在每场手机发布会的 PPT 中，护眼都是最频繁被提及的词之一。 然而，很长一段时间里，手机厂商都对这个问题束手无策。 这背后，是显示行业多年都 未能克服的技术顽疾。 对于 Mura 效应，业内一般有两种妥协式解法： 依靠软件算法进行有限的补偿，或是被动依赖屏幕供应商的良品率，但无论如何，都停留在「治标不治 本」的层面。 即便是世界范围内的顶级屏厂，至今都没能交出最好的方案。这也是为什么，其他手机厂商始终不敢真正落地 1nit 。 然而， OPPO 成为了那个挑战不可能的角色。 终于，9 月 19 日， OPPO 发布了国内首个自研显示双产线，这也是国内首次有手机公司亲自下场造屏。在双产线模式下， OPPO 造出了亮度低至 1nit 的护眼屏幕。 这是一场屏幕生产模式的重构，也是一场影响深远的技术突围。 " 1nit "的含金量 现有的行业技术，最多只能让手机亮度降至 2 ～ 5nit ，还很难实现理论上的最低可视亮度—— 1nit ，这是暗光环境下人眼最舒适的屏幕亮度，也是手机 厂商竞逐护眼的巅峰难度。 为什么把屏幕亮度做低这么难？ 从发光原理来说，一块屏幕的亮度，是由近千万个子像素的亮度组合成的，每个子像素 ...

Core Viewpoint - OPPO has taken a significant step upstream by establishing its own screen manufacturing lines, aiming to enhance display technology and user experience in the smartphone industry [2][4]. Group 1: Industry Context - As smartphone component performance approaches physical limits, the evolution of core hardware like screens, imaging, and batteries is shifting from reliance on upstream suppliers to active involvement from terminal brands [2]. - Many smartphone brands are now opting for collaborative R&D to tackle technical bottlenecks in various scenarios [2]. Group 2: OPPO's Initiative - On September 19, OPPO announced the establishment of China's first self-researched screen "dual production line," marking it as the first smartphone brand in the country to directly engage in screen manufacturing [2][3]. - OPPO's initiative aims to overcome common technical bottlenecks in the industry and create the next generation of foundational user experiences [2][4]. Group 3: Technical Challenges - The "Mura" issue, characterized by uneven brightness and color on OLED screens, has long plagued the industry, affecting user experience [3]. - OPPO's dual production lines include a custom line with top-tier screen manufacturer Tianma and a self-researched display science production line, costing 1 billion yuan, to address these challenges [3]. Group 4: Technological Advancements - OPPO has achieved breakthroughs in screen uniformity and display performance, particularly in low-light environments, allowing for clear display and eye protection [4]. - The company has developed a "dark light color model" to compensate for color perception at extremely low brightness levels, stabilizing the minimum brightness to a comfortable "1 nit" [4]. Group 5: Industry Impact - OPPO's advancements provide an opportunity for other screen manufacturers and terminal brands to improve display uniformity and advance technologies like higher refresh rates and under-display cameras [5]. - By investing in screen manufacturing, OPPO aims to enhance industry capabilities and establish new standards that benefit the entire sector [5]. - The initiative represents a shift from merely reducing costs to empowering the entire industry through foundational innovation [5].

Core Viewpoint - Tianma Microelectronics launched its new high-end OLED technology brand "Tian Gong Screen" at a significant event, marking a milestone in its 42-year development and aiming to redefine high-end display standards with a focus on health experience [1][2][22]. Group 1: Brand Launch and Significance - The launch event featured prominent figures from academia and industry, highlighting Tianma's role as a key player in China's display industry and its commitment to high-end product lines [1][2]. - The brand's mission is to transition from a traditional hardware manufacturer to a "creator of sensory experiences," emphasizing user experience in display technology [4]. Group 2: Technological Innovations - The "Tian Gong Screen" introduces three breakthrough technologies: "Super Eye Protection," "Extreme Transparency," and "Smooth High Refresh Rate," aiming to enhance user experience [6][11][12][13]. - "Super Eye Protection" focuses on visual health with features like flicker-free technology, low blue light emission reduced to 4.7%, and adaptive brightness based on environmental light [11]. - "Extreme Transparency" achieves high brightness levels of 2500 nits and peak brightness of 8000 nits, with a wide color gamut covering 95% BT.2020 [12]. - "Smooth High Refresh Rate" supports a refresh rate of 165Hz, with potential expansion to 240Hz, ensuring fluid motion and reduced latency [13]. Group 3: Industry Collaboration and Recognition - The technology received endorsements from experts, including a certification for "Visual Health Friendliness" from the China Quality Certification Center, affirming its innovative eye protection features [20][23]. - Tianma and OPPO announced the establishment of a joint laboratory to collaborate on health display technology and industry standards, promoting a healthier and smarter display industry [21][24]. Group 4: Future Outlook - The launch of the "Tian Gong Screen" represents a qualitative leap for Chinese display technology and signifies the global reach of "Chinese Intelligent Manufacturing" [22][25].

