Core Viewpoint - Shenzhen LianDe Automation Equipment Co., Ltd. has been selected as the first candidate for the bidding of BOE's 8.6-generation AMOLED production line project, which could positively impact the company's future performance if the contract is signed and implemented successfully [1]. Summary by Relevant Sections - **Project Details** - The project is for an automatic laminating machine (D-lami) with a bid price of 157 million yuan [1]. - LianDe has also won bids for other equipment related to the same project, including M-lami, FOP, and polarizer attachment machines [1]. - **Company Performance** - In 2024, LianDe achieved a revenue of 1.396 billion yuan, representing a year-on-year growth of 15.63% [1]. - The net profit attributable to shareholders was approximately 243 million yuan, showing a year-on-year increase of 37.06% [1]. - In the first quarter of 2025, the company reported a revenue of 367 million yuan, with a year-on-year growth of 5.08% [1]. - The net profit attributable to shareholders for the same period was approximately 42.8 million yuan, reflecting a year-on-year decline of 6.42% [1]. - **Business Focus** - LianDe's main business includes the research, development, production, sales, and service of new semiconductor display intelligent equipment, automotive intelligent cockpit system equipment, semiconductor packaging and testing equipment, and new energy equipment [1].

在产品端，荣耀将在7月发布第五代折叠屏旗舰手机荣耀Magic V5，该产品有望成为全球最轻薄 的折叠旗舰。（集邦Display整理） #手机面板 #荣耀 图片来源：荣耀 除了内部架构调整，荣耀近日还联合深圳国资出资成立了深圳市人工智能终端产业私募股权投资基 金合伙企业（有限合伙）。该基金的出资规模为14.4亿元，经营范围包括股权投资、投资管理、 资产管理等。 穿透股权后，该基金由荣耀终端股份有限公司、深圳市引导基金、深圳市福田引导基金、深圳市红 土创业投资有限公司等共同出资。其中荣耀认缴出资3亿元，出资比例为20.83%。 据中国证监会网站，荣耀终端股份有限公司现已获得上市辅导备案，辅导券商为中信证券。 去年12月，荣耀完成了股份制改造，荣耀终端公司名称变更为"荣耀终端股份有限公司"。股改完 成后，荣耀将适时启动IPO流程，进一步消息将在相应的过程中对外披露，为实现公司下一阶段的 战略发展，荣耀将通过首发上市推动公司登陆资本市场。 资料显示，荣耀终端有限公司成立于2020年4月，注册资本超320亿元，目前已获得中国移动通信 有限公司、京东方科技集团股份有限公司、国信资本有限责任公司等投资，且获得了深圳市国资委 ...

Group 1 - The panel industry is undergoing strategic adjustments with two significant developments: Innolux's acquisition of Pioneer Corporation and JDI's asset optimization efforts [1][5]. - Innolux's subsidiary CarUX plans to acquire 100% of Pioneer for a total equity value of 163.6 billion yen (approximately 8.115 billion RMB) [1][2]. - The acquisition aims to leverage Pioneer's established relationships with major automotive manufacturers, enhancing CarUX's market presence, particularly in the Japanese automotive supply chain [4]. Group 2 - JDI announced the transfer of certain LCD and OLED display-related patents to three newly established wholly-owned subsidiaries, which will be sold to its major shareholder Ichigo Trust [6]. - This transaction is part of JDI's "BEYOND DISPLAY" growth strategy and is expected to be completed by July 30, 2025, with a capital increase of up to 96.4 billion yen (approximately 4.787 billion RMB) to support the company's transformation [6][8]. - Additionally, JDI is negotiating the transfer of its Mobara factory to Ichigo Trust, with plans to finalize the agreement by late July 2025 [8].

6月25日晚间，号称"全球最轻大折叠手机"vivo X Fold5正式发布。 vivo X Fold5折叠屏手机采用轻薄设计，重约217g，折叠厚度约9.2mm、单边厚度约4.3mm，号 称"轻过很多Pro级直板旗舰"，同时提供「钛度」「明白」「青松」三款配色。 ·12GB+256GB：6999元 ·12GB+512GB：7999元 ·16GB+512GB：8499元 ·16GB+1TB：9499元（集邦Display整理） 图片来源：vivo 核心配置上，vivo X Fold5采用6.53英寸外屏以及8.03英寸内屏，刷新率皆为120Hz，搭载高通 第三代骁龙8处理器，前置2000万，后置5000万主摄+5000万蔡司超级长焦+5000万超广角，电 池是6000mAh，支持80W有线和40W无线充电，支持反向充电。 另外，从发布会获悉，vivo X Fold5还首创内屏单独拆装设计，推出单内屏宝，首销期间限时折扣 价仅需299元，享受一年内免费内屏更换服务。 据业内消息， 此次vivo X FoId5外屏由京东方供应，而内屏则是由京东方和三星显示混合供应 ， 其中12GB运存版本采用京东方的屏幕，而16G ...

