Core Viewpoint - Hisense has launched its new RGB Mini LED flagship TVs, the U7S Pro and E8S Pro, along with the high-end E7Q series, showcasing advancements in display technology and sound quality [2][5][14]. Group 1: E8S Pro RGB Mini LED TV - The E8S Pro TV is designed for audio and gaming, featuring a maximum refresh rate of 330Hz and an RGB Mini LED panel with 9360 local dimming zones [4][5]. - It includes the "SUPER Movie Mode" for 4K viewing experience with a transmission bitrate of up to 160Mbps, and a native refresh rate of 170Hz [5]. - The sound system is a 4.2.2 configuration with a maximum power output of 270W, tuned in collaboration with Devialet [5][10]. - Pre-orders for the E8S Pro have started on JD.com, with sales beginning on October 14 [6]. Group 2: U7S Pro RGB Mini LED TV - The U7S Pro features the Ultra Black Crystal screen and the AI picture quality chip H7, achieving a peak brightness of 4700 nits and 5760 color zones [9]. - It boasts a unique dual-layer anti-reflective technology with a reflectivity of 1.28%, enhancing clarity during daytime viewing [9]. - The U7S Pro is equipped with four HDMI 2.1 ports and has a memory/storage configuration of 4GB + 128GB, supporting full 4K UI and director mode [11]. - Pricing for the U7S Pro starts at 15,999 yuan for the 75-inch model, with higher prices for larger sizes [11]. Group 3: E7Q Mini LED TV - The E7Q TV features a U+ Mini LED panel with 4224 local dimming zones and a peak brightness of 7000 nits, supporting XDR Pro features [16]. - It includes the AI picture quality chip H6, enhancing light control precision by 16 times [16]. - The E7Q is available for pre-order with prices ranging from 7,999 yuan for the 65-inch model to 18,999 yuan for the 100-inch model [16]. Group 4: Competitive Landscape - Other brands such as TCL and Samsung have also launched RGB Mini LED backlight TV product lines this year, indicating a competitive market landscape [12].

Group 1 - The core viewpoint of the article highlights the upcoming production of new MacBook models and displays equipped with the M5 chip, expected to launch between the end of this year and the first quarter of next year [2] - The new MacBook Pro and MacBook Air models will have significant differences in product tiers, aiding consumer differentiation [2] - The iPhone 16e, released in February this year, features an A18 processor, a 6.1-inch OLED display, and a 48MP camera, with pricing starting at 4499 yuan for the 128GB version [2]

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].