Core Viewpoint - Samsung is set to begin trial production of a 115-inch RGB Micro LED television, which is an upgraded version of its Neo QLED television, featuring RGB Mini LED-LCD technology instead of true self-emissive Micro LED technology [1][2]. Group 1 - The RGB Micro LED television utilizes red, green, and blue LEDs as backlight sources, enhancing color purity compared to traditional white LEDs, which can distort colors due to their broader wavelength [2]. - Samsung's RGB Micro LED television does not incorporate quantum dot technology, as the RGB LEDs already provide excellent color performance without the need for additional enhancements [2]. - The product is positioned as a more affordable high-end television option compared to self-emissive Micro LED models, with various sizes showcased at CES, including 75-inch, 85-inch, and 98-inch models [2].

这款车载显示屏利用Tri-gate架构搭配GDL电路可实现极窄边框设计，能有效提升屏幕的屏占 比，进一步提升视觉体验。 该产品还通过快速响应和分区精准控光，提升画面的明暗对比度（1800:1），使亮部更明亮、 暗部更深邃，尤其在Mini-LED背光系统中，画面细节呈现更清晰，减少残影和模糊感。此外， 屏幕表面反射率的降低，可以进一步提升画面清晰度。 【惠科】 6月13日，惠科宣布推出 全球首款a-Si车载 Tri-gate（ TRD ） +TDDI屏幕 。 惠科表示，这款12.3英寸车载屏是国内首创将a-Si材料的Tri-gate技术与incell触控屏整合在一起 的产品。相较于LTPS屏幕技术，它拥有高信赖性、低成本等优势，显著提升了车载屏幕的驱动效 率和稳定性。产品具体特点如下： TDDI一体化设计 此次研发的12.3英寸车载显示屏基于a-Si材料实现Tri-gate（TRD）驱动，使其在相同分辨率 下，减少驱动芯片和外围元器件的使用，降低成本。同时，零件的减少也带来了空间的节省，使 其可以在更小的空间集成更多晶体管，以此支持驱动2K/4K甚至更高分辨率的屏幕。 此外，该产品还支持多点触控、戴手套操作、湿 ...

Core Viewpoint - The article discusses recent developments regarding Tianma Microelectronics, focusing on its supply of display solutions for Xiaopeng Motors and a new OLED equipment contract with AP Systems. Group 1: Supply to Xiaopeng Motors - Tianma Microelectronics supplies display solutions for Xiaopeng Motors, including a 15.6-inch central control screen for the Xiaopeng G7, featuring a 2.5K resolution and LTPS display technology [2][4] - The 2025 Xiaopeng G6 also utilizes a 15.6-inch central control screen from Tianma, enhancing user experience with anti-glare features and improved color performance [4] - For the 2025 Xiaopeng X9, Tianma provides a 10.25-inch instrument screen and a 17.3-inch central control screen, with the latter achieving a 3K resolution and a maximum brightness of 700 nits [5] Group 2: OLED Equipment Contract - AP Systems has signed a contract with Xiamen Tianma Display Technology for OLED equipment supply, with delivery scheduled between June 9, 2025, and May 20, 2026 [6][8] - The contract stipulates that 90% of the payment will be made via letter of credit upon equipment arrival, with the remaining 10% paid after final inspection [6][8] - Xiamen Tianma, a subsidiary of Tianma Microelectronics, is responsible for the TM18 project, which involves a total investment of 48 billion yuan and focuses on curved and foldable displays for smartphones and wearable devices [7][9]

【集邦Display翻译】 6月12日，据韩媒报道，三星显示（Samsung Display）自今年3月起已启 动iPhone 16e机型OLED面板的量产工作，并持续向苹果公司供货。知情人士透露，该公司已针 对该机型的面板生产完成约600万片零部件的采购储备，相关产能正按计划有序释放。 作为苹果时隔三年再度推出的"人气机型"，iPhone 16e延续了2022年iPhone 14标准版的屏幕规 格——搭载6.1英寸OLED面板。 图片来源：苹果官网 此前该机型的屏幕供应体系主要由京东方（BOE）与 LG Display 主导，其中京东方以 60%-70% 的订单占比成为最大供应商。苹果这一布局与高端机型形成差异化策略：iPhone 16 Pro 系列仍由三星显示与 LG Display 主力供应，而大众机型则倾向于分配给京东方。 报道指出，三星显示获得苹果新增iPhone 16e订单具体原因尚不明确，业界推测是由于需求增加 或供应链问题促使苹果扩大了供应商矩阵。 此图片来自微信公众平台 士纪检近了司副田 报道称，作为苹果 OLED 屏幕长期以来的核心供应商，三星显示此次在大众机型领域的突破，将 进一步强化其 ...

