10月20日，浙江众凌科技有限公司（以下简称"众凌科技"）宣布，国内首台AMOLED显示用 G8.6代FMM用曝光机正式搬入产线装机。 图片来源：众凌科技 据了解，在主流中小尺寸OLED面板制造中，如何将微小的有机发光材料精准地沉积到基板上指定 的位置，是决定屏幕分辨率、色彩准确度和良率的关键，而FMM是OLED蒸镀工艺中的消耗性核 心零部件，其主要作用是在OLED生产过程中沉积RGB有机物质并形成像素。 资料显示，众凌科技专注于超精细金属薄板加工，产品业务涵盖显示面板、显示终端、VR/AR显 示，包括AMOLED用Divide Open Mask、Divide Fine Metal Mask、硅基OLED用Micro OLED Open Mask、显示终端用金属支撑片等高端超精细加工类产品。 项目方面，众凌科技投资超亿元建设G8.6代FMM项目，除核心曝光机外，其他如G8.6 FMM蚀 刻、检测等配套设备已于今年二、三季度陆续进驻与调试。整体项目计划于2025年第四季度完成 产线联调，该产线释放产能后，可进一步满足国内外头部面板厂高世代线大部分需求。 公司表示，已实现全国产FMM 用Invar合金薄带规模化 ...

近日，京东方、深天马在OLED产线设备购置方面传来新动态。 京东方：IT 8代OLED二期首台蒸镀设备或明年Q4引进 10月21日，韩国媒体The elec消息， 京东方正考虑在2026年第四季度引进IT用第8代OLED生产 线二期 项目的 首台蒸镀设备 。 而用于 一期产线 的2 台蒸镀设备中，已有 第 1 台 搬入 进行安 装调试工作。 据业内人士透露， 京东方 正在积极评估明年第四季度将IT 8代OLED产线（B16）二期首台蒸镀 设备运入工厂的方案，目前 京东方 正在与多家设备厂商协商 当中。 据悉， 京东方 规划 的 B16产线整体规模为以8代玻璃基板为基准，规划 月产 能 3.2万片。其中 一期投资已落实，规模为月产 能 1.6万片。一期 产线 所需的两台蒸镀设备均由韩国Sunic System制造，其中首台设备已于今年5月运抵B16工厂，第二台设备预计近期 搬 入。 图片来源：京东方 韩媒指出， 业内普遍预计，二期产线的设备构成将与一期类似。 值得注意的是， 京东方 的6代 OLED产线B7、B11和B12在1～3期的设备构成都相同，因此B16的一期与二期也很可能采用相同 配置。 目前，尚未确定 ...

真我GT8 Pro （ 图片来源：真我 ） 10月21日，真我GT8/Pro手机发布。 产品售价如下： 真我GT8 12GB+256GB售价2899元 屏幕方面，真我GT8全系列手机搭载6.79英寸2K+ 144Hz OLED直屏，屏幕采用Q10 +京东方定 制发光材料，支持7000nit峰值亮度、2000nit全局亮度，1000nit手动最大亮、4000nit阳光显 示。 在护眼领域，该机支持圆偏振光护眼，全亮度全场景硬件级DC调光，硬件级1nit极暗显示。 性能方面，真我GT8搭载骁龙8至尊版，Pro则搭载第五代骁龙8至尊版处理器。此外，两款机型均 拥有电竞独显芯片R1，LPDDR5X内存 + UFS 4.0存储。 影像方面，真我GT8配备5000万像素主摄、800万像素超广角、5000万像素OIS潜望长焦；真我 GT8 Pro前置3200万像素，后置5000万主摄、5000万超广角以及2亿像素潜望长焦。两款机型均 支持理光GR影像系统。 续航方面，真我GT8内置7000mAh泰坦电池，支持100W快充+10W反向充电，兼容50W PPS、 44W UFCS等主流协议；真我GT8 Pro内置7000mAh ...

