1月20日消息，TCL电子发布公告，公司与Sony Corporation（索尼）就下列事项订立不具法律 约束力的意向备忘录：其中包括可能成立一家承接索尼家庭娱乐业务的合资公司(合资公司)，并在 全球范围内开展包括电视机和家庭音响等产品在内的，从产品开发、设计、制造、销售、物流到 客户服务的一体化业务运营，合资公司将由集团持股51%及索尼持股49%，及合资公司与索尼， 以及合资公司与集团未来在专利、技术及品牌的授权安排(统称"潜在交易")。 双方计划于2026年3月底前就订立具有法律约束力的最终协议进行磋商。在最终协议签署并取得 相关主管部门批准等条件满足后，新公司预计将于2027年4月开始运营。 根据意向备忘录，索尼同意并承诺 （ 当中包括 ） 在意向备忘录日期起至2026年3月31日止期 间，其将不会直接或间接与任何第三方就任何在重要方面，就其范围及目的而言与潜在交易类似 或相当的交易进行任何讨论或谈判(但按意向备忘录所列出的索尼董事会因必须遵守强制适用法律 规定项下的受信义务的有限情况除外)。 未来，合资公司将融合索尼长期以来在音视频领域积累的先进技术、品牌价值及供应链管理等运 营能力，积极推进业务发展 ...

Core Viewpoint - The announcement by Xinyi International regarding the capital increase agreement aims to enhance the production capabilities of its subsidiary, Xinyi Optoelectronics, and its joint venture, Xinyi (Renshou) High-end Display Technology Co., Ltd. [1] Group 1: Capital Increase Agreement - Xinyi Optoelectronics and Xinyi Renshou have signed a capital increase agreement, with a total investment of 840 million RMB, where Xinyi Optoelectronics contributes 500 million RMB and Xinyi Renshou contributes 340 million RMB [1]. - Following the capital increase, Xinyi International's indirect shareholding in Xinyi Renshou will decrease from 100% to 60% [4]. Group 2: Business Focus - Xinyi International's main business includes the manufacturing and sales of liquid crystal display products, touch screen products, and electronic consumer products such as micro camera modules and fingerprint recognition modules [4]. - Xinyi Optoelectronics specializes in touch screen and micro camera module businesses, while Xinyi Renshou focuses on the manufacturing and sales of touch screen products [4].

为了让高昂的售价显得物有所值，苹果计划在iPhone 18 Pro系列上堆叠更多"黑科技"。新机预计 将于9月发布，Pro版本有望首发搭载基于2nm工艺的A20 Pro芯片，能效与性能将大幅提升。 1月19日消息，据韩媒EtNews报道，苹果 预计在 今秋发布的iPhone 18 Pro系列、iPhone Fold 手机将由三星显示（Samsung Display）、LG Display负责供应屏幕面板。 【集邦Display显示产业交流群】 报道称， 苹果今年将改变新品发布策略，今年秋季只推出iPhone 18 Pro和Pro Max两款机型， 标准版机型则会延后到2027年发布。 具体来看，苹果要求iPhone 18系列机型的OLED面板搭载LTPO+（低温多晶硅氧化物升级型）面 板，让驱动电路也应用上氧化物技术，并且还要求配备UDIR（注：屏下红外传感器）技术，进而 将面容ID所需的组件隐藏在屏幕下方。 此前曾有传闻称，苹果正在为iPhone 18 Pro测试边角打孔屏，计划将所有面容ID组件放置在屏 下，有望更接近"全面屏iPhone"目标，随着这种技术进一步成熟，未来苹果甚至可以在不牺牲拍 照质量的 ...

以下文章来源于LEDinside ，作者Mia 在能效与可靠性方面，RGB真彩背光使整机功耗降低40%以上，并在硬件层面减少42%有害蓝光 输出。产品搭载乾照光电全自研车规级发光芯片，经85℃高温、60mA大电流极限测试，红光芯片 寿命突破16万小时，耐用性超过易老化的量子点方案。 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。 1月19日18:00，海信召开以"RGB-Mini LED换代风暴"为主题的2026新品发布会，正式推出影 游旗舰E8S系列电视。 在色彩表现上，海信E8S采用全自研RGB真彩背光，每颗灯珠集成R/G/B三色独立发光芯片，无 需量子点等中间转换即可直接发光，可实现100% BT.2020色域覆盖，色彩还原度较单色背光量 子点Mini LED方案提升20%以上，在高亮场景下减少泛白 问题 。 控光控色方面，E8S搭载基于RISC-V架构的信芯AI画质芯片H7，首创三维光色同控技术，支持 3×1 ...