Core Viewpoint - The panel manufacturers are focusing on continuous investment to maintain competitive advantages and enhance technological capabilities, with significant investments planned in OLED, LCD, and MLED sectors [1][7]. Investment Overview - In the past year and a half, the three major domestic panel manufacturers have primarily directed their investments towards specific areas: BOE is focusing on the 8.6-generation AMOLED production line with an investment of 63 billion yuan [2]. - CSOT is strengthening its LCD business with a total investment of approximately 25.4 billion yuan through acquisitions [3]. - HKC is expanding its investments in the MLED and E-paper sectors, with a total investment of around 26 billion yuan in MLED and 13.5 billion yuan in E-paper [3]. Total Investment Scale - The total planned investment by the three major panel manufacturers in the past year and a half is approximately 140 billion yuan, with the highest investment in the OLED sector at 45%, followed by LCD at 20%, MLED at 19%, E-paper at 9%, and IC at 6% [6]. - BOE accounts for the largest share of investment at 48%, primarily due to its significant investment in the 8.6-generation AMOLED production line [6]. - HKC follows with a 34% share, focusing on MLED and E-paper projects, while CSOT's investment is primarily in the LCD sector, accounting for 19% [6]. Future Outlook - As these investment projects are implemented, the competitiveness and technological level of the panel manufacturers are expected to improve further. Future investments are anticipated to continue focusing on OLED, supplemented by LCD investments [7].

【集邦Display整理】 6月12日，天马微电子发布公告称，公司 董事会于近日收到彭旭辉先生的书 面辞职报告。 彭旭辉先生因工作调整原因申请辞去公司第十届董事会董事、董事长职务以及董事会战略与可持续 发展委员会委员、董事会风险管理委员会委员职务，辞职后将不在公司及其子公司担任任何职务。 彭旭辉先生原定的任期到期日为2025年7月7日。 根据《公司章程》等有关规定，彭旭辉先生辞职不会导致公司董事会成员人数低于法定最低人数， 其辞职报告自送达公司董事会之日起生效。 截至该公告披露日，彭旭辉先生持有公司股份7,800股，不存在未履行完毕的公开承诺。彭旭辉先 生辞职后将继续遵守相关法律法规有关股份转让的限制性规定。彭旭辉先生已按照公司相关规定完 成工作交接，该辞职事项不会影响公司董事会正常运作。公司将尽快按照相关规定完成董事的补选 工作。 #天马微电子 #液晶面板 ▶ 关于集邦 同日，天马微电子 召开第十届董事会第三十一次会议，审议通过《关于选举公司董事长的议 案》。 董事会同意选举成为先生为公司董事长 （简历附后），任期至第十届董事会届满。根据 《公司章程》规定：董事长为公司的法定代表人。因此，天马微电子法定代表 ...

Core Viewpoint - TrendForce's latest survey indicates that global smartphone production is expected to reach 289 million units in Q1 2025, a decrease of approximately 3% compared to the same period in 2024, although production performance across brands remains relatively stable [1]. Summary by Sections Overall Market Performance - In China, Q1 sales benefited from policy incentives, leading to a slight growth in sales. However, due to uncertainties in the international landscape, market demand is expected to be suppressed, with production performance across brands projected to remain flat compared to Q1 [2]. Major Brand Performances - **Samsung**: In Q1, Samsung's smartphone production approached 64 million units, a quarter-on-quarter increase of about 21%, reclaiming the top position globally [5]. - **Apple**: Apple's production decreased by 40% in Q1, falling to 48 million units, ranking second. The decline is attributed to its products not being included in China's subsidy program and intense competition in the market [7]. - **Xiaomi**: Xiaomi produced nearly 42 million units in Q1, maintaining its third position. The brand's comprehensive product range and the boost from subsidy policies contributed to its strong performance [8]. - **OPPO**: OPPO's production was approximately 27 million units in Q1, a decrease of 26% quarter-on-quarter and a 19% decline year-on-year, primarily due to inventory adjustments [9]. - **Vivo**: Vivo's production totaled 24 million units in Q1, ranking fifth. The brand's sales are mainly driven by the Chinese market, benefiting from subsidy policies [10]. - **Transsion**: Transsion's production was close to 22 million units in Q1, a decrease of 20%. The brand primarily focuses on emerging markets outside of China and has not benefited from consumer subsidy incentives [11].

