Core Viewpoint - In January 2026, TV panel prices are expected to rise, monitor panel prices remain stable, and laptop panel prices are projected to decline due to various market dynamics [1][3][6]. TV Panels - Despite the impact of rising memory and component prices, major TV brands are actively increasing inventory to gain market share, leading to a balanced supply-demand situation for TV panels [3]. - January is expected to see a price increase for TV panels, with specific sizes like 32-inch, 43-inch, 55-inch, and 65-inch projected to rise by $1 [3]. Monitor Panels - In January, although it is traditionally a slow season for LCD monitor panels, some brands are preemptively increasing orders to avoid higher future procurement costs due to ongoing price increases in components [4]. - The demand for LCD monitor panels is showing signs of improvement, with expectations for price increases in Open Cell panels, particularly for mainstream sizes like 23.8-inch IPS and 27-inch IPS, which are anticipated to rise by $0.1 to $0.2 [5]. Laptop Panels - January is typically a slow season for laptop demand, but rising memory prices are prompting brands to stock up on laptop panels to maximize shipments while they still have component inventory [6]. - Despite the increased demand, panel manufacturers are softening their pricing stance due to customer relationships and uncertainty in demand for the second quarter, with TN models expected to decrease by $0.1 and IPS models by $0.2 [6].

1月20日消息，TCL电子发布公告，公司与Sony Corporation（索尼）就下列事项订立不具法律 约束力的意向备忘录：其中包括可能成立一家承接索尼家庭娱乐业务的合资公司(合资公司)，并在 全球范围内开展包括电视机和家庭音响等产品在内的，从产品开发、设计、制造、销售、物流到 客户服务的一体化业务运营，合资公司将由集团持股51%及索尼持股49%，及合资公司与索尼， 以及合资公司与集团未来在专利、技术及品牌的授权安排(统称"潜在交易")。 双方计划于2026年3月底前就订立具有法律约束力的最终协议进行磋商。在最终协议签署并取得 相关主管部门批准等条件满足后，新公司预计将于2027年4月开始运营。 根据意向备忘录，索尼同意并承诺 （ 当中包括 ） 在意向备忘录日期起至2026年3月31日止期 间，其将不会直接或间接与任何第三方就任何在重要方面，就其范围及目的而言与潜在交易类似 或相当的交易进行任何讨论或谈判(但按意向备忘录所列出的索尼董事会因必须遵守强制适用法律 规定项下的受信义务的有限情况除外)。 未来，合资公司将融合索尼长期以来在音视频领域积累的先进技术、品牌价值及供应链管理等运 营能力，积极推进业务发展 ...

Core Viewpoint - The announcement by Xinyi International regarding the capital increase agreement aims to enhance the production capabilities of its subsidiary, Xinyi Optoelectronics, and its joint venture, Xinyi (Renshou) High-end Display Technology Co., Ltd. [1] Group 1: Capital Increase Agreement - Xinyi Optoelectronics and Xinyi Renshou have signed a capital increase agreement, with a total investment of 840 million RMB, where Xinyi Optoelectronics contributes 500 million RMB and Xinyi Renshou contributes 340 million RMB [1]. - Following the capital increase, Xinyi International's indirect shareholding in Xinyi Renshou will decrease from 100% to 60% [4]. Group 2: Business Focus - Xinyi International's main business includes the manufacturing and sales of liquid crystal display products, touch screen products, and electronic consumer products such as micro camera modules and fingerprint recognition modules [4]. - Xinyi Optoelectronics specializes in touch screen and micro camera module businesses, while Xinyi Renshou focuses on the manufacturing and sales of touch screen products [4].

