Core Viewpoint - The article discusses the revenue performance of six Taiwanese panel manufacturers in August 2025, highlighting both year-on-year and month-on-month changes, as well as the overall market trends in the panel industry [2][3][4]. Revenue Performance Summary - AU Optronics reported a revenue of 5.754 billion, a year-on-year decrease of 9.16% but a month-on-month increase of 17.29%, with a cumulative revenue of 43.805 billion, reflecting a slight year-on-year growth of 0.60% [2]. - Innolux achieved a revenue of 4.383 billion, showing a year-on-year increase of 1.15% and a month-on-month decrease of 2.97%, with a cumulative revenue of 35.203 billion, marking a year-on-year growth of 4.62% [2]. - HannStar reported a revenue of 203 million, with a remarkable year-on-year increase of 38.37% but a month-on-month decrease of 3.93%, accumulating to 1.798 billion, which is a year-on-year growth of 25.34% [2]. - Lianjie Technology's revenue was 185 million, reflecting a year-on-year increase of 3.00% and a month-on-month increase of 24.52%, with a cumulative revenue of 1.337 billion, showing a year-on-year growth of 2.87% [2]. - Ralco Technology reported a revenue of 53 million, with a year-on-year increase of 17.17% but a significant month-on-month decrease of 56.15%, accumulating to 659 million, which is a substantial year-on-year growth of 82.58% [2]. - Hualing Optoelectronics had a revenue of 37 million, showing a year-on-year decrease of 13.80% and a month-on-month decrease of 7.79%, with a cumulative revenue of 316 million, reflecting a minimal year-on-year growth of 0.04% [2]. Market Trends - The panel market saw a stabilization in TV panel prices in August, with a notable increase in demand as brands aimed to boost year-end promotions, particularly for small-sized TV panels [3][4]. - The demand for monitor panels decreased compared to the second quarter, but prices remained stable due to the overall market conditions [4]. - Laptop panel demand continued to be strong in the third quarter, with prices remaining stable amid competitive pressures among manufacturers [4][7]. Company Dynamics - In August, AU Optronics underwent organizational restructuring, appointing its chairman as the group CEO to accelerate strategic transformation and global integration [8]. - Innolux initiated a restructuring process to adapt to market changes, focusing on non-display business segments [8]. - HannStar simplified its organizational structure by merging several subsidiaries, aiming to enhance operational efficiency [9].

Core Viewpoint - The article discusses the accelerating penetration of Micro LED technology in consumer electronics, highlighting its potential to transform various sectors, including televisions, smartwatches, and automotive displays, with a projected market value of $461 million by 2029 [2][4]. Group 1: Market Trends and Projections - Micro LED technology is expected to see significant growth, with Samsung launching a 140-inch Micro LED TV in 2023 and Garmin planning to introduce the Fenix 8 Pro smartwatch with Micro LED technology by 2025 [2]. - The market value of Micro LED chips is projected to reach $461 million by 2029, driven by the introduction of key products across various applications [2][4]. Group 2: Competitive Landscape - Current challenges for Micro LED include high power consumption and pricing, making it difficult to compete with more mature OLED technology in the short term [4]. - Despite these challenges, Micro LED's ability to meet the high brightness demands of outdoor environments and its potential for integrating sensing components position it favorably for future innovation [4]. Group 3: Industry Collaboration and Supply Chain - The Garmin Fenix 8 Pro smartwatch will utilize components from AUO, PlayNitride, and Raydium, showcasing the evolving Micro LED supply chain and its readiness for commercialization [4]. - The collaboration among various companies in the Micro LED ecosystem indicates a growing interest and investment in this technology, paving the way for further advancements and cost optimization [4].

9月10日凌晨，苹果在2025 秋季新品发布会，正式发布iPhone 17、iPhone Air、iPhone 17 Pro、iPhone 17 Pro Max四款手机。具体情况如下： 图片来源：苹果 屏幕 此次，4款新机搭载的OLED屏均支持ProMotion、120Hz可控高刷和全天候显示，统一拥有像素 密度460 ppi，对比度达2000000:1、触感触控等特性。亮度方面，典型亮度最高达1000尼特， HDR下1600尼特，户外3000尼特，最小亮度1尼特。 值得一提的是，这是苹果首次将高刷下放至标准版。 4款新机屏幕尺寸有所差别：iPhone 17为6.3英寸、iPhone Air为6.5英寸、iPhone 17 Pro为6.3 英寸、iPhone 17 Pro Max为6.9英寸。 芯片 iPhone 17：A19芯片，采用6核CPU、5核GPU、16核神经网络引擎，支持硬件光追。 iPhone Air：A19 Pro芯片，采用6核CPU、6核GPU、16核神经网络引擎，支持硬件光追。 接口和SIM卡 iPhone 17：USB 2、双nano-SIM卡。 iPhone Air：USB 2、双eS ...

