Group 1 - TSMC's Arizona factory has produced its first chip wafers for Apple, Nvidia, and AMD, marking a significant step towards localized semiconductor manufacturing in the U.S. However, advanced packaging capacity remains primarily in Taiwan [1] - Trump's "Trump Mobile" is claimed to be "Made in America," but analysts suggest it is actually manufactured in China, indicating a potential discrepancy in branding versus actual production [2] - Beijing's automotive industry is undergoing a transformation towards electrification and smart manufacturing, with a projected output value exceeding 440 billion yuan in 2024, reflecting a growth rate of over 15% [3] - China's first superconducting quantum computing measurement and control system, designed for a thousand-bit scale, has been delivered, laying a foundation for future development of larger-scale quantum computers [4] - LG Display plans to invest 1.2 trillion KRW (approximately 880 million RMB) to enhance its OLED technology competitiveness, as part of its long-term capital expenditure strategy [5]

Group 1 - China's magnetic levitation technology has achieved a breakthrough, accelerating a 1.1-ton test vehicle to 650 km/h within 1 second over a distance of 1000 meters [2] - The Summer Davos Forum in Tianjin will focus on five major themes, including global economic interpretation and new energy materials, with around 1800 attendees from over 90 countries [3] - The Henan provincial government is promoting state-owned enterprise investment, enhancing collaboration with central and private enterprises, and expanding government fund scales to support long-term investors [4] Group 2 - Tencent's Yuanbao has launched an AI programming mode, significantly improving coding efficiency with a dual-column interface for real-time code generation and preview [5] - Meituan's CEO Wang Xing has reduced his stake in Li Auto by selling 5.737 million shares, resulting in a decrease from 20.94% to 20.61% of his holdings [6] - Rokid has announced the world's first payment-enabled smart glasses, integrating Alipay for secure transactions without needing a mobile device [7] Group 3 - The successful zero-height escape flight test of the Dream Chaser manned spacecraft marks a significant advancement in China's lunar exploration program [8] - The Civil Aviation Administration of China has issued a management regulation for civil unmanned aerial vehicle incidents, effective from July 1, detailing emergency and non-emergency reporting processes [9] - Guoxin Technology has successfully tested its new quantum-resistant password card, which combines quantum algorithms with traditional encryption methods [10] Group 4 - Baidu is enhancing its digital influencer strategy by launching the "Dream Butterfly" plan to increase the number of digital influencers and providing significant operational support [11] - Four Chinese cities have been ranked in the top ten for global esports city influence, reflecting China's strong engagement with esports [12] - Shanghai has introduced a "tap to refund" service for departing tourists, enhancing the efficiency of tax refunds through collaboration with Alipay and Bank of China [13] Group 5 - Tmall's 618 sales event saw over 6900 new products achieving sales of over one million, with a 153% increase in overall sales during the event [14][15] - Nvidia will participate in the upcoming Chain Expo, showcasing new products and innovations in the supply chain sector [16] - OpenAI has secured a $200 million contract with the U.S. Department of Defense to explore AI applications in various administrative and security tasks [16] Group 6 - The world's largest car carrier, "Anji Hongsheng," has set sail from Taicang Port, carrying over 8000 Chinese cars to Europe, marking a record in shipping capacity [17] - Faraday Future executives have signed a 10b5-1 stock purchase plan, indicating a new round of insider buying [18] - Volvo and Daimler are forming a joint venture to develop software-defined vehicles, aiming to reduce costs and reliance on suppliers [18] Group 7 - The International Energy Agency forecasts that global oil demand will reach an average of 103.8 million barrels per day by 2025 [19] - LG Display plans to invest 1.2 trillion KRW (approximately 8.8 billion RMB) to enhance its OLED technology competitiveness by mid-2027 [20] - Eli Lilly is in advanced talks to acquire gene-editing company Verve Therapeutics for up to $1.3 billion, aiming to strengthen its drug pipeline [21]