Core Viewpoint - The release of the iPhone Air in China is delayed due to the lack of eSIM service approval from local telecom operators, which is crucial for its market entry [1][5][13]. Group 1: eSIM Service Status - The iPhone Air, which only supports eSIM, is currently not available for sale in China as telecom operators await regulatory approval for eSIM services [5][8]. - China Mobile has completed the system upgrades necessary for eSIM services and is awaiting formal approval from the Ministry of Industry and Information Technology (MIIT) to launch the service [8][12]. - China Unicom has launched an eSIM service section on its website, but it currently only supports wearables and not smartphones [9][10]. Group 2: Regulatory and Security Considerations - The regulatory environment in China is cautious regarding eSIM technology due to concerns over data sovereignty, privacy protection, and the need for robust security measures [5][16]. - The MIIT has implemented strict standards for eSIM services to prevent telecom fraud and ensure user privacy, which has delayed the rollout of eSIM for smartphones [17][19]. - The telecom industry is under pressure to demonstrate the security of eSIM technology, with operators exploring blockchain for identity verification to enhance security [26][27]. Group 3: Market Dynamics and Future Outlook - The adoption of eSIM technology in China is seen as inevitable, with operators preparing for its eventual rollout despite current regulatory hurdles [7][21]. - Industry experts believe that the push for eSIM services is not just limited to Apple but includes domestic manufacturers who are also testing eSIM-enabled flagship products [13][29]. - The collaboration between telecom operators and device manufacturers is crucial for the successful implementation of eSIM services, with a focus on ensuring a seamless user experience [28][29].

Core Viewpoint - The launch of Apple's iPhone Air in China has been delayed due to regulatory issues surrounding eSIM technology, which is not yet supported by local telecom operators [2][3][7]. Group 1: iPhone Air Launch - The iPhone Air, Apple's lightest flagship smartphone, was expected to be released on September 19, but its availability has been postponed with the website indicating "to be updated" [2]. - The iPhone Air is designed to support only eSIM technology, which is not currently available for consumers in China due to regulatory hurdles [3][5]. Group 2: eSIM Technology and Regulatory Environment - eSIM technology allows for remote activation of mobile services, but China has not yet approved eSIM services for smartphones, leading to a cautious approach from Apple regarding the iPhone Air's release [3][4]. - Telecom operators in China, including China Mobile, China Unicom, and China Telecom, are preparing to offer eSIM services but are awaiting regulatory approval [4][8]. Group 3: Telecom Operators' Readiness - China Mobile has completed system upgrades to support eSIM services and is expecting formal approval from the Ministry of Industry and Information Technology (MIIT) soon [4]. - China Unicom has launched an eSIM section on its website but has not yet made eSIM services available for smartphones [4][6]. Group 4: Industry Perspectives - Analysts believe that the adoption of eSIM technology in China is inevitable, but the timeline is contingent on regulatory approvals and the readiness of telecom operators [4][14]. - The security concerns surrounding eSIM technology have led to a cautious regulatory approach, with the government prioritizing user privacy and fraud prevention [10][11][19]. Group 5: Future Outlook - There is a consensus that once regulatory hurdles are cleared, eSIM technology will be widely adopted across various devices, including smartphones and wearables [21]. - The industry is actively working on enhancing the security of eSIM technology to meet regulatory standards, with some operators exploring blockchain for identity verification [18][20].

Core Viewpoint - Tianma Microelectronics officially launched its high-end OLED technology brand "Tiangong Screen," emphasizing health-focused display standards through advanced technologies like flicker-free, low blue light, adaptive ambient light, and high refresh rates [1][2]. Group 1: Product Launch and Features - The "Tiangong Screen" offers three core experiences: super eye protection, extreme transparency, and smooth high refresh rates, redefining high-end display standards [1]. - The technology integrates health considerations into display design, moving from parameter-focused improvements to user-centric enhancements [2]. Group 2: Industry Recognition and Collaboration - Ouyang Zhongcan, an academician from the Chinese Academy of Sciences, highlighted Tianma's contributions to the domestic display industry and its complete independent intellectual property system [2]. - The "Tiangong Screen" received the "Visual Health Friendliness" certification from the China Quality Certification Center, recognizing its innovative eye protection technology [2]. - OPPO announced the global launch of the first true 1nit eye protection screen, which will be featured in its next flagship series, showcasing collaboration with Tianma to enhance industry standards [3]. - A joint laboratory was established between Tianma and OPPO to focus on health display technology research and industry standard development [3].

