TCL华星 TCL华星在IFA 2025上展示了多款显示产品，范围涵盖LCD模组、电子纸以及多款OLED产品。 公司推出的全球最薄14英寸 a-Si LCD笔电模组厚度仅为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。 9月5日，国际电子消费品展览会（IFA 2025）在德国柏林举办，展会主题为"展望未 来"（Imagine the Future）。作为全球历史最悠久的科技盛会之一，IFA 2025吸引了众多国内外 知名显示企业参展，包括TCL华星、惠科、海信、三星、联想、宏碁、努比亚、康盈等。 图片来源：TCL华星 TCL华星的超低功耗8:9艺术电视显示(85")采用带雾度及低反功能的类纸POL，可降低电子屏幕对 眼睛的刺激与视力损害。该产品解析度为4320×3840，屏幕通过IGZO背板技术及高穿材料方案实 现OC高穿透，并拥有低功耗、高亮度特性。同时，该屏支持静态画面10Hz超低刷新率，还能实现 10Hz与60Hz动态切换。 OLED产品端，TCL华星14英寸WU 60Hz印刷OLED笔电显示凭借1.5mm超窄边框设计实现92% ...

9月7日消息，Pimax小派在博客发文宣布，旗下Dream Air与Dream Air SE两款头显已达到"令人 兴奋的里程碑"，公司计划于本月举办专场演示，但具体时间尚未公布。 据悉，Dream Air头显定位旗舰产品，最大的亮点是支持眼动追踪与HDR，并可自动调节头戴绑 带，售价14645元。 图片来源： Pimax小派 TrendForce集邦² 110 ve Display Industry Semina ( 2025年10月30日(周四) 8:30-17:05 该头显重量不足200克，配备单眼3840×3352分辨率、90Hz的Micro OLED面板（支持HDR）， 视场角为102度，支持瞳距自动调节和眼动追踪，并具备自动调节头戴绑带功能，有点类似当年的 耐克Adapt BB球鞋。（来源：IT之家） #MicroOLED #近眼显示 目] TrendForce、LEDinside、集邦Display 8:30-9:30 签到 开幕致辞 9:30-9:35 TrendForce集邦咨询 总经理 樊晓莉 | 9:35-10:00 | 玻璃与硅基Micro LED商用化进程与展望 | | --- | - ...

TrendForce集邦咨询公布了 9 月最新面板价格预测。具体来看： 电视、显示器、笔电面板价格均持稳。 | 应用别 | RT | 分辨率 | 出货型态 | | | 液晶显示屏价格下旬预测 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | (EE | 름 | 均价 | 与前月差异(%) | | | 电视 | ee "W | 3840x2160 | Open-Cell | 167 | 176 | 173 | 0.0 | 0.0% | | | SR. M | 3840x2160 | Open-Cell | 118 | 127 | 124 | 0.0 | 0.0% | | | 43"W | 1920x1080 | Open-Cell | 62 | ર્સ્ટ | 64 | 0.0 | 0.0% | | | 32"W | 1366x768 | Open-Cell | 34.0 | 36.0 | 35.0 | 0.0 | 0.0% | | 桌上显示器 | 27"W (IPS) | 1920x1080 | LED | 57.6 ...

以下文章来源于LEDinside ，作者Mia LEDinside . TrendForce集邦咨询旗下光电研究处。研究领域包括MicroLED、MiniLED、照明、显示屏、紫外线（UV LED）、红外线 (IR LED/VCSEL)、化合物半导体等，提供以上各领域的产业研究报告及资讯。 在消费需求提升和国家家电补贴政策的支持下，Mini LED背光电视成为彩电市场的热门选择，根 据TrendForce集邦咨询观察，Mini LED背光电视 符合节能标准可获得补贴 ，预期今年Mini LED 背光电视出货量将成长50%，达1,156万台。 面对快速发展的Mini LED背光市场，跨界企业也开始布局，9月4日，扫地机器人品牌追觅在2025 新品发布上发布电视和显示器产品，其中包括Mini LED背光电视。 追觅 发布Mini LED电视新品 此次发布会上，追觅旗下的智能影音事业群——追觅智显首次亮相，带来Aura V3000 Mini LED 电视、X1 Ultra显示器和Pano S2回音壁三款产品。 其中，追觅Mini LED开机可直接进入播放状态，采用黑晶臻彩屏，画质参数为10亿+色彩、98% DCI- ...

