Workflow
TrendForce 自发光显示产业研讨会正式定档!10月30日深圳见
TrendForce集邦·2025-08-20 08:34

Core Viewpoint - The article discusses the transformative impact of generative AI and spatial computing on various industries since 2024, highlighting the central role of display technology in this evolution and the opportunities and challenges it faces [2]. Group 1: Display Technology Evolution - The display industry is experiencing significant internal evolution, with major technology routes competing and seeking new development points [2]. - Micro LED technology is gaining clarity in its development path, with accelerated industrialization and potential applications in large displays, high-end automotive, and wearable devices [2]. - Mini LED has successfully transitioned from a "technology pioneer" to a "market leader," competing effectively with OLED in high-end TVs and monitors, and expanding its applications in smaller pitch markets [3]. - OLED maintains its dominance in flagship smartphones due to its advantages in flexibility, thinness, and color performance, while also addressing its limitations in brightness and lifespan for mid-size applications [3]. Group 2: Market Opportunities and Challenges - The global display industry is at a crossroads of opportunities and challenges, driven by new applications and scenarios enabled by AI, but also facing uncertainties in the macroeconomic environment and technological bottlenecks [4]. - The industry requires a strategic direction to navigate the evolving landscape, particularly in emerging markets such as gaming displays, automotive displays, AI PCs, and AI glasses [4].