Market Overview - The main board saw significant gains with notable stocks such as Jierong Technology (+10.03%), Dongxin Heping (+10.02%), and Hengbao Shares (+10.02) leading the charge [1] - The ChiNext board also performed well, with Chuangshi Technology (+20.02%) and Dineike (+16.03%) among the top gainers [1] - The Sci-Tech Innovation board had its leaders as Aiwei Electronics (+6.58%) and Fuliwang (+5.55%) [1] - Active sub-industries included SW Communication Terminals and Accessories (+1.29%) and SW Panels (+0.77%) [1] Domestic News - A breakthrough in 3D Glass IPD production was reported by Aibang Semiconductor Network, with over 10 million units delivered, marking the global first for stable output in this technology [1] - Huawei has filed a patent for a "quad-chiplet" packaging design, potentially for its next AI chip, Ascend 910D, which shares architectural similarities with NVIDIA's Rubin Ultra [1] - TSMC's Arizona factory has begun producing chips for major tech companies like Apple, NVIDIA, and AMD, utilizing N4 process technology [1] - Li Auto unveiled its new high-voltage SiC power module, LPM, which will debut with the i8 model next month and be used in all future electric vehicles [1] Company Announcements - BOE Technology Group announced plans to acquire a 30% stake in Xianyang Rainbow Optoelectronics Technology Co., Ltd., with a registered capital of 427.42 million yuan [3] - Lanshan Co. authorized its management to dispose of up to 800 million yuan of financial assets within 12 months, representing 30% of the company's total assets for 2024 [3] - Nanya Technology announced a cash dividend of 1 yuan per 10 shares for its 2024 annual equity distribution, with a record date of June 23, 2025 [3] - Lianchuang Optoelectronics declared a cash dividend of 0.054 yuan per share for its 2024 annual equity distribution, with variations based on shareholder type [3] International News - The U.S. Senate proposed a tax bill to temporarily increase investment credits for semiconductor manufacturers, raising the tax credit from 25% to 30% for factory investments [1] - Nordic Semiconductor announced the acquisition of Neuton.AI's intellectual property and core technology assets, enhancing its low-power wireless solutions for edge devices [1] - Sony is collaborating with Western Digital on HDDs using Heat-Assisted Magnetic Recording (HAMR) technology, with Western Digital becoming a key partner for laser diodes [1] - LG Display plans to invest approximately 6.656 billion yuan in building an OLED panel factory in Paju, South Korea, focusing on next-generation high-end OLED panels [1]

Core Insights - The display industry is a crucial part of the electronic information sector, encompassing upstream raw materials, midstream panel manufacturing, and downstream terminal applications [1] - The global display market is projected to reach $134.7 billion in 2024 and $172.1 billion by 2030, indicating significant growth potential [2][5] Market Size and Projections - According to QYResearch, the global display market size is expected to grow from $134.7 billion in 2024 to $172.1 billion by 2030, with a notable increase in AMOLED market share to 52.94% by 2030 [2][3] - The detailed revenue projections for various segments are as follows: - Global market: $792 billion in 2024, peaking at $1721 billion in 2030 - LCD (large size): $702 billion in 2024, declining to $689 billion by 2030 - AMOLED (large size): $80 million in 2024, increasing to $231 million by 2030 [3][6] Key Players in LCD and OLED - Major LCD manufacturers include: - BOE (China): Known for large-screen production - TCL Huaxing (China): Specializes in gaming screens - Innolux (Taiwan): Focuses on automotive displays - LG Display (South Korea): Renowned for IPS Nano Color technology - Sharp (Japan): Produces IGZO panels [11] - Key OLED manufacturers are: - Samsung Display (South Korea): Dominates rigid OLED market - LG Display (South Korea): Known for WOLED TVs - BOE (China): Rapidly advancing in foldable screens - Visionox (China): Innovating in under-display camera technology - Tianma (China): Focused on automotive OLED displays [16][18] Industry Trends - The OLED industry is at a cyclical low but is expected to enter a new growth phase soon, driven by advancements in technology and increasing demand [19] - The outdoor television market is expanding, particularly in North America, as consumer interest in outdoor entertainment rises [23] Research and Reports - QYResearch provides comprehensive market research reports covering various aspects of the display industry, including market size, growth potential, and competitive analysis [26][27]