Core Viewpoint - The article highlights the progress and strategic focus of the company in the OLED display technology sector, particularly in flexible OLED and silicon-based OLED products, which cater to advanced applications in smart wearables, automotive displays, and AR/VR technologies [1][2]. Group 1: Project Developments - The K5 factory project in Sichuan has successfully topped out, focusing on flexible OLED and silicon-based OLED high-definition display modules [1]. - The K3 factory in Jiangxi has completed its cleanroom construction, with the first production equipment arriving, indicating the company's capability for large-scale manufacturing of high-end OLED modules [2]. - The K3 factory has a total investment of 1 billion yuan, with a planned annual production capacity of 12 million flexible OLED modules in its first phase and an additional 2.5 million silicon-based OLED modules in the second phase, aiming for an annual output value exceeding 1 billion yuan upon full production [2]. Group 2: Product Focus and Applications - The K3 factory will produce OLED modules characterized by high resolution, brightness, low power consumption, ultra-thin design, and long lifespan, targeting next-generation near-eye display devices and various applications in consumer electronics, smart wearables, and automotive displays [2]. - The company is also advancing other projects, including the K2 project, which aims to establish a 12-inch silicon-based OLED production line with a total investment of 1.5 billion yuan and a planned monthly capacity of 4,000 wafers, primarily for AR/VR/MR applications [3]. - The K1 factory in Huainan, which began production in April 2023, focuses on silicon-based OLED micro-displays and flexible OLED modules, with an estimated annual output value of approximately 200 million yuan [3].

Core Viewpoint - A new technology developed by KISTI significantly extends the lifespan of blue phosphorescent OLED materials without altering their emission color, potentially reducing power consumption and increasing the longevity of display devices [1][6]. Group 1: Technology Development - KISTI's research team identified that the breaking of specific chemical bonds within the molecules is the main reason for the reduced lifespan of blue phosphorescent OLED materials [1]. - The team proposed an innovative molecular design principle that selectively strengthens these critical chemical bonds while maintaining the emission color [1][6]. - Through the use of supercomputers, the team analyzed over a hundred molecular structures and successfully identified six new candidate luminescent materials [1]. Group 2: Industry Context - The lifespan issue of blue OLEDs has been a long-standing challenge in the display industry, with current commercial products primarily relying on first-generation fluorescent materials that have lower efficiency [6]. - In contrast, red and green OLED materials have already transitioned to the second generation of phosphorescent technology, which is mature and widely commercially applied [6]. - The blue phosphorescent materials and third-generation TADF (thermally activated delayed fluorescence) materials are still in the critical phase of overcoming lifespan and stability challenges [6].

1月16日消息，据台湾地区媒体自由时报报道，华硕于 当 天晚上举办"AI领航"主题岁末联欢晚 会。晚会中，针对外界盛传华硕将退出手机市场的消息，华硕董事长施崇棠直言"手机业务一定会 继续服务好原有客户，但不会再推出新的机种。" 图片来源：华硕 尽管今年PC市场整体展望依然偏疲弱，但华硕近年来在电竞、AI服务器以及商用电脑等业务上持 续释放成长动能。根据华硕财报，2025年集团全年营收达7389.1亿元新台币（约合人民币1632. 99亿元），同比增长26.1%。其中，AI服务器业务增长尤为迅猛，在基期较低的情况下，今年有 望实现100%的高速增长。 （ 来源：IT之家 ） 【集邦Display显示产业交流群】 施崇棠表示，华硕此举目的在于更合理地配置研发资源，重点聚焦PC以及各类实体AI（Physical AI）设备等关键领域。 他进一步指出，未来的世界将充斥具备自我学习与适应能力的"人工大脑"，华硕必须在这一领域 全力冲刺。当下华硕正投身于AI带来的"第四次工业革命"，后续公司将全面贯彻"All in AI"战略， 让产品线从云端到边缘设备，全面融入人们的生活与工作场景。 ▶ 关于集邦 上下滑动查看 ...