Group 1 - The core viewpoint of the article is that Apple is expected to release the iPhone 18 Pro series and iPhone Fold this fall, with Samsung Display and LG Display supplying the screen panels [1] - Apple will change its product launch strategy this year, only introducing the iPhone 18 Pro and Pro Max models in the fall, while the standard version will be delayed until 2027 [1] Group 2 - The iPhone 18 series will feature OLED panels with LTPO+ technology, which includes the integration of oxide technology in the driving circuit and UDIR technology to hide Face ID components under the display [2] - There are rumors that Apple is testing a punch-hole screen for the iPhone 18 Pro, aiming to place all Face ID components beneath the screen, moving closer to the "full-screen iPhone" goal [2] - Apple plans to maintain the starting price of the entry-level model similar to previous generations, but higher storage versions may see a significant price increase [2] - To justify the higher prices, Apple intends to incorporate more advanced technologies in the iPhone 18 Pro series, which is expected to launch in September with the A20 Pro chip based on 2nm technology, significantly enhancing efficiency and performance [2]

以下文章来源于LEDinside ，作者Mia 在能效与可靠性方面，RGB真彩背光使整机功耗降低40%以上，并在硬件层面减少42%有害蓝光 输出。产品搭载乾照光电全自研车规级发光芯片，经85℃高温、60mA大电流极限测试，红光芯片 寿命突破16万小时，耐用性超过易老化的量子点方案。 LEDinside . 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。 1月19日18:00，海信召开以"RGB-Mini LED换代风暴"为主题的2026新品发布会，正式推出影 游旗舰E8S系列电视。 在色彩表现上，海信E8S采用全自研RGB真彩背光，每颗灯珠集成R/G/B三色独立发光芯片，无 需量子点等中间转换即可直接发光，可实现100% BT.2020色域覆盖，色彩还原度较单色背光量 子点Mini LED方案提升20%以上，在高亮场景下减少泛白 问题 。 控光控色方面，E8S搭载基于RISC-V架构的信芯AI画质芯片H7，首创三维光色同控技术，支持 3×1 ...

Core Viewpoint - The article highlights the progress and strategic focus of the company in the OLED display technology sector, particularly in flexible OLED and silicon-based OLED products, which cater to advanced applications in smart wearables, automotive displays, and AR/VR technologies [1][2]. Group 1: Project Developments - The K5 factory project in Sichuan has successfully topped out, focusing on flexible OLED and silicon-based OLED high-definition display modules [1]. - The K3 factory in Jiangxi has completed its cleanroom construction, with the first production equipment arriving, indicating the company's capability for large-scale manufacturing of high-end OLED modules [2]. - The K3 factory has a total investment of 1 billion yuan, with a planned annual production capacity of 12 million flexible OLED modules in its first phase and an additional 2.5 million silicon-based OLED modules in the second phase, aiming for an annual output value exceeding 1 billion yuan upon full production [2]. Group 2: Product Focus and Applications - The K3 factory will produce OLED modules characterized by high resolution, brightness, low power consumption, ultra-thin design, and long lifespan, targeting next-generation near-eye display devices and various applications in consumer electronics, smart wearables, and automotive displays [2]. - The company is also advancing other projects, including the K2 project, which aims to establish a 12-inch silicon-based OLED production line with a total investment of 1.5 billion yuan and a planned monthly capacity of 4,000 wafers, primarily for AR/VR/MR applications [3]. - The K1 factory in Huainan, which began production in April 2023, focuses on silicon-based OLED micro-displays and flexible OLED modules, with an estimated annual output value of approximately 200 million yuan [3].

Core Viewpoint - A new technology developed by KISTI significantly extends the lifespan of blue phosphorescent OLED materials without altering their emission color, potentially reducing power consumption and increasing the longevity of display devices [1][6]. Group 1: Technology Development - KISTI's research team identified that the breaking of specific chemical bonds within the molecules is the main reason for the reduced lifespan of blue phosphorescent OLED materials [1]. - The team proposed an innovative molecular design principle that selectively strengthens these critical chemical bonds while maintaining the emission color [1][6]. - Through the use of supercomputers, the team analyzed over a hundred molecular structures and successfully identified six new candidate luminescent materials [1]. Group 2: Industry Context - The lifespan issue of blue OLEDs has been a long-standing challenge in the display industry, with current commercial products primarily relying on first-generation fluorescent materials that have lower efficiency [6]. - In contrast, red and green OLED materials have already transitioned to the second generation of phosphorescent technology, which is mature and widely commercially applied [6]. - The blue phosphorescent materials and third-generation TADF (thermally activated delayed fluorescence) materials are still in the critical phase of overcoming lifespan and stability challenges [6].

