刷新感官体验 “中国屏”跃迁无止境

Core Insights - The Chinese display industry has transitioned from being a follower to a leader, achieving a 55% global market share in panel production, surpassing traditional leaders from Japan, South Korea, and Taiwan [1] - The industry is shifting focus from traditional parameters to user experience and innovative technology routes, driven by the rise of AI and new interaction forms [1][2] - Major Chinese companies like Tianma Microelectronics, BOE, TCL Huaxing, and Visionox are redefining standards and competing on a higher level by emphasizing user experience and technological innovation [1][2] Company Developments - Tianma Microelectronics showcased 11 new display technologies at the TIC 2025 conference, integrating features like fingerprint recognition and lifespan monitoring into screens [3] - BOE is focusing on small to medium-sized displays, holding nearly 80% of the domestic foldable screen market, and has invested 630 billion RMB in an 8.6-generation AMOLED production line [4][3] - Visionox is pursuing a new technology path with its ViP lithography technology, aiming for ultra-high resolution displays, while TCL Huaxing is commercializing inkjet-printed OLED technology to address cost and efficiency issues [5][6] Market Trends - The OLED market is maturing, with competition shifting towards user-centric innovations and cost-effective manufacturing processes [2] - Mini-LED technology is rapidly gaining traction, projected to reach a 35.6% penetration rate in the domestic market by 2025, becoming a key growth driver [9] - Micro-LED technology is anticipated to reach a critical industrialization phase by 2025, overcoming challenges related to cost and production efficiency [7][8] Future Outlook - The display industry is expected to continue evolving, with companies like Tianma, BOE, Visionox, and TCL Huaxing pushing towards becoming a display powerhouse, integrating sensing, computing, and interaction technologies [9]