Visionox(SZ:002387) Huan Qiu Wang·2025-12-08 08:41Core Insights - The article discusses the significant advancements in OLED technology, particularly the development of the fourth-generation pTSF technology by Visionox in collaboration with Tsinghua University, marking a shift from reliance on foreign materials to self-sufficiency in China [1][5]. Industry Developments - The pTSF technology addresses the "impossible triangle" in OLED materials, achieving high efficiency, long lifespan, and high color purity, which have been longstanding challenges in the industry [2][5]. - The introduction of pTSF technology is expected to enhance user experience by reducing power consumption by over 12% and increasing lifespan by 15%, while also expanding color gamut capabilities [5][6]. Technological Breakthroughs - The pTSF technology utilizes a unique energy transfer mechanism that improves the efficiency of OLED displays, allowing for a significant reduction in the use of expensive metals [2][3]. - The technology has successfully transitioned from laboratory development to mass production, with plans for commercial application in high-end products by 2025 [3][4]. Market Impact - The successful commercialization of pTSF technology is anticipated to reshape the OLED industry landscape, providing Chinese companies with complete intellectual property rights and a competitive edge in the global market [5][6]. - The advancement in OLED technology is expected to drive growth in various applications, including automotive displays and IT displays, which require higher brightness and longevity [5][6].