6月17日， LG Display（LGD）官方宣布， 已 获 公司董事会 批准投资 1.26万亿韩元 （ 约合 人民币66.56亿元 ） 在韩国 坡州园区 建设OLED面板工厂，该项目投资期预计为两年，即 2025 年6月17日至2027年6月30日 。 图片来源：LGD ▶ 关于集邦 此图片来自微信公众平台 十八届十二十六十十 据悉，本次 投资是 LGD 中长期资本支出计划的一部分，公司计划将 与OLED技术相关的 项目 投 资重点布局在 韩国 坡州 市。 LGD表示，这 是公司自出售中国广州LCD工厂 以来，首次在韩国本土进行的大规模投资 。 通过 此次投资， 公司 将专注于下一代高端OLED面板及模组基础设施的建设。 LG D 认为，随着技术发展，高性能、高端OLED产品的市场需求正稳步增长，因此， 公司战略聚 焦于高端产品开发，持续提供差异化客户价值，并不断扩大OLED市场 份额 。 LGD 总裁 Jeong Cheol-dong 表示，2025年将是LGD快速发展的一年，公司 将积极开发LGD 独有的 差异化技术与产品，引领 显示 市场 发展趋势 。 文：集邦Display整理 #OLED #LG ...

Core Insights - Samsung Display's A6 factory in Asan, South Korea, will begin trial operations of its 8.6-generation OLED production line by the end of this year, with full-scale production expected by Q2 2025, aligning with Apple's anticipated release of OLED MacBook Pro and iPad products in the second half of 2025 [1] - Since the introduction of OLED screens in the iPhone X in 2017, Apple has progressively expanded the use of OLED technology across its product range, including the Apple Watch and iPad Pro, with plans to incorporate OLED into MacBook Pro by 2025 [1] - The new 8.6-generation OLED production line features a significantly larger glass substrate size of 2290mm x 2620mm compared to the existing 6th generation line, enhancing the efficiency of large panel production, particularly for IT products [1] Industry Dynamics - The competition for the 8.6-generation OLED market has intensified, with Samsung Display poised to be the first to achieve mass production, while Chinese manufacturers like BOE and Visionox are also ramping up their production capabilities [2] - BOE has accelerated its timeline for its 8.6-generation IT OLED production line, now aiming for mass production by October 2025, four months ahead of schedule [2] - Market research firm DSCC forecasts that the demand for hybrid OLED panels in tablets and laptops will reach 18.9 million units by 2025, a growth of over 56% compared to 8.1 million units in 2023 and 12.1 million units in 2024, driven by Apple's strong market entry and the expansion of supply chain capacities [2]

【集邦Display翻译】 6月12日，据韩媒报道，三星显示（Samsung Display）自今年3月起已启 动iPhone 16e机型OLED面板的量产工作，并持续向苹果公司供货。知情人士透露，该公司已针 对该机型的面板生产完成约600万片零部件的采购储备，相关产能正按计划有序释放。 作为苹果时隔三年再度推出的"人气机型"，iPhone 16e延续了2022年iPhone 14标准版的屏幕规 格——搭载6.1英寸OLED面板。 图片来源：苹果官网 此前该机型的屏幕供应体系主要由京东方（BOE）与 LG Display 主导，其中京东方以 60%-70% 的订单占比成为最大供应商。苹果这一布局与高端机型形成差异化策略：iPhone 16 Pro 系列仍由三星显示与 LG Display 主力供应，而大众机型则倾向于分配给京东方。 报道指出，三星显示获得苹果新增iPhone 16e订单具体原因尚不明确，业界推测是由于需求增加 或供应链问题促使苹果扩大了供应商矩阵。 按苹果2024年iPhone 16e机型2000万部的生产规划测算，三星显示此次600万片的供应量约占 总量的30% 。 报道称，作为苹果 OLE ...