Core Viewpoint - The upcoming iPhone 17 series, including iPhone 17, iPhone 17 Air, iPhone 17 Pro, and Pro Max, is expected to enhance sales due to improvements in design, processor performance, cooling, and camera capabilities, despite potential challenges from a weak global economy and possible price increases for high-end models [2][3]. Product Specifications - The iPhone 17 series will feature the A19 processor for standard and Air models, while the Pro models will be equipped with the A19 Pro processor. The RAM for the Air, Pro, and Pro Max models will be increased to 12GB, with storage options starting from 256GB up to 1TB [4][6]. - The display technology across the series will utilize Flexible AMOLED with a refresh rate of 120Hz. The iPhone 17 will have a 6.2" display, the Air will have a 6.6" display, the Pro will also have a 6.2" display, and the Pro Max will feature a 6.8" display [4][6]. Market Expectations - TrendForce forecasts a 3.5% increase in the shipment volume of the iPhone 17 series compared to the iPhone 16 series in 2024, with the Pro series expected to remain the main sales driver. However, the introduction of the iPhone 17 Air may face challenges in meeting consumer demands for larger batteries and high-quality photography due to its reduced battery capacity and simplified camera specifications [3][6]. - The pricing for the iPhone 17 is expected to remain consistent with the previous year, while the Air, Pro, and Pro Max models may see price increases of $50 to $100 compared to last year's models, with the Air model targeting a price point similar to Samsung's S25 Edge [6][7]. Strategic Positioning - The introduction of the Air series and the anticipated foldable models represent Apple's strategy to diversify its product line and attract a broader consumer base. Future product releases may be structured to launch a mid-range model in the first half of the year, followed by the Air, Pro, Pro Max, and foldable models in the second half, creating a more distinct product matrix [7].

Core Viewpoint - The rise of Chinese panel manufacturers and TV brands is intensifying competition for overseas companies, impacting their market share and profitability [2]. Group 1: Profitability of Major Companies - Samsung's VD/DA business reported an operating profit margin of 1.4% in Q2 2025, down 0.7 percentage points quarter-on-quarter and 2.0 percentage points year-on-year. The company plans to improve profitability by capitalizing on peak season demand and developing high-end TVs [4]. - LG Electronics' MS business experienced an operating profit margin of -4.4% in Q2 2025, a decline of 4.5 percentage points quarter-on-quarter and 6.9 percentage points year-on-year, facing challenges from Chinese TV brands. LG aims to enhance its WebOS platform and expand its influence in the Southern Hemisphere [4]. - Hisense's TV business is performing well, with continuous growth in shipment volume and market share, maintaining an operating profit margin around 5% in recent quarters [4]. Group 2: Panel Manufacturers' Performance - Samsung Display's (SDC) operating profit margin was 7.8% in Q2 2025, although it has decreased both quarter-on-quarter (by 0.7 percentage points) and year-on-year (by 5.4 percentage points) [7]. - AUO reported an operating profit margin of 2.2% in Q2 2025, remaining positive for two consecutive quarters, while Innolux (INX) had an operating profit margin of -1.4%, remaining negative for four consecutive quarters [7]. - BOE, as a leading domestic panel manufacturer, continues to maintain a positive operating profit margin in its TV panel business [7]. Group 3: Market Trends and Challenges - Domestic flexible AMOLED smartphone panel manufacturers are actively expanding capacity and increasing shipments, achieving a combined market share of over 50% by 2024, which is impacting SDC's profitability [10]. - SDC's quarterly profitability is subject to significant seasonal fluctuations, with operating profit margins decreasing from 12.4% in H1 2023 to 10.4% in H1 2024, and further down to 8.1% in H1 2025 [10]. - AUO's profitability has outperformed INX in recent quarters, attributed to a lower proportion of traditional display business, which has a lower gross margin compared to commercial and automotive displays [10]. Group 4: Strategic Developments - Innolux is actively developing Micro-LED and FOPLP businesses, although these new ventures are unlikely to generate profits in the short term. The company announced the acquisition of Japan's Pioneer in June 2025 to strengthen its automotive display business, which may improve profitability post-acquisition [11].

Core Viewpoint - TCL Huaxing Suzhou Base has achieved the AWS (Alliance for Water Stewardship) International Sustainable Water Management Standard Gold Certification, marking it as the first company in China's semiconductor display industry to receive this prestigious recognition, which signifies its advanced level in water resource management and serves as a replicable green transformation case for the industry [2][16]. Group 1: Certification and Standards - The certification is based on the AWS 2.0 version of the International Sustainable Water Management Standard, with a validity period from August 27, 2025, to August 26, 2028 [3]. - The certification demonstrates that the site meets the requirements of the international sustainable water management standard [3]. Group 2: Water Resource Management Initiatives - TCL Huaxing has established a comprehensive water resource management system that includes real-time data collection and analysis through an intelligent monitoring system, as well as advanced water-saving technologies that recycle treated wastewater for production [4]. - The company has implemented five core initiatives to integrate sustainable water management into its operations, focusing on technology empowerment, collaborative coexistence, and strict quality control [6]. Group 3: Performance Metrics - The water resource utilization rate at TCL Huaxing Suzhou Base has reached 97.24%, with COD emissions significantly below national limits, showcasing the effectiveness of its water management practices [12]. - The actual water intake per unit area in 2024 was only 0.57 tons/square meter, well below the target of 1.02 tons/square meter set by the Suzhou Water Authority [7]. Group 4: Future Goals and Industry Impact - Moving forward, TCL Huaxing aims to enhance its water resource management technology and optimize its recycling system, with the goal of achieving the higher AWS Platinum Certification [15]. - The company plans to standardize and disseminate its successful water management practices from the Suzhou Base to its global production sites, contributing to the overall improvement of water resource management across the industry [15].

