Core Viewpoint - OPPO has officially launched the Reno14 and Reno14 Pro smartphones, featuring advanced specifications and competitive pricing in the market [1][3]. Group 1: Product Specifications - OPPO Reno14 features a 6.59-inch 1.5K LTPS display with a 120Hz refresh rate, a maximum manual brightness of 600 nits, and a peak brightness of 1200 nits [1]. - The device is powered by the MediaTek Dimensity 8350 processor, built on TSMC's 4nm process, and includes a 6000mAh battery with 80W fast charging support [3]. - The camera setup includes a 50MP front camera and a rear camera system with a 50MP main sensor, an 8MP ultra-wide sensor, and a 50MP periscope telephoto lens [3]. - OPPO Reno14 Pro features a larger 6.83-inch 1.5K display, MediaTek Dimensity 8450 chip, and a 6200mAh battery with both 80W wired and 50W wireless charging [3][4]. Group 2: Unique Features - Reno14 Pro incorporates professional-grade live broadcast noise reduction with a 3-microphone system and proprietary noise-cancellation algorithms, reducing noise by 90% compared to the iPhone 16 Pro Max [4]. - The device also features advanced stabilization technology, including proprietary EIS and hardware-level OIS for enhanced video recording [4]. Group 3: Pricing - The pricing for OPPO Reno14 models is as follows: - 12GB+256GB priced at 2379.15 CNY - 16GB+256GB priced at 2549.15 CNY - 12GB+512GB priced at 2634.15 CNY - 16GB+512GB priced at 2804.15 CNY - 16GB+1TB priced at 3299 CNY [5]. - The pricing for OPPO Reno14 Pro models is as follows: - 12GB+256GB priced at 2999 CNY - 12GB+512GB priced at 3299 CNY - 16GB+512GB priced at 3499 CNY - 16GB+1TB priced at 3999 CNY [6].

Core Viewpoint - Foxconn has received approval from the Indian government to establish a semiconductor factory in partnership with HCL Group, with an investment of approximately ₹37.06 billion (around ¥3.12 billion) [1] Group 1: Investment and Production Plans - In January 2024, Foxconn's subsidiary, Hon Hai Technology India Mega Development, plans to invest $37.2 million (approximately ¥26.8 million) to acquire a 40% stake in the joint venture with HCL [2] - The new factory is designed to produce display driver chips for mobile phones, laptops, cars, personal computers, and other devices, with a planned monthly production capacity of 20,000 wafers, translating to 36 million display driver chips per month, expected to commence operations in 2027 [2] Group 2: Initial Focus and Government Support - Due to the current lack of advanced chip manufacturing equipment in India, the factory will initially focus on semiconductor packaging and testing (OSAT) rather than immediate chip manufacturing [2] - The Indian government is expected to provide up to 50% financial support for capital expenditures related to the construction of the factory, although specific incentives for Foxconn in this joint venture have not been confirmed [3] Group 3: Related Developments - Foxconn's parent company, Innolux Corporation, signed a technology transfer agreement with Vedanta Group in 2023 to establish an 8.6-generation panel factory in India, with an initial investment plan of $4 billion and a target capacity of 60K per month [3]

Core Viewpoint - Apple is set to release a foldable iPhone with innovative design features, including a punch-hole camera on the external screen and an under-display camera on the internal screen, along with integrated Touch ID on the side button [1][2]. Group 1 - The foldable iPhone's internal display will have a 14.1:10 aspect ratio, while the external display will have a 14.6:10 aspect ratio [1]. - The device is expected to feature a dual rear camera setup and a front camera that can be used in both folded and unfolded states [2]. - The anticipated price range for the first-generation foldable iPhone is between $2000 and $2300, which is approximately 14423 to 16586 Chinese Yuan at current exchange rates [2]. Group 2 - Mass production of the foldable iPhone is projected to begin in Q4 2026, with a release expected by the end of next year [2]. - The design of the external screen's punch-hole camera is similar to that of current market competitors like the Google Pixel 9 Pro Fold [1].

