【WitsView整理】 5月20日，京东方宣布，公司旗下国内首条第8.6代AMOLED显示器件生产线—— BOE（京东方）成都第8.6代AMOLED生产线项目提前4个月开始工艺设备搬入。 图片来源：京东方 资料显示，2024年3月27日，京东方第8.6代AMOLED生产线在成都奠基，9月26日提前完成全面 封顶。该项目预计2026年底量产，2029年实现满产。 项目总投资630亿元人民币，设计产能为每月3.2万片玻璃基板，基板尺寸为2290mm x 2620mm。该产线主要聚焦中尺寸AMOLED面板，用于中高端笔记本电脑、平板电脑等IT类产 品，同时也具备生产柔性OLED智能手机面板的能力。 京东方指出，该项目历时183天提前实现封顶，且提前4个月完成了设备的搬入。 相较于同业其他 尚处于建设规划阶段的8.6代线，京东方已率先由建设阶段开始向产线运营阶段转换，为后续产品 点亮及量产交付奠定基础。 【WitsView面板产业交流群】 目前，京东方已在成都、重庆、绵阳投建了三条第6代柔性AMOLED生产线，再加上国内首条第 8.6代AMOLED生产线的投建，未来将运行4条AMOLED生产线。 #OLED #京东 ...

【WitsView整理】 彭博社昨日（5月19日）发布博文，报道称作为苹果公司iPhone的主要制造 商，鸿海精密工业公司宣布通过其新加坡子公司，向印度子公司注资15亿美元（注：现汇率约合 108.21亿元人民币），提高其在印度工厂的产能。 根据 本周一 披露的交易所文件，鸿海精密工业公司将通过新加坡子公司，向印度子公司注资15亿 美元，目前鸿海暂未回应相关邮件置评请求。 ▶ 关于集邦 上下滑动查看 值得关注的是，鸿海于5月14日获得印度政府批准，将与印度IT企业HCL集团合资建设一座半导体 工厂。 该项目规划生产用于手机、笔记本电脑、汽车、个人电脑等设备的显示驱动芯片，设计月产能为 2 万片晶圆，预计可实现每月 3600 万个显示驱动芯片的产出规模。工厂计划于 2027 年投入运 营，初期将聚焦于半导体封测代工（OSAT）业务，而非直接开展芯片制造环节。 #富士康 #鸿海 #苹果 #iPhone 图片来源：鸿海 目前，鸿海位于印度南部的工厂是其组装苹果iPhone的核心基地。此外，塔塔集团（Tata Group）的电子制造部门也成为重要供应商，其收购了纬创资通（Wistron Corp.）在印度的业 务，并 ...

Core Viewpoint - The company is changing its name from "Shanghai Weir Semiconductor Co., Ltd." to "OmniVision Integrated Circuit (Group) Co., Ltd." to better reflect its strategic direction and enhance brand influence in the semiconductor industry [1]. Group 1: Company Overview - The company has established a core business system comprising image sensor solutions, display solutions, and analog solutions since acquiring OmniVision in 2019 [1]. - In 2024, the company reported a total revenue of 25.73 billion yuan, with a net profit attributable to shareholders of 3.32 billion yuan [2]. Group 2: Business Performance - The image sensor solutions business generated revenue of 19.19 billion yuan, accounting for 74.76% of the main business revenue, making it the core growth engine [1]. - The display solutions business achieved revenue of 1.03 billion yuan, representing 4.01% of the main business revenue, with a sales volume of 155.23 million units, a year-on-year increase of 16.84% [2]. Group 3: Product Development - The company has developed OLED DDIC suitable for smartphones and introduced new TED chips for mid-size screen display driver applications [2]. - Continuous investment is being made in the development of automotive display driver products to meet mainstream market specifications [2].

| 应用别 | R4 | 分辨率 | 出货型态 | | | 液晶显示屏价格 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 促 | 를 | 均价 | 与前月差异(%) | | | 电视 | es "M | 3840x2160 | Open-Cell | 173 | 182 | 177 | 0.0 | 0.0% | | | SE. M | 3840x2160 | Open-Cell | 122 | 130 | 127 | 0.0 | 0.0% | | | 43"W | 1920x1080 | Open-Cell | 64 | 67 | રેસ | 0.0 | 0.0% | | | 32"W | 1366x768 | Open-Cell | 35.0 | 37.0 | 36.0 | 0.0 | 0.0% | | | | | | | | | 1 | | | 桌上显示器 | 27"W (IPS) | 1920x1080 | LED | 57.6 | 65.8 | 63.0 | 0.1 | 0.2% | | | 23.8"W ...

