中经记者 吴清 北京报道 7月22日消息，苹果已决定从京东方（BOE）部分采购iPhone 17 Pro的OLED（有机发光二极管）面板。 业内人士认为，此前iPhone的OLED面板基本由三星显示和LG显示这些韩国面板企业供应，京东方加入 竞争且份额持续增加，虽然短期内对其不会造成重大打击，但从长远来看仍会带来很大压力。 同时，相关数据显示，今年第二季度，三星显示占据iPhone面板出货量的56.0%，仍然保持领先地位。 不过，LG显示在该季度占据iPhone面板出货量的21.3%，首次落后于京东方的22.7%。 多位业内人士接受《中国经营报》记者采访时表示，这种变化一方面是美国政府对非美国产iPhone征收 25%关税后，苹果为降低成本而向LG显示和三星显示施压的策略，另一方面则是中国面板产业快速发 展，京东方面板产品通过了苹果的严苛考核。而在正面市场对垒之外，竞争已向专利互诉这些场外领域 争夺蔓延，这些是全球面板两强中、韩面板攻防战升级的外化表现。 京东方打入苹果iPhone供应链 抢食韩企份额 据知情人士透露，此前美国政府对非美国产iPhone征收25%关税后，为降低成本，开始更多采购京东方 的面板， ...

天风证券近日发布消费电子行业研究周报：黄仁勋盛赞中国开源AI与机器人浪潮，H20 重返中国释放正面信号。英伟达CEO黄仁勋在第三届链博会称中国开源AI为全球进步催化 剂，数百项目基于NVIDIA Omniverse平台推进工厂仓储数字孪生建模及机器人虚拟训练。 以下为研究报告摘要： 英伟达CEO黄仁勋于第三届链博会期间访华，明确表示中国开源AI为全球进步催化剂， 指出人工智能已进入"机器人浪潮"时代，同时H20芯片重启供应预期升温，强化市场对算力 链条的信心。从算力端看，台积电Q2净利润同比增长60.7%创历史新高，AI芯片代工需求驱 动全年销售额增速近30%超过行业增速17%-18%；GB200服务器已规模化放量，GB300预计 9月由广达等厂商出货，凭借2080亿晶体管芯片、1万亿次/秒算力及液冷技术实现性能跃 升，形成算力硬件接力格局。从应用端看，国产模型KimiK2完成1T级跨代迭代，用 MuonClip优化器支撑万亿参数模型训练，完成了15.5T token的训练，全程无loss spike；全球 Agent系统进入部署竞速期，OpenAI推动智能需求扩张，xAI Grok4实现决策闭环，软银计 划 ...

近日，韩国市场调查公司UBI Research发布的数据显示，随着iPhone 17系列的量产，预计第三季度全球OLED面板出货量将增长约70%。 同时，韩国公司LG Display在第二季度占据iPhone面板出货量的21.3%，首次落后于中国京东方（22.7%）。三星Display仍然保持领先地位，占据iPhone面 板出货量的56%。 图源UBI Research 据了解，目前，LG Display独家向苹果供应中小型OLED面板，主要集中在iPhone Pro系列中使用的LTPO面板（ Low Temperature Polycrystalline Oxide，低 温多晶氧化物）。这些面板的价格高于京东方（BOE）为标准版iPhone机型提供的LTPS面板（Low Temperature Poly-silicon，低温多晶硅），UBI Research认为，这意味着尽管出货量较低，但LG Display的收入仍然领先。 根据UBI Research最新分析，LG Display第二季度出货量下降被视为暂时的挫折。由于苹果新款iPhone系列通常在每年7月投入量产，预计出货量将从第三 季度开始激增。这家 ...

一场商业诉讼，让苹果的供应链危机浮出水面。 乍看之下，这或许只是两家公司之间一场普通的商业纠纷，但若细细品味，它更像是一场针对苹果供应链的"定点打击"，其引发的震荡，可能远超你我想 象。 京东方在这场棋局中，与其说是主角，不如说是那枚无意中被引爆的"引子"，真正的"受伤者"，恐怕是远在大洋彼岸的苹果公司。 此前，三星就独家拿下了苹果首款折叠屏的OLED面板订单，随后，有传出苹果放弃了自家苦心研发的铰链技术，转而"委身"采用了三星的方案。这些细 节，无一不指向一个事实：苹果在折叠屏的供应链命脉，已经牢牢掌握在三星手中。 京东方曾被寄予厚望，被视为苹果手中可以用来制衡三星的重要棋子，而今却遭遇禁售，这无疑让苹果的"依赖症"雪上加霜，不得不被三星拿捏。 01 三星的"刀锋" 这纸裁决，算是直插苹果供应链的要害。 天风国际分析师郭明錤的评价，一针见血："苹果的妥协，是供应链依赖的无奈。"就在这之前不久，还有消息传出，苹果竟然放弃了自研折叠屏铰链技术， 转而采用了三星的方案。 这桩桩件件，简直是"供应链绑架"最生动的教科书式案例。 专利战，对于三星而言，早已是其市场竞争的常规武器。 然而，2025年的这场诉讼，其目标之 ...