【华为】 5月15日，据华为终端官方微博消息，在5月19日nova 14系列及鸿蒙电脑新品发布会上，华为 将推出鸿蒙折叠电脑。 图片来源：华为 #华为 #折叠电脑 ▶ 关于集邦 上下滑动查看 ...

Core Viewpoint - The global panel market in Q1 2025 experienced complex and dynamic price trends influenced by multiple factors, with television panels showing initial strength but weakening by the end of the quarter, while monitor panels saw a price increase towards the end of the quarter, and notebook panels remained stable throughout [1][19]. Television Panel Price Trends - In January 2025, television panel prices rose due to strong demand driven by China's "trade-in" policy, particularly for large-sized panels, with price increases of $1 for 32-inch and 43-inch panels, $1 for 55-inch, $2 for 65-inch, $3 for 75-inch, and $4 for 85-inch panels [2][3]. - The demand for large-sized panels caused a squeeze on the production capacity of smaller-sized panels, indirectly pushing up their prices [3]. - By March, the market began to cool, with North American demand weakening post-Super Bowl promotions and Chinese policy effects diminishing, leading to a cautious outlook from brand clients due to high inventory levels [3][10]. Monitor Panel Price Trends - Monitor panel prices remained stable in January, with demand holding steady compared to Q4 2024, but began to rise in March as television panel price increases created opportunities for monitor panels [4][6]. - In February, despite being a traditional off-season, monitor panel demand remained strong, leading to a slight price increase of $0 to $0.1 for Open Cell types, while module prices stayed flat [6]. - March marked a turning point with comprehensive price increases for monitor panels, although brand clients remained cautious about future demand and international trade relations [6][10]. Notebook Panel Price Trends - Notebook panel prices remained stable throughout Q1 2025, with no significant changes observed [7][9]. - Despite some brands increasing inventory levels due to international trade issues, most panel manufacturers and brand clients adopted a cautious approach, focusing on maintaining market share and customer relationships [9][10]. Overall Market Dynamics - The price fluctuations in the panel market were influenced by demand-side drivers and constraints, with initial boosts from policies like "trade-in" in China, but diminishing effects over time [10]. - Supply-side strategies and unexpected events, such as the earthquake in Taiwan affecting production, also played a role in market dynamics [10]. - External uncertainties, particularly international trade relations, significantly impacted brand clients' inventory strategies and supply chain management [10][19]. Company Performance - In Q1 2025, several panel companies reported strong earnings, with notable revenue growth from major players like Samsung Display, BOE, and TCL Huaxing, while LG Display, AU Optronics, and others successfully turned losses into profits [11][12][14]. - TCL Huaxing's acquisition of LG Display's Guangzhou LCD line is expected to enhance its market position further [14]. - The performance of leading companies indicates strong resilience and growth potential in a competitive market, despite ongoing challenges faced by some firms [14][19].

【WitsView整理】 5月15日下午，JDI公布FY2025/3财年（2024年4月1日至2025年3月31日期 间）的业绩。 报告期内，JDI实现销售额为1880.12亿日元（ 约人民币92.69亿元），同比下降21.4%，主要原 因在于智能手机LCD和VR设备出货量的下降；净亏损为782.20亿日元（约人民币38.69亿元）， 与去年同期亏损443.13亿日元相比有所扩大。 为提振营收表现并巩固财务基础，JDI正积极推进战略调整。公司计划于2026年3月前终止 Mobara（茂原）工厂的生产活动，并将相关产能整合至成本效益更优的Ishikawa（石川）工厂。 各业务部门表现如下： 1.汽车业务（核心业务）销售额为1259亿日元，同比下降6%，主要因停止低利润产品生产、终 端客户需求下滑及鸟取工厂停产所致。 2.智能手表/VR业务（核心业务）销售额为536亿日元，同比下降27%，主要因智能手表和VR 的需求减少； 3.LCD智能手机业务（非核心业务）销售额为86亿日元，同比下降74%。JDI 正通过战略调整 退出低利润的LCD智能手机业务，将工程资源重新聚焦于传感器及先进半导体封装领域。 茂原工厂后续计 ...