【集邦Display翻译】 6月12日，据韩媒报道，三星显示（Samsung Display）自今年3月起已启 动iPhone 16e机型OLED面板的量产工作，并持续向苹果公司供货。知情人士透露，该公司已针 对该机型的面板生产完成约600万片零部件的采购储备，相关产能正按计划有序释放。 作为苹果时隔三年再度推出的"人气机型"，iPhone 16e延续了2022年iPhone 14标准版的屏幕规 格——搭载6.1英寸OLED面板。 图片来源：苹果官网 此前该机型的屏幕供应体系主要由京东方（BOE）与 LG Display 主导，其中京东方以 60%-70% 的订单占比成为最大供应商。苹果这一布局与高端机型形成差异化策略：iPhone 16 Pro 系列仍由三星显示与 LG Display 主力供应，而大众机型则倾向于分配给京东方。 报道指出，三星显示获得苹果新增iPhone 16e订单具体原因尚不明确，业界推测是由于需求增加 或供应链问题促使苹果扩大了供应商矩阵。 此图片来自微信公众平台 士纪检近了司副田 报道称，作为苹果 OLED 屏幕长期以来的核心供应商，三星显示此次在大众机型领域的突破，将 进一步强化其 ...

公告指出："LG Display 正在以兼具盈利能力和技术差异化的OLED为中心，持续优化投资组合并 推进业务结构升级。为进一步扩大经营成果、强化中长期业务竞争力，公司正就多种方案展开探 讨，但截至目前，媒体报道中提及的投资计划尚未形成具体定论或决策。 " 图片来源：LG Display 此外，LG Display补充说明："若未来有具体事项确定，公司将在确定当日或一个月内另行发布公 告。"这意味着，即使相关投资计划暂未敲定，LG Display也将于7月8日前通过补充披露的方式， 向外界提供最新进展信息。 【集邦Display整理】 近期， 业内 有 报道称，LG Display计划投资约7000亿韩元 （ 约人民币 36.61亿元 ） 在其坡州工厂闲置场地建造新的OLED技术 厂房 。此外，还有传言称，LG Display最早将于7月与京畿道和坡州市签署国内回归投资谅解备忘录（MOU）。 针对上述传闻，LG Display于6月9日正式发布澄清公告。 此图片来自微信公众平台 十八届十二十六十十 #LGD #OLED ▶ 关于集邦 ...

Core Viewpoint - The smartphone purchasing intention is weakening, particularly in the U.S. market, with a future 12-month purchasing intention of 36%, showing a month-on-month decline and year-on-year stability [1][12]. Group 1: Market Trends - The ideal replacement cycle for smartphones has extended to 31.1 months, indicating a slowdown in replacement behavior [2][13]. - U.S. purchasing intention has significantly dropped to 37%, down from 50% and 44% in the previous quarters [2][12]. - Despite a 3.2% year-to-date increase in smartphone sales as of April, the overall forecast for global smartphone sales remains conservative, with only a 1% year-on-year growth expected in 2025 and flat growth in 2026 [2][9]. Group 2: Impact of Tariffs - Tariffs are affecting global smartphone buyer sentiment, with 19% of respondents citing concerns over tariffs impacting prices as a reason for not purchasing [3][10]. - Among those likely to purchase a smartphone in the next 12 months, 82% are willing to accept some price increase due to tariffs, but 62% would seek cheaper alternatives if the increase is deemed excessive [3][13]. - The potential for OEMs to raise prices to offset tariff impacts could lead to a broader price increase across the market, affecting demand [3][10]. Group 3: Consumer Interest in AI Features - Interest in generative AI features in smartphones is slowly increasing, but it has not yet translated into significant changes in purchasing behavior [4][14]. - Only 34% of respondents indicated they would purchase a smartphone earlier or pay extra for generative AI features, suggesting that interest has not yet driven substantial demand [4][14]. Group 4: Stock Recommendations - UBS maintains a positive outlook on several smartphone-related stocks, including ASE, Broadcom, Hon Hai, and MediaTek, among others, with buy ratings [5][8]. - Caution is advised for Hua Hong Semiconductor, rated as a sell, and LG Display, rated neutrally [6][7].