Core Viewpoint - BOE (京东方) has successfully lit up the first product from China's first 8.6-generation AMOLED production line five months ahead of schedule, marking a significant milestone in its production capabilities and technology advancement [1][4]. Group 1: Production Line Details - The total investment for the 8.6-generation AMOLED production line is 63 billion yuan, with a designed capacity of 32,000 glass substrates per month, focusing on high-end touch OLED displays for laptops and tablets [4]. - The production line utilizes FMM product technology compatible with flexible OLED and Hybrid OLED, offering advantages in yield, production efficiency, product quality, and luminous efficiency compared to other technologies [4]. - The OLED screens produced will feature lower power consumption and longer lifespan due to the use of low-temperature polycrystalline silicon oxide (LTPO) backplane technology and Tandem stacked light-emitting device fabrication processes [4]. Group 2: Milestones and Future Plans - Since its commencement in 2024, the production line has achieved significant breakthroughs, with the first batch of equipment arriving four months ahead of schedule in May 2025, setting a record for high-generation production line construction [4]. - The first product was lit up five months ahead of schedule, marking a key step towards mass production operations expected in 2026 [4]. - Starting in May next year, BOE plans to begin mass production of the 8.6-generation OLED panels for laptops, with clients including Acer and ASUS, although specific supply volumes have not yet been disclosed [4]. Group 3: Existing Production Capacity - BOE has already established three 6th-generation flexible AMOLED production lines in Chengdu, Chongqing, and Mianyang, with a cumulative shipment of over 500 million OLED displays [5]. - With the lighting of the first 8.6-generation AMOLED production line and upcoming mass production, BOE will operate four AMOLED production lines, reinforcing its leading position in OLED capacity and production technology [5].

Core Viewpoint - The strategic investment agreement between Fujian Electronic Information Group and TCL Huaxing Optoelectronics marks a significant step in the deep cooperation within the semiconductor display industry, aiming to enhance the core competitiveness of Zhaoyuan Optoelectronics in the LED chip sector [4][5]. Group 1: Strategic Partnership - The signing of the agreement indicates a deep collaboration between Zhaoyuan Optoelectronics, a key player in LED chip manufacturing in Fujian, and TCL Huaxing, a leading global semiconductor display company [4]. - The partnership will focus on technology iteration, capacity synergy, and market expansion to support Zhaoyuan Optoelectronics in entering a new development phase [4]. Group 2: Financial Details - TCL Technology announced that its subsidiary TCL Huaxing successfully acquired 80% equity and related debt of Zhaoyuan Optoelectronics for a total transaction price of 490 million yuan [4]. - Zhaoyuan Optoelectronics, established in March 2011 with a registered capital of 1.437 billion yuan, reported projected revenues of 880 million yuan for 2024, with a net loss of 389 million yuan [4]. - For the period from January to October 2025, Zhaoyuan Optoelectronics achieved revenues of 710 million yuan and a net loss of 299 million yuan [4]. Group 3: Industry Implications - The introduction of a strategic investor is expected to enhance Zhaoyuan Optoelectronics' core competitiveness in the LED chip field and accelerate its industrial upgrade, paving the way for leapfrog development [5].

据中国地震台网正式测定，2025年12月27日23时05分，台湾地区周边海域（24.67°N， 122.06°E）发生6.6级地震，震源深度为60千米。面板大厂群创光电（Innolux）在地震发生第一 时间，厂区内随即传出警报，机台也因安全机制自动停摆。 针对这起深夜地震，群创光电随即对外发表最新回应，强调公司在地震发生第一时间，就已经全 面启动标准应变程序（SOP）。 群创指出，现阶段所有的处置皆以确认厂区人员安全为最高优先 原则。经过初步的清点与回报，目前所有厂区内的人员皆平安，并无受伤受困的消息传出。 后续，公司专业工程团队已展开对精密仪器设备的系统性检查，此次地震对产能的具体影响尚在 评估中。 台湾地区气象部门的资料显示，包括宜兰县、新北市、花莲县、台北市、基隆市、桃园市、新竹 县、台中市，南投县，新竹市、苗栗县、彰化县、云林县、台东县、嘉义县、嘉义市、台南市邓 地区最大震度4级，高雄市、屏东县地区最大震度3 级，连江县地区最大震度2 级，澎湖县地区最 大震度2级，金门县地区最大震度1级。（来源：三立新闻、集邦Display整理） 【集邦Display显示产业交流群】 面板产业链市场供需及价格报告 面 ...