Core Viewpoint - TCL Electronics expects a significant increase in adjusted net profit for the fiscal year 2025, projecting between HKD 23.3 billion and HKD 25.7 billion, which represents a year-on-year growth of approximately 45% to 60% [1][3]. Group 1: Performance Drivers - The growth in performance is attributed to the continuous expansion of global business scale and overall improvement in profitability [3]. - The large-size display business maintains a high market share, with an increasing proportion of mid-to-high-end products [3]. - The internet business shows stable profitability, while revenue from innovative business segments is steadily growing [3]. Group 2: Strategic Initiatives - The company is enhancing its global supply chain and channel layout to improve responsiveness to changes in the international operating environment [3]. - Efforts to advance AI digitalization have led to improved operational efficiency and a reduction in expense ratios [3]. - The organization structure and talent management system are being optimized, alongside the implementation of equity incentive mechanisms to strengthen team stability and execution [3]. Group 3: Future Outlook - TCL Electronics plans to continue focusing on AI-related application scenarios and adhere to a strategy of "globalization" and "mid-to-high-end" development to further enhance brand and business international competitiveness [3]. - The Mini LED product line has shown strong performance, with global TV shipments reaching 21.08 million units in the first three quarters of 2025, marking a year-on-year increase of 5.3% [3]. - Mini LED TV shipments saw a substantial year-on-year growth of 153.3%, totaling 2.24 million units, contributing to an 8.7% increase in TV sales revenue during the same period [3].

Core Viewpoint - A research team from Seoul National University and Drexel University has developed a new type of stretchable OLED that maintains brightness and durability even when stretched to 1.6 times its original length, addressing long-standing issues in the field [1][4]. Group 1: OLED Technology Overview - OLED is a thin "sandwich" structure that emits light when electricity is applied, involving organic materials sandwiched between two electrodes [2]. - The flexibility of OLEDs requires deposition on plastic-like substrates, but repeated bending and stretching can damage the electrodes or organic layers, leading to decreased brightness and efficiency [2]. Group 2: Innovations in Stretchable OLEDs - The research team redesigned the light-emitting layer to enhance the efficiency of exciton formation and light emission, achieving over 57% of excitons used for light compared to the traditional 12% to 22% [3]. - A thermoplastic polyurethane was used to improve the stretchability of the light-emitting layer, making it less prone to breakage during stretching [3]. Group 3: Advancements in Electrode Materials - The team utilized MXene, a two-dimensional nanomaterial, combined with silver nanowires to create transparent and highly stretchable electrodes, ensuring efficient charge transport [4]. - The new OLED prototype demonstrated a performance drop of only 10.6% when stretched to 60% of its maximum deformation, and maintained 83% of its luminous efficiency after 100 cycles of 2% deformation [4]. Group 4: Future Applications and Developments - The research team has created a full-color stretchable display and aims to optimize the OLED's lifespan and manufacturing processes for large-scale production [5]. - Potential applications include skin-like display sensors and advancements in physical artificial intelligence [5].

Core Insights - Recently, Beijing Xulun Technology Co., Ltd. completed a strategic financing round exceeding 100 million yuan in A4 round [1] - The financing was led by Northern Huachuang Industrial Investment Fund and Novartis Strategic Investment, with A3 round led by Beijing Electric Control Industrial Investment Fund and Qianhai Ark Fund [1] - The funds will be used for the second phase of expansion of UV Tape/DAF product lines, semiconductor packaging material R&D, and upgrading customer delivery systems [1] Company Overview - Xulun Technology has a core team from top domestic and international universities and research institutions, with rich experience in materials science and chemical engineering [1] - The company focuses on developing high-end semiconductor adhesive films and tapes, starting from basic resins such as acrylic, epoxy, and organic silicon [1] Infrastructure and Operations - Xulun Technology has a 5,000 square meter application R&D center in Beijing and a pilot base with a thousand-level clean coating facility in Hebei [2] - The company also has semiconductor-grade precision coating production lines with thousand-level and hundred-level clean standards in Jiangsu, and warehouses and technical support subsidiaries in Shanghai, Suzhou, Shenzhen, and Chengdu [2] Product Applications - The products of Xulun Technology are applied in critical process scenarios such as wafer thinning, cutting, chip mounting and stacking, substrate interlayer and line insulation, wafer-level packaging, and 2.5D/3D packaging [2] - The company serves various fields including RF chips, computing power chips, storage chips, and HBM [2]