Core Viewpoint - Hunan Chuangpu Open Technology Co., Ltd. is advancing its Phase III project construction, expected to be completed by the end of November 2023, which includes new production lines for flexible OLED and electronic paper displays [2][3]. Company Overview - Chuangpu Open was established in 2020 and focuses on the new display industry, with main business activities including the R&D, manufacturing, and sales of TFT-LCD modules, flexible OLED displays, touch screens, backlight sources, and related electronic components [3]. - The company also provides industrial automation equipment and import-export trade services, with applications in mobile phones, smart wearables, automotive, smart home, and digital products [3]. Production Capacity and Financial Growth - Since its establishment in Xiangxiang, the production capacity of Chuangpu Open has expanded significantly, increasing from 8 production lines to over 200 lines, and annual output value has risen from 400 million to 3.8 billion yuan [6]. - The expected annual production capacity after the completion of the new project is 700,000 pieces for flexible OLED displays and 1.8 million pieces for electronic paper displays [3].

Core Viewpoint - Huawei has launched its second foldable smartphone, the Mate XTs, which features significant performance improvements and advanced display technology, marking a notable advancement in the foldable phone market [2][3]. Summary by Sections Product Features - The Huawei Mate XTs is powered by the Kirin 9020 chip and runs on HarmonyOS 5, claiming a 36% overall performance enhancement [3]. - It features a 10.2-inch OLED foldable display with a resolution of 2232×3184, supporting various refresh rates and brightness adjustments, along with advanced power-saving technologies [3]. - The device is available in four color options and three storage configurations, with prices reduced by 2000 yuan compared to its predecessor [5]. Challenges in Foldable Technology - The transition from dual-foldable to tri-foldable smartphones presents significant technical challenges, particularly in hinge design, screen durability, and overall device weight [6][7]. - The complexity of the hinge mechanism increases with tri-foldable designs, requiring high precision and durability to ensure smooth operation [6]. - The need for larger flexible screens with enhanced durability poses additional challenges, particularly in managing increased thickness and weight when folded [7]. Market Trends and Alternatives - Despite the challenges, the tri-foldable design is seen as a clearer technological path compared to alternative display technologies like rollable screens, which have yet to achieve mass commercialization [9][10]. - Rollable screens face significant hurdles in terms of durability, mechanical complexity, and production costs, making tri-foldable phones a more viable option for manufacturers [12]. Design Variants - The current tri-foldable designs are primarily categorized into "Z-shape" and "G-shape" configurations, each with its own advantages and disadvantages regarding screen exposure and protection [13][19]. - The Z-shape design allows for an external display but risks damage to the exposed screen, while the G-shape design offers better protection at the cost of increased complexity and weight [16][19]. Supply Chain Developments - The rise of tri-foldable smartphones is supported by advancements in flexible OLED technology from panel manufacturers, with companies like BOE and TCL leading the way in developing new display solutions [20][21]. - Partnerships between manufacturers and panel suppliers are crucial for the successful production and commercialization of tri-foldable devices [20]. Conclusion - The introduction of tri-foldable smartphones is revitalizing the market, but challenges related to technology, cost, and user experience remain [24][25]. - The competition between Z-shape and G-shape designs will shape the future of the tri-foldable market, with ongoing developments in panel technology influencing overall feasibility and consumer adoption [25].

9月3日，证监局消息，芜湖映日科技股份有限公司（以下简称"映日科技"）已在安徽证监局完成 辅导备案登记，辅导机构为中信建投证券股份有限公司，芜湖映日计划在北京证券交易所上市。 资料显示， 映日科技成立于2015年，总部位于安徽芜湖，是一家专注高性能溅射靶材 企业， 2025年8月挂牌新三板。公司主营ITO旋转靶、金属/合金靶及半导体用高纯铜、铝、钼、镍钒靶 材，产品覆盖显示、光伏、半导体三大赛道 。 图片来源： 映日科技 2023年，映日科技营收5.22亿元，净利6300万元，拥有专利200余项 。 产能方面， 映日科技已建成2万m²靶材洁净厂房，ITO旋转靶年产能1200吨，金属/合金靶年产能 500吨，为京东方、天马、华星光电、隆基、通威等头部客户批量供货 。 lav Industry Sem 2024年，映日科技启动二期3亿元扩产项目，新建6000吨大尺寸ITO旋转靶自动化产线，预计202 6年一季度投产，届时总产能将翻番。 （ 集邦Display整理 ） #显示材料 TrendF CPEEK ( ) 2025年10月30日(周四) 8:30-17:05 金茂深圳JW万豪酒店 ］ TrendForce、 ...

