Core Viewpoint - BOE has successfully transitioned its 6th generation new semiconductor display device production line from construction to operation, marking a significant step in its strategy to enhance its position in the semiconductor display industry [1][3]. Investment and Production Details - The total investment for the 6th generation production line is 29 billion yuan, covering an area of 420,000 square meters, with a designed monthly production capacity of 50,000 pieces, which commenced construction in 2023 [3]. - The production line focuses on high-end products such as VR display panels, small to medium-sized high-value IT display panels, and automotive display panels, utilizing LTPO and LTPS technologies [3][4]. Technological Innovations - BOE's LTPO technology combines the high mobility of LTPS and the low power consumption of Oxide, achieving over 1500 PPI ultra-high pixel density while significantly reducing panel power consumption [4]. - The company has developed a 2117 PPI Real RGB display screen, achieving the highest resolution in the LCD industry [4]. Product Offerings - During the delivery event, BOE showcased several products ready for mass production, including a 2.24-inch 1500 PPI and 1700 PPI VR display module, a 16-inch 240Hz gaming laptop screen (resolution 2560×1600, 100% DCI-P3 color gamut), and a 14.6-inch narrow bezel high-end automotive central control screen [4].

Core Viewpoint - The article discusses the rising investment in the Micro OLED sector driven by the increasing demand for AR glasses and the establishment of new production projects by various companies in the industry [1][11]. Company Investment - Yisui Technology plans to invest up to 1.8 billion yuan in a Micro OLED micro-display backplane production project, with an additional 600 million yuan allocated to its wholly-owned subsidiary, Yisui Imaging Technology (Hefei) [2][5]. - The project aims to add a production capacity of 5,000 units per month to meet specific customer demands, particularly from Shiya Technology [5][6]. Industry Development - The Micro OLED sector is experiencing a surge in project launches, with multiple companies, including Hongxi Technology and Xitai Technology, announcing significant investments and new production lines [7][9]. - Shiya Technology currently operates a 12-inch evaporation line capable of producing 9,000 wafers per month, with plans to expand to three lines producing 27,000 wafers per month [7][10]. Market Demand - The demand for Micro OLED displays is expected to grow, particularly in AR glasses, where it is projected to account for 54% of the market share by 2024 [10]. - Micro OLED technology is also anticipated to find applications in various fields, including security monitoring, digital camera viewfinders, military targeting devices, medical equipment, industrial inspection, and automotive displays [10][11]. Future Outlook - The Micro OLED technology is expected to see further development by 2025, leading to increased investments in upstream core component projects and a more mature industry chain [11].

此外，官方还提到这款显示器支持DC调光技术及德国莱茵TÜV无频闪、低蓝光双重护眼认证，在 护眼方面表现较为突出。 #显示器面板 【 IT之家 】 5 月23日， 飞利浦 宣布 推出"全球首款圆偏光LCD显示器"27M2N3500UK ，定价为 1199元，规格为"2K 300Hz" 。 图片来源：飞利浦显示器 据了解， 这款显示器配备一款2560x1440分辨率300Hz Fast IPS面板，显示器GtG响应速度1ms， SDR峰值亮度450尼特，覆盖95.8% DCI-P3、100% sRGB和100% sRGB色域。 此次推出的飞利浦EVNIA舒视蓝4.0显示器采用BOE（京东方）新一代圆偏光技术， 在屏幕表面搭 载独特的圆偏光护眼层，相比传统线偏振光技术，其光矢量端点轨迹呈圆形，偏振方向随时间均匀 分布，通过模拟太阳光的螺旋扩散原理，使得显示器发出的光更接近自然光，可大幅减少光线对晶 状体和视网膜的定向刺激，为用户提供更接近自然光的健康护眼体验。 ▶ 关于集邦 上下滑动查看 ...

【WitsView整理】 5月24日，据翔安融媒体中心消息，厦门天马光电子有限公司（下文简称"厦 门天马光电子"）第8.6代新型显示面板生产线项目（TM19）已全面进入产能爬坡阶段。 图片来源：天马 值得关注的是，TM19与芜湖天马光电子投建的TM20项目共同构成天马首批高世代生产线布局。 其中，TM19主要为IT业务提供TFT-LCD技术的产能与技术支撑，TM20则聚焦IT模组产能建设。 TM20总投资80亿元，达产后预计形成年产6440万块新型显示模组的产能，产品同样面向车载显 示、IT显示、工业品显示三大市场。 2024年11月，天马第8.6代MNT首批模组在芜湖完成了量产出货。 #面板价格 #LCD面板 【WitsView面板产业交流群】 资料显示，TM19是天马首条专精于中小显示领域的高世代面板产线，项目总投资330亿元，占地 976亩，总建筑面积约101万平方米。 项目规划月加工玻璃基板产能为12万张/月，主要技术为a - Si（非晶硅）与IGZO（铟镓锌氧化 物）技术双轨并行，目标产品市场包括车载显示、IT显示（平板、笔记本电脑、显示器等）、工业 品显示等应用。 据天马介绍，TM19工厂实现10 ...

