Core Viewpoint - BOE (京东方) showcased its innovative display technologies and IoT solutions at the ISE 2026 exhibition in Barcelona, highlighting advancements in MLED, IoT, VR/AR, and low-power technologies [1][3]. Group 1: MLED Innovations - The COG P0.9 ultra-thin HDR MicroLED display features a brightness of 3000 nits and utilizes AM eye-care technology to reduce blue light and flicker, achieving a weight reduction of 25% per square meter and improving installation efficiency by 5 times [3]. - The first GPR 3D 162-inch P1.25 COB direct-view screen supports one-click switching between 2D and 3D displays, with a center crosstalk of less than 1% and viewing angles exceeding 170° [4]. Group 2: IoT Solutions - BOE presented various IoT solutions including window signage, digital signage, electronic whiteboards, electronic paper signage, and smart speakers, catering to commercial display, smart education, and intelligent entertainment [6]. - The 55-inch RGBW high-brightness window signage boasts a brightness of 4500 nits and a lifespan of over 50,000 hours, designed for stable operation in retail environments [6]. - The 31.5-inch and 13.3-inch full-color electronic ink screens offer low-power solutions for commercial displays, contributing to environmentally friendly advertising [7].

Group 1 - The core viewpoint of the article highlights the commencement of construction for a Micro LED high-end display manufacturing project by 錼创科技 (Ruineng Technology) in Kunshan, with a total investment of 5 billion [1] - 錼创 was established in 2014 and became the first publicly listed Micro LED company globally in August 2022 on the Taiwan Innovation Board [2] - The company has developed various Micro LED manufacturing technologies, including proprietary processes for Micro LED epitaxy, mass transfer, and SMAR·Tech repair [2] Group 2 - In July 2025, 錼创 announced the establishment of its subsidiary in Kunshan, Jiangsu, which will focus on the production and sales of Micro LED panel components and modules, enhancing supply chain efficiency and localization capabilities in mainland China [2] - The Micro LED high-end display manufacturing project is expected to be completed and operational by the second to third quarter of 2026, primarily providing chip transfer services to local panel manufacturers [2]

2月2日，南京昀光科技有限公司（以下简称"昀光科技"）"12英寸超高清硅基OLED微显示器生产 基地"在南京江宁开发区举行开工仪式。 此次开工建设的12英寸硅基OLED生产线已列入2026年江苏省重大项目。项目总投资约12亿元， 规划建筑面积约4万平方米，计划于2027年建成投产。 项目建成后，将实现0.13英寸至1.32英寸硅基微显示面板的规模化生产，规划年产能约6万片12 英寸晶圆。按不同产品规格测算，等效年产约8000万片0.13英寸微显示器及约400万片1.32英寸 微显示器。 据介绍，该生产基地主要面向智能眼镜、VR/MR等新型终端应用需求，相关产能将服务于人工智 能、沉浸式显示及高端装备等领域。 昀光科技方面表示，公司此前已实现部分AR、VR及AI眼镜用微显示产品量产，并通过国家高新技 术企业、江苏省专精特新企业等认定，入选南京市及江苏省相关培育企业名单。 公开资料显示，昀光科技成立于2019年，主要从事硅基OLED微显示面板及驱动芯片的研发、制 造与销售，产品尺寸覆盖0.13英寸至1.32英寸，包括单色高亮及全彩高分辨率规格，应用领域涉 及AI眼镜、AR、VR/MR等终端，并延伸至影视、教育培训 ...

Core Viewpoint - The Chengdu High-tech Zone government has announced the environmental impact assessment document for the Micro-LED production base project of Chenxian Optoelectronics Co., Ltd. for 2025, indicating an expansion project aimed at enhancing production capacity in the Micro-LED sector [1][2]. Group 1: Project Overview - The Micro-LED production base project is located in the new factory area on Kanglong Road, Chengdu High-tech Zone, and involves upgrading existing low-capacity equipment and purchasing over 130 new pieces of equipment [2][3]. - The project aims to establish a new production line for glass-based Micro-LED display screens, specifically targeting high-end applications such as smart command and dispatch systems, high-end conference rooms, and media displays [3][4]. Group 2: Production Capacity - Upon completion, the new production line will add an annual production capacity of 22,000 square meters for glass-based P0.78 micro-pitch Micro-LED display screens, increasing the total factory capacity to 40,000 square meters [3][4]. - The existing production capacities for other Micro-LED display screens remain unchanged, with specific figures for small-pitch and micro-pitch displays detailed in the project documentation [4]. Group 3: Timeline and Investment - The project is scheduled to commence construction in November 2025 and is expected to be completed by November 2027 [6]. - Chenxian Optoelectronics was established in 2020 and has already invested 4 billion yuan in Chengdu High-tech Zone to build the first large-size TFT glass-based Micro-LED production line in mainland China by 2024 [7].