Core Viewpoint - The article highlights the signing of a new TFT-LCD optical film production project by Changbao New Materials in Lishui, Nanjing, with a total investment of 1 billion yuan and fixed asset investment of 800 million yuan, marking Nanjing's first project in the new display industry [2]. Company Overview - Changbao New Materials, established in 2014, is a Sino-Korean joint venture located in Suzhou Wujiang Economic and Technological Development Zone [5]. - The company specializes in the research, production, and sales of optical films for TFT-LCD displays, which are widely used in televisions, laptops, and tablets [5]. - Changbao New Materials is currently the only company in the market capable of producing optical films in various sizes and is one of only two suppliers globally of composite (laminated) prisms [5]. - The company's products are primarily sold in mainland China, Europe, America, and Southeast Asia, with major clients including LG, BOE, TCL, Skyworth, and Konka [5].

Core Viewpoint - The upcoming release of Garmin's Fenix 8 Pro and Fenix 8 Pro Micro LED smartwatches is expected to drive advancements in Micro LED technology, positioning it as a strong competitor to AMOLED in the smartwatch market [4][10][15]. Summary by Sections Product Launch and Features - Garmin is set to launch the Fenix 8 Pro Micro LED smartwatch, which is anticipated to be the brightest smartwatch available, with a larger 51mm version expected to be priced above $1200, potentially nearing $2000 [4][6][10]. Micro LED Technology Advantages - Micro LED technology offers significant advantages over AMOLED, including higher brightness, lower power consumption, and improved resolution and contrast, addressing the limitations of AMOLED such as visibility in bright outdoor conditions and screen burn-in risks [10][11]. Industry Development and Challenges - Despite the promising features of Micro LED, the development of Micro LED smartwatches has faced challenges. Apple previously invested heavily in Micro LED technology for its Apple Watch but suspended the project due to high production costs and technical difficulties [11][15]. - Other brands, like TAG Heuer, are exploring Micro LED for luxury experiences, with production expected to begin in 2024 [11][12]. Supply Chain and Production - The upstream panel industry is actively working on Micro LED technology, with AU Optronics set to mass-produce Micro LED panels by the end of 2023. Samsung Display has also made advancements, increasing the brightness of Micro LED screens to 6000 nits [12][13]. - Companies like Rara Technology and Innolux are developing Micro LED panels with high resolution and energy efficiency, indicating a growing interest in this technology [13][12]. Market Outlook - The Micro LED smartwatch market is still in its early stages, but there is optimism for growth as brands begin to adopt this technology in high-end products, potentially leading to broader market acceptance and technological advancements [15].

Core Viewpoint - Samsung Electronics has decided to mass-produce over 50,000 units of a new "dual-fold" smartphone, marking its entry into the dual-fold smartphone market with a cautious approach due to the novelty of the product and potential limited early demand [2][4][5]. Summary by Sections Product Details - The new smartphone features an inward dual-fold design, with a screen size of 9.96 inches when unfolded and 6.49 inches when folded. The product is expected to be unveiled in October and officially launched in November [2][4]. Production Strategy - The production volume of 50,000 units is considered low compared to the 500,000 units planned for the Galaxy Fold in 2019. This limited production is intended to test the market for new form-factor smartphones [4][5]. Market Considerations - Analysts suggest that Samsung's cautious production strategy is influenced by the need to avoid competition with the recently launched Galaxy Z Fold 7, which has shown strong sales performance. The limited release aims to prevent cannibalization of existing product demand [5].