Core Viewpoint - The establishment of a 400 million yuan integrated production line project by Jinlexin Technology in Xise District signifies a growing investment in the electronic product manufacturing sector, particularly in smart terminal products [2][3]. Group 1: Project Details - Jinlexin Technology, founded in 2008, specializes in electronic component manufacturing with an annual output value exceeding 200 million yuan [3]. - The first phase of the project will be located in the second phase of the Xise District Electronic Information Industry Park, featuring 6 fully automated SMT production lines, 4 fully automated LCD module production lines, 15 precision injection molding machines, and 10 smart terminal production lines [3]. - The project is expected to commence construction in October 2025 and officially start production in 2026, with a projected annual output value of 400 million yuan and the creation of over 200 jobs, generating approximately 8 million yuan in tax revenue [3]. Group 2: Industry Context - The Jinlexin project is part of a broader trend, as two other projects in the display and smart terminal sectors have recently been established in Huangshi, including a 1.5 billion yuan investment for a smart terminal full industry chain base and a 500 million yuan investment for an electronic glass cover and SMT production base [5]. - The smart terminal full industry chain base aims to produce various smart terminal products, including desktop computers, laptops, and servers, with an expected annual output value of no less than 3 billion yuan upon full operation [5].

9月8日，深圳市联得自动化装备股份有限公司（以下简称 "联得装备"）发布公告称，公司已成为 京东方第8.6代AMOLED生产线项目第一中标候选人。 公告显示，项目招标人为成都京东方显示技术有限公司，拟中标设备 自动贴合机(D-Lami)、自动 贴合机(A-Lami)、偏光片贴片机、自动贴合机(A-Lami)、覆膜机（RFA），价格为 201,388,600 元（2.01亿元）。 联得装备表示， 若公司能够签订正式项目合同并顺利实施，将对公司未来的经营业绩产生积极影 响，且不会影响公司经营的独立性 。 值得一提的是，此次拟中标并非联得装备与京东方在 8.6 代 AMOLED 生产线项目上的首次合 作。 回溯至今年6月，联得装备便已收到中电商务（北京）有限公司发来的中标通知书，确认其成为京 东方第8.6代AMOLED生产线项目的中标人，中标设备为自动贴合机，中标总额为1.57亿元。 此外，据必联网早先发布的公告显示，联得装备旗下的自动贴合机（M-lami）、绑定机 （FOP）、偏光片贴片机均已中标京东方第8.6代AMOLED生产线项目。 资料显示，联得装备主营业务是新型半导体显示智能装备、汽车智能座舱系统装备、半 ...

Core Viewpoint - Garmin has officially launched the Fenix 8 Pro Micro LED series, which is the world's first Micro LED smartwatch [2]. Group 1: Product Features - The Fenix 8 Pro features a Micro LED display supplied by AU Optronics, containing over 400,000 independent Micro LEDs, with a pixel density of 326 PPI and a maximum brightness of 4500 nits, making it the brightest smartwatch ever [5]. - Garmin has shipped over 200 million GPS devices globally and has accumulated over 60 million active sports users, indicating a strong market presence in the outdoor wearable products sector [5]. Group 2: Industry Collaboration - The collaboration between Garmin and AU Optronics is seen as a successful validation of the maturity and adaptability of AU Optronics' Micro LED technology [5]. - AU Optronics plans to continue deepening its Micro LED technology research and expand application scenarios in collaboration with more industry partners, aiming to upgrade the display industry towards higher image quality and better performance [5].

| | 建设项目名 南京京东方智能化、数字化技术改造项目(智能显示面板减薄工艺技 | | | | --- | --- | --- | --- | | 称 | | 术升级) | | | 项目代码 | | 2505-320193-89-02-949609 | | | 建设单位联 | | 联系方式 | | | 系人 | | | | | 建设地点 | 江苏省南京市南京经济技术开发区天佑路 7 号 | | | | 地理坐标 | (118 度 59 分 34.714 秒, 32 度 8 分 13.633 秒) | | | | 国民经济 | | 建设项目 | "三十六、计算机、通信和 其他电子设备制造业 39"中 | | 行业类别 | C3974 显示器件制造 | 行业类别 | "80 电子器件制造 397"中 | | | | | "显示器件制造" | | | □新建(迁建) | | 乙首次申报项目 □不予批准后再次申报项目 | | 建设性质 | □改建 | 建设项目 | | | | ■扩建 | 申报情形 | □超五年重新审核项目 | | | 乙技术改造 | | □重大变动重新报批项目 | | 项目审批 (核准/备 | 南 ...

