该产品屏幕尺寸为12.3英寸，支持500PPI高清2D显示模式，同时具备裸眼3D功能——无需佩戴 3D眼镜，且不依赖眼球追踪技术，可视角度可达30°，用户可通过一键操作实现2D与3D模式的快 速切换。 9月23日，天马发布全球首款500PPI高清2D / 3D可切换光场仪表屏。 技术层面，这款仪表屏搭载天马自研的高速实时渲染光场3D技术，并采用自主开发的液晶棱镜， 在保障性能的同时有效降低量产成本；此外，屏幕支持景深调节功能，官方宣称可彻底解决传统 3D显示存在的眩晕感与鬼影问题。 应用场景上，该屏幕可适配导航、ADAS（高级驾驶辅助系统）警示等多种车载需求。产品最早在 DIC 2025展会首次对外展出。 值得一提的是，天马在DIC 2025上展出了8英寸Micro LED IRIS HUD（全景式抬头显示屏），据 称是业界首款具有最高PPI(167PPI)，可实现>10000nits的超高亮度的显示屏。与传统LCD相 比，它可以实现更弱的重影、更宽的色域和更好的图像质量。此外，由于光机系统结构更简单，整 体体积更小。 除了车载显示，天马还在前不久举办的高端OLED技术品牌发布会上，展出了"全球首款G形三折 ...

9月22日，韩国电子材料公司 JK Materials（JKM）宣布， 其OLED面板用薄膜材料成功拿下首 笔订单。 据介绍，这款薄膜材料在智能手机OLED面板生产过程中，对提升和优化面板良率起关键作用。因 其性能要求极为严格，且难以实现大规模量产，此前一直由日本某材料供应商独家供应给韩国、中 国等全球面板企业，产品价格居高不下。 报道称， JKM新开发并供应的薄膜材料 在 满足了客户的性能要求 的同时 ，价格也比现有产品更 具竞争力。公司预计，这款OLED工艺用薄膜材料将率先应用于中国 某 大型面板制造商 的生产 线。这一应用不仅能帮助该面板企业显著降低生产成本，还能有效压低面板制造单价，提升企业市 场竞争力。 图片来源：JKM 值得一提的是 ，目前全球智能手机所采用的OLED面板，主要由中国和韩国的面板企业生产。 新 材料的应用，在一定程度上也将帮助全球智能手机制造商降低生产成本，同时缓解因地缘政治因素 带来的消费电子产品价格上涨压力 。 公司相关负责人表示："当前，OLED核心客户对公司这款新材料的关注度正快速提升。公司计划 优先将该材料应用于中国领先的大型面板企业B公司的生产线，而B公司是全球排名前两 ...

Core Viewpoint - TrendForce's latest report indicates that panel prices for TVs, monitors, and laptops are expected to remain stable through September 2025, aligning with earlier forecasts [2]. Panel Price Summary TV Panels - The average price for a 65-inch TV panel is projected to be $173, with a minimum of $167 and a maximum of $176. - The average price for a 55-inch TV panel is $124, with a minimum of $118 and a maximum of $127. - The average price for a 43-inch TV panel is $64, with a minimum of $62 and a maximum of $66. - The average price for a 32-inch TV panel is $35, with a minimum of $34 and a maximum of $36 [5]. Monitor Panels - The average price for a 27-inch IPS monitor panel is $63, with a minimum of $57.6 and a maximum of $65.8. - The average price for a 23.8-inch IPS monitor panel is $49.9, with a minimum of $47.1 and a maximum of $51.4 [6]. Laptop Panels - The average price for a 17.3-inch TN laptop panel has stabilized at $38.3, with a minimum of $37.7 and a maximum of $39.8. - The average price for a 15.6-inch Value IPS laptop panel is projected to be $40.3, remaining unchanged from the previous month, with a minimum of $38.6 and a maximum of $41.9. - The average price for a 14.0-inch TN laptop panel has stabilized at $26.9, with a minimum of $26.4 and a maximum of $28.1. - The average price for an 11.6-inch TN laptop panel has stabilized at $25.1, with a minimum of $24.2 and a maximum of $26.5 [7][8].