Core Viewpoint - The domestic OLED screen market, which holds over 60% of the global flexible OLED smartphone screen share, is intensifying its focus on high-end products, particularly in eye-care technology and high refresh rates [2][3]. Group 1: Product Development and Trends - Tianma and OPPO have jointly launched an eye-care OLED smartphone screen with a low brightness of 1 nit in dark environments, establishing a collaborative laboratory [2]. - Key technological trends for OLED screens include eye-care features, high refresh rates, and the development of foldable screens, with Tianma's OLED screens achieving refresh rates of up to 240Hz [2]. - The foldable smartphone market is experiencing stable growth, and Tianma is ramping up production of flexible OLED screens for both left-right and up-down folding designs [2]. Group 2: Industry Collaboration and Competitiveness - The competitiveness of domestic OLED screens relies on industry chain collaboration, with OPPO and Tianma combining their respective technologies for the development of the eye-care OLED screen [3]. - The domestic OLED industry is pushing for the localization of OLED emitting materials to enhance the competitiveness of screens and terminal products [3]. Group 3: Market Outlook and Performance - Currently, 90% of flexible OLED screens are used in smartphones, but Tianma plans to expand applications into automotive and IT sectors, with flexible OLED automotive display products expected next year [4]. - Major players like BOE, Visionox, and TCL Huaxing are establishing 8.6-generation flexible OLED or printed OLED production lines to capture opportunities in mid-size displays for IT and automotive applications [4]. - According to Sigmaintell, global shipments of flexible OLED smartphone screens are projected to reach nearly 300 million units in the first half of 2025, with a year-on-year growth of approximately 5.2% [4]. - Domestic manufacturers are expected to ship around 190 million flexible OLED smartphone screens, marking a year-on-year increase of about 7.7%, thus increasing their global market share to 62.3% [4]. - Tianma and BOE's flexible OLED smartphone screen shipments in the first half of the year were approximately 71 million and 43.2 million units, respectively, with year-on-year growth rates of 10.3% and 15.6% [4].

Core Insights - The domestic OLED screen market, which accounts for over 60% of the global flexible OLED smartphone screen market, is focusing on high-end development [2] - Tianma and OPPO have launched an eye-care OLED smartphone screen with a low brightness of 1 nit in dark environments, indicating a trend towards value competition in domestic OLED screens [2] - The collaboration aims to enhance the competitiveness of domestic OLED screens through industry chain synergy, with a focus on localizing OLED emitting materials [3] Group 1 - The technological trends for OLED smartphone screens include eye-care features, high refresh rates, and foldable designs [2] - Tianma's OLED screens can achieve a refresh rate of up to 240Hz, providing smoother visuals [2] - The foldable smartphone market is experiencing stable growth, and Tianma is ramping up production of flexible OLED screens for both left-right and up-down folding designs [2] Group 2 - Currently, 90% of flexible OLED screens are used in smartphones, but Tianma plans to expand applications to automotive and IT sectors, with flexible OLED automotive displays expected next year [4] - Major competitors like BOE, Visionox, and TCL Huaxing are also establishing 8.6-generation flexible OLED or printed OLED production lines to capture opportunities in mid-size displays [4] - According to Sigmaintell, global shipments of flexible OLED smartphone screens are projected to reach nearly 300 million units in the first half of 2025, with a year-on-year growth of approximately 5.2% [4]

Group 1 - Northrop Grumman's "Cygnus" cargo spacecraft successfully docked with the International Space Station, delivering approximately 5000 kilograms of scientific materials and supplies, marking the company's 23rd resupply mission for NASA [2] - The OPPO Find X9 series will feature displays exclusively supplied by Tianma, with pre-orders already initiated [2] - Jiangsu Province launched its largest user-side energy storage station, capable of storing 240 megawatt-hours, which can meet the daily electricity needs of about 25,000 households [2] - Horizon Robotics plans to release a new integrated cockpit chip in 2026, with mass production expected next year, representing a significant advancement in intelligent driving technology [2]

Core Viewpoint - Tianma Microelectronics officially launched its new high-end OLED technology brand "Tianma Tiangong Screen" on September 19, marking a significant milestone in its 42-year development and redefining high-end display standards with a focus on health experience [2][13]. Group 1: Brand and Technology Launch - The launch of the "Tianma Tiangong Screen" showcases Tianma's breakthrough in R&D and signifies the company's commitment to high-end product lines, contributing positively to China's display industry [2][5]. - Tianma aims to transition from a traditional "hardware manufacturer" to a "creator of sensory experiences," with the Tiangong Screen as a starting point for a comprehensive user experience system [6]. Group 2: Key Technological Features - The Tiangong Screen emphasizes "super eye protection," "extreme transparency," and "smooth high refresh rate" as its three core technological experiences [7]. - The eye protection feature includes four dimensions: flicker-free, 1nit brightness for eye comfort, reduced harmful blue light to 4.7%, and adaptive ambient light technology [8]. - The transparency aspect achieves a global peak brightness of 8000 nits and covers 95% of the BT.2020 color gamut, enhancing color accuracy and detail [9]. - The high refresh rate capability supports up to 165Hz in mass production and can extend to 240Hz, ensuring smooth operation for gaming and video users [10]. Group 3: Collaborations and Certifications - Tianma has established a joint laboratory with OPPO to collaborate on health display technology research and industry standard development [12][14]. - The Tiangong Screen received a "Visual Health Friendliness" certification from the China Quality Certification Center, confirming its innovative achievements in eye protection technology [12].