Core Viewpoint - The company, Fule New Materials, plans to raise up to 710 million yuan through a private placement of A-shares to fund expansion projects in label printing materials, electronic-grade functional materials, R&D center upgrades, and to supplement working capital [2]. Group 1: Fundraising and Project Allocation - The total investment for the projects is approximately 840.84 million yuan, with the raised funds allocated as follows: 243.2 million yuan for label printing materials expansion, 220.5 million yuan for electronic-grade functional materials upgrade, 36.3 million yuan for R&D center upgrades, and 210 million yuan for working capital [3]. - The electronic-grade functional materials project will be implemented in Jiaxing, Zhejiang, with an expected annual production capacity of about 37 million square meters upon completion [3][4]. Group 2: Project Details and Market Position - The electronic-grade functional materials market is dominated by international giants like 3M and Nitto Denko. The company aims to produce high-value materials such as OLED support films and folding protective films, leveraging its proprietary technologies to capture the domestic replacement market [4]. - The label printing materials expansion project is expected to add an annual production capacity of approximately 773 million square meters, including the purchase of coating machines and smart upgrades to existing production lines [4]. Group 3: R&D and Financial Performance - The R&D center upgrade will involve the establishment of a high-cleanliness laboratory and the acquisition of precision R&D equipment to enhance the development of high-end materials for OLED displays and flexible sensors [5]. - In the first half of 2025, the company reported a revenue of 1.334 billion yuan, a year-on-year increase of 15.4%, while the net profit attributable to shareholders decreased by 19.58% to 50.93 million yuan [5].

日媒报导，夏普龟山北工厂原先生产智能手机用传感器零件、之后在2020年度停产，Topia买下 后、将改为汽车相关零件试产产线。 夏普位于同一厂区内、生产液晶面板的龟山第2工厂将卖给鸿海。 夏普5月12日宣布，旗下生产中小尺寸液晶面板的龟山第2工厂将在2026年8月之前卖给鸿海，目 前正和鸿海就出售额等细节进行协商。 出售龟山第2工厂后、夏普将向鸿海采购面板。 除出售龟 山第2工厂之外，夏普生产中小尺寸面板的三重第3工厂也将仅留下试产产线、逐步缩小生产规 模，之后夏普中小尺寸液晶面板的生产将集中至龟山第1工厂和白山工厂。 夏普8月8日宣布，反映PC事业业绩优于预期，加上认列汇兑收益、权益法投资收益，2025年度 （2025年4月-2026年3月）合并营收目标自原先预估的1.85兆日 元 上修至1.87兆日 元 （将年 减13.4%）、合并营益目标自200亿日 元 上修至300亿日 元 （将年增9.7%）、合并纯益目标自 100亿日 元 上修至320亿日 元 （将年减11.3%）。（来源：MoneyDJ） 8月29日，夏普发布新闻稿宣布， 公司 在轻资产化方针下、正持续推动闲置资产的出售，已在当 日和日本汽车相关 ...

Group 1 - The core viewpoint of the article is the collaboration between Huangshi Development Zone and Shenzhen Zhuochuang Intelligent Technology Co., Ltd. to establish a comprehensive smart terminal manufacturing and cross-border e-commerce headquarters project with a total investment of 1.5 billion yuan [1] - The project aims to create a full industrial chain base for smart terminals, including research and development, manufacturing, and sales, with an expected annual output value of no less than 3 billion yuan upon completion [1] - Shenzhen Jiayi Wealth Electronic Integration Co., Ltd. has also launched a terminal electronics project in Huangshi, with a total investment of 500 million yuan, focusing on the manufacturing of electronic components and smart terminal products [1]

Core Viewpoint - Samsung SDI has completed the transfer of its polarizer film business to Wuxi Hengxin Optoelectronic Materials Co., Ltd. for 1.121 trillion KRW (approximately 5.751 billion RMB) as part of its strategy to restructure non-core businesses and focus on electronic materials [1][2][3]. Group 1: Business Transfer Details - The transfer includes the sale of Samsung SDI's polarizer film manufacturing and sales operations located in Cheongju and Suwon, South Korea, as well as all shares of its subsidiary in Wuxi [2][3]. - The transaction was led by Noyen Capital, which focuses on investments in the optoelectronic display, third-generation semiconductors, new energy, and smart vehicle sectors [4]. Group 2: Market Context and Future Focus - The polarizer film market has faced challenges due to the rise of OLED and other emerging display technologies, prompting Samsung SDI to shift its focus towards developing next-generation materials for semiconductors, OLEDs, and batteries [3]. - In the second quarter of this year, Samsung SDI's electronic materials division reported sales of 218.2 billion KRW (approximately 1.119 billion RMB), reflecting a year-on-year growth of 2.4% [3]. Group 3: Acquirer Profile - Wuxi Hengxin Optoelectronic is a wholly-owned subsidiary of Hengmei Optoelectronic, which specializes in the research and manufacturing of polarizers, optical functional films, and optical compensation films for display materials [3]. - The company has established and put into operation four production lines for polarizers, including two ultra-wide 2.6-meter polarizer production lines [3].