Core Viewpoint - The article discusses the increasing involvement of panel manufacturers in the energy storage sector, highlighting their strategic partnerships and investments to enhance energy resilience and diversify revenue streams [1][4][7]. Group 1: Company Initiatives - Innolux has partnered with Delta Electronics to establish a large-scale energy storage system in Tainan Science Park, with a capacity of 40MW/70MWh, which can support the electricity needs of approximately 5,600 households for a day [1]. - Currently, Innolux has achieved a grid-connected solar power capacity of 46MW and aims to continue investing in energy generation to address power supply imbalances and enhance grid resilience [3]. - AU Optronics has been involved in the solar energy sector since 2008, with over 410 solar power plants completed, totaling a capacity of 515MW, positioning itself among the top five solar system builders in Taiwan [4]. - BOE Technology Group has established a subsidiary focused on energy technology, with a total renewable energy station capacity exceeding 1.5GW and a significant investment in R&D for perovskite solar cells [4]. - RiTdisplay has shifted its focus to energy, with its subsidiary RitWin Technology developing efficient lithium iron battery modules, contributing 60-70% of the group's revenue in 2024 [5][6]. Group 2: Industry Trends - The entry of panel manufacturers into the energy storage sector is driven by their existing technological advantages in semiconductor processes, materials science, and optical design, which can support innovations in energy technology [7]. - The experience in precision manufacturing and yield control from the display industry can be applied to energy storage product lines, addressing the urgent need for stable and cost-effective green energy [8]. - Expanding into the energy sector allows panel manufacturers to create new revenue sources, reduce dependence on a single industry, and mitigate operational risks, although they will face challenges in adapting to new technology standards and market competition [8].

Core Viewpoint - A research team led by Professor Forrest from the University of Michigan has developed a new blue phosphorescent OLED (PHOLED) material that significantly enhances the lifespan of OLED devices, providing a viable path for commercial blue PHOLED devices [1][5]. Group 1 - The new design of the tandem device using this OLED material has a lifespan that is 250 times longer than traditional single-layer PHOLED devices [1]. - The researchers employed a Polariton-enhanced Purcell (PEP) effect on both the cathode and anode to achieve this significant lifespan improvement, resulting in the creation of PEP-PHOLED devices [3]. - The blue color coordinates of the new device are CIExy = (0.14, 0.12), indicating its color performance [3]. Group 2 - A notable achievement of the research is a tandem PEP-PHOLED device based on a platinum (Pt) complex, which has achieved an LT90 lifespan of 1,800 hours at a brightness of 500 cd/m² and has a front external quantum efficiency (EQE) of 56% [4]. - The University of Michigan has been developing commercial blue PHOLED devices for over 20 years and has collaborated closely with several display companies, including Universal Display, which recently announced that its blue PHOLED materials are nearing commercialization [4]. - LG Display has also validated the performance of the new material in a hybrid tandem structure device [4].

Core Viewpoint - Sunic System has signed a supply contract with BOE's subsidiary, Chuangyuan Technology, for OLEDoS deposition equipment worth $25 million, aimed at mass production of OLEDoS technology by January 2026 [1][3][4]. Group 1: Equipment Supply and Contract Details - The contract involves the provision of deposition equipment specifically designed for 12-inch silicon substrates, enabling large-scale production of OLEDoS technology [3][4]. - The total order amount is $25 million (approximately 180 million RMB), with the contract execution period set until January 25, 2026 [1][4]. Group 2: OLEDoS Technology and Market Implications - OLEDoS technology, which utilizes organic light-emitting materials deposited on silicon wafers, is seen as a key display technology for XR (AR/VR/MR) headsets, offering miniaturization and ultra-high resolution [3][4]. - Chuangyuan Technology has recently achieved full-scale production of a new semiconductor display production line in Beijing, with a total investment of 29 billion RMB and a monthly capacity of 50,000 sheets [4]. Group 3: Industry Trends and Collaborations - Chinese companies are actively expanding their equipment capacity to prepare for mass production of XR devices, with Huawei and Lenovo already launching XR devices using OLEDoS panels [4]. - International companies like Meta are also in discussions with Chinese panel manufacturers regarding the adoption of OLEDoS technology [4].

