Core Viewpoint - Recent advancements in Micro LED mass transfer processes have been achieved through collaboration between Fuzhou University and Chalmers University of Technology, which may significantly accelerate the commercialization of Micro LED technology in AR/VR, wearable devices, and smart glasses [1][2]. Group 1: Technology Development - The research team developed a high-yield laser mass transfer method for Micro LEDs that eliminates residual polymers, enhancing the transfer process's efficiency [2]. - The laser-induced transfer method operates within a laser energy range of 1200–1500 mJ/cm², achieving a chip retention rate of nearly 100% during the transfer process [2]. - The new technology overcomes limitations of traditional mass transfer methods, such as electrostatic transfer and micro-stamping, by providing precise control over laser focus depth and avoiding chip surface damage [2][3]. Group 2: Precision and Compatibility - A mathematical relationship was established to compensate for instability factors like sapphire warping, enabling precise transfer without polymer residues [3]. - The technology is compatible with various sizes and types of Micro LED chips, laying a solid foundation for transferring Micro LEDs to TFT (Thin-Film Transistor) driving substrates [4]. Group 3: Future Applications and Collaborations - Future plans include expanding the technology's application potential in full-color Micro LEDs, flexible displays, and micro-projection [5]. - Fuzhou University has made significant progress in μLED display chip preparation and mass transfer technologies, collaborating with enterprises and universities to advance Micro LED research [6].

Core Viewpoint - Recent projects in Guangzhou and Nanjing have commenced, with a total investment exceeding 3 billion yuan, focusing on electronic paper and automotive display sectors [1]. Group 1: Guangzhou Project - The Guangzhou Rongjie Display Technology flexible color display module manufacturing base phase one project has started construction [2]. - The project has a total investment of several hundred million yuan, covering an area of over 50,000 square meters, and will include modern factories, R&D centers, and supporting facilities [4]. - Upon reaching full production, the project is expected to produce tens of thousands of square meters of color electronic paper materials, 20 million flexible color electronic paper displays, and 1 billion electronic tags annually [4]. - The project is led by Guangzhou Rongjie Display Technology Co., Ltd., a subsidiary of Rongjie Group, which focuses on flexible electronic paper display materials and related technologies [4]. Group 2: Nanjing Project - The Ruihua automotive display cover and module project commenced on July 26 in Nanjing [5]. - This project has a total investment of approximately 3 billion yuan and covers about 180 acres, with the first phase utilizing around 78 acres [5]. - Once completed, the project is expected to produce approximately 3 million automotive display glass covers, 1 million automotive display modules, and 500,000 HUD display modules annually [5]. - The project is being developed by Guangdong Ruihua Optoelectronics Technology Co., Ltd., which specializes in automotive display components [6].

Core Viewpoint - LG Display is experiencing significant external challenges, including U.S. tariff policies and macroeconomic fluctuations, yet it continues to ship large-sized OLED panels as planned, with an expected annual shipment of around 6 million units, showing growth compared to the previous year [1][2]. Group 1: Business Performance - LG Display's large-sized OLED business has been operational for over 10 years but has yet to achieve profitability. However, the depreciation of its Guangzhou OLED factory is expected to end this month, which may help reduce losses if production capacity and sales improve [2]. - The company's second-quarter performance showed sales of 5.587 trillion KRW (approximately 29.22 billion RMB), an operating loss of 1.16 trillion KRW (approximately 607 million RMB), and a net profit of 891 billion KRW (approximately 4.66 billion RMB). Compared to the same period last year, sales decreased by 16.7%, while the net profit turned around from a loss [3]. Group 2: Market Trends and Customer Base - The demand for large-sized OLEDs is diversifying, with an increasing share of products such as gaming monitors, which is expected to exceed 10% of the total shipments this year [1]. - Major clients include LG Electronics, Samsung Electronics, and Sony, with Samsung's OLED TV shipments being particularly significant for LG Display [2]. Group 3: Strategic Initiatives - LG Display is focusing on enhancing product competitiveness, diversifying its product line, and innovating costs to improve profitability. The company aims to establish strong partnerships with top global clients to achieve stable growth and profitability [2]. - The president of LG Display expressed a commitment to improving the profitability of the large-sized OLED business by strengthening customer structure and expanding sales in ultra-large and gaming sectors, aiming for a turnaround this year [2].

