每周观察 | OLEDoS在全球VR/MR市场的渗透率；2026年全球笔电出货量预估；2025年全球LED芯片对外销售市场总产值

Group 1 - The demand for OLEDoS micro-displays in near-eye display devices such as AR, VR, and MR is expected to reach 31.5 million units by 2030, with a compound annual growth rate (CAGR) of 81% from 2025 to 2030 [2] - TrendForce has revised the global laptop shipment forecast for 2026 to a decrease of 5.4%, down to approximately 173 million units, reflecting a conservative approach by brands due to rising memory prices and cost pressures [3][5] - TCL CSOT has successfully acquired 80% of the shares and related debts of Zhaoyuan Optoelectronics, marking its entry into the LED chip sector and completing its supply chain layout from upstream chips to downstream Mini LED display applications [5] Group 2 - The revised shipment forecast for laptops in 2025 is 182.9 million units, with a year-over-year growth of 3.6%, while the previous forecast for 2026 was 178.5 million units with a year-over-year decline of 2.4% [5] - The trend of vertical integration in the Micro/Mini LED industry is deepening, as multiple brands and panel manufacturers have pursued similar acquisitions or investments since 2018 [5]