Core Viewpoint - The article discusses the third-quarter performance reports of several companies in the display technology sector, highlighting significant revenue changes and profit fluctuations, indicating varying market conditions and company strategies [2]. Company Summaries 华映科技 (China Star Optoelectronics Technology) - In Q3, the company reported revenue of 318 million yuan, a decrease of 29.54% year-on-year, with a net loss of 245 million yuan. For the first three quarters, revenue was 1.039 billion yuan, down 21.03%, and a net loss of 722 million yuan [4][5]. - The company focuses on high-value products and is transitioning towards automotive displays and industrial control screens to enhance competitiveness [4][6]. 华显光电 (China Display Optoelectronics Technology) - The company achieved a revenue of 5.4073 billion yuan in the first nine months of 2025, an increase of 83.8% year-on-year, driven by a 39.6% increase in sales volume to 28.5 million units in Q3 [8][9]. - Sales of mobile modules increased by 91.8%, while commercial display products saw a staggering growth of 488.9% [9][10]. 合力泰 (Helitai) - In Q3, Helitai reported revenue of 426 million yuan, up 18.35%, and a net profit of 651,150 yuan, a significant increase of 101.61%. For the first three quarters, revenue was 1.259 billion yuan, up 23.84% [11][12]. - The company’s growth is attributed to its electronic paper display products, which constitute over 80% of total revenue [11][13]. 奥来德 (Aolide) - Aolide's revenue for the first three quarters is expected to be between 370 million and 400 million yuan, reflecting a decline of approximately 13.8% to 20.2%. The net profit is projected to drop by 66.4% to 71.4% [14][15]. 视源股份 (CVTE) - The company reported Q3 revenue of 75.22 billion yuan, a year-on-year increase of 6.96%, with a net profit of 4.69 billion yuan, up 7.79%. For the first three quarters, revenue was 180.87 billion yuan, a 5.45% increase, but net profit decreased by 6.81% [16][17]. - CVTE is expanding its LED product offerings and enhancing its presence in overseas markets [17][18]. 大族数控 (Dazhu CNC) - Dazhu CNC achieved a revenue of 15.21 billion yuan in Q3, a remarkable increase of 95.19%, with a net profit of 2.28 billion yuan, up 281.94%. Year-to-date revenue reached 39.03 billion yuan, up 66.53% [19][20]. - The growth is driven by strong demand for AI server multilayer boards and innovative equipment sales [19][21]. 日久光电 (Rijiu Optoelectronics) - The company reported Q3 revenue of 1.99 billion yuan, a 21.15% increase, with a net profit of 313 million yuan, up 34.65%. For the first three quarters, revenue was 5.01 billion yuan, a 12.90% increase [22][23]. - Rijiu Optoelectronics is diversifying its product offerings, focusing on core technologies in precision coating and optical films [23].

Core Viewpoint - The T8 project by TCL Huaxing marks a significant advancement in China's display technology, aiming to establish a leading position in the global OLED market through innovative production techniques and strategic partnerships [4][5][6]. Group 1: Project Overview - The T8 project officially commenced on October 21, with a total investment of approximately RMB 29.5 billion, co-funded by TCL Huaxing and the Guangzhou government [2]. - The T8 project is the world's first mass production G8.6 generation printed OLED production line, representing a critical breakthrough for Chinese display companies in the high-generation AMOLED sector [4]. Group 2: Technological Advancements - The project will leverage advanced technologies such as industrial robots, AI models, and new materials to enhance production quality and efficiency, contributing to the development of a new productive force in the display industry [4]. - TCL Huaxing has invested 12 years in the R&D of printed OLED technology, achieving mass production capabilities with the G5.5 generation line, which supports the T8 project [6]. Group 3: Industry Ecosystem - The Guangdong-Hong Kong-Macao Greater Bay Area is recognized as a hub for electronic information innovation, providing a comprehensive industrial chain that integrates production, education, research, and application [5]. - The T8 project will accelerate the establishment of a complete ecosystem for printed OLED, covering materials, equipment, panels, and end products, with several leading global suppliers already committed to collaboration [5]. Group 4: Market Applications - Printed OLED products will initially target mid-sized applications such as monitors, laptops, and tablets, with plans to expand into high-value display scenarios in the future [8]. - The project is expected to enhance Lenovo's competitive display solutions and contribute to China's transition from a follower to a leader in global display technology [9]. Group 5: Future Prospects - The T8 project aims to meet the growing demand for a full range of printed OLED products, offering solutions characterized by low blue light, stable wide color gamut, and uniformity across multiple screens [13].

Core Viewpoint - The iQOO 15 smartphone has been officially launched, featuring advanced display technology and high-performance specifications aimed at enhancing user experience and battery efficiency [2][4]. Display Technology - The iQOO 15 is equipped with a 2K Summit OLED screen, developed in collaboration with Samsung Display, featuring a peak brightness of 1000 nits manually, 2600 nits globally, and 6000 nits in localized areas [2]. - The screen utilizes LEAD technology, which is the world's first commercialized non-polarized OLED technology, allowing for light presentation similar to natural light and reducing power consumption by nearly 40% compared to traditional panels of the same size, resolution, and brightness [4]. Color Performance - The LEAD technology enables 88% coverage of the BT.2020 color space in 2D, and a 21% improvement in color reproduction in the 3D color space when considering brightness parameters [4]. Performance Specifications - The device is powered by Qualcomm's fifth-generation Snapdragon 8 flagship platform, with LPDDR 5X Ultra memory at a speed of 9600 Mbps and the latest UFS 4.1 storage technology [4]. Battery and Charging - iQOO 15 features a 7000mAh single-cell Blue Ocean battery, utilizing fourth-generation silicon anode technology and second-generation semi-solid battery technology, supporting 100W fast charging and 40W wireless charging, compatible with PPS and PD fast charging protocols [4]. Camera Features - The smartphone includes a 50MP Sony ultra-stabilized main camera, a 50MP ultra-wide camera, a 32MP front camera, and a 50MP Sony Pro-level periscope telephoto lens [4]. Pricing - The pricing for iQOO 15 is as follows: - 12GB + 256GB: 4199 RMB - 12GB + 512GB: 4699 RMB - 16GB + 256GB: 4499 RMB - 16GB + 512GB: 4999 RMB - 16GB + 1TB: 5499 RMB [5].