9月19日，天马微电子在厦门举办高端OLED技术品牌发布会，正式推出"天工屏"。 此外，天马还与OPPO宣布成立联合实验室，未来将在健康显示技术研发、行业标准制定等领域开 展深度合作。（来源：天马、集邦Display整理） #深天马 #OLED #OPPO #手机面板 图片来源：天马 据介绍，天马天工屏的技术亮点突出在护眼、显示效果以及高刷领域。 在护眼功能上，天马天工屏以"超级护眼"为核心，产品拥有无频闪、 低蓝害、 1nit明眸护眼、自 适应环境光四大特点。其中，源头材料有害蓝光低至4.7%；通过联合OPPO推出全场景真1nit明 眸护眼屏，做到熄灯也护眼、全天都通透。 在显示效果方面，在亮度与对比度方面，天马天工屏全局高亮度达2500nits，峰值亮度达 8000nits；广色域覆盖95% BT.2020，色彩还原贴近现实世界；像素设计上，采用自研"风车像 素"（Windmill）结构，提升细节显示精度，文字边缘更锐利、动态画面更纯净，呈现更"通透 感"的视觉体验效果。 高刷新率方面，其量产能力支持165Hz，研发能力更可拓展至240Hz；自适应刷新率则搭载LTPO 3.0技术，可根据显示内容动态调节， ...

#显示材料 "珠海经开区发布"消息显示，9月17日上午，总投资2.5亿元的广东天承化学高端湿电子化学品项 目在珠海经济技术开发区启动建设。 图片来源：珠海经开区发布 该项目位于经开区精细化工区化联三路东南侧，占地面积约2.55万平方米，规划建设年产3万吨高 端电子化学品生产线，产品包括电镀添加剂、水平沉铜、ABF载板除胶沉铜、铜面处理剂等，应用 于集成电路、显示面板、新能源、玻璃基板和PCB等领域。 天承科技成立于2010年，专注功能性湿电子化学品研发与生产，2023年在科创板上市。公司聚焦 化学沉积、电化学沉积及界面处理技术，产品已应用于电子电路、半导体封装、显示屏和新能源等 领域。 其半导体部门研发的新产品已在TGV、Micro LED微显示等方向完成中试并实现批量交付。 根据最新半年报，公司上半年实现营业收入2.13亿元，同比增长23.4%；归母净利润3673万元， 同比增长0.2%；扣非归母净利润3174万元，同比增长3.5%。 天承科技表示，受算力、高速通信、新能源汽车和ADAS等下游需求带动，PCB产业相关产品保持 较高增长，行业库存周期回补也在推动高端PCB和封装基板需求逐步恢复。 在国内，公司 ...

Core Viewpoint - The article highlights the significant investment and development activities in the display technology sector, particularly in flexible display screens and semiconductor chips, as evidenced by recent project signings and production launches in Sichuan's high-tech zone [2]. Group 1: Investment and Project Developments - On September 16, a ceremony was held in Sichuan's Neijiang High-tech Zone to mark the launch of key projects for 2025 and the signing of third-quarter investment projects [2]. - Four companies, including Shenzhen Xiongfeng and Mingkesi, signed agreements to establish operations, while five projects, such as Dongwei Electronics and Hongying Technology, officially commenced production [2]. - The projects cover areas like flexible display screens, RF semiconductor chips, and high-performance sensor chips [2]. Group 2: Specific Company Highlights - Shenzhen Xiongfeng Investment Holdings' AMOLED and flexible display screen deep processing project received notable attention, with a previous investment yielding a production value of 1.7 billion yuan and tax revenue of 20 million yuan within two years [2]. - The company is making an additional investment of 500 million yuan to establish 40 new production lines for flexible display screens [2]. - Shenzhen Xiongfeng was founded in 2020 and primarily engages in software and information technology services, with a registered capital of 20 million yuan [2].

证券代码：002429 证券简称：兆驰股份 深圳市兆驰股份有限公司 投资者关系活动记录表 编号：2025-003 投资者关系 活动类别 □ 特定对象调研 □ 分析师会议 □ 媒体采访 □ 业绩说明会 □ 新闻发布会 □ 路演活动 □现场参观 ■ 其他 （现场调研） 参与单位名 称及人员 姓名 26 家机构 33 人次（详见附件《与会清单》） 时间 2025 年 9 月 16 日 13:30-15:00 地点 南昌 上市公司 接待人员 姓名 兆驰股份副总经理兼董事会秘书单华锦女士，兆驰半导体 CTO 胡加辉 先生，兆驰瑞谷总经理黄建辉先生，兆驰瑞谷副总经理殷瑞麟先生等。 投资者关系 活动主要内 容介绍 一、介绍环节 兆驰股份副总经理兼董事会秘书单华锦女士就公司 20 年发展历 程、产业优势及未来发展规划；兆驰瑞谷副总经理殷瑞麟先生就公司光 通信器件、模块业务进展，技术及发展规划；兆驰半导体 CTO 胡加辉 先生就公司 LED 芯片业务、光通信激光芯片业务进展，技术方案规划 以及公司 Micro LED 光连接方案分别做了简单介绍。 二、互动交流环节 （一）在使用 Micro LED 进行光互连时，是否仍然需要光 ...

