Group 1 - Samsung Display is considering increasing investment in its A4 factory in Asan, South Korea, to expand production capacity for Apple's foldable OLED screens, particularly in backplane facilities [1] - The company plans to start this investment in the second quarter, responding to the anticipated increase in production of Apple's foldable products next year [1] - Samsung Display has already established a dedicated production line for Apple's foldable screens in its A3 factory, capable of producing 15 million 7-inch foldable OLED panels annually [1] Group 2 - The iPhone Fold, Apple's first foldable phone, is expected to have an internal screen size of 7.58 inches and an external screen size of 5.35 inches, with an estimated production volume of 10 million units in its first year [1] - Samsung Display is the exclusive supplier of foldable OLED panels for Apple and is expected to maintain this position for several years due to its pioneering technology in foldable OLED production [2]

Core Viewpoint - The article highlights the progress and significance of the Xiamen Luwei Optoelectronics high-generation high-precision photomask production base project, which aims to enhance domestic production capabilities in high-precision photomasks for advanced display technologies [1][4]. Group 1: Project Overview - The Xiamen Luwei Optoelectronics high-generation high-precision photomask production base project has completed the construction of three main factory buildings as of January, marking the transition from civil construction to internal decoration and equipment installation [1]. - The project, with a total planned investment of 2 billion yuan, will establish 11 high-end photomask production lines focusing on G8.6 and below AMOLED/LTPO/LTPS high-precision photomasks [1][4]. Group 2: Production Capacity and Strategy - The project will adopt a phased construction and production strategy, with the initial phase focusing on the establishment of 5 production lines, aiming for trial production by mid-year based on current construction progress [4][5]. - Upon reaching full production capacity, the project is expected to add 1,813 units of high-precision photomask capacity to the company [5]. Group 3: Financial Aspects - Luwei Optoelectronics plans to raise no more than 1.38 billion yuan through a private placement to fund the first phase of the Xiamen high-precision photomask production base project, supplement working capital, and repay bank loans [4].

Core Viewpoint - In February, TV panel prices are expected to rise across the board, while laptop panel prices are anticipated to continue their downward trend [1][4][7]. Group 1: TV Panels - Demand for TV panels remains relatively stable in February, supported by panel manufacturers adjusting production capacity during the Lunar New Year, leading to an expected average utilization rate decrease of about 10% compared to January [4]. - It is projected that TV panel prices will see a comprehensive upward trend, with 32-inch, 43-inch, and 50-inch panels expected to increase by $1, and 55-inch, 65-inch, and 75-inch panels expected to rise by $2 [4]. Group 2: Monitor Panels - With the increase in TV panel prices and better-than-expected demand for monitor panels, brands are placing urgent orders, prompting manufacturers to consider raising monitor panel prices [5]. - The 23.8-inch FHD Open Cell panel is expected to increase by $0.3, while the 27-inch FHD Open Cell panel is projected to rise by $0.1 in February [6]. Group 3: Laptop Panels - Due to tight supply and rising prices of memory and other semiconductor components, laptop brands are stockpiling panels, but they are still pushing for lower prices [7]. - Consequently, laptop panel prices are expected to decline across all sizes in February, with TN models projected to decrease by $0.1 and IPS models expected to drop by $0.2 [7].

Group 1 - The company anticipates a strong demand for LCD TV products as brands prepare for the upcoming Spring Festival, leading to increased shipment volumes. The industry is maintaining a "production on demand" strategy, with overall utilization rates remaining high. Prices for mainstream TV products are expected to rise in January 2026, with further increases anticipated in February [1][2]. Group 2 - AMOLED technology is becoming a key choice for high-end IT products due to its high picture quality and lightweight characteristics. The company's 8.6-generation AMOLED production line was successfully lit up five months ahead of schedule on December 30, 2025, marking a significant breakthrough in mid-size OLED technology development. Mass production is expected to begin in the second half of 2026, enhancing the company's competitiveness in the display industry [2]. Group 3 - The company is advancing its innovative business under the "N-th curve" theory, focusing on perovskite photovoltaics and glass-based packaging substrates. Leveraging its long-term experience in the display industry, the company is effectively supporting the research and production of perovskite solar cells. The construction of a pilot line for large glass substrates has been completed, and these innovative businesses are expected to drive future growth [3]. Group 4 - The company expects a decrease in depreciation of existing production lines, with capital expenditures peaking in 2025. From 2027 onwards, a significant reduction in capital expenditures is anticipated [4].