近日，2026款哈弗大狗、零跑B01相继上市，两款车型均搭载了天马微电子提供的车用显示屏。 2026款哈弗大狗 2026款哈弗大狗共推出3款车型，官方指导价为12.39万-14.99万元。 该车搭载的14.6英寸悬浮式中控屏以及12.3英寸全液晶仪表，采用天马微电子提供的创新显示解 决方案。 14.6英寸智慧中控屏，采用悬浮式设计与上窄边框，分辨率为1920*1080。另外，屏幕采用了 LTPS技术，并集成了TED内嵌式触控；12.3英寸全液晶仪表屏，集成了窄边框设计、高色域显 示、超高分辨率等技术。 图片来源：长城汽车 图片来源：零跑汽车 动力方面，零跑B01提供最大电机功率分别为132kW和160kW，扭矩分别为175N・m和240N・ m。 新车内置Leapmotor Pilot辅助驾驶系统及高通8650智驾芯片，标配1颗200万像素前视摄像头、 4颗130万像素环视摄像头与12颗超声波雷达；高配版本则搭载2颗800万像素前视摄像头、4颗 300万像素环视摄像头、4颗300万像素盲区摄像头、12颗超声波雷达、1颗前向毫米波雷达、2颗 侧向毫米波雷达、1颗128线激光雷达及8650智驾芯片。 值得一提的是 ...

Core Viewpoint - The article discusses the launch of the Huawei MatePad Pro 12.2-inch 2025 tablet, highlighting its advanced features and specifications, as well as its pricing and availability. Group 1: Product Features - The new Huawei MatePad Pro 12.2-inch features a dual-layer OLED cloud soft light screen, upgraded with AI Pixel optical engine for individual calibration, and supports a peak brightness of 2000 nits [3] - The color uniformity of the screen has improved by 30%, and its lifespan has increased by three times [3] - The tablet is equipped with a lightweight design, weighing 508g and measuring 5.5mm in thickness, and includes an innovative three-dimensional heat dissipation architecture [3] Group 2: Performance Enhancements - The overall performance of the device has been enhanced by 30%, with a 20% improvement in operational smoothness and a 53% increase in split-screen and floating window performance [3] - The MatePad Pro 12.2-inch runs on HarmonyOS 5, integrating multiple applications for comprehensive desktop-level operations, including WPS Office and video editing tools [3] Group 3: Pricing and Availability - The starting price for the Huawei MatePad Pro 12.2-inch is set at 3999 yuan, with sales commencing on July 30 [1]

Core Viewpoint - The transfer of 30% equity of Rainbow Optoelectronics to BOE is aimed at optimizing business structure and focusing on growth opportunities in the new display industry while maintaining control over Rainbow Optoelectronics [1][3]. Group 1: Equity Transfer Details - On July 25, Rainbow Co., Ltd. announced the completion of the transfer of 30% equity of its subsidiary Rainbow Optoelectronics to BOE, resulting in Rainbow Co., Ltd. holding 69.79% of the equity [1]. - Rainbow Optoelectronics operates a G8.6 TFT-LCD panel production line, which was built with an investment of 28 billion yuan, primarily producing LCD TV panels ranging from 32 inches to 100 inches with ultra-high resolutions (8K, 4K) [1]. Group 2: Financial Projections - Rainbow Co., Ltd. forecasts the operating revenue of Rainbow Optoelectronics from 2025 to 2031 as follows: 10.22 billion yuan, 10.83 billion yuan, 10.84 billion yuan, 10.85 billion yuan, 10.85 billion yuan, and entering a perpetual revenue of 10.85 billion yuan in 2031 [3]. Group 3: Industry Context and Strategic Intent - The LCD display panel industry has reached a stable market structure, with manufacturers in mainland China dominating the sector, leading to a dynamic balance of supply and demand [3]. - The equity transfer is part of a strategy to enhance the company's resilience to risks by reallocating resources towards the more promising substrate glass business [3]. - BOE's acquisition aligns with its strategic goals to strengthen its competitive advantage and overall business capabilities in the industry [3].

2025年第二季度，LG Display实现营收 5.587万亿韩元 （约合人民币292.20亿元），环比减少 8%，同比减少17%；实现营业亏损1160亿韩元（约合人民币6.07亿元），上一季度的营业利润 为335亿韩元，去年同期为亏损937亿韩元；净利润为8,910亿韩元（约合人民币46.60元），上 一季度净亏损2,370亿韩元，去年同期净亏损4,710亿韩元。 2025年上半年，LG Display营收11.652万亿韩元（约合人民币609.40亿元），同比下降3%；营 业亏损826亿韩元（约合人民币4.32亿元），与去年同期相比，减亏了4805亿韩元（去年同期收 入为11.961万亿韩元，营业亏损为5631亿韩元）。 7月24日，LG Display公布了2025年第二季度业绩。 图片来源：LG Display LG Display表示，由于第二季度是传统的淡季，在下半年新品发布前需求会有所下降，因此移动 产品出货量环比下降。此外，本期业绩还受到包括LG Display退出液晶电视业务（转而推进以 OLED为中心的业务结构的战略）、韩元兑美元汇率走弱因素影响。 得益于汇率波动和其他收益带来的外汇收益 ...