【WitsView整理】 5月26日， LG Display （ LGD ） 官网消息，今年4月，LGD的 透明OLED显示 屏 已应用在韩国首尔地铁 汝矣岛站 的 站台门 上 。 这些 屏幕不仅 可以 显示首尔全新的单线路地铁地图，还提供运营信息、紧急疏散等多种 内容，方 便乘客了解地铁信息。 据悉， 地铁站台门最基本的功能是提供清晰可视的内外部环境。 LGD的 透明OLED 显示屏 具有 高透明度、轻薄特性 ，可直接替代玻璃窗， 在 保留了安全性能 的同时，还 能在大尺寸屏幕上显 示地图、运营信息 、 广告 等内容。 LGD表示，公司旗下的 透明OLED 显示屏已在多个国家的 交通场景中应用 。 包括 北京、深圳、 广州、重庆 等 中国 城市的 地铁以及 日本 的 JR列车 公共交通系统都已引入这种技术。 而在韩国，LGD的 透明OLED 显示屏 最早于去年4月安装在 GTX-A线列车 的 车窗中，为乘客带来 开放、宽敞的视觉感受与丰富的信息体验。 图片来源： LG Display 除在公共交通上的应用外，LGD的 透明OLED 显示屏还在扩展应用到 汽车、航空、零售、广告标 牌、建筑设计 等多个领域 。 ...

Core Viewpoint - BOE has successfully transitioned its 6th generation new semiconductor display device production line from construction to operation, marking a significant step in its strategy to enhance its position in the semiconductor display industry [1][3]. Investment and Production Details - The total investment for the 6th generation production line is 29 billion yuan, covering an area of 420,000 square meters, with a designed monthly production capacity of 50,000 pieces, which commenced construction in 2023 [3]. - The production line focuses on high-end products such as VR display panels, small to medium-sized high-value IT display panels, and automotive display panels, utilizing LTPO and LTPS technologies [3][4]. Technological Innovations - BOE's LTPO technology combines the high mobility of LTPS and the low power consumption of Oxide, achieving over 1500 PPI ultra-high pixel density while significantly reducing panel power consumption [4]. - The company has developed a 2117 PPI Real RGB display screen, achieving the highest resolution in the LCD industry [4]. Product Offerings - During the delivery event, BOE showcased several products ready for mass production, including a 2.24-inch 1500 PPI and 1700 PPI VR display module, a 16-inch 240Hz gaming laptop screen (resolution 2560×1600, 100% DCI-P3 color gamut), and a 14.6-inch narrow bezel high-end automotive central control screen [4].

Core Viewpoint - The article discusses the rising investment in the Micro OLED sector driven by the increasing demand for AR glasses and the establishment of new production projects by various companies in the industry [1][11]. Company Investment - Yisui Technology plans to invest up to 1.8 billion yuan in a Micro OLED micro-display backplane production project, with an additional 600 million yuan allocated to its wholly-owned subsidiary, Yisui Imaging Technology (Hefei) [2][5]. - The project aims to add a production capacity of 5,000 units per month to meet specific customer demands, particularly from Shiya Technology [5][6]. Industry Development - The Micro OLED sector is experiencing a surge in project launches, with multiple companies, including Hongxi Technology and Xitai Technology, announcing significant investments and new production lines [7][9]. - Shiya Technology currently operates a 12-inch evaporation line capable of producing 9,000 wafers per month, with plans to expand to three lines producing 27,000 wafers per month [7][10]. Market Demand - The demand for Micro OLED displays is expected to grow, particularly in AR glasses, where it is projected to account for 54% of the market share by 2024 [10]. - Micro OLED technology is also anticipated to find applications in various fields, including security monitoring, digital camera viewfinders, military targeting devices, medical equipment, industrial inspection, and automotive displays [10][11]. Future Outlook - The Micro OLED technology is expected to see further development by 2025, leading to increased investments in upstream core component projects and a more mature industry chain [11].

此外，官方还提到这款显示器支持DC调光技术及德国莱茵TÜV无频闪、低蓝光双重护眼认证，在 护眼方面表现较为突出。 #显示器面板 【 IT之家 】 5 月23日， 飞利浦 宣布 推出"全球首款圆偏光LCD显示器"27M2N3500UK ，定价为 1199元，规格为"2K 300Hz" 。 图片来源：飞利浦显示器 据了解， 这款显示器配备一款2560x1440分辨率300Hz Fast IPS面板，显示器GtG响应速度1ms， SDR峰值亮度450尼特，覆盖95.8% DCI-P3、100% sRGB和100% sRGB色域。 此次推出的飞利浦EVNIA舒视蓝4.0显示器采用BOE（京东方）新一代圆偏光技术， 在屏幕表面搭 载独特的圆偏光护眼层，相比传统线偏振光技术，其光矢量端点轨迹呈圆形，偏振方向随时间均匀 分布，通过模拟太阳光的螺旋扩散原理，使得显示器发出的光更接近自然光，可大幅减少光线对晶 状体和视网膜的定向刺激，为用户提供更接近自然光的健康护眼体验。 ▶ 关于集邦 上下滑动查看 ...