Core Viewpoint - Sunic System has signed a supply contract worth approximately 20.576 billion KRW (about 97.786 million RMB) with Anhui Hongxi Weixian Technology Co., LTD for OLEDoS display production equipment, indicating strong demand for advanced display technologies in the market [1][3]. Group 1: Contract Details - The contract is fixed and amounts to 20,575,800,000 KRW, which represents 18.22% of Sunic System's total sales in the latest fiscal year of 112,925,047,956 KRW [2]. - The contract period is from February 4, 2026, to September 15, 2026, with payment terms including 50% payment within 30 days of contract signing, 40% within 15 days before shipment, and 10% within 30 days after installation and inspection [2][3]. Group 2: Market and Technology Insights - OLEDoS technology, which involves the deposition of organic materials on silicon wafers to achieve ultra-high resolution, is a core component for next-generation AR and XR devices [1][3]. - Sunic System is one of the few global suppliers of OLEDoS production equipment, and the recent contract reflects the trust of global display manufacturers in Sunic System's production solutions as industry standards [3]. - The demand for OLEDoS equipment is expected to surge as global tech giants accelerate the launch of XR devices, positioning Sunic System to further solidify its market leadership [3]. Group 3: Related Developments - In early January, Sunic System also signed a contract for OLEDoS display production equipment with Jinan Goerpixel Technology Co., Ltd, indicating a growing footprint in the Chinese display manufacturing sector [3]. - Anhui Hongxi Weixian Technology's 12-inch OLEDoS project in Chuzhou, Anhui, has been capped with an investment of 2 billion RMB, expected to achieve an annual output of 72,000 12-inch wafers and generate an annual output value of 3 billion RMB [4].

Core Viewpoint - Sony Group reported strong financial results for the third quarter of fiscal year 2025, with operating profit and net profit exceeding analyst expectations, indicating robust performance despite challenges in hardware costs and supply chain issues [1][2]. Financial Performance - Operating profit for the third quarter reached 515 billion yen (approximately 22.84 billion RMB), a year-on-year increase of 22% [1]. - Net profit was 377.3 billion yen (approximately 16.73 billion RMB), reflecting an 11% year-on-year growth [1]. - Sales increased by 1% to 3.71 trillion yen (approximately 164.5 billion RMB) [1]. - The company revised its full-year operating profit forecast to 1.54 trillion yen from a previous estimate of 1.43 trillion yen [1]. Gaming and Network Services - The PlayStation 5 sales reached 8 million units during the quarter, driven by multiple game releases [2]. - However, the gaming and network services division faced profitability challenges due to hardware cost pressures [2]. Image Sensor Division - Revenue from the image sensor division surged by approximately 20% year-on-year, supported by increased sales in mobile products [2]. - The division is experiencing challenges due to a global memory shortage, which is affecting smartphone manufacturers' sales forecasts and product specifications [2]. Business Strategy and Partnerships - Sony is focusing on reducing reliance on low-margin hardware businesses and may consider further restructuring its business portfolio [2]. - A strategic partnership with TCL Electronics was initiated on January 20, aiming to establish a joint venture for Sony's home entertainment business, with TCL holding 51% and Sony 49% [2]. - The new company will cover television and home audio equipment, with operations planned for the global market, targeting completion of the final agreement by the end of March this year [2][4].

图片来源：天禄科技 2月6日，苏州天禄光科技股份有限公司（简称"天禄科技"）宣布，子公司安徽吉光位于滁州的项 目施工现场迎来重要节点——调液罐体顺利进场，标志着TAC膜一期项目正式进入设备安装调试 阶段。 【集邦Display显示产业交流群】 TZ 不器研究中心 面板产业链市场供需及价格报告 面板价格"Plus"和市况更新月度报告 面板产业市况季度报告 . 面板价格预测月度报告 . 面板出货追踪月度报告 · · 市场供需季度分析报告 . 季度面板产能状况季度报告 . . 面板厂产能利用率月度分析报告(稼动率) ▶ 关于集邦 据了解，安徽吉光主要负责天禄光科技高分子新材料生产项目的建设，项目拟总投资30亿元，占 地108亩，建成"高端TAC光学级薄膜研发生产基地"。 偏光片是LCD和OLED显示模组中的重要组件，而高端TAC光学级薄膜系偏光片中的关键材料，占 偏光片总成本约50%，目前主要被日韩企业垄断，国产替代亟待突破。该项目的顺利实施将助力 我国显示产业链加速实现全面自主可控，进一步提升我国在全球显示产业中的核心竞争力。 值得注意的是，天禄科技近期通过调整业务布局和引入战略投资者，加速推进TAC膜项目建设： ...