Core Viewpoint - TCL Technology Group announced the latest progress of its subsidiary TCL Huaxing Optoelectronics in the 8.6-generation printed OLED production line project (the "t8 project") [1] Group 1: Project Financing and Structure - TCL Huaxing has signed a capital increase agreement with state-owned shareholders, establishing the registered capital and equity structure of the t8 project company, Guangzhou Huaxing Optoelectronics Printing Display Technology Co., Ltd. [3] - The total registered capital of the project company is set at 17.7 billion RMB, with TCL Huaxing contributing 6.72 billion RMB in cash. The National Development Bank's new policy financial tool company provides strong financial support with a cash contribution of 6.5 billion RMB [3] - Local state-owned enterprises, Guangzhou Chengfa Xing Investment Partnership and Guangzhou Huangpu Kaitou Zhixing Investment Fund, will each contribute 2.24 billion RMB in cash. All parties have committed to complete their capital contributions by December 31, 2026 [3] Group 2: Project Overview and Timeline - The t8 project has a total investment of 29.5 billion RMB, co-funded by TCL Huaxing, the Guangzhou Municipal Government, and the Guangzhou Economic and Technological Development Zone Management Committee [4] - The project is designed to process approximately 22,500 glass substrates (2290mm × 2620mm) per month, with printed OLED products primarily aimed at medium-sized displays, laptops, and tablets [4] - The t8 project officially commenced construction in October this year, with the first batch of products expected to be mass-produced and delivered in the fourth quarter of 2027 [4]

Group 1 - The core viewpoint of the article highlights the recent developments in the OLED materials and AR technology sectors, with companies like 尚赛光电 and 影目科技 announcing new projects and production lines [1][4]. Group 2 - 尚赛光电 has initiated the construction of a research headquarters and optical functional materials production base in 鄂州, with a total investment of approximately 500 million yuan, covering an area of about 100 acres. The project aims to integrate cutting-edge research and intelligent manufacturing, with an expected annual output value of 1 to 1.5 billion yuan upon full production by the end of 2027 [2][3]. - 影目科技 has officially launched its first optical waveguide module and complete machine production line in 无锡, which will enable an annual production capacity of 100,000 AR glasses. The company plans to establish a future optical research institute locally to explore the deep application of AR technology in various fields such as culture and education [4][8]. - Since its establishment in 2020, 影目科技 has focused on the development of lightweight AI+AR smart glasses, with three main product lines targeting different scenarios, including INMO AIR for light office and entertainment, INMO GO for translation, and INMOX for photography [8].

Core Viewpoint - The article highlights the significant growth potential of OLEDoS microdisplays in the AR, VR, and MR markets, driven by advancements in technology and increasing demand for high-quality visual experiences [2][5]. Group 1: Company Developments - SeeYA Technology's IPO application has been approved by the Shanghai Stock Exchange, aiming to raise 2.015 billion RMB for expanding its OLEDoS display production line and R&D center [2]. - The entry of SeeYA Technology into the market is expected to break Sony's previous monopoly on OLEDoS supply, fostering a local supply chain with companies like BOE, Xitai, and Aolred [5]. Group 2: Market Trends - Demand for OLEDoS microdisplays in near-eye display devices is projected to reach 31.5 million units by 2030, with a compound annual growth rate (CAGR) of 81% from 2025 to 2030 [2]. - The penetration rate of OLEDoS in the global VR/MR market is expected to rise to nearly 60% by 2030, as the technology becomes more cost-effective and optimized compared to current mainstream options like LCD and glass OLED [5]. Group 3: Product Outlook - In the AR glasses sector, OLEDoS-equipped products are anticipated to maintain over 20% market share by 2030, thanks to superior image quality and a robust supply chain, despite the trend towards lightweight designs and auxiliary information integration [5].

Core Viewpoint - TCL Technology announced that its subsidiary TCL Huaxing Optoelectronics successfully acquired 80% equity and related debt of Fujian Zhaoyuan Optoelectronics Co., Ltd. for 490 million yuan, making it a controlling subsidiary [1][4]. Group 1: Acquisition Details - The acquisition includes Fujian Zhaoyuan Optoelectronics' total debt of 1.759 billion yuan, with a principal of 1.64 billion yuan and additional interest and penalties of 143 million yuan [4]. - The acquisition price of 490 million yuan was set during the formal listing at the Fujian Provincial Property Exchange Center [4]. Group 2: Company Background - Fujian Zhaoyuan Optoelectronics was established in March 2011 with a registered capital of 1.437 billion yuan, focusing on the R&D, production, and sales of LED epitaxial wafers and chips [5]. - The total investment for the LED industry base construction project is 3.177 billion yuan, divided into two phases, with the first phase costing 1 billion yuan to establish a production line of 100,000 pieces/month [5]. Group 3: Strategic Intent - The acquisition aims to enable TCL Huaxing to independently control the design and manufacturing of LED chips, creating a vertically integrated supply chain from LED chips to display modules [5][6]. - TCL Huaxing has been deepening its layout in the semiconductor display field, establishing a diversified product matrix and extensive customer network, which lays a solid foundation for steady business development [5]. Group 4: Industry Positioning - LED chips are critical materials for display and lighting technologies, directly affecting the quality, energy efficiency, and reliability of end products [6]. - Zhaoyuan Optoelectronics has achieved industry-leading levels in high-value areas such as backlighting, Mini LED direct display, and automotive lighting, although its product structure has led to lower gross margins [6].