1月30日，深圳市飞帆泰科技有限公司（faytech）与友达光电（AUO）及Napster宣布达成硬件 合作。三方计划在2026年欧洲集成系统展（ISE 2026）上，首次展示透明Micro LED交互式广告 机产品Napster Station。 据介绍，Napster Station采用友达光电提供的30英寸透明Micro LED触控显示屏，结合faytech 的系统集成方案及Napster的AI平台，面向零售、酒店、交通、医疗等实体场景，提供基于人工智 能的人机交互应用。 图片来源：飞帆泰科技 在硬件配置方面，该设备搭载嵌入式处理器与计算模块，配备Napster VoiceField™麦克风阵 列、4800万像素摄像头及辅助显示屏，可支持语音与视频形式的交互。显示部分采用全贴合工 艺，支持10点投射式电容多点触控，覆盖2毫米玻璃盖板。屏幕亮度约600尼特，透明度超过 60%，对比度约为1,000,000:1，分辨率为960×540。 外观设计方面，Napster Station采用金属、铝材及木质材料组合结构，适用于室内公共空间部 署。 根据合作方披露的信息，Napster Station集成了多模态感 ...

彭博社记者Mark Gurman在最新一期Power On专栏，分享一个关于iPhone产品线的有趣可能 性：一款体积更小、采用翻盖式设计的折叠iPhone。虽然这种机型距离真正问世还很遥远，但苹 果正在评估这个想法。 这其实不算是大家第一次听到苹果正在考虑类似Galaxy Z Flip的翻盖式折叠iPhone，外媒The Information在2024年曾报导，苹果在探索折叠iPhone的推出方式时，曾经制作过几款翻盖式原 型机。最终，书本式折叠设计胜出，有机会在今年稍晚亮相。 图片来源：拍信网 如今，翻盖式设计的想法又被搬上台面。 " 目前在苹果实验室，还有另一款折叠设备正在评估 中：一款方形、翻盖式设计的折叠手机 " ，Mark Gurman表示。 " 这项产品是否真的会进入市场，仍未确定。 " Mark Gurman表示， " 不过，苹果正在押注第一 款折叠iPhone能够取得成功，为这个产品类别带来实质需求，并相信消费者会希望看到更多不同 的外型与尺寸，如同传统直式iPhone一样。 " 考虑到目前甚至还没有任何发布时程的概念，这个构想明显处于非常早期的阶段。不过，令人振 奋的是，苹果似乎不只规划 ...

Group 1 - The core viewpoint of the article highlights the advancement of domestic equipment in the Micro LED sector, particularly through the recent contract won by New Yichang for a large-size TFT glass-based Micro LED production line [1] - New Yichang's solid crystal equipment has been awarded contracts for projects with Chenxian Optoelectronics and Suzhou Huaxing Optoelectronics, indicating a growing demand for advanced display technologies [1] - A strategic cooperation framework agreement was signed between New Yichang and Chenxian Optoelectronics to focus on the mass transfer process of glass-based Micro LED chips, aiming to address technical challenges in mass production and cost control [1] Group 2 - Glass-based technology is accelerating the development of COG Micro LED technology due to its advantages such as high reliability, simplicity, ultra-high pixel density, high light transmittance, and micron-level stitching precision [1] - Chenxian Optoelectronics is one of the early players in the domestic TFT glass-based Micro LED technology field and has invested 4 billion yuan in Chengdu High-tech Zone to build the first large-size TFT glass-based Micro LED production line in mainland China [1] - New Yichang specializes in the research, development, production, and sales of intelligent manufacturing equipment in sectors such as semiconductors, LEDs, and new displays, holding a significant market share in the LED solid crystal machine sector [1]