Market Performance - The main board led the gains with notable increases from companies such as Beiwai Technology (+10.02%), Fuzheng Technology (+10.00%), Yongxin Optics (+10.00%), and others [1] - The ChiNext board saw significant growth, particularly from Boshang Optoelectronics (+20.01%) and Huijin Co., Ltd. (+19.82%) [1] - The Sci-Tech Innovation board was also strong, with Liyang Chip (+20.01%) and Fengcai Technology (+20.00%) leading the way [1] - Active sub-industries included SW Semiconductor Equipment (+4.27%) and SW Passive Components (+3.56%) [1] Domestic News - Aibang announced the launch of a new AR glasses model aimed at outdoor athletes, featuring a single green Micro LED display engine with over 10 hours of battery life and brightness exceeding 4000 nits [1] - MediaTek announced the successful design tape-out of its first flagship SoC using TSMC's 2nm process, becoming one of the first companies to adopt this technology, with mass production expected by the end of next year [1] - Qiusui Semiconductor introduced the "Leyi AR" glasses, set for small-scale production in early October, utilizing Micro LED technology with a pixel size of 3.75μm [1] - Tongfu Microelectronics reported breakthroughs in Co-Packaged Optics (CPO) technology, with related products passing initial reliability tests [1] Company Announcements - Visual China announced a cash dividend of 0.11 RMB per 10 shares based on a total of 699,578,636 shares [3] - Dali Cap announced a cash dividend of 0.3 RMB per 10 shares, totaling 12 million RMB [3] - Daotong Technology declared a cash dividend of 5.8 RMB per 10 shares [3] - Juguang Technology reported share reductions by major shareholders, with specific holdings detailed [3] International News - The U.S. President indicated that semiconductors and pharmaceuticals, which have higher profits than automobiles, may face tariffs exceeding 25%, similar to those imposed on automobiles [1] - AMD launched the EPYC Embedded 4005 series processors, which include six SKUs with various core configurations [1] - Adani Group is in discussions with Sharp and Panasonic to establish India's first LCD panel factory [1] - Texas Instruments introduced a highly sensitive in-plane Hall effect switch for various applications [1]

9月16日，据OPPO Find系列产品负责人周意保透露，Find X9系列手机将全球首发全场景 1nit"明眸护眼屏"。 据介绍，该款手机屏来自于天马独家定制、搭建了OPPO专属的最高规格屏幕产线；与此同时， OPPO也在自有制造中心自研科学产线。 周意保表示，OPPO通过自研屏幕双产线模式，完全掌握"明眸护眼屏"的设计、生产、封装、调试 技术全流程，带来低亮高精度电路、全新护眼基材、新Display P3显示芯片等技术。通过这些技 术，OPPO Find X9系列手机实现了全场景真 1nit、高频 PWM 护眼调光、3600nit 大窗口峰值 亮度等效果。 周意保强调，这是OPPO Find X系列最有诚意的一块护眼好屏，历时三年，成本极高。 图片来源：OPPO周意保直播截图 值得一提的是，上一代Find X8/X8s的屏幕也由天马供应，而Find X8 Pro/X8 Ultra则由京东方 供应。 其中，Find X8s正面搭载一块6.3英寸的1.5K直屏，配备了OPPO新一代晶盾玻璃，拥有 460PPI，全局峰值亮度1600nit，支持1.7亿色、1-120Hz自适应高刷、3840Hz高频PWM、类 D ...

Core Insights - Sanan Optoelectronics is advancing its Micro LED products in the AI/AR glasses sector, moving from technical validation to small-scale validation [1] - The company is collaborating closely with domestic and international terminal manufacturers and optical component suppliers for its silicon carbide (SiC) optical substrate products, achieving small-scale deliveries to multiple clients [1][2] Group 1: Company Developments - Sanan Optoelectronics has revealed that its Micro LED products are in the small-batch validation stage, indicating progress in the AI/AR glasses market [1] - The company’s chairman highlighted the successful small-scale delivery of SiC optical substrates to various clients, emphasizing ongoing optimization of optical parameters [1] Group 2: Industry Trends - The SiC optical substrate business is expected to become a new growth point for the company as AI/AR glasses and other emerging applications gain traction [2] - SiC, as a third-generation semiconductor material, offers high thermal conductivity, high breakdown field strength, and high stability, making it suitable for optical substrates and optoelectronic devices [2] - The combination of Micro LED technology and SiC optical substrates is anticipated to accelerate the commercialization of AR/VR devices, creating new market opportunities for upstream materials and device companies [2]