1月16日消息，据台湾地区媒体自由时报报道，华硕于 当 天晚上举办"AI领航"主题岁末联欢晚 会。晚会中，针对外界盛传华硕将退出手机市场的消息，华硕董事长施崇棠直言"手机业务一定会 继续服务好原有客户，但不会再推出新的机种。" 图片来源：华硕 尽管今年PC市场整体展望依然偏疲弱，但华硕近年来在电竞、AI服务器以及商用电脑等业务上持 续释放成长动能。根据华硕财报，2025年集团全年营收达7389.1亿元新台币（约合人民币1632. 99亿元），同比增长26.1%。其中，AI服务器业务增长尤为迅猛，在基期较低的情况下，今年有 望实现100%的高速增长。 （ 来源：IT之家 ） 【集邦Display显示产业交流群】 施崇棠表示，华硕此举目的在于更合理地配置研发资源，重点聚焦PC以及各类实体AI（Physical AI）设备等关键领域。 他进一步指出，未来的世界将充斥具备自我学习与适应能力的"人工大脑"，华硕必须在这一领域 全力冲刺。当下华硕正投身于AI带来的"第四次工业革命"，后续公司将全面贯彻"All in AI"战略， 让产品线从云端到边缘设备，全面融入人们的生活与工作场景。 ▶ 关于集邦 上下滑动查看 ...

Core Viewpoint - TCL Electronics expects a significant increase in adjusted net profit for the fiscal year 2025, projecting between HKD 23.3 billion and HKD 25.7 billion, which represents a year-on-year growth of approximately 45% to 60% [1][3]. Group 1: Performance Drivers - The growth in performance is attributed to the continuous expansion of global business scale and overall improvement in profitability [3]. - The large-size display business maintains a high market share, with an increasing proportion of mid-to-high-end products [3]. - The internet business shows stable profitability, while revenue from innovative business segments is steadily growing [3]. Group 2: Strategic Initiatives - The company is enhancing its global supply chain and channel layout to improve responsiveness to changes in the international operating environment [3]. - Efforts to advance AI digitalization have led to improved operational efficiency and a reduction in expense ratios [3]. - The organization structure and talent management system are being optimized, alongside the implementation of equity incentive mechanisms to strengthen team stability and execution [3]. Group 3: Future Outlook - TCL Electronics plans to continue focusing on AI-related application scenarios and adhere to a strategy of "globalization" and "mid-to-high-end" development to further enhance brand and business international competitiveness [3]. - The Mini LED product line has shown strong performance, with global TV shipments reaching 21.08 million units in the first three quarters of 2025, marking a year-on-year increase of 5.3% [3]. - Mini LED TV shipments saw a substantial year-on-year growth of 153.3%, totaling 2.24 million units, contributing to an 8.7% increase in TV sales revenue during the same period [3].

Core Viewpoint - A research team from Seoul National University and Drexel University has developed a new type of stretchable OLED that maintains brightness and durability even when stretched to 1.6 times its original length, addressing long-standing issues in the field [1][4]. Group 1: OLED Technology Overview - OLED is a thin "sandwich" structure that emits light when electricity is applied, involving organic materials sandwiched between two electrodes [2]. - The flexibility of OLEDs requires deposition on plastic-like substrates, but repeated bending and stretching can damage the electrodes or organic layers, leading to decreased brightness and efficiency [2]. Group 2: Innovations in Stretchable OLEDs - The research team redesigned the light-emitting layer to enhance the efficiency of exciton formation and light emission, achieving over 57% of excitons used for light compared to the traditional 12% to 22% [3]. - A thermoplastic polyurethane was used to improve the stretchability of the light-emitting layer, making it less prone to breakage during stretching [3]. Group 3: Advancements in Electrode Materials - The team utilized MXene, a two-dimensional nanomaterial, combined with silver nanowires to create transparent and highly stretchable electrodes, ensuring efficient charge transport [4]. - The new OLED prototype demonstrated a performance drop of only 10.6% when stretched to 60% of its maximum deformation, and maintained 83% of its luminous efficiency after 100 cycles of 2% deformation [4]. Group 4: Future Applications and Developments - The research team has created a full-color stretchable display and aims to optimize the OLED's lifespan and manufacturing processes for large-scale production [5]. - Potential applications include skin-like display sensors and advancements in physical artificial intelligence [5].