另一款为单色玻璃基Micro LED HUD，像素点间距为58μm，像素密度达431PPI，峰值亮度可达 30万nits，可在强光环境下保持可视性。该方案结合LTPS高迁移率特性与低电阻材料，提高驱动 能力并降低功耗，配合光学微结构设计，实现亮度提升。 图片来源：京东方 京东方目前已在玻璃基量产工艺、主动矩阵驱动等方面形成一定基础，并逐步覆盖LTPS背板、 LED芯片、转移与封装等关键工艺环节。后续将继续推进COG架构下的LTPS+Micro LED技术优 化，并拓展其在车载、商显、广告、电竞和智慧屏等应用场景的落地。 2025年第一季度，京东方实现营业收入505.99亿元，同比增长10.27%，创下公司一季度营收历 史新高；归属于上市公司股东的净利润为16.14亿元，同比增长64.06%。 在MLED业务方面，Mini LED背光器件收入同比增长215%。直显业务方面，京东方在海外市场推 出COB小间距LED室内显示屏；国内市场则持续深化与重点客户的合作，先后为北京数字经济算 力中心、合肥银泰in77等项目提供定制化MLED显示解决方案。 在产能建设方面，今年一季度，京东方华灿光电举行全球首条6英寸Micr ...

Core Viewpoint - The article highlights the progress of Weida Optoelectronics' third-phase project, focusing on the installation of a key production line, which is expected to enhance production efficiency and capacity in the optical film market [1][3]. Group 1: Project Development - Weida Optoelectronics' third-phase project includes the construction of five main production lines, comprising three coating lines and two stretching lines, along with one auxiliary production line [1]. - The newly installed Japanese production line is designed with advanced technology and high-quality standards, enabling precise control and efficient production of optical base films [3]. Group 2: Production Capacity and Market Application - Upon reaching full production capacity, the project is expected to achieve an annual output of 3 million square meters of optical films [3]. - Weida Optoelectronics specializes in the research, production, and sales of polarizers and optical film materials, which are utilized in various applications such as industrial control instruments, automotive displays, smart home displays, 3D glasses, freezers, ski goggles, medical protective glasses, and OLED displays [3]. Group 3: Financial Performance - In the first quarter of 2025, Weida Optoelectronics reported a revenue of 43.77 million yuan, a year-on-year decrease of 11.27%, and a net profit attributable to shareholders of 6.10 million yuan, down 16.50% year-on-year [3].

Core Viewpoint - Beijing BOE Sensor Technology Co., Ltd. has increased its registered capital from approximately 4.786 billion RMB to about 5.779 billion RMB, indicating a capital increase of nearly 1 billion RMB, which reflects the company's commitment to expanding its sensor business [1]. Group 1: Business Overview - Beijing BOE Sensor focuses on sensor devices and solutions in various fields, including medical biology, smart windows, industrial sensors, and consumer electronics [2]. - The medical sector has seen the application of BOE's X-ray flat panel detector backplane products in medical device companies across Europe, the United States, Japan, and South Korea [2]. - Smart windows leverage display and sensing technology innovations to provide sensor devices and solutions for transportation and construction sectors [2]. - Industrial sensors are applicable in industries such as 3C electronics, semiconductors, logistics, transportation, new energy, pharmaceuticals, food, and automotive [2]. Group 2: Financial Performance - In 2024, the revenue from BOE's sensor business reached 386 million RMB, accounting for 0.19% of the company's total revenue [3]. - The company has deepened cooperation with key clients in the FPXD field, resulting in a year-on-year increase in sales [3]. - Revenue from smart windows has doubled year-on-year, with the successful launch of flexible LC smart light curtains and intelligent dimming for flagship models of core customers in passenger vehicles [3]. - The Suzhou sensor division has successfully onboarded several leading clients in the photovoltaic and lithium battery industries [3]. - MEMS technology is focusing on the pressure sensor field, promoting productization and expanding into new application scenarios with multiple products [3].