Core Viewpoint - The article highlights the successful delivery of fully automated copper foil attachment bending equipment by Shangju Technology for Micro OLED manufacturing, indicating a significant advancement in the AR display sector [1][2]. Group 1: Company Developments - Shangju Technology has successfully delivered equipment designed for the copper foil attachment and bending process in Micro OLED display manufacturing, achieving an attachment precision of ±60μm and accommodating sizes from 10mm×10mm to 45mm×45mm [1][2]. - The company has extensive experience in precision equipment supply for new display technologies, having previously delivered equipment in various fields such as PFA, RFA, STH, HTH, and 3D-thering forming [3]. Group 2: Industry Trends - Micro OLED technology, utilizing single crystal silicon wafers, offers a lightweight display structure and low power consumption, making it suitable for AR and VR wearable devices [4]. - Recent product launches, such as the Dream Air SE VR headset by Xiaopai Technology and the T2 XR glasses by TQSKY, both featuring Micro OLED displays, indicate a growing market for this technology [4]. - According to TrendForce, Micro OLED is projected to capture 54% of the AR device market share by 2024, driven by the ongoing development of smart glasses in AR, VR, and MR sectors [4]. - Companies like Xitai Technology, Ruixian Technology, and Guanglinda are accelerating their Micro OLED project advancements in response to increasing market demand [4]. - The capital market's interest in this field is rising, exemplified by Hongxi Technology's completion of nearly 500 million yuan in Series A financing this year, supporting rapid development of related technologies and products [4].

Core Viewpoint - The domestic AMOLED industry has traditionally focused on small-sized terminal products like smartphone screens, but recent advancements have been made in the notebook screen sector. However, the large-sized OLED screen market, represented by monitors and TVs, is still dominated by Samsung Display and LG Display [1]. Group 1 - TCL Huaxing's first OLED display panel has begun production, and some monitor brands are testing OLED display prototypes based on Huaxing panels, which may break the duopoly of Korean companies in this field [1]. - The first panel from TCL Huaxing is a commercial model with a refresh rate of 144Hz, but most brands consider its specifications unsuitable for the current market and are in a wait-and-see mode for future product upgrades [3].

Core Viewpoint - Northern Huachuang has acquired a controlling stake in Chipsource Micro, enhancing its position in the semiconductor equipment industry and creating synergies between the two companies' product offerings [1][2]. Group 1: Acquisition Details - On June 24, Northern Huachuang announced the completion of the share transfer of 16,899,750 shares from Zhongke Tiansheng, representing 8.40% of Chipsource Micro's total shares [1]. - The acquisition was executed for a cash consideration of approximately 1.448 billion yuan (about 14.48 billion) [1]. - Additionally, Northern Huachuang acquired 9.48% of Chipsource Micro's shares from Shenyang Advanced Manufacturing Technology Industry Co., Ltd. for approximately 1.687 billion yuan (about 16.87 billion), bringing the total investment to approximately 3.135 billion yuan [1]. Group 2: Company Positioning - Northern Huachuang now holds approximately 17.87% of Chipsource Micro's shares, making it the largest shareholder and granting it control over the company [2]. - Chipsource Micro specializes in the research, production, and sales of semiconductor equipment, particularly in developing equipment for OLED manufacturing [2]. - The acquisition is expected to leverage the complementary product offerings of both companies, enhancing their capabilities in the integrated circuit equipment sector [2]. Group 3: OLED Equipment Market Dynamics - The OLED equipment sector is experiencing significant activity, driven by the upgrade of production lines from 6th generation to 8.6th generation [3]. - Numerous events related to equipment orders and shipments have been reported in the first half of 2025, indicating a robust market environment [3]. Group 4: Recent Developments in OLED Equipment - Various companies have made significant advancements in OLED equipment, including: - Shangju Technology delivered fully automated copper foil attachment bending equipment for Micro OLED manufacturing [4]. - Huashimanju completed the shipment of the first domestic G8.6 AMOLED TSP OS testing equipment [4]. - AP Systems signed an OLED equipment order with Xiamen Tianma Display Technology [4]. - Notable orders include Sunic System supplying OLED display screen development evaporation equipment to Samsung SDI for 34.28 million yuan and securing a contract with BOE for 180 million yuan [4][6]. Group 5: Future Outlook - The transition of downstream panel manufacturers to 8.6 generation lines presents a critical opportunity for domestic display equipment companies to penetrate the market and validate their technologies [8]. - Despite foreign companies currently dominating the backplane and frontplane processes, domestic firms like Zhongwei Company, Aolaide, and Hefei Xinyi have made substantial breakthroughs [8]. - The demand for high-end display manufacturing equipment is expected to surge with the mass production of OLED 8.6 generation lines, potentially accelerating the localization process and enhancing China's market influence in the global display equipment sector [8].