Core Viewpoint - The Japanese flat-panel TV market is experiencing growth, with June 2025 shipments showing a 6.7% increase compared to the same month last year, reaching 394,000 units, marking the second consecutive month of growth and the highest monthly shipment since December 2024 [1][3]. Group 1: TV Shipment Data - In June 2025, shipments of 60-inch and larger TVs increased significantly by 16.2% to 69,000 units, while shipments of 50-59 inch TVs slightly decreased by 0.5% to 122,000 units [3]. - The 4K TV segment saw a remarkable growth of 36.2% in June 2025, with shipments reaching 261,000 units, the highest monthly shipment since December 2024 [3]. - The share of 4K TVs in the overall flat-panel TV shipments reached 66.2% in June 2025, with a shipment value of 36.7 billion yen, accounting for 90.4% of the total flat-panel TV shipment value of 40.6 billion yen [3]. Group 2: OLED TV Performance - In contrast, OLED TV shipments in June 2025 decreased by 16.6% to 45,000 units, marking the 12th consecutive month of decline [3]. - The shipment value of OLED TVs in June 2025 was 9.8 billion yen [3]. Group 3: Overall Market Trends - For the first half of 2025 (January to June), the total flat-panel TV shipments in Japan decreased by 0.4% year-on-year to 2.112 million units, with 4K TV shipments slightly increasing by 0.4% to 1.07 million units, while OLED TV shipments plummeted by 42.3% to 138,000 units [3]. - The overall digital home appliance shipment value in June 2025 fell by 3.7% year-on-year to 92.2 billion yen, marking the eighth consecutive month of decline [4]. - The shipment value for flat-panel TVs and related imaging devices decreased by 4.8% to 47.9 billion yen, while audio-related devices and automotive AVC machines also experienced declines [4].

Core Viewpoint - The article discusses the recent developments in the OLED display market, highlighting new product releases and pricing strategies that reflect competitive dynamics among brands. Product Launches - LG Electronics has launched a 45-inch 5K curved W-OLED display with a resolution of WUHD (5210x2160), a curvature of 800R, and a refresh rate of 165Hz, priced at 15,999 yuan [1] - The introduction of the 45-inch 5K W-OLED display fills a gap in the existing product lineup, enhancing the specifications of W-OLED displays [2] - In June 2025, new refresh rate specifications for 27-inch 2K QD-OLED displays were introduced, including 280Hz and 500Hz, with multiple brands releasing these products [4] Pricing Strategies - Several brands, including Philips, MSI, AOC, and ThundeRobot, launched 27-inch 2K 280Hz QD-OLED displays in June 2025, with ASUS and GIGABYTE following in July [4] - The pricing for 27-inch 2K QD-OLED displays shows a trend where brands are maintaining or lowering prices despite increased refresh rates, with Philips and MSI offering competitive pricing [5] - The overall price of OLED displays increased by 20% to 30% from June to July 2025, attributed to the absence of major promotional activities in July [6] Market Outlook - The forecast for AMOLED MNT shipments in 2025 is estimated to reach 2.6 million units, representing an 83% increase compared to 2024, with a penetration rate of approximately 2% [6]

2025年上半年，TCL电子预期归母净利润约在9.5亿至10.8亿港元之间，同比增长约45%至 65%。 对于净利润的大幅增长，TCL 电子主要归因于两方面： 一方面，报告期内公司持续加大对Mini LED等高端显示技术及人工智能方面的研发投入，以进一 步提升公司产品竞争力并推动全球中高端化战略落地；同时，公司坚持强化自身在全球供应链及渠 道的领先布局优势，增强全球经营风险的敏捷应对能力；此外，2025年初TCL成为奥林匹克全球 合作伙伴，全球品牌潜力进一步被激发。 另一方面，公司通过推进数字化转型、提升自动化与智能化水平、采用大宗管理及优化产能等举 措，有效提升生产制造、物流仓储等环节的经营效率。2025年上半年公司整体费用率进一步降 低、费用结构更加优化。同时，公司完善全球人才培养管理体系，提升人才厚度并激发活力。 除了公布业绩预告外，TCL电子还披露了公司2025年上半年的TV销售数据。 2025年上半年，TCL电子大尺寸TV表现突出。65吋及以上TCL TV全球出货量同比增长29.7%， 占比提升4.8个百分点至28.4%；75吋及以上全球出货量同比增长29.7%，占比提升2.4个百分点 至14.2% ...