Core Viewpoint - Samsung showcased advanced RGB OLEDoS screens designed for XR headsets at the AWE USA 2025, featuring peak brightness of up to 20,000 nits [1][2]. Group 1: Product Specifications - The RGB OLEDoS screen measures 1.3 inches with a pixel density of 4200 ppi and utilizes micro-lens array (MLA) technology to enhance brightness and viewing angles [2]. - Samsung also presented a flagship 1.4-inch RGB OLEDoS panel with a pixel density of 5000 ppi and a brightness of 15,000 nits, supporting a variable refresh rate of 120Hz [3]. - A white OLEDoS panel measuring 1.3 inches was displayed, featuring a pixel density of 4000 ppi and a brightness of 10,000 nits [3]. Group 2: Production and Future Plans - The white OLEDoS panel is currently in mass production, while the RGB OLEDoS panel is scheduled for mass production next year [6]. - Samsung's acquisition of eMagin has led to the introduction of a new ultra-small 0.62-inch white OLEDoS panel and a 2600 ppi RGB OLEDoS panel [3]. Group 3: Additional Innovations - Samsung introduced innovative screens such as a 12.4-inch Rollable Flex OLED panel suitable for tablets and a Flex S multi-fold OLED panel designed for hybrid devices transitioning from smartphones to tablets [7]. - A stretchable display based on Micro LED technology was also showcased, which could be utilized for innovative advertising in the future [7].

Core Viewpoint - Tianshan Electronics has approved the use of approximately 188.43 million yuan of remaining funds from its initial public offering to invest in new projects, including a vehicle LCD display module production line and a comprehensive capability enhancement project at the Tianshan Electronics Tanwei Park [1][2]. Investment Projects - The total investment for the vehicle LCD display module production line project is planned at 115.78 million yuan, fully funded by the raised capital. The project aims to enhance production capacity and meet the growing demand from major clients like BYD [4][5]. - The vehicle LCD display module production line is expected to add an annual production capacity of 25.35 million pieces, focusing on high-value products and responding to the demand for intelligent and large-screen products in the automotive sector [5][6]. - The comprehensive capability enhancement project has a total planned investment of 110.87 million yuan, with 72.65 million yuan from raised funds and 38.22 million yuan from the company's own funds. This project aims to improve operational capabilities and competitiveness through smart warehouse construction and production facility upgrades [7][8]. Market Context - The global demand for vehicle displays is surging, leading to a rapid increase in orders for Tianshan Electronics. The current production capacity is insufficient to meet the large-scale delivery requirements of major clients, necessitating the expansion of production lines and storage facilities [2][3]. - Tianshan Electronics has established itself as a key supplier in the domestic vehicle display market, covering a wide range of products from 3.5 to 17.3 inches and producing modules for various automotive applications [6].

公告指出："LG Display 正在以兼具盈利能力和技术差异化的OLED为中心，持续优化投资组合并 推进业务结构升级。为进一步扩大经营成果、强化中长期业务竞争力，公司正就多种方案展开探 讨，但截至目前，媒体报道中提及的投资计划尚未形成具体定论或决策。 " 图片来源：LG Display 此外，LG Display补充说明："若未来有具体事项确定，公司将在确定当日或一个月内另行发布公 告。"这意味着，即使相关投资计划暂未敲定，LG Display也将于7月8日前通过补充披露的方式， 向外界提供最新进展信息。 【集邦Display整理】 近期， 业内 有 报道称，LG Display计划投资约7000亿韩元 （ 约人民币 36.61亿元 ） 在其坡州工厂闲置场地建造新的OLED技术 厂房 。此外，还有传言称，LG Display最早将于7月与京畿道和坡州市签署国内回归投资谅解备忘录（MOU）。 针对上述传闻，LG Display于6月9日正式发布澄清公告。 此图片来自微信公众平台 十八届十二十六十十 #LGD #OLED ▶ 关于集邦 ...