Core Viewpoint - The 618 promotion period is a crucial sales event in the first half of the year, with significant attention on the pricing of large-sized televisions and the introduction of two new products [1]. Group 1: Pricing Trends - During the 618 promotion, the prices of large-sized televisions reached record lows, with 85-inch TVs seeing a year-on-year price drop of 24%, 98-inch TVs dropping 35%, and 100-inch TVs dropping 38% [2]. - Regular-sized televisions also experienced price reductions, with 75-inch TVs priced below 2,000 yuan, including a notable price of 1,997 yuan [4]. Group 2: Market Dynamics - In light of stagnant sales in the television market, both brands and panel manufacturers are keen to promote the development of large-sized televisions to increase revenue and profits, while manufacturers aim to enhance average screen sizes and reduce excess capacity [3]. Group 3: New Product Introductions - Two new products were introduced during the 618 promotion: a 50-inch FHD television and an RGB-Mini LED television [5]. - TCL is the only brand offering the 50-inch FHD television at a price of 959 yuan, which is lower than the 43-inch UHD television, potentially replacing some demand for the latter and driving up average screen sizes [8]. - Hisense is the sole seller of RGB-Mini LED televisions during this promotion, with sizes including 85-inch, 100-inch, and 116-inch, priced around 28,000 yuan for the 85-inch model, which is slightly lower than the 83-inch OLED television [12].

6月25日， 三星电子正式推出其最新的智能显示器系列，包括旗舰型号M9，以及 更新版M8和 M7。这三款显示器均采用32英寸的QD-OLED面板， 这也是 三星首次在智能显示器中引入量子 点有机发光二极管技术 。 此外，新 系列产品 搭载 AI功能，为用户提供了更个性化和互联的工作 与娱乐体验。 图片来源：三星 ▶ 关于集邦 上下滑动查看 据悉，M9系列还具有AI Picture Optimizer、4K AI Upscaling Pro 和 Active Voice Amplifier （AVA）Pro 技术支持，可根据内容和周围环境实时增强图像和声音质量。 M9的售价为199万韩元（约合10501元人民币），M8售价90万韩元（约合4749元人民币），而 M7的价格区间为56万至69万韩元（约合2955至3641元人民币）。 三款新品 已 在韩国上市，海 外市场则将在未来几周陆续发售。 （ 集邦Display整理 ） #三星 #OLED #显示器面板 【集邦Display显示产业交流群】 其中，M9系列其采用了4K QD-OLED面板，配备防眩光涂层，有效减少反光干扰。其可变刷新率 最高可达165Hz，响 ...

Core Viewpoint - Shenzhen Zhongjia Microvision Semiconductor Technology Co., Ltd. has officially opened its new facility in Bao'an District, focusing on the development of optical inspection equipment for the semiconductor and display industries, which is expected to significantly contribute to the local economy and strengthen Shenzhen's position in the global semiconductor supply chain [1][3]. Group 1: Company Overview - Shenzhen Zhongjia has a registered capital of 10 million yuan and a total investment of 1 billion yuan, with its parent company being Chengdu Zhongjia Microvision Technology Co., Ltd. [1] - The new facility covers approximately 3,960 square meters and aims to produce hundreds of high-end inspection devices annually [1]. Group 2: Industry Impact - The production of semiconductor display inspection equipment will directly serve local industry leaders such as BOE and TCL, contributing over 1 billion yuan in output value to Bao'an over the next three years [3]. - The strategic cooperation agreement between BOE and Shenzhen CIMC Chancheng Development Group is set to enhance the regional semiconductor ecosystem, with a focus on artificial intelligence, semiconductor, information technology, photovoltaic, and IoT industries [3].