【IT之家】 5月8日，联想moto razr 60 / Pro / Ultra系列小折叠屏手机发布。 屏幕方面，新机主屏为6.96英寸LTPO AMOLED折叠屏，有1224×2992高分辨率及464ppi像素密 度，支持165Hz刷新率，副屏为4英寸OLED显示屏。 图片来源：moto摩托罗拉 TCL华星称，该系列产品均搭载由其供应的LTPO屏幕，其中联想moto razr 60 ultra内外屏皆由TCL 华星独供。 据悉，得益于TCL华星采用厚度50um的UTG超薄柔性玻璃，新机在保持高透光性同时增强了屏幕 的可靠性，优化折痕。 本次供屏所应用的TCL华星最新一代发光材料技术，功耗比上一代下降了13%。通过8T1C LTPO技 术与无偏光片技术的协同优化，不仅智能自适应最广刷新率达到1-165Hz，可精准识别使用场景， 且搭配分区刷新技术能确保画面流畅的同时，进一步优化能耗。 上下滑动查看 ▶ 关于集邦 在视效方面，本次供屏的全屏最高亮度达到2000 nits，峰值亮度可达4500 nits。色域也能达到 117% NTSC；87% BT2020。它还是业界首支屏单体支持IP68防水。 联想moto ...

Core Viewpoint - In April 2025, Taiwan's panel manufacturers showed a mixed revenue performance, with leading companies like AUO and Innolux experiencing slight declines, while smaller firms like HannStar and Lianjia benefited from high-growth businesses. The industry is adapting to market fluctuations through diversification and technological advancements [15]. Group 1: AUO (友达光电) - AUO's revenue for April 2025 was NT$231.38 billion (approximately RMB 55.37 billion), a year-on-year decrease of 2.65% [1][2] - Cumulative revenue for 2025 reached NT$952.40 billion (approximately RMB 227.91 billion), reflecting a year-on-year increase of 14.41% [1][2] - AUO announced a joint venture with E Ink to establish a large electronic paper module production line, expected to commence production in Q4 2025 [2] Group 2: Innolux (群创光电) - Innolux's revenue for April 2025 was NT$189.97 billion (approximately RMB 45.46 billion), a year-on-year decrease of 1.34% [3][4] - Cumulative revenue for 2025 was NT$749.29 billion (approximately RMB 179.31 billion), showing a year-on-year increase of 7.43% [3][4] - Innolux showcased advanced technologies at Touch Taiwan 2025 and is progressing towards mass production of fan-out panel-level packaging (FOPLP) [5] Group 3: HannStar (瀚宇彩晶) - HannStar's revenue for April 2025 was NT$1.006 billion (approximately RMB 2.41 million), a year-on-year increase of 41.09% [6][7] - Cumulative revenue for 2025 reached NT$3.906 billion (approximately RMB 9.35 million), reflecting a year-on-year increase of 20.19% [6][7] - The company has improved yield rates in its eco-friendly display business and is increasing its revenue share from automotive applications [7] Group 4: Lianjia (凌巨科技) - Lianjia's revenue for April 2025 was NT$721 million (approximately RMB 1.73 million), a year-on-year increase of 24.59% [8][9] - Cumulative revenue for 2025 was NT$2.768 billion (approximately RMB 6.62 million), showing a year-on-year increase of 7.54% [8][9] - The company is optimistic about growth in its industrial control and consumer electronics segments, particularly due to increased demand for printers and instant cameras [9] Group 5: Raibo (铼宝科技) - Raibo's revenue for April 2025 was NT$375 million (approximately RMB 0.90 million), a year-on-year increase of 57.48% [10][11] - Cumulative revenue for 2025 reached NT$1.153 billion (approximately RMB 2.76 million), reflecting a year-on-year increase of 45.43% [10][11] - The growth is attributed to revenue recognition from battery cabinets after customer acceptance, and the company is expanding into the energy sector [11][12] Group 6: Hualing (华凌光电) - Hualing's revenue for April 2025 was NT$183 million (approximately RMB 0.44 million), a year-on-year decrease of 4.70% [13][14] - Cumulative revenue for 2025 reached NT$699 million (approximately RMB 1.68 million), showing a year-on-year increase of 5.85% [13][14] - The company is expanding its production capacity in Taiwan and is actively engaging with U.S. clients to shift orders to local production [14]

