一、新兴势力vs行业巨头：一场看似不对称的博弈 表面看，这是一场典型的"以小博大"，一家本土新公司，起诉专利储备2万件以上的显示巨头三星。 但如果只看到体量差距，就会误判这起案件的真正性质。 立琻此次主张的两项专利，直指Micro-LED的垂直芯片结构与发光结构，这并非外围应用，而是决定良 率、亮度与量产可行性的底层架构技术。 这场官司的结局或许尚未可知，但这场博弈本身，已经写进了中国Micro-LED的产业史。 2026年1月，南京中院受理了一起并不起眼、却极具象征意义的专利诉讼。 原告是一家成立仅5年的中国新兴企业——立琻半导体；被告，则是全球显示产业的规则制定者之一 ——三星电子。 立琻起诉的，不是边缘改进专利，而是Micro-LED的底层芯片与发光结构。 这不是一次"维权冲动"，而是一场围绕下一代显示技术话语权的正面交锋。 作为显示产业长期的规则制定者，三星的专利诉讼策略极为成熟，主要呈现两种典型路径： 第一，策略性和解:当诉讼边际成本高于商业收益时，三星并不执着于"打到终局"。 例如2023年向Nanoco支付1.5亿美元，了结量子点专利纠纷；2025年与京东方达成全球和解，以交叉许 可换取市场稳定 ...

（文章来源：证券日报） 证券日报网讯 1月27日，利亚德在互动平台回答投资者提问时表示，MicroLED作为行业公认的"下一代 显示技术"，进入民用市场是大势所趋。公司自2020年底落地MicroLED的量产基地以来，始终将 MicroLED作为重点研发项目，以持续降本和规模化应用为目标，不断投入研发，提高生产良率及效 率，优化工艺流程和产品结构，并积极推动其应用市场的拓展。未来产品售价需综合考虑市场需求、供 应链成本及行业竞争格局等多方面因素，届时将根据实际情况进行合理制定。 ...

Core Viewpoint - TCL Technology is making significant acquisitions to strengthen its position in the large-size display market, aiming to enhance its control over high-generation panel production lines and capitalize on industry opportunities [1][2]. Group 1: Acquisition Details - TCL Technology's subsidiary, TCL Huaxing, plans to acquire a 10.77% stake in Shenzhen Huaxing Semiconductor Display Technology Co., Ltd. for 6.045 billion yuan, increasing its total ownership from 84.21% to 94.98% [1]. - This acquisition follows a previous purchase in March, where TCL Technology acquired a 21.53% stake in Shenzhen Huaxing Semiconductor for 11.562 billion yuan [1]. Group 2: Financial Performance - Shenzhen Huaxing Semiconductor is projected to achieve a revenue of 12.023 billion yuan in the first half of 2025, with total assets of 64.769 billion yuan and net assets of 46.564 billion yuan as of June 30, 2025 [2]. Group 3: Strategic Implications - The increase in ownership will likely enhance TCL Technology's profitability and solidify its leading position in the industry [2]. - TCL Technology is also focusing on expanding its semiconductor display production lines and technology through various acquisitions, including a recent purchase of an 80% stake in LG Display (China) for 11.088 billion yuan [3]. - The company is investing in a new 8.6-generation printed OLED production line with a total investment of approximately 29.5 billion yuan, which is expected to enhance its competitive edge in the global display industry [3]. Group 4: Industry Outlook - The global semiconductor display industry is experiencing rapid growth, and TCL Technology's strategic capital operations are expected to reinforce its industry leadership and sustain its competitive advantage [4].

Group 1 - Samsung Display appointed 23 senior management personnel for 2026, including 8 vice presidents, 13 executives, and 2 directors, indicating a strategic focus on next-generation display technologies such as OLED, foldable screens, and IT panels [2] - The small scale of this promotion compared to previous years highlights Samsung Display's intent to prioritize growth potential and technological leadership over age in its hiring practices [2] - The small-sized display division was emphasized in the appointments, with Vice President Strong Tai-xu recognized for contributions to OLED performance enhancement and cost control, while Vice President Kim Seong-won was acknowledged for optimizing production and logistics processes [2] Group 2 - Samsung Display remains a leader in the global OLED panel market, projected to hold a 41% share of the market in 2025, a slight decrease from 42% in 2024, while competitors like BOE and Tianma are expected to increase their shares to 14% and 6% respectively [2] - The global OLED panel market is undergoing structural adjustments, with a 5% year-on-year decline in revenue in Q2 2025, narrowing to a 2% decline in Q3, but overall revenue is expected to decrease slightly for the year [3] - The recent personnel adjustments are seen as both an immediate response to current market challenges and a long-term strategy for future industry recovery [3]

Core Viewpoint - TCL Technology emphasizes its commitment to research and development in cutting-edge technologies, particularly in the field of printed OLED and next-generation display technologies [2] Group 1 - The company has made long-term investments and strategic layouts in printed OLED technology [2] - TCL Technology adheres to legal regulations and disclosure requirements regarding information transparency [2] - Investors are encouraged to refer to the company's periodic reports and announcements for updates on printed OLED progress [2]

Core Viewpoint - TCL Technology emphasizes its commitment to research and development in cutting-edge technologies, particularly in the field of printed OLED and next-generation display technologies [1] Group 1 - The company has made long-term investments and strategic layouts in the printed OLED sector [1] - TCL Technology aims to achieve breakthroughs in key technologies through a combination of independent research and collaborative efforts [1] - The company will continue to monitor innovation dynamics within the industry chain [1]