Core Viewpoint - The article highlights the significant investment by Huike Co., Ltd. in the M-LED display technology sector, indicating a strong commitment to expanding its production capabilities and technological advancements in the semiconductor display panel industry [1][3]. Group 1: Investment and Projects - On May 24, a cooperation agreement was signed between the Shunqing District Government and Huike Co., Ltd. to establish a full-color M-LED display chip base project in Shunqing District, with a total investment of approximately 10 billion yuan [1]. - The project is designed to have a monthly production capacity of 1 million chips, with the construction divided into three phases; the first phase will produce 150,000 chips [1]. Group 2: Company Developments - Huike Co., Ltd. is primarily engaged in the research and manufacturing of semiconductor display panels and smart display terminals, with existing technologies including a-Si TFT-LCD, Oxide TFT, Oxide RGB OLED, Oxide LCD, and Mini LED [3]. - In 2023, Huike has been intensifying its investment in the M-LED sector, with a 5 billion yuan investment in the first phase of the Mini LED project in Mianyang and an additional investment of approximately 9 billion yuan for a Mini LED backlight/direct display module and complete machine project in Hunan [3]. - The company successfully launched the industry's first 6.67-inch Micro LED direct display screen based on a glass-based HMO backplane in December last year and introduced the world's first 116-inch Mini LED giant display screen on April 29 this year, utilizing G8.6 high-generation line manufacturing and MMG cutting technology to enhance glass substrate utilization to 94% [3].

【WitsView整理】 5月22日，康佳集团官方微信消息，东莞康佳智能产业园在凤岗镇正式开园。 图片来源：深康佳 据悉，东莞康佳智能产业园分两期进行，总用地面积约164亩，总投资约17亿元，将建设包括彩 电研发大厦、生产主体厂房、物流配套仓库以及相关配套设施在内、总建筑面积42万平方米的国 内领先的工业4.0现代化工厂。该项目主要从事彩电等电子产品的研发、生产、销售，打造成为康 佳集团内外销彩电、智能多元产品生产基地，项目计划年产能约300万，预计实现年产值超30亿 元。 项目建成后，产业园还将引进5G场景应用、8K芯片与新型显示、人工智能、机器人、视听系统开 发等相关创新型高新企业入驻，共同打造成为一个以彩电及智能硬件等电子产品的研发、生产、销 售以及上下游产业链配套设施于一体的新型科技产业园区。 康佳集团表示，2024年为加速推进半导体业务产业化进程，公司在MLED（Micro LED及Mini LE D的统称）产业化方面持续加大投入，并在Mini LED显示产品销售方面取得了一定进展。 #电视面板 据介绍，东莞康佳自1993年成立以来，先后完成莞康电子城一期、二期建设，实现了从单一彩电 制造向多元化产 ...

Core Viewpoint - Xiaomi has launched several significant products during its 15th anniversary event, including its first SUV model YU7, the Xiaomi 15S Pro smartphone, Pad 7 Ultra tablet, and the S Mini LED 2025 series television, showcasing advancements in technology and design [1][2]. Group 1: Xiaomi YU7 SUV - The Xiaomi YU7 is positioned as a luxury high-performance SUV with three versions: YU7 (long-range rear-wheel drive), YU7 Pro (long-range all-wheel drive), and YU7 Max (high-performance all-wheel drive) [2]. - All versions of YU7 support an 800V silicon carbide high-voltage platform, with specific pricing to be announced in July [2]. Group 2: Xiaomi HyperVision Display - The YU7 features the Xiaomi HyperVision panoramic display, which utilizes PHUD technology with three Mini LED screens to project information onto the windshield [4]. - The HyperVision display offers a 1.1m ultra-wide view, 108 PPD ultra-retina level clarity, peak brightness of 1200 nits, and 903-zone local dimming [6]. - The display is designed to provide driving information for the driver and entertainment for the passenger, with the ability to show blind spot images during turns [6]. Group 3: Xiaomi 15S Pro Smartphone and Pad 7 Ultra - The Xiaomi 15S Pro smartphone features a 6.73-inch OLED display with a resolution of 3200*1440, supporting a refresh rate of 1-120Hz and a peak brightness of 1800 nits [8]. - The smartphone is equipped with a Leica Summilux triple-camera system and a 6100mAh battery with 90W fast charging capabilities [8]. - The Pad 7 Ultra is Xiaomi's first OLED tablet, featuring a 14-inch OLED screen with a resolution of 3200*2136 and a peak brightness of 1600 nits [10]. - Both devices utilize Xiaomi's self-developed O1 processor, built on TSMC's 3nm process technology [11]. Group 4: S Mini LED 2025 Series Television - The S Mini LED 2025 series television starts at a price of 2999 yuan, with a promotional price of 2399.2 yuan after subsidies [13]. - The series includes various sizes, with peak brightness reaching 1700 nits and support for 4K 144Hz display [14]. - The television features a low-reflection screen and advanced optical film design, enhancing the viewing experience [14].