Core Viewpoint - Huawei has launched its first HarmonyOS computer, the MateBook Fold, along with the nova 14 series smartphones and the WATCH FIT 4 Pro smartwatch, showcasing significant advancements in technology and design. Group 1: HarmonyOS Computer - The MateBook Fold features the world's largest dual-layer OLED display with a peak brightness of 1600 nits and a contrast ratio of 2,000,000:1, marking the first commercial use of LTPO technology in computers [1][3] - The device has an 18-inch screen when unfolded and a compact 13-inch size when folded, with a thickness of only 7.3 mm and a weight of 1.16 kg [1][3] - It supports connectivity with over 1,100 peripheral devices and has over 1,000 integrated applications, with expectations to exceed 2,000 by the end of the year [3] - The pricing for the MateBook Fold starts at 23,999 yuan for the 32G+1T version and 26,999 yuan for the 32G+2T version [3] Group 2: nova 14 Series Smartphones - The nova 14 series includes three models: nova 14, nova 14 Pro, and nova 14 Ultra, with the Ultra model starting at 4,199 yuan and a thickness of 7.78 mm [4][5] - The nova 14 Ultra features a comprehensive camera system with four rear lenses, including a 50 MP variable aperture lens and a 50 MP periscope lens, along with advanced front camera capabilities [5][8] - The new series runs on HarmonyOS 5 and includes upgraded AI features, privacy controls, and supports dual-direction Beidou satellite messaging [8] Group 3: WATCH FIT 4 Pro Smartwatch - The WATCH FIT 4 Pro is equipped with a 1.82-inch AMOLED screen with a brightness of 2000 nits and includes a barometer for various sports modes [9][11] - It has a water resistance rating of 40 meters, a battery life of up to 10 days under light use, and supports fast wireless charging [11] - The starting price for the WATCH FIT 4 is 999 yuan, while the WATCH FIT 4 Pro starts at 2,099 yuan [11]

【群创】 近日，群创公布2025年第一季度业绩。 ▶ 关于集邦 第一季度，公司合并营收为新台币559亿元 （约人民币133.59亿元） ，营业净损为新台币12亿 元 （约人民币2.87元） ，税后净利为新台币11亿元 （约人民币2.63亿元） 。季度折旧及摊销为 新台币75亿元 （约人民币17.92亿元） ，资本支出为新台币35亿元 （约人民币8.36亿元） 。 从产品应用结构来看，群创2025年第一季度营收构成如下：电视产品占比34%，车用产品占比 24%，便携式电脑占比17%，手机及商用产品占比21%，台式屏幕占比4%。按业务领域划分， 公司显示器业务群与非显示器业务群营收占比分别为75%和25%。 图片来源：群创 回顾2025年第一季，群创受惠于"以旧换新"消费政策补贴及客户提前备货 减少 贸易壁垒 冲击 等 因素，群创消费性产品营收增加。整体营收较上一季度环比增长4.2%，毛利率与EBITDA利益率 分别达7.6%及11.1%。公司通过持续优化资产效益，本季度维持税后正获利。 群创表示，展望2025年第二季，消费性电子 因应 贸易壁垒 不确定因素，客户提前上半年拉货， 车用等非显示器领域群则因营业模式 ...

Core Viewpoint - BOE has launched a comprehensive OLED display solution for smart car cockpits during the 2025 International Display Week, featuring various applications such as anti-reflective LCE car OLED displays, switchable SPD central control OLED displays, and more. Group 1: OLED Display Solutions - The embedded anti-reflective LCE car OLED display measures 12.3 inches with a resolution of 720x1920 and a contrast ratio of 100,000:1, enhancing driving safety by preventing screen content from reflecting on the windshield [1]. - The switchable SPD car OLED display also measures 12.3 inches, with a resolution of 900x2400 and a contrast ratio of 100,000:1, featuring FMLOC touch functionality [3]. - The SPD display achieves a relative brightness of Ldecay@32°<1% and Ldecay@48°<0.5% in privacy mode, effectively preventing mutual influence between the driver and passenger displays [5]. Group 2: Additional OLED Applications - The 55-inch ultra-wide transparent OLED sunroof display has a transmittance rate of 46% and a resolution of 2K, incorporating touch control and dimming glass features [7]. - The 1.5-inch round OLED smart car key has a resolution of 466x466 and a pixel density of 310 PPI, providing real-time vehicle status information and enhancing user interaction [9]. - The electronic rearview mirror OLED display solution utilizes a camera-monitoring system with two 7-inch OLED screens, ensuring quick response times and improved visibility, even in adverse weather conditions [14]. Group 3: Innovative Features - The seat back OLED display system is based on a 15.6-inch OLED platform with a resolution of 2880x1800, integrating FMLOC touch functionality and enhancing rear-seat entertainment [16]. - The smart steering wheel employs advanced under-screen ultrasonic fingerprint technology, allowing user identity binding for personalized adjustments and safety reminders [18].