Core Viewpoint - Nanolumens and AUO Display Plus have formed a strategic partnership to develop customized display systems for various industries, leveraging their respective expertise in LED design and Micro LED technology [1][2]. Group 1: Partnership Details - The collaboration aims to integrate R&D resources to create new transparent, large-sized, and high-performance display solutions that can blend into architectural environments [1]. - The first showcase of their collaborative results is scheduled for the InfoComm 2025 exhibition from June 11 to 13, 2025 [2]. Group 2: Company Background - Nanolumens, established in 2006, specializes in LED design and manufacturing, offering various series of LED displays with pixel pitches ranging from 0.93mm to 10mm, and is expanding its market presence beyond North America [2]. - AUO Display Plus, a subsidiary of AUO, focuses on industrial and commercial display solutions, applying smart display technologies across multiple sectors including education, healthcare, and transportation [2]. Group 3: Technological Advancements - AUO has been actively developing Micro LED technology, showcasing several products at the Touch Taiwan 2025 exhibition, including the world's largest single Micro LED module and the thinnest 17.3-inch dual-sided transparent Micro LED display [3].

2025年1月，江苏高光拟投资4.6亿元，开展G8.6代AMOLED通用金属掩膜版及高精度金属掩膜版 产业化（一期）项目，不新增用地，在现有的厂房内建设，厂房建筑面积约10000平方米。项目达 产后预计年产新型显示面板制备用关键材料G8.6代AMOLED通用金属掩膜版780张及高精度金属掩 膜版10万条。 高光集团表示，一期项目的主体设备将于2025年第2季度陆续搬入，并全力加快后续产线整体调试 与试生产，目标在2025年第4季度推进产品送样验证。 【WitsView整理】 近日，江苏高光半导体材料有限公司（下文简称"江苏高光"）宣布，公司旗下 中国首条第8.6代AMOLED金属掩膜版产线"首台"核心设备正式进驻江苏镇江句容经济开发区。 图片来源：江苏高光 资料显示，江苏高光是南京高光半导体材料有限公司的全资子公司，专注于AMOLED金属掩膜版 研发和生产。公司可对应制作G2.5代线至G6代线的各类尺寸金属掩膜版，大量应用于手机、车 载、穿戴、TV等显示屏的制作上，已经实现批量供货，为京东方、天马、TCL华星光电、维信 诺、和辉光电等国内面板厂商提供金属掩膜版产品和服务。 2022年，江苏高光AMOLED金属 ...

Core Viewpoint - The article highlights the construction progress and future potential of the Yatong National Headquarters 5G Functional Film Material Base Project, emphasizing its significance in the OLED product sector and collaboration with major tech companies [1][2]. Group 1: Project Overview - The Yatong project covers an area of approximately 25.3 acres with a total investment of about 520 million yuan [2]. - The project focuses on the research, production, and sales of OLED thermal shielding materials, optical adhesives, film series, and supporting components for foldable displays [2]. - The project is expected to complete construction by the end of May, with the main structure already finished and ongoing secondary decoration and outdoor engineering [2]. Group 2: Production Capacity and R&D - Upon completion, the project will establish 9 production lines with a planned capacity of 150 million pieces per year [2]. - The company plans to increase R&D investment during the construction phase, aiming to develop mass-producible semiconductor functional films, including cutting blue films, temperature control films, DAF films, and 5G frequency shielding films [2]. Group 3: Industry Collaboration - In the OLED product field, the company has engaged in joint technology research and development with clients such as Huawei, JD.com, Huaxing Optoelectronics, Visionox, Tianma, and OPPO [2].

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 根据TrendForce集邦咨询最新研究显示，目前OLED显示器（Monitor）出货量仍处于高速成长阶 段，随着各品牌持 续推出新品，出货量同步突破新高，2025年第一季约为50.7万台，年增175%。 第二季，主要受惠于27吋UHD机种大幅放量，出货量有望达65万台。预估2025全年出货量将达到 258万台，年成长率高达81%，整体显示器的渗透率将成长至2%。 华硕第一季的市占率从第四名跃升至第二名，与Samsung的差距不到一个百分点，更在二、三月达 到单月出货量第一。华硕投入众多资源于OLED显示器，并尝试产品各种可能性，如可携式双屏显 示器，完整布局产品线。 | Company | Market Share | | --- | --- | | Samsung | ...