Core Viewpoint - TrendForce's latest report predicts that panel prices for televisions, monitors, and laptops will remain stable in September 2025, with no expected changes in average prices across various sizes and types of panels [2][4][5][6]. Television Panels - The average price for a 65-inch television panel is expected to be $173, with a minimum price of $167 and a maximum of $176 [4]. - For a 55-inch television panel, the average price is projected to be $124, with a minimum of $118 and a maximum of $127 [4]. - The average price for a 43-inch television panel is forecasted at $64, with a minimum of $62 and a maximum of $65 [4]. - A 32-inch television panel is expected to have an average price of $35, with a minimum of $34 and a maximum of $36 [4]. Monitor Panels - The average price for a 27-inch IPS monitor panel is projected to be $63, with a minimum price of $57.6 and a maximum of $65.8 [5]. - For a 23.8-inch IPS monitor panel, the average price is expected to be $49.9, with a minimum of $47.1 and a maximum of $51.4 [5]. Laptop Panels - The average price for a 17.3-inch TN laptop panel is expected to remain stable at $38.3, with a minimum price of $37.7 and a maximum of $39.8 [6]. - For a 15.6-inch Value IPS laptop panel, the average price is projected to be $40.3, consistent with the previous month, with a minimum of $38.6 and a maximum of $41.9 [6]. - The average price for a 14.0-inch TN laptop panel is expected to be $26.9, with a minimum of $26.4 and a maximum of $28.1 [7]. - For an 11.6-inch TN laptop panel, the average price is projected to be $25.1, with a minimum of $24.2 and a maximum of $26.5 [7].

9月3日，莱宝高科发布投资者关系活动记录表，透露了2025上半年报告相关情况、微腔电子纸显 示器件（MED）项目最新进度等内容。 资料显示， 莱宝高科 专 注研发制造ITO导电玻璃、彩色滤光片、TFT-LCD面板及中大尺寸电容 式触摸屏，产品广泛应用于笔记本电脑、平板、车载、医疗及工业控制等终端。 2025 上半年，莱宝高科实现营业收入31.45亿元，同比增长7.06%；归母净利润1.82亿元，同比 下降13.78%。尽管利润受研发及新项目投入影响有所承压，但公司正加快战略转型，重点推进微 腔电子纸显示器件（MED）项目。 莱宝高科控股子公司浙江莱宝显示投资建设的MED项目总投资90亿元，目前已进入设备安装调试 阶段，首台曝光机设备于6月搬入，年底力争实现部分中尺寸产品的小批量生产销售。 图片来源：南浔发布 公司强调，MED产品定位为护眼、低功耗的全彩电子纸，适用于电子书、货架标签、电子标牌、 电子书包等场景，不以视频播放为核心。随着彩色电子纸技术逐步成熟，公司希望在中大尺寸市场 率先占位。 除MED项目外，公司笔记本触摸屏业务近期受AI PC与换机潮带动，订单需求回暖；车载触控产品 则广泛应用于吉利、大众、 ...

Core Viewpoint - Hanwha Semiconductor has successfully won the bid for BOE's Micro LED project, supplying chip mounters to BOE's production base in Zhuhai, marking a significant step in the Micro LED industry [2]. Group 1: Project Details - The project involves the supply of 4 chip mounters, with Hanwha Semiconductor being the sole bidder and officially winning the bid on September 1 [2]. - The expected delivery models are speculated to be either the Decan F2 or XM5 series, which have precision capabilities of 40µm and 22µm, respectively, suitable for Micro LED chips under 100µm [2]. - The Zhuhai base is the world's first 6-inch Micro LED mass production line, primarily producing Micro LED wafers and pixel devices for AR/VR and wearable applications [2]. Group 2: Production Capacity - Once fully operational, the Zhuhai production line is projected to achieve an annual capacity of 24,000 6-inch wafers and 45,000 KK Micro LED pixel devices [2]. - The Micro LED production line was launched in November last year, and product deliveries were announced in March this year [3].