Core Insights - Pixelligent Technologies LLC has launched PixMicro™, a new series of micro-imprinting formulations that achieve significant breakthroughs in the field of micro-optical materials, supporting the manufacturing of high-performance sensors, micro-lens arrays, waveguides, 3D printed optical components, CPO, and diffractive optical elements (DOE) [1][2] Group 1: Product Features - PixMicro™ features a solvent-free formulation with an impressive refractive index of up to 1.90, providing excellent optical clarity, ultra-low haze of less than 0.1%, and high light transmission exceeding 95% in the visible spectrum [1][4] - The product line supports high-yield micro-imprinting for structures with thicknesses ranging from 30 µm to 50 µm and offers adjustable viscosity [4] Group 2: Market Position and Demand - The demand for optical sensors, 3D printed precision optical devices, and display applications is rapidly increasing, necessitating continuous material innovation to meet the needs of both consumer and industrial markets [2] - Pixelligent aims to occupy a central position in the next generation of display technology innovation with the new PixMicro™ product line, alongside existing products like PixNIL® and PixJet® [2]

Core Viewpoint - Hisense Visual Technology Co., Ltd. has announced the appointment of Yan Qun as an independent director, aligning with the company's strategic focus on next-generation display technologies [1] Group 1: Company Developments - The company held its first extraordinary general meeting of shareholders in 2025, where the proposal to appoint Yan Qun was approved [1] - Yan Qun is recognized as a leading expert in display technology, with over 20 years of experience in the field [1] - Hisense Visual Technology is committed to enhancing its development path through "technology platformization + product scenarioization + market globalization" [1] Group 2: Industry Focus - Yan Qun's expertise in Micro LED, highly integrated semiconductor interactive displays (HISID), and AR/VR aligns with the company's strategic layout in display technology [1] - The company aims to strengthen its position in the high-end display sector globally [1]

Core Viewpoint - Hisense Visual Technology Co., Ltd. has appointed Yan Qun as an independent director, enhancing the board's structure towards "professionalization and diversification," which is expected to inject innovative momentum into the company's display technology sector and strengthen its global leadership position [1][4]. Group 1: Appointment and Impact - The company held its first extraordinary general meeting of shareholders in 2025, where the proposal to appoint Yan Qun as an independent director was approved [1]. - Yan Qun's extensive experience in display technology, including over 20 years in the field and leadership roles in next-generation display technologies, aligns well with the company's strategic direction [2][3]. Group 2: Yan Qun's Background - Yan Qun has a comprehensive career in display technology, having worked at Oak Ridge National Laboratory and as the chief scientist at Panasonic's plasma display laboratory, and has contributed to the development and industrialization of high-performance PDP materials in China [2][3]. - He currently holds several prestigious positions, including a distinguished professor at Fuzhou University and the next global president of the Society for Information Display (SID) [2][3]. Group 3: Strategic Alignment - Hisense Visual Technology is focusing on a development path characterized by "technology platformization, product scene application, and market globalization," particularly in ULED, laser display, and Micro LED technologies [4]. - The company has successfully addressed the "two-core" challenge in the industrialization of RGB-MiniLED, setting a global benchmark for the display industry [4].

Core Viewpoint - The article highlights the strategic development of the next-generation display industry in Shanghai, focusing on technologies such as Micro LED, silicon-based OLED, and flexible displays, which are essential for the metaverse and high-definition visual experiences [1][3][4]. Group 1: Action Plan Overview - The Shanghai Municipal Economic and Information Commission released the "Action Plan for High-Quality Development of the Next-Generation Display Industry (2026-2030)", aiming to cultivate over three leading domestic enterprises in key technologies [1][4]. - The plan emphasizes the construction of a comprehensive "1+2+3+4" industry system, targeting a complete industrial chain and ecosystem by 2028, with international competitiveness by 2030 [4]. Group 2: Smart Glasses Development - The action plan encourages the development of smart glasses production capabilities, including the establishment of intelligent and automated production lines [2][4]. - It aims to foster AI+AR and AI+MR glasses, focusing on lightweight, low power consumption, high resolution, and wide field of view technologies [4]. Group 3: Next-Generation Display Applications - The plan explores innovative applications of next-generation display technologies in various sectors, including automotive displays, holographic displays, and electronic paper displays [5]. - It aims to enhance product innovation in car displays, such as instrument panels and head-up displays (HUD) [5]. Group 4: Micro LED and Silicon-based OLED Technologies - The initiative supports the mass production of full-color Micro LED micro-displays, targeting breakthroughs in low-power CMOS backplanes and high PPI Micro LED arrays [6]. - It also focuses on advancing silicon-based OLED technology for ultra-high resolution displays, addressing issues like color reproduction and latency [6]. Group 5: Market Outlook for AI Glasses and Mini LED - Global sales of AI smart glasses are projected to reach 550,000 units in Q1 2025, with significant contributions from brands like Ray-Ban Meta and Xiaomi [8]. - The Mini LED backlight module market is expected to grow to 15.6 billion yuan by 2028, with a CAGR of 29% from 2024 to 2028, indicating strong growth potential in the display technology sector [10].