近日， 烟台经济技术开发区官网披露了 京东方高端显示材料研究院项目 规划 用地公示 牌。 该项目位于烟台开发区B-9小区，北京中路以东、八角河南街以南。项目用地面积33344㎡（50 亩），建筑面积54544.21㎡，由烟台京东方材料科技有限公司（下文简称"烟台京东方材料"）建 设。 图片来源： 烟台经济技术开发区 资料显示，京东方材料于2024年8月成立，注册资本5亿元，经营范围包含：新材料技术研发；新 材料技术推广服务；化工产品销售（不含许可类化工产品）；电子专用材料销售。企查查显示，该 公司由京东方全资持股，是旗下布局电子材料业务的全资子公司。 万润股份主营环保材料、电子信息材料、新能源材料以及生命科学与医药四大业务，产品涵盖液晶 材料、OLED材料、聚酰亚胺材料、沸石、钙钛矿光伏、医农药中间体等多个品类。在OLED材料 方面，公司控股子公司三月科技目前已有多个OLED成品材料通过下游验证实现供应；公司控股子 公司九目化学能够生产全类型OLED升华前材料，并于今年3月在新三板挂牌。 德邦科技专注于高端电子封装材料的研发及产业化，产品形态为电子级粘合剂和功能性薄膜材料， 广泛应用于晶圆加工、芯片级封装、功 ...

【集邦Display显示产业交流群】 近日，京东方在投资者互动问答活动上，透露了目前LCD、AMOLED、钙钛矿、玻璃基半导体等 业务情况。 对于备受关注的LCD行业供需，京东方表示，行业平均稼动率自2024年11月回升，2025年一季 度保持在80%以上；二季度随终端需求降温，稼动率已主动下调；进入三季度，面板厂将继续灵 活调整产线负荷，并坚持"按需生产"以应对国际贸易环境变化和政策边际效应减弱带来的需求波 动。 在 柔性AMOLED赛道，京东方透露已实现对手机Top品牌全覆盖，LTPO、折叠等高端产品占比 快速提升。面向车载、IT等中尺寸创新应用，公司亦同步布局。值得一提的是，成都第8.6代 AMOLED生产线于5月20日提前4个月启动工艺设备搬入，正式由建设阶段转入运营阶段 。 图片来源：京东方 除显示主业外， 2 024年，京东方 的 钙钛矿中试线已产出行业首片2.4m×1.2m光伏电池样品， 转化效率达 领先 水平；玻璃基封装技术亦实现高深宽比板级样品交付。 财务层面， 京东方表示， 2024年公司折旧额约380亿元，同比继续增加，主要因成都、绵阳、重 庆三条第6代AMOLED产线全部转固。截至目前 ...

金融界2025年7月19日消息，国家知识产权局信息显示，京东方科技集团股份有限公司、京东方晶芯科 技有限公司、北京京东方技术开发有限公司申请一项名为"一种显示基板"的专利，公开号 CN120344063A，申请日期为2024年01月。 专利摘要显示，本文提供一种显示基板，所述显示基板包括基底以及位于基底一侧的第一发光芯片和第 二发光芯片；基底包括第一焊盘和第二焊盘，第一发光芯片包括与第一焊盘固定连接的第一电极以及与 第二焊盘固定连接的第二电极；基底包括第三焊盘和第四焊盘，第二发光芯片包括与第三焊盘固定连接 的第三电极以及与第四焊盘固定连接的第四电极；第二发光芯片位于第一发光芯片远离基底的一侧，第 二发光芯片和第一发光芯片在基底上的正投影存在交叠；其中，第一焊盘的厚度小于第三焊盘的厚度， 和/或，第一电极的厚度小于第三电极的厚度。 天眼查资料显示，京东方科技集团股份有限公司，成立于1993年，位于北京市，是一家以从事计算机、 通信和其他电子设备制造业为主的企业。企业注册资本3764501.6203万人民币。通过天眼查大数据分 析，京东方科技集团股份有限公司共对外投资了71家企业，参与招投标项目259次，财产线索 ...

Group 1: LCD Market Insights - The industry is adopting a "demand-driven production" strategy, adjusting production rates based on market demand changes [2] - In Q1 2025, the LCD TV panel prices increased due to strong export demand and "trade-in" policies, while in Q2, demand cooled, leading to adjustments in production rates [2][3] - As of July 2025, LCD TV prices for certain sizes have slightly decreased, while prices for MNT and NB panels remain stable [3] Group 2: AMOLED Business Development - The company has established a strong presence in the flexible AMOLED market, covering major smartphone brands and increasing the proportion of high-end products like LTPO and foldable displays [4] - The 8.6 generation AMOLED production line in Chengdu began equipment installation four months ahead of schedule, transitioning to operational phase [6] Group 3: Industry Production Rates - The average production rate in the LCD industry has been above 80% since Q1 2025, but saw a decline in Q2 due to reduced demand [5] Group 4: Revenue Structure and Future Trends - In 2024, the revenue structure for display devices is projected as follows: TV (26%), IT (34%), LCD mobile and others (13%), OLED (27%) [7] - The trend towards larger TV sizes and high-end IT products is expected to continue, while flexible AMOLED products are gaining market penetration in smartphones and other applications [8] Group 5: New Business Initiatives - The company is actively pursuing perovskite solar cell technology, achieving a conversion efficiency that ranks among the industry leaders [9] - The "AI+" strategy has been launched to enhance production efficiency and innovation across various business areas [9] Group 6: Financial Outlook and Shareholder Returns - The company plans to allocate at least 35% of its net profit to cash dividends annually from 2025 to 2027, with a minimum of RMB 1.5 billion for share buybacks [14] - The company has completed a stock buyback valued at nearly RMB 1 billion and is progressing with its 2024 profit distribution plan [14]

