2024年的投入能力为75K。 【The elec】 5月28日，据韩媒报道， LG Display提交给美国证券交易委员会（SEC）的2024 年业务报告 显示，该公司去年 大尺寸OLED玻璃基板的投入能力较去年增长了28%，达到了 133K 片/月 。 尽管2024年的投入能力较2023年有所回升，但与202 ...