Core Viewpoint - Raontech has developed a new 0.24-inch LCoS microdisplay, the P24, with a resolution of 1440x1440 (2.5K), aimed at enhancing the capabilities of smart glasses in both low and high-resolution markets [1][3][4]. Group 1: Product Development - The P24 microdisplay features a pixel count increase from 1 million to 2 million, achieving a resolution of 1440x1440 [3]. - The pixel size has been reduced from 4μm to 3μm, resulting in a high pixel density of 8500 PPI, allowing for high-resolution display in a compact size [3][4]. - Raontech is expanding its product portfolio to include LCoS, OLEDoS, and LEDoS technologies, indicating a broader strategy in microdisplay technology [3][4]. Group 2: Market Positioning - The P24 is particularly suited for high-end AR smart glasses, which require higher resolution displays for a field of view exceeding 70 degrees [4]. - Current prototypes of smart glasses typically use microdisplays with around 300,000 pixels, suitable for simple information display within a 20-30 degree field of view [3][4]. - Raontech's advancements position the P24 as a potential new standard for next-generation AR glasses due to its high resolution, small size, and low power consumption [4].

Core Viewpoint - The article highlights the recent developments in BOE's LCD and AMOLED businesses, emphasizing a shift in the industry towards high-value products and a recovery in demand and inventory levels [1][3]. Industry Overview - The LCD industry is experiencing a recovery in supply and demand, with manufacturers adopting a "production based on demand" strategy, leading to healthier inventory levels and a gradual return to normal demand patterns [1]. - The overall operating rate of the LCD industry has been on the rise since November 2024, maintaining an average of over 80% in Q1 2025, despite a slight demand drop in Q2 [3]. Company Developments - BOE's Chengdu 8.6-generation AMOLED production line has successfully transitioned from construction to operational phase, with a total investment of 63 billion RMB and a design capacity of 32,000 glass substrates per month [3]. - The company has established three 6th-generation flexible AMOLED production lines in Chengdu, Chongqing, and Mianyang, and will operate a total of four AMOLED production lines in the future [3]. Financial Insights - BOE expects a total depreciation of approximately 38 billion RMB in 2024, with several LCD and OLED production lines having completed their depreciation [4]. - The company is transitioning from a rapid expansion phase in LCD production to a mature phase, focusing future capital expenditures on strategic directions, particularly in the "Screen IoT" strategy [4]. - Despite external trade complexities, the certainty of the Chinese mainland market and its high-quality development will support the company's future growth [4].

TrendForce集邦咨询旗下光电研究处。研究领域包括MicroLED、MiniLED、照明、显示屏、紫外线（UV LED）、红外线 (IR LED/VCSEL)、化合物半导体等，提供以上各领域的产业研究报告及资讯。 小米即将在 5月22日晚7点举办的15周年战略新品发布会上，正式发布旗下首款SUV车型YU7。 以下文章来源于LEDinside ，作者Irving LEDinside . 图片来源：小米汽车 而在发布会的前一天，小米汽车官方发布了视频，重点介绍了YU7将搭载小米天际屏全景显示— Xiaomi HyperVision，这是一款在YU7车辆前挡风玻璃下沿配备的显示技术，横向贯穿整个 挡风 玻璃，以支持显示更多的信息内容。 图片来源：小米汽车 YU7采用天际屏全景显示屏取代了物理仪表盘，可让用户以更安全的方式了解到更多车况与道路信 息，同时保持对道路实际情况的关注。 据相关媒体透露，与其他车型搭载的远端屏不同， YU7的天际屏或采用了 PHUD 成像技术，采用 大面积投影的方式，将显示内容与前挡风玻璃更好地融合，减少了视觉干扰。除此之外，小米YU7 仍在中控位置保留一块悬浮触控屏，与天际屏共同打造 ...