参展的中国厂商包括 TCL华星、 京东方晶芯、海信、 利亚德、洲明科技、雷曼光电、艾比森、AET 阿尔泰、青松光电、希达电子、优派科技、兆驰晶显、国星光电、Kinglight晶台、诺瓦星云、卡莱特 及凯视达等；与此同时，三星、LG、索尼、Christie、松下、夏普、达科、C SEED、巴可等国际厂商 亦同台亮相，共同呈现全球视听与显示产业的发展趋势。 据LEDinside观察，多家厂商围绕零售、商显、教育、娱乐等应用场景设置展区，展示各类创新展示产 品，其中，MIP、 COB产品进一步普及，MIP 0.9显示屏，Micro LED COB一体机等身影频现，COG产 品画质等性能表现再升级；而纹理屏、曲面屏、球形屏、双面屏、透明屏和折叠屏等创意显示屏琳琅 满目，相关展位门庭若市；另外，用户对产品的"节能"效果关注度与重视程度进一步提升。 TCL华星 TCL华星携商业显示、艺术展示、赛事直播、教育办公等多场景显示解决方案亮相。 其中，163英寸高画质MLED显示屏产品面向高端商业展示和赛事直播，采用低反射封装材料和像素级 混合驱动，实现37500:1对比度和24bit色深，大尺寸设计减少拼接缝隙，提升视觉沉浸感 ...

Core Viewpoint - TCL Huaxing showcased its advanced display solutions at ISE 2026, emphasizing its commitment to meeting diverse industry needs with innovative technologies and high-quality displays [1][24]. Group 1: Commercial Display Solutions - TCL Huaxing introduced various commercial display solutions tailored for high-frequency operational scenarios, including payment terminals and retail cash registers, enhancing operational efficiency and service experience [3]. - The company launched its first integrated POS system featuring Alipay, which supports multiple communication modes and improves merchant operations [3][9]. - The outdoor commercial displays include high-brightness models with energy-efficient designs, capable of operating in extreme temperatures and direct sunlight [6][9]. Group 2: Outdoor Display Innovations - The outdoor displays feature FHD and UHD models with 4000nit brightness, designed for high visibility and durability, suitable for 24/7 operation [6][9]. - The world's lowest power consumption outdoor signage (85") has an energy efficiency index of 0.28 and operates at only 395W in high-brightness mode, achieving A-level energy efficiency [9][10]. Group 3: Professional Display Solutions - TCL Huaxing presented an 8K naked-eye 3D display (32") aimed at high-end commercial applications, offering immersive experiences without the need for glasses [15][22]. - The company also showcased ultra-thin mobile smart displays and low-power 4K LCDs, designed for educational and collaborative environments, enhancing interactivity and energy efficiency [15][20]. Group 4: Energy Efficiency and Sustainability - The 85" 8:9 art display screen features high resolution and energy-saving capabilities, consuming only 1 kWh over three days in static mode, aligning with A-level energy efficiency standards [18]. - The electronic paper signage (13.3") utilizes E Ink technology for energy-efficient, eye-friendly displays, with a standby power consumption as low as ≤0.01W h, supporting long battery life [20]. Group 5: Future Directions - TCL Huaxing aims to deepen the integration of display technology with various application scenarios, focusing on enhancing user experience, visual health, and sustainable practices [24].

Core Viewpoint - Sunic System has experienced explosive growth in performance due to a significant contract with China's BOE for the supply of 8.6-generation OLED evaporation equipment, marking a historic achievement for the company [1][3]. Financial Performance - In 2025, Sunic System achieved record revenue of 515.7 billion KRW (approximately 27.14 billion RMB), a year-on-year increase of 356.7%, and an operating profit of 111.5 billion KRW (approximately 5.87 billion RMB), up 1312.5% [2]. - The fourth quarter of 2025 saw a remarkable revenue of 221.0 billion KRW (approximately 11.63 billion RMB), a year-on-year growth of 450.6%, with an operating profit of 53.5 billion KRW (approximately 2.82 billion RMB), recovering from a loss of 9.2 billion KRW in the previous year [2]. Key Drivers of Growth - The primary driver of Sunic System's growth is the investment in BOE's 8.6-generation OLED production line [3]. - A contract worth 379.7 billion KRW (approximately 19.98 billion RMB) for the supply of OLED evaporation equipment was signed with BOE in June 2024, contributing significantly to the company's performance [5]. Future Outlook - Sunic System's order backlog as of the end of 2024 was 528.0 billion KRW (approximately 27.79 billion RMB), with an expected recovery in backlog levels due to the upcoming signing of the second phase project with BOE [5][6]. - The company anticipates additional orders for 8.6-generation OLED equipment this year, alongside a growing demand for OLEDoS equipment from Chinese panel manufacturers, with large-scale production expected by 2028 [6].