9月25日， TCL宣布 在美国 推出新款类纸屏平板电脑TAB 8 NXTPAPER 5G。 产品搭载一块8.7英寸800×1340分辨率180PPI像素密度的NXTPAPER 4.0技术面板，可模拟自然 光线。 其它方面，该平板电脑基于联发科MT8755处理器(2×A76@2.4GHz + 6×A55@2.0GHz)，采用电 容式触控技术，配备USB-C 2.0 (480Mbps)接口和3.5mm音频插孔，支持Wi-Fi 5、蓝牙5.3、 5G蜂窝网络无线连接。 该设备搭载6000mAh电池，支持15W充电；拥有一颗8MP后摄和一颗5MP前摄；此外其还内置双 扬声器和双麦克风。 图片来源：TCL TCL TAB 8 NXTPAPER 5G原装配备4GB内存和64GB存储，支持至高2TB的microSD存储卡扩 容，售价199.99美元。（来源：IT之家） #TCL #类纸屏 点击免费报名 >> IFS 票务 | 8:30-9:30 | 签到 | | --- | --- | | 9:30-9:35 | 开幕致辞 | | | TrendForce集邦咨询 总经理 樊晓莉 | | 9:35-10:00 | 玻璃与 ...

Core Viewpoint - Zhejiang Dongfang Kema Electronic Co., Ltd. (referred to as Dongfang Kema) has submitted its IPO application to the Hong Kong Stock Exchange, positioning itself as the world's largest provider of commercial smart IoT electronic paper display solutions [2][3]. Financial Performance - The company reported revenues of approximately 1.214 billion, 1.024 billion, 1.152 billion, and 796 million RMB for the six months ending June 30 in 2022, 2023, 2024, and 2025, respectively. Corresponding profits were approximately 91.876 million, 50.739 million, 53.404 million, and 43.036 million RMB [4]. - Sales volume of smart IoT electronic paper display modules increased from 50.6 million units in 2022 to 56.1 million in 2023, with projections of 67.1 million units in 2024 and 52.7 million units for the six months ending June 30, 2025 [4]. Production Capacity and Expansion Plans - Dongfang Kema operates four production bases located in Jiaxing, Zhejiang, Dalian, Liaoning, and Vietnam, with the Vietnam facility commencing operations in June 2023 and an expected annual capacity of 20 million electronic paper displays [4]. - The IPO funds will be allocated to two main areas: upgrading the existing production capacity in Vietnam and establishing a new domestic production base focused on advanced products such as electronic backpacks and flexible electronic paper [5][6]. Research and Development - A portion of the IPO proceeds will be invested in enhancing the company's core technological capabilities and innovation, expanding the product portfolio, and recruiting high-level R&D teams [6].

Core Viewpoint - The company, Meidike (688079.SH), is expanding its overseas market presence through the acquisition of Haishuli and a factory in Vietnam, aiming to integrate into the Samsung supply chain and optimize its global layout [1] Group 1: Company Developments - The company currently does not have products directly applied in the CPO (Chip-on-Package) field, but has relevant technological accumulation in Micro LED, multispectral technology, and semiconductor packaging [1] - The acquisition of Haishuli and the Vietnam factory is a significant step for the company in actively pursuing overseas market expansion [1] Group 2: Strategic Partnerships - The company has successfully entered the Samsung supply chain system through this acquisition [1] - The Vietnam production base will work in collaboration with subsidiaries in Japan and South Korea to further enhance global operations [1]

Core Viewpoint - Tianma has launched the world's first 500 PPI high-definition 2D/3D switchable light field instrument screen, showcasing advanced technology and potential applications in automotive displays [2]. Product Launch - Tianma introduced a 12.3-inch instrument screen that supports 500 PPI high-definition 2D display and glasses-free 3D functionality, with a viewing angle of up to 30 degrees [2]. - The screen features Tianma's self-developed high-speed real-time rendering light field 3D technology and a proprietary liquid crystal prism, which reduces production costs while maintaining performance [2]. - The product includes a depth adjustment feature that addresses traditional 3D display issues such as dizziness and ghosting [2]. Application Scenarios - The instrument screen is designed for various automotive needs, including navigation and Advanced Driver Assistance Systems (ADAS) alerts [2]. - Tianma also showcased an 8-inch Micro LED IRIS HUD at DIC 2025, which is claimed to be the industry's first with the highest PPI (167 PPI) and can achieve over 10,000 nits brightness, offering improved image quality compared to traditional LCDs [4]. Innovative Designs - Tianma presented the "world's first G-shaped triple-folding" smartphone design, which differs from Huawei's Z-shaped design by adopting an inward folding mechanism [4]. - This G-shaped folding phone features a dual inward fold structure with enhanced flatness and bending durability, and it incorporates Tianma's SLOD display technology, reducing power consumption by 30% compared to industry standards and extending lifespan significantly [4].