Core Insights - The report by Omdia indicates that the shipment of smartphones using flexible AMOLED displays reached 151 million units in Q1 2025, marking a 15% year-on-year increase, with a stable annual growth rate of around 20% over the past three years [1] - Flexible AMOLED displays have captured 51% of the smartphone display market, signaling a significant shift in display technology as they gradually replace traditional LCDs [1][3] Market Trends - The demand for lighter and more flexible screens among consumers has significantly boosted the shipment of flexible AMOLED displays, with more mid-to-high-end models adopting this technology due to technological maturity and cost reduction [1][3] - The market share of smartphones with AMOLED displays has risen to 63% in Q1 2025, up from 57% in the same period last year, while LCD-equipped smartphones have seen their market share decline to 37% [3][4] Technological Advantages - Flexible AMOLED displays offer superior display quality, including near-infinite contrast ratios and high peak brightness levels exceeding 1800 nits, making them ideal for high-definition content and mobile office use [2] - The foldable feature of flexible AMOLED displays is a key highlight, enabling larger screen sizes for multitasking and entertainment while maintaining portability [3] Competitive Landscape - The competition in the flexible AMOLED market is intensifying, with Chinese manufacturers like BOE, Tianma, and Visionox rapidly advancing in technology and production capacity, challenging the dominance of South Korean firms [5][6] - Omdia forecasts that by 2024, Chinese manufacturers will ship 36.4 million AMOLED panels, a significant increase of over 12 million units from 2023, indicating a growing presence in the global market [6] Future Outlook - Industry experts predict that the penetration of flexible AMOLED technology in smartphones will continue to rise, with expectations of over 750 million units shipped by the end of 2025 [4] - The competition will increasingly focus on technological innovation, production efficiency, and supply chain integration, benefiting consumers through enhanced product offerings [6][7]

Core Viewpoint - The global panel industry experienced a shift from optimistic expectations at the beginning of 2025 to price adjustments by mid-year, reflecting a dual market scenario influenced by policy stimuli and macroeconomic uncertainties [1][20]. Television Panels - The price trend of television panels in the first half of 2025 transitioned from demand-driven growth to rational adjustments due to supply-demand dynamics [2]. - In Q1, television panel prices rose significantly due to strong demand driven by policies like "trade-in" in China, particularly in lower-tier markets, and a continued trend towards larger screen sizes [3][4]. - By Q2, the market cooled as demand weakened, particularly in North America, and the effects of the "trade-in" policy diminished, leading to increased inventory levels among brand manufacturers [5][6]. - As demand declined, price pressures emerged, with mainstream sizes like 43-inch, 55-inch, and 65-inch panels seeing a price drop of $1 in June, marking a market turning point [6]. Monitor Panels - Monitor panel prices remained relatively stable in the first half of 2025, showing resilience despite traditional seasonal demand dips [7]. - The introduction of "trade-in" subsidies for monitors in China helped stimulate demand, allowing manufacturers to cautiously raise prices [8]. - However, as the peak of inventory buildup passed and television panel prices fell, monitor demand growth slowed, leading to a stabilization in prices [9]. - The gaming monitor segment, particularly OLED technology, emerged as a new growth area, with projected shipments reaching 3.3 million units in 2025, a 65% year-on-year increase [9]. Notebook Panels - Notebook panel prices remained stable throughout the first half of 2025, reflecting a balance of various market forces amid uncertainties [11]. - Despite cautious behavior due to fluctuating international trade relations, brands are optimistic about demand in the latter half of the year, leading to increased orders for notebook panels [12]. Company Performance - TCL Technology's semiconductor display business is expected to achieve a net profit exceeding 4.6 billion yuan, a year-on-year increase of over 70%, while other companies like Rainbow and Huayi reported declines [14][15]. - Companies are adjusting strategies in response to market volatility, with a trend towards consolidation and resource optimization [17][18]. - Some manufacturers are diversifying into non-consumer display markets, with companies like Deepin Technology increasing revenue from sectors like automotive and professional displays [19]. Market Outlook - The first half of 2025 saw a complex interplay of factors affecting the global panel market, with television panel price fluctuations and relative stability in monitor and notebook panels shaping the overall landscape [20]. - Companies are enhancing operational capabilities through market expansion, scale reduction, and diversification to navigate uncertainties [21]. - The macroeconomic environment remains a significant variable for the panel market, influencing demand through global economic recovery, consumer purchasing power, and geopolitical risks [22].