9月8日消息， 三星显示在德国慕尼黑举办的IAA Mobility 2025 展会 上全面展示车载 显示 OLED创新成果，并首次发布专属车载显示品牌 DRIVE™ ，加快在未来出行领域的业务拓展。 图片来源： 三星显示 本次展会上， 三星显示展出内容涵盖从驾驶仪表盘到车顶大屏的多样化OLED 方案， 其 强调， OLED兼具设计灵活性与高画质优势，不仅提升安全性，也为车内空间带来全新价值。 在"数字座舱"演示中，三星 显示 展示了10.25英寸可收纳式移动仪表盘、34英寸一体化CID-PID 副驾大屏、L型曲面中控显示以及30英寸车顶屏等产品，覆盖驾驶员、副驾及后排多种场景。 三星同时携手法国汽车设计师 展示结合可折叠、可卷曲、可拉伸等自由形态 OLED的未来车内设 计概念。 展会上，三星首次发布车载 OLED 品牌 DRIVE™ 。品牌名称代表五大核心价值： 设计差异化 （Design）、可靠性（Robust）、智能安全（Intelligent Safety）、卓越画质（Visual Excellence）、扩展性（Expandable） 。 三星显示中小尺寸事业部部长表示，OLED是最适合SDV（软件定 ...

造设备。 合同期限为2025年9月4日至2026年5月30日，总供货期为268天，本次签订的合同金额占Device 近期销售额的57.29%。 资料显示，Device（Device Co.,Ltd）成立于2002年，总部位于韩国京畿道平泽市，是一家专注 于半导体与显示面板核心设备研发、制造及销售的高端装备供应商。公司前身为Device ENG， 2010年改制后登陆韩国交易所，目前其客户包括三星、LG、SK海力士、天马、京东方等全球知 名企业。 9月5日，韩国媒体datatooza发布消息，韩国设备商Device宣布，与厦门天马显示技术有限公司 签署了价值270亿1838万韩元（约合人民币1.38亿元）的供货合同，该合同内容为供应显示器制 目前，Device在半导体领域主要供应全自动FOUP／POD清洗机、单片／槽式湿法刻蚀机、超临 界干燥系统、晶圆级封装涂胶显影设备等。在显示领域，Device主要供应OLED蒸镀用FMM精密 再生清洗设备、Mask洗净机、PFC干式清洗机等。 值得注意的是，今年， 厦门天马 还曾与 Viatron 、 AP Systems 等设备企业签订了设备供应合 同。 6月， AP S ...

[德国 柏林，2025年9月5日]2025年德国柏林消费电子展(IFA2025)在德国柏林隆重开幕，TCL华 星携先进显示技术品牌APEX臻图、印刷OLED产品亮相本次展会。 先进显示技术品牌APEX臻图 刷新消费者用屏认知 TCL华星致力于成为全球领先的显示解决方案 品牌，以APEX臻图"更宜人的显示体验、更信赖的 视觉健康、更永续的绿色低碳，更无限的未来想象"核心价值为指引，为全球消费者提供显示体 验、视觉健康和绿色低碳兼备的显示产品，成为展会焦点。 在更宜人的显示体验方面，TCL华星搭载于14"的WU a-Si极致轻薄便携显示器/笔记本的核心部 件——LCD液晶模组厚度仅为0.99mm，重量99g。该模组采用0.125mm厚度的玻璃基板，搭配 金属中框、三合一光学膜材以及超薄导光板等部材打造，极致轻薄，实现业界领先。 现场搭载该液晶模组的超薄笔记本以及便携显示器厚度仅2.5mm，极致轻薄的外观给予客户视觉 冲击和便携体验。加上独特的HFS面板技术优化，超薄状态下仍能实现优秀画质。 在更信赖的视觉健康方面，TCL华星推出的超低功耗8:9艺术电视显示(85")采用带雾度及低反功能 的类纸POL，低反射的特性 ...