Core Viewpoint - United Airlines has unveiled its new Boeing 787-9 cabin design, featuring OLED displays across all classes, enhancing passenger experience and comfort [1][2]. Group 1: Cabin Features - United Airlines' Polaris Studio suite in the new business class offers 25% more space than standard Polaris business class seats and includes a 27-inch 4K OLED display [2]. - The new standard business class seats will feature a 19-inch 4K OLED display, while Premium Plus luxury economy seats will have a 16-inch 4K OLED display [2]. - Regular economy class seats will be equipped with a 13-inch 4K OLED display [2]. Group 2: Industry Trends - Riyadh Air, a new airline in Saudi Arabia, has also announced the installation of 4K OLED displays across its Boeing 787-9 fleet, with sizes ranging from 13.3 inches in economy to 32 inches in business and business elite classes [2]. - United Airlines is the latest airline to adopt OLED displays for its cabins, following Air Canada, Riyadh Air, and Icelandair [2].

Group 1 - BOE showcased the world's first 75-inch 4K UB Cell 4.0 TV with ultra-high color gamut and 1400:1 contrast ratio [1][6] - In the flexible OLED display sector, BOE introduced a solution featuring TADF+Tandem COE technology, enhancing color gamut and power efficiency [3][6] - BOE's Mini LED display included a 27-inch HDR gaming monitor with a 300Hz refresh rate and 2304 local dimming zones, outperforming OLED displays [6][7] Group 2 - TCL Huaxing presented a full range of printed OLED products, from 6.5-inch mobile displays to 65-inch TVs, achieving comprehensive coverage in size [10][12] - The world's first 14-inch printed OLED tablet display was also unveiled, featuring a 30% increase in pixel density and 99% DCI P3 color gamut coverage [12][13] - TCL Huaxing's 219-inch MLED display supports high contrast and can be seamlessly spliced for large-scale applications [14] Group 3 - Tianma introduced the world's first 6.51-inch HOI display with integrated sensing capabilities for fingerprint recognition and color temperature detection [20][21] - The 12.3-inch "wood grain hidden" display features anti-peep technology and can display dynamic images while maintaining aesthetic design [23][25] - Tianma also showcased innovations in Micro-LED and health-focused displays [25] Group 4 - Visionox presented a range of ViP AMOLED displays for wearables, smartphones, and laptops, achieving 100% DCI-P3 color gamut [26][29] - The company launched the world's first glass-based AMOLED solution for VR/AR applications, achieving 2000 PPI resolution [29][30] - Visionox also introduced several first-of-their-kind flexible AMOLED technologies [33] Group 5 - AUO focused on Micro LED and AI technologies, showcasing a 64-inch transparent Micro LED display with high brightness and color accuracy [34][35] - The company also presented a 13-inch Micro LED head-up display designed for automotive applications [35] Group 6 - Innolux displayed a MicroLED mirror display with high color gamut and brightness, suitable for smart cockpit applications [44][46] - The company introduced an 85-inch 4K AI interactive digital art display that minimizes environmental light reflection [46][49] - Innolux's 12.3-inch active privacy display for vehicles adapts to driver needs while ensuring safety [51] Group 7 - Samsung Display launched the EL-QD technology, enhancing color accuracy and reducing power consumption compared to traditional QD-OLED [55][56] - The company also showcased a 1.4-inch RGB OLEDOS with a peak brightness of 15,000 nits and a resolution of 5,000 PPI [58] - Samsung introduced a stretchable Micro LED display, offering new user experiences [59] Group 8 - LG Display presented its fourth-generation OLED panels with a peak brightness of 4,000 nits, targeting high-end markets [62][64] - The company showcased a 45-inch 5K2K gaming OLED display, enhancing immersive experiences [64][66] - LG Display's concept car featured a 57-inch P2P display and an 18-inch retractable OLED screen for rear-seat entertainment [66]