Core Viewpoint - Samsung Display is planning to introduce Low-Temperature Polycrystalline Silicon (LTPO) Thin-Film Transistors (TFT) into its 8.6-generation OLED production line, marking a significant shift in its manufacturing strategy to enhance market competitiveness and meet diverse customer demands [2][4]. Group 1: Technology and Production - Samsung Display is currently evaluating the construction of an LTPO TFT production line and is in discussions regarding the introduction of key equipment, specifically Excimer Laser Annealing (ELA), which is essential for achieving LTPO TFT technology [2][4]. - The new production line is expected to have a monthly capacity of 7,500 glass substrates and is currently in the trial operation phase [4]. - LTPO technology is becoming mainstream in the OLED sector due to its combination of low power consumption and high electronic mobility, which is advantageous for high-performance applications [4][5]. Group 2: Market Dynamics and Competition - The decision to adopt LTPO technology is seen as a response to the increasing demands from notebook and display manufacturers, as well as competitive pressures from Chinese display companies like BOE, Visionox, and TCL Huaxing, which have also opted for LTPO solutions [4][5]. - Industry insiders suggest that major clients may have explicitly requested Samsung Display to incorporate LTPO technology into their products [5]. - Samsung Display plans to produce oxide TFT OLED panels for the upcoming Apple MacBook Pro, positioning itself as the sole supplier capable of mass production of such panels [5].

Core Viewpoint - The research team from BOE has developed an innovative Micro LED packaging solution that addresses key technical challenges in the industry, such as high sidewall light emission, low optical efficiency, and color deviation [2][4]. Group 1: Technical Innovations - The new packaging structure consists of high-refractive-index transparent glue, white high-reflective resin, micro-lens arrays, and patterned black matrices, effectively improving light extraction and reducing color deviation [4][5]. - By introducing a gradient refractive index layer on the Micro LED chip, the critical angle for light emission has been increased from 25 degrees to a maximum of 65.9 degrees, significantly enhancing top light extraction efficiency [5]. - The white reflective resin forms an isosceles trapezoidal structure between chips, resulting in a 27% increase in brightness at a 0° viewing angle [5]. Group 2: Performance Metrics - Simulation results indicate that with a lens curvature of 0.03 and a refractive index of 1.85, light intensity can be increased by over 53% [5]. - The introduction of a patterned black matrix in the packaging glass layer has effectively reduced reflectivity to less than 2%, achieving a high contrast ratio of over 20,000:1, thereby significantly enhancing display quality [5][7]. Group 3: Market Applications and Future Directions - The new packaging design not only improves optical efficiency and uniformity but also enhances packaging reliability, making it suitable for mass production in automotive displays, AR/VR headsets, and wearable devices [7]. - BOE continues to advance Mini/Micro LED direct display technology and applications, with a presentation scheduled at the 2025 Self-emissive Display Industry Seminar to share the latest developments in direct display COG technology [7][9].

Core Viewpoint - Lenovo has launched the world's first rollable screen laptop, ThinkBook Plus G6 Rollable 2025, with a starting price of 29,999 yuan, showcasing innovative OLED technology and design [2][4]. Product Features - The laptop features a Samsung-supplied OLED rollable screen that measures 14 inches in its rolled state with a resolution of 2000×1600 and expands to 16.7 inches with a resolution of 2000×2350 in about 10 seconds [2]. - The OLED rollable screen supports a refresh rate of 120Hz, a brightness of 400 nits, and covers 100% of the DCI-P3 color gamut [2]. - It incorporates Samsung's Eco² OLED technology, which eliminates the need for an external polarizer, reducing thickness and power consumption by approximately 30% [4]. Performance Specifications - The laptop is powered by the latest Intel Core Ultra 7 258V processor, featuring an 8-core, 8-thread configuration with a turbo frequency of up to 4.8GHz and 12MB of L3 cache [4]. - It includes a 5MP RGB infrared camera, dual microphones with Elevoc noise reduction, and Harman Kardon speakers supporting Dolby Atmos [5]. Connectivity and Battery - The device is equipped with a 66Wh battery and a 65W USB Type-C GaN adapter, supporting Wi-Fi 7 and Bluetooth 5.4, along with dual Thunderbolt 4 ports [5].

以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 根据TrendForce集邦咨询旗下显示器研究中心《 TrendForce 2025面板价格预测月度报告 》最新调 研数据，2025年10月，部分尺寸电视、笔电面板价格有小幅下调，显示器面板价格与前月保持一 致。具体内容如下： | 应用别 | ਮਿਕ | 分辨率 | 出货型态 | | | 液晶显示屏价格 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 18 | 흥 | 相机 | 与前月差异(%) | | | 电视 | 65" M | 3840x2160 | Open-Cell | 162 | 174 | 171 | -2.0 | -1.2% | | | 55" W | 3840 ...