据业内人士2日透露，三星显示计划自5月起在A6生产线投入量产用玻璃基板，并已将相关计划告 知合作伙伴。一位业内人士表示："玻璃基板的引入标志着该生产线将正式启动量产。" 图片来源：三星显示 三星显示A6生产线 将 为苹果今年第四季度推出的首款OLED MacBook 生产面板，面板规格包括 14英寸和16英寸两种。据悉，三星显示今年底的出货目标约为200万台。 尽管A6 产线 将于5月开始量产，但 由于成本问题， OLED MacBook所需模块的部分组件仍在研 发中。为了降低OLED MacBook的制造成本，苹果一直在逐步调整零部件的设计。此外，在产品 正式上市前，还需对这些零部件的可靠性进行严格测试。 报道称， 由于这是三星显示首次 启动 A6生产线，确保OLED供应的稳定性 成 为 了 首要任务。 三星显示计划 在前端工序中完成所有面板的生产，确保所需数量后，再在后道工序中进行模块组 装。三星显示需从第三季度起向负责MacBook组装的富士康供应OLED面板，因此 可能会 对A6 生产线的投产时间进行了相应调整。 本。 【集邦Display显示产业交流群】 回顾前景， 三星显示于2023年4月宣布，将 ...

Core Viewpoint - Samsung Electronics is launching a new line of "Tri-Color Electronic Paper" in various sizes, emphasizing energy efficiency and sustainability in its production process [1][4]. Product Features - The Tri-Color Electronic Paper features digital ink technology, significantly reducing power consumption compared to existing digital signage, as it requires no energy when the screen content remains unchanged [4]. - The new 13-inch model has a resolution of 1600 x 1200 and a 4:3 aspect ratio, with a thickness of only 8.6 mm and a weight of 0.9 kg, making it portable and easy to install [4]. - It comes with a rechargeable detachable battery, a stand, and ceiling mounts, allowing for installation in various commercial settings [4]. Environmental Impact - The Tri-Color Electronic Paper is the first to use bio-resin based on phytoplankton oil, which reduces carbon emissions during manufacturing by over 40% compared to traditional petroleum-based plastics [4]. - More than half of the materials used in the product's casing are made from recycled plastics and bio-resins [4]. Usability and Management - The product enhances content readability and operational convenience through improved color reproduction algorithms and supports content management via a dedicated mobile app [4]. - Users can achieve unified management with existing signage through Samsung's signage operation solution "Samsung VXT," which includes features optimized for electronic paper [4]. Upcoming Launch - Samsung Electronics will debut a 20-inch A3 size Tri-Color Electronic Paper at the ISE 2026 European Commercial Display Exhibition in Barcelona next month [5].

1月25日，彩虹集团（邵阳）特种玻璃有限公司 （ 简称邵阳玻璃 ） CS02生产线提质改造项目池 炉点火仪式在湖南邵阳举行。 作为彩虹集团电子玻璃产业布局的核心环节，邵阳玻璃CS02生产线提质改造项目 进度 较原计划 提前半个月完成建设任务。项目达产后，预计将形成年产200余万平方米盖板玻璃的生产规模。 资料显示， 彩虹集团（邵阳）特种玻璃有限公司是专业从事盖板玻璃及其相关产品的研发、生产 和销售的技术型公司，公司成立于2017年6月23日，注册资本4.69亿元。公司拥有邵阳和咸阳两 个生产基地，咸阳基地于2016年建成并投产一条年产140万平米G6代盖板玻璃生产线，邵阳基地 计划投资20亿元，建成4条G7.5代盖板玻璃生产线，首条线于2018年10月17日点火，达产后将 新增盖板玻璃年产能216万平方米。 彩虹集团 表示， 当前，车载显示、AI智能穿戴等新兴应用市场加速崛起，市场对高端特种玻璃的 需求持续攀升。此次池炉成功点火，既是 公司 项目建设的关键节点，更是抢抓市场发展机遇、深 耕电子玻璃产业的重要战略举措。 （ 来源：彩虹集团、集邦Display整理 ） 【集邦Display显示产业交流群】 图片来 ...