12月25日，新美材料新站光学功能膜项目首批核心设备正式搬入项目主厂房，标志着该项目建设 进入设备安装与调试阶段。 合肥高美材料总经理洪槿泽表示，核心设备的顺利进场，是项目推进过程中的重要节点，将为后 续产线稳定运行和工艺优化提供基础条件，并为产线智能化升级积累实际运行经验。 新美材料新站光学功能膜项目位于合肥新站高新技术产业开发区，主要布局高端光学功能膜的研 发与制造。项目建成投产后，将提升国内在光电显示关键功能膜材料领域的供应能力，为新型显 示产业链提供更多本土化配套选择。（集邦Display整理） 【集邦Display显示产业交流群】 = TrendForce 一 集 邦 咨 询 显示器研究中心 AMOLED产业链报告 ● 面板出货追踪 ● 整机出货量及预测 ● 技术及市场现状 图片来源：新美材料 据悉，该项目总投资约50亿元，规划建设5条国际领先的智能化显示材料生产线，包括2条精密保 护膜生产线、2条表涂生产线以及1条P0生产线，涵盖了LCD/OLED偏光片以及OLED支撑关键原 材料。 2025年3月，项目开工建设，并于同年11月完成厂房主体结构封顶。随着首批核心设备到位，项 目建设重心由土建施工转 ...

Core Viewpoint - The article highlights the launch of the world's first AI health glasses by Chasing Technology, marking its entry into the smart glasses market and expanding its product line into health monitoring technology [2][5]. Group 1: Product Launch and Features - Chasing Technology officially released AI health glasses that offer 24-hour health monitoring, equipped with PPG optical sensors and a self-developed AI health model to track key physiological indicators such as heart rate, blood oxygen saturation, and body temperature [2]. - The glasses also include an AI ultraviolet intensity monitoring system to provide real-time feedback on outdoor UV levels [2]. Group 2: Company Expansion and Product Line - Chasing Technology has been diversifying its product line from smart cleaning appliances to various sectors including personal care, home appliances, robotics, automotive, and aerospace [5]. - The company plans to launch multiple cross-category products in 2025, including advanced cleaning robots and a range of home appliances such as Mini LED smart TVs, high-speed hair dryers, air purifiers, and more [5]. Group 3: Future Plans and Market Position - Chasing Technology has completed its E-round financing and is set to initiate a phased IPO plan in 2025, covering multiple sectors including automotive and robotics [5]. - The company is transitioning from a smart cleaning device manufacturer to a high-end technology ecosystem enterprise that encompasses "people, vehicles, homes, and space" [5]. Group 4: AI Glasses Market Trends - The article notes a growing trend in AI glasses across various sectors, with companies exploring applications in health, education, and automotive industries [6][7]. - Examples include AI learning glasses developed by Nanobox in collaboration with Weiguang Technology, and Livis AI glasses by Li Auto, which allow users to control vehicle functions via voice commands [7].

Core Viewpoint - Noctiluca, a Polish OLED materials company, has signed a joint development agreement with a Chinese manufacturer specializing in XR application microdisplays to collaborate on OLEDoS (silicon-based OLED) technology for next-generation VR and AR devices [1][2]. Group 1: Joint Development Agreement - The collaboration aims to enhance the performance of high-resolution, high-brightness microdisplays, focusing on extending device lifespan, improving energy efficiency, and maintaining ultra-high brightness stability [2]. - The first phase of the R&D work is scheduled to start in early 2026, with both parties participating in all stages of the development [2]. Group 2: Company Background and Products - Noctiluca specializes in developing third-generation (TADF, thermally activated delayed fluorescence) and fourth-generation high-performance OLED emitters [2]. - The company's core products include blue fluorescent/TADF emitting materials, multi-generation combination materials with super-fluorescent properties, and charge transport materials (NCEIL series) for electron injection layers (EIL) and electron transport layers (ETL), targeting applications in displays (mobile phones, TVs, wearables, VR) and lighting sources [2]. - Notably, in November, Noctiluca signed a material transfer agreement (MTA) with a Chinese flat panel display manufacturer [2].