Core Viewpoint - The article highlights the significant advancements and investments made by Huike in the semiconductor display industry, particularly focusing on the production of various display technologies and products, including electronic paper and Mini LED displays. Group 1: Project Developments - On May 7, Huike's production base for the display industry cluster in Guizhou officially commenced operations after five months of construction, with an initial investment of 3.33 billion yuan, expected to generate an annual output value of no less than 4 billion yuan once fully operational [1]. - Huike signed a joint development agreement with E Ink Holdings on April 8, focusing on the research and mass production of large-size electronic paper, with plans to establish a production base in Guizhou [2]. - On March 21, Huike launched its seventh complete machine production base in Zhengzhou, with an investment of approximately 3 billion yuan and an expected annual output value of 8 billion yuan [3]. Group 2: Product Innovations - In February, Huike initiated Mini LED-related projects in Liuyang and Mianyang with total investments of 9 billion yuan and 5 billion yuan, respectively [4]. - On April 29, Huike introduced the world's first 116-inch Mini LED giant display screen, utilizing G8.6 generation line manufacturing and MMG cutting technology, achieving a glass substrate utilization rate of 94% [4]. - Huike launched its first AI lightweight laptop, the Jinghong 14AI, on April 25, marking its entry into the PC market, with a starting price of 5,199 yuan [4].

Core Viewpoint - LG Display is set to showcase innovative automotive display technologies at the SID Display Week 2025, focusing on solutions for electric and high-tech vehicles [1]. Group 1: Key Product Features - The "Driving the Future" stretchable automotive display can expand to 150% of its original size without losing resolution or color fidelity, maintaining 100 pixels per inch (ppi) and full RGB color quality [3]. - This display allows touch buttons to protrude, enabling easy operation while driving, and aims to integrate the functions of separate automotive displays and physical buttons into a single unit [3]. - LG Display is also developing a display with a switchable privacy mode, allowing front passengers to view content without the driver being distracted [3]. Group 2: Additional Innovations - LG Display will present a 57-inch "Pillar-to-Pillar" OLED screen, the largest in its category, spanning the entire width of the dashboard, with a confirmed supply of a 40-inch version to automotive manufacturers [3]. - The company is working on an 18-inch retractable OLED display for rear-seat entertainment, which can be stored in the roof when not in use and maintains clarity and performance in extreme temperatures ranging from -40°C to 85°C [4].

法人看好，苹果iPhone 17 Air将是今年最受瞩目的机种款式，联咏将随着客户新机发售出货量能逐 步放大，将有助其下半年业绩表现。 #联咏 #显示驱动 #OLEDTDDI 【 巨亨网 】 联咏继去年首度将OLED驱动IC导入苹果新机外，市场传出，联咏OLED TDDI进一 步获苹果验证并导入下世代iPhone 17 Air系列，中国手机品牌业者如小米也预计采用，该产品预计 本季开始小量投产。 联咏对此回应，OLED TDDI预计第二季进入量产，一切皆按计划进行。 据了解，联咏OLED TDDI采用联电22纳米高压制程，直接比肩三星System LSI，相关供应链如旺硅、颀邦、南茂都可 望进补。 图片来源：联咏 业界传出，苹果iPhone 17将推出更轻、更薄的大改款Air系列，并延续OLED屏幕，而OLED TDDI 因可整合触控IC与驱动IC，大幅减少板子上的使用空间，进而实现更薄的机身，让iPhone 17 Air最 厚的机身部分等于iPhone 16 Pro最薄的部分。 据了解，苹果长期以来对韩系面板厂采用自家IC方案的绑售策略相当敏感，期望透过分散供货商 模式来进行管理，因此先前即要求联咏代替LG ...

Core Viewpoint - The announcement by Jilin Aolide Optoelectronic Materials Co., Ltd. regarding a significant contract signed by its wholly-owned subsidiary, Shanghai Shengxi Optoelectronics Technology Co., Ltd., with Chengdu BOE Display Technology Co., Ltd. is expected to enhance the company's operational performance and brand influence in the 8.6-generation evaporation source market [1]. Group 1 - The contract amount for the supply of linear evaporation sources is 655,400,000.00 yuan [1]. - The contract is anticipated to positively impact the company's performance in the fiscal years 2025 and 2026, although there may be delays in revenue recognition [1]. - Chengdu BOE was established in 2022 and is primarily owned by BOE Technology Group Co., Ltd., focusing on technology services and manufacturing of display devices [1]. Group 2 - Shengxi Optoelectronics, founded in 2015, specializes in high-generation AMOLED evaporation source systems, significantly improving production yield from single digits to over 90% [2]. - Aolide's main business includes the research, production, and sales of organic light-emitting materials and evaporation source equipment, with applications in OLED displays and lighting [2].