【WitsView整理】 5月24日，据翔安融媒体中心消息，厦门天马光电子有限公司（下文简称"厦 门天马光电子"）第8.6代新型显示面板生产线项目（TM19）已全面进入产能爬坡阶段。 图片来源：天马 值得关注的是，TM19与芜湖天马光电子投建的TM20项目共同构成天马首批高世代生产线布局。 其中，TM19主要为IT业务提供TFT-LCD技术的产能与技术支撑，TM20则聚焦IT模组产能建设。 TM20总投资80亿元，达产后预计形成年产6440万块新型显示模组的产能，产品同样面向车载显 示、IT显示、工业品显示三大市场。 2024年11月，天马第8.6代MNT首批模组在芜湖完成了量产出货。 #面板价格 #LCD面板 【WitsView面板产业交流群】 资料显示，TM19是天马首条专精于中小显示领域的高世代面板产线，项目总投资330亿元，占地 976亩，总建筑面积约101万平方米。 项目规划月加工玻璃基板产能为12万张/月，主要技术为a - Si（非晶硅）与IGZO（铟镓锌氧化 物）技术双轨并行，目标产品市场包括车载显示、IT显示（平板、笔记本电脑、显示器等）、工业 品显示等应用。 据天马介绍，TM19工厂实现10 ...

【LEDinside】 据"今日顺庆"消息，5月24日，南充市（成都）重点产业投资推介暨应用场景发布 会在成都举行。会上，顺庆区人民政府与惠科股份有限公司正式签署合作协议，惠科计划在顺庆区 投资建设全色系M-LED新型显示芯片基地项目。 该项目总投资约100亿元，设计月产能达100万片，分三期建设，其中一期产能为15万片，主要生 产全色系M-LED新型显示芯片。 图片来源：今日顺庆 据悉，惠科主要从事半导体显示面板及智能显示终端的研发与制造，现有技术涵盖a-Si TFT-LCD、 Oxide TFT、Oxide RGB OLED、Oxide LCD和Mini LED等。 今年以来，惠科持续加码MLED领域布局，投资力度不断加大。今年2月，绵阳惠科Mini LED一期 项目正式开工，总投资50亿元，规划建设背光模组和直显模组生产线。同月，惠科投资约90亿元 的Mini LED背光/直显模组及整机项目在湖南开工。 上下滑动查看 ▶ 关于集邦 产品方面，惠科在去年12月成功点亮业内首款基于玻璃基HMO背板的6.67英寸Micro LED直显屏 体。今年4月29日，惠科又推出全球首款116英寸Mini LED巨幕显示 ...

【WitsView整理】 5月22日，康佳集团官方微信消息，东莞康佳智能产业园在凤岗镇正式开园。 图片来源：深康佳 据悉，东莞康佳智能产业园分两期进行，总用地面积约164亩，总投资约17亿元，将建设包括彩 电研发大厦、生产主体厂房、物流配套仓库以及相关配套设施在内、总建筑面积42万平方米的国 内领先的工业4.0现代化工厂。该项目主要从事彩电等电子产品的研发、生产、销售，打造成为康 佳集团内外销彩电、智能多元产品生产基地，项目计划年产能约300万，预计实现年产值超30亿 元。 项目建成后，产业园还将引进5G场景应用、8K芯片与新型显示、人工智能、机器人、视听系统开 发等相关创新型高新企业入驻，共同打造成为一个以彩电及智能硬件等电子产品的研发、生产、销 售以及上下游产业链配套设施于一体的新型科技产业园区。 康佳集团表示，2024年为加速推进半导体业务产业化进程，公司在MLED（Micro LED及Mini LE D的统称）产业化方面持续加大投入，并在Mini LED显示产品销售方面取得了一定进展。 #电视面板 据介绍，东莞康佳自1993年成立以来，先后完成莞康电子城一期、二期建设，实现了从单一彩电 制造向多元化产 ...