Core Viewpoint - JK Materials (JKM) has successfully secured its first order for OLED panel film materials, which are crucial for enhancing panel yield in smartphone production. This new material is expected to lower production costs and improve market competitiveness for panel manufacturers [2][4]. Group 1: Product Development and Market Impact - The newly developed film material meets strict performance requirements and is more competitively priced compared to existing products supplied exclusively by a Japanese supplier [2]. - JKM anticipates that this OLED processing film will first be applied in the production line of a major Chinese panel manufacturer, which is a core supplier for two of the world's top smartphone manufacturers [4]. - The application of this new material is expected to help global smartphone manufacturers reduce production costs and alleviate price pressures on consumer electronics due to geopolitical factors [4]. Group 2: Industry Context - Currently, the majority of OLED panels used in smartphones are produced by panel companies in China and South Korea [4]. - The introduction of JKM's new material could significantly impact the competitive landscape of the OLED panel market, particularly benefiting large manufacturers in China [2][4].

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].

Core Viewpoint - Tianma Microelectronics officially launched its high-end OLED technology brand "Tiangong Screen" on September 19 in Xiamen, highlighting its advancements in eye protection, display quality, and high refresh rates [2][5]. Group 1: Technology Highlights - The Tiangong Screen features a "super eye protection" core with four main characteristics: flicker-free, low blue light (4.7% harmful blue light), 1nit eye protection, and adaptive ambient light [5]. - In terms of display quality, the Tiangong Screen achieves a global peak brightness of 2500 nits and a maximum peak brightness of 8000 nits, with a color gamut covering 95% of BT.2020, providing realistic color reproduction [5]. - The screen utilizes a self-developed "Windmill" pixel structure to enhance detail display precision, resulting in sharper text edges and clearer dynamic images [5]. Group 2: Refresh Rate and Collaboration - The mass production capability of the Tiangong Screen supports a refresh rate of 165Hz, with research and development capabilities extending to 240Hz; it also features LTPO 3.0 technology for adaptive refresh rates to optimize smoothness and reduce power consumption [6]. - OPPO's Vice President Liu Chang announced that the OPPO Find X9 smartphone will be the first to feature the Tiangong Screen, following a deep collaboration between OPPO and Tianma to create a dedicated high-spec screen production line [6]. - Tianma and OPPO have established a joint laboratory to collaborate on health display technology research and industry standard formulation [6].

Core Viewpoint - The article highlights the launch of a new high-end electronic chemical products project by Guangdong Tiancheng Chemical in Zhuhai Economic and Technological Development Zone, with a total investment of 250 million yuan, aimed at enhancing production capacity in the semiconductor and electronics sectors [2][4]. Company Overview - Tiancheng Technology, established in 2010, specializes in the research and production of functional wet electronic chemicals and was listed on the Sci-Tech Innovation Board in 2023 [4]. - The company focuses on chemical deposition, electrochemical deposition, and interface treatment technologies, with applications in electronic circuits, semiconductor packaging, displays, and new energy [4]. Project Details - The new project covers an area of approximately 25,500 square meters and is designed to produce 30,000 tons of high-end electronic chemicals annually, including products like plating additives and copper treatment agents [4]. - The project is expected to cater to industries such as integrated circuits, display panels, new energy, glass substrates, and PCBs [4]. Financial Performance - In the first half of the year, Tiancheng Technology reported revenue of 213 million yuan, a year-on-year increase of 23.4%, and a net profit attributable to shareholders of 36.73 million yuan, up 0.2% year-on-year [6]. - The company anticipates continued growth in PCB-related products driven by demand from computing power, high-speed communication, new energy vehicles, and ADAS [6]. Expansion Plans - The company is upgrading its Shanghai main base while constructing the Zhuhai production facility, with plans to increase PCB-related electronic chemical production capacity to 40,000 tons per year [6]. - An overseas factory in Thailand is also under construction, aimed at establishing a stable supply capability for the Southeast Asian market and further expanding global reach [6].

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].

Group 1: Company Overview and Development Plans - Shenzhen Zhaochi Co., Ltd. has a vertical integration strategy in the optical communication sector, covering "optical chips - optical devices - optical modules" [3] - The company plans to achieve full self-supply of optical communication chips through a stepwise approach, with 2.5G DFB laser chips expected to enter mass production in 2025 [3] - The company is actively developing silicon photonics and PIC technology to support 800G/1.6T ultra-high-speed interconnects [3] Group 2: Market Expansion Strategies - The company aims to penetrate overseas markets, particularly in North America, by leveraging existing partnerships with major content internet companies like Amazon and Vizio [4] - Current collaborations with Roku, Vizio, Google, and Amazon are focused on expanding into optical devices and modules, driven by the demand for data center interconnects and streaming content [4] Group 3: Product Performance and Financial Outlook - The 2.5G DFB laser chip has completed initial testing, achieving performance metrics that are leading in the domestic market [7] - The optical device and module business is expected to turn profitable in the second half of 2025, with ongoing improvements in operational performance [8] - The company’s LED full industry chain contributed over 60% to profits in the first half of 2025, establishing it as a significant growth driver [12] Group 4: Technological Developments - Micro LED technology is being developed to support AI glasses, focusing on quantum dot and stacking technologies in collaboration with downstream manufacturers [9] - The company is in the early R&D phase for Micro LED optical interconnects, providing core light sources for collaborative research [10] Group 5: Operational Adjustments and Capacity Expansion - In response to international trade tariff changes, the company has adjusted its strategic layout, increasing production capacity at its Vietnam facility from 2 million units to 11 million units annually [11] - The company is transitioning towards high-tech fields such as Mini/Micro LED displays and compound semiconductors to ensure sustainable growth [12]