Core Viewpoint - TCL Huaxing showcased its advanced display technologies at SID2025, emphasizing its leadership in the semiconductor display industry and introducing innovative products that enhance user experience and promote sustainability [1][19]. Group 1: APEX Technology - APEX technology focuses on delivering an immersive display experience, emphasizing visual health, sustainability, and future possibilities through innovative products [2][18]. - The 36:9MLED display (219") offers ultra-high contrast and vivid color reproduction, providing an immersive experience with seamless large-scale display capabilities [4][2]. - The Micro LED PHUD display (14.3") enhances driving safety with high brightness and contrast, designed specifically for automotive applications [5][7]. - The first natural spectrum light thin panel display (12.1") promotes visual health by mimicking sunlight, balancing brightness and portability [8][10]. - The ultra-low power 8:9 art TV display (85") achieves A-grade energy efficiency through advanced materials and algorithms [10][12]. - The LTPO laptop display (14.5") features zero static power consumption and seamless refresh rates, significantly extending battery life [12][14]. - The narrow bezel dual-curved splicing display (23.6") combines aesthetic design with immersive technology for enhanced user experience [14][16]. - The smallest silicon-based Micro LED display (0.05") offers high resolution and brightness, suitable for next-generation wearable devices [15][18]. Group 2: Printed OLED Technology - TCL Huaxing's printed OLED technology has achieved commercial viability, with the first 21.6" printed OLED 4K professional display set for mass production [19][24]. - The first printed OLED mobile display (6.5") features high contrast and wide color gamut, ideal for gaming and media applications [21][19]. - The printed OLED tablet display (14") meets professional color requirements with high resolution and anti-glare coating [21][23]. - The printed OLED laptop display (14") combines oxide and printed OLED technologies for fast response and low power consumption, aligning with green initiatives [22][25]. - Additional products include 4K 120Hz printed OLED MNT display (27") and printed OLED TV display (65"), showcasing a comprehensive product matrix [24][27]. Group 3: Multi-Technology Collaboration - TCL Huaxing adopts a multi-technology strategy to enhance its product offerings across various applications, including TV, commercial displays, and automotive [28][30]. - The highest quality LCD TV display (98") features low reflection and wide viewing angles, enhancing user experience through advanced backlighting technology [30][28]. - The first mass-produced under-screen camera OLED laptop display (14") offers high screen-to-body ratio and immersive visual experience [30][32]. - The transparent Micro LED display (8.42") is designed for high-brightness environments, integrating smart interaction technologies [31][34]. Future Outlook - TCL Huaxing aims to become a leading global display solution provider, leveraging its extensive manufacturing and R&D capabilities to drive value creation in the display industry [36][34].

▶ 关于集邦 【钜亨网】 鸿海今（14）日召开法说并公告第一季财报，在本业持稳以及业外助力下，税后纯益 421.08亿新台币（约人民币100.43亿元），季减9%，但年增91%，创历史新高。 图片来源：鸿海精密 鸿海第一季营收1.64万亿新台币（约人民币3,911.40亿元），季减23%、年增24%，毛利率6.11%， 季减0.04个百分点、年减0.2个百分点、营业利益465亿元，季减28%、年增27%，营益率2.83%， 季减0.2个百分点、年增0.05个百分点，净利率2.56%，季增0.39个百分点、年增0.9个百分点。 值得注意的是，鸿海在去年第一季及第四季受到转投资的夏普资产减损等干扰因素，业外均出现 亏损，但今年第一季业外收入126.2亿新台币，也大举助力鸿海整体获利表现。 鸿海第一季营收季减、年增幅度均符合预期，四大产品类别来看，电脑终端季增、年增均优于预 期，但云端网络产品季增不如预期、呈现持平，消费智能年增同样不如预期、也是持平，组件及 其他产品整体符合预期。营收比重来看，消费智能40%、云端网络34%、电脑终端19%、元件及其 他7%。 #鸿海精密 #富士康 上下滑动查看 ...