这块屏 从单点突破迈向团队作战

Core Insights - The 2025 World Display Industry Innovation Development Conference showcased the latest technologies and products in the display industry, highlighting the rapid development of the Micro-LED sector [2][4]. Industry Developments - Chengdu is actively developing the new display industry, aiming to become the "Display Capital" and has established the first TFT-based Micro-LED production line in mainland China [4][5]. - The Micro-LED technology is recognized for its high brightness, long lifespan, and low power consumption, positioning it as the next mainstream display technology [4][5]. Market Trends - The global Micro-LED market revenue exceeded $700 million in the first half of 2025, with an expected total of $1.5 billion for the year [4]. - Key application markets for Micro-LED technology include smartwatches (44% revenue share) and high-end televisions (38% revenue share) [4]. Technological Innovations - New advancements in Micro-LED technology include the "Walking Cuckoo" micro-display platform, which reduces the size of color light machines by half, and the "InviLux" textured screen that can mimic various materials [4][5]. - The industry is witnessing a shift from technology research to commercial application, with significant capital investment indicating strong market potential [5]. Collaborative Efforts - The China Micro-LED Strategic Alliance has expanded, with over 20 new member companies joining to enhance resource integration and promote ongoing research and application of Micro-LED technology [5]. - The alliance aims to build a comprehensive ecosystem covering the entire industry chain within three years, targeting over 100 member companies [5]. Challenges and Opportunities - Despite the promising outlook, the Micro-LED industry faces challenges such as high production costs and the need for technological breakthroughs in manufacturing processes [5]. - The display industry in Chengdu accounts for 15% of the national market, with a high degree of industry chain completeness and significant R&D investment [5].