据悉，深圳华星半导体在大尺寸面板领域竞争优势明显，旗下拥有两条高世代面板生产线，主要生产65英寸、75英寸、85 英寸及98英寸等大尺寸显示产品。公告显示，2025年上半年，深圳华星半导体实现营业收入120.23亿元。截至2025年6月30日， 该公司总资产647.69亿元，净资产465.64亿元。 本报记者 丁蓉 TCL科技再抛出大手笔收购计划。12月15日晚间，TCL科技集团股份有限公司（以下简称"TCL科技"）发布公告，该公司 控股子公司TCL华星光电技术有限公司（以下简称"TCL华星"）拟以现金60.45亿元购买深圳市重大产业发展一期基金有限公司 持有的深圳市华星光电半导体显示技术有限公司（以下简称"深圳华星半导体"）10.77%的股权。交易完成后，TCL科技合计控 制深圳华星半导体的股权比例将由84.21%提高至94.98%。 TCL科技相关负责人向《证券日报》记者表示："通过这次收购将有利于进一步提升公司在优势产线的占比，强化在全球 大尺寸显示领域的领先优势，增强对高世代面板产线的掌控力，更充分地把握行业机遇。" 这是TCL科技今年内对深圳华星半导体股权的第二轮收购。早在今年3月份，TCL科技发起 ...

需要注意的是，三星显示在此次人事调整中延续了重视成长潜力和技术领导力而非年龄的用人基调。 近日，三星显示（Samsung Display）进行2026年度定期高层管理人员任命，此次调整涉及8名副总裁、13名常务、2名总监，总计23人。与往年相比，这次 晋升规模相对较小，但显示出三星显示在OLED、折叠屏和IT面板等下一代显示技术领域的明确意图。 值得关注的是，此次人事任命中，中小尺寸显示器事业部成为重点领域。强太旭副总裁因在OLED性能提升和成本控制方面的贡献获得晋升；金成元副总裁 则凭借优化生产和物流流程、敏捷应对全球需求波动而受到认可。 回到市场层面，三星显示尽管在全球OLED面板市场仍保持领先地位，但正面临着来自中国厂商的不断竞争。根据CounterPoint Research的预测，2025年全球 OLED面板出货额中，三星显示预计占41%，虽仍居首位，但相比2024年的42%份额略有下滑。与此同时，京东方预计占14%，天马占6%，同比均有所提 升。 与此同时，CounterPoint Research认为全球OLED面板市场正处于结构调整期。2025年第二季度全球OLED面板收入同比下降5%，尽管第 ...

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].

Core Viewpoint - Micro LED technology is recognized as a strong competitor in the next-generation display technology landscape due to its advantages in brightness, contrast, response speed, energy efficiency, and lifespan. The industry is witnessing a competitive race for technological development and industrialization in Micro LED [1]. Company Summaries BOE Technology Group - BOE has been investing in Micro LED for years, establishing a complete industrial chain from upstream IC design to downstream applications through strategic control of Huacan Optoelectronics and the Zhuhai Jingxin project [2]. - The company is developing RGB Mini/Micro LED direct display solutions based on COG and COB technologies, alongside Mini LED backlight solutions. It has also partnered with international equipment companies to develop mass transfer technology [2]. - As of March 19, 2025, BOE's Huacan Optoelectronics has achieved product delivery from its 6-inch Micro LED production line, with an annual production capacity of 24,000 wafers and 45,000kk pixel devices [2]. TCL Huaxing - TCL Huaxing has formed a joint venture with Sanan Optoelectronics, focusing on the development of transfer bonding technology for Micro LED [5]. - The joint venture aims to tackle four key technological areas: miniaturization of LED chips, enhancement of luminous efficiency, transfer bonding technology, and optimization of backplane materials and driving algorithms [5]. - The Micro LED pilot line is expected to achieve small-scale trial production by 2025, with an initial investment of 300 million yuan [8]. Visionox - Visionox has established Chengdu Chenxian Optoelectronics to focus on Micro LED technology research and industrialization, particularly using LTPS glass substrates [9]. - The company aims to develop key technologies such as mass transfer, high-precision repair processes, seamless stitching technology, and driving algorithms based on TFT backplanes [9]. - By December 2024, the first mass production line based on TFT technology in mainland China is expected to be operational [10]. Deepin Technology - Deepin Technology has been involved in Micro LED since 2017, establishing a dedicated research institute and focusing on applications in public information display, automotive displays, and transparent displays [11]. - The company has successfully integrated a G3.5 generation Micro LED production line, which covers the entire process from mass transfer to final display module manufacturing [11]. - This production line utilizes LTPS TFT glass substrates and advanced mass transfer technology, enabling the production of borderless Micro LED display products [13]. AU Optronics - AU Optronics collaborates with its key component supplier Ennostar to enhance its Micro LED capabilities, focusing on mass transfer, inspection, repair, and module manufacturing [14]. - The company is constructing a 4.5 generation Micro LED production line, expected to be operational by 2025, to produce a variety of Micro LED products including smartwatches and automotive displays [16]. Innolux - Innolux has established Advanced MicroLux to focus on Micro LED technology research and manufacturing, with a registered capital of 150 million NTD [17]. - The company is concentrating on active matrix driving Micro LED technology and developing key technologies such as color conversion, selective mass transfer, and seamless stitching [17]. - Innolux's Micro LED technology has already been applied in automotive displays and large-size TVs, with plans to expand production capacity to higher generation lines [19]. Industry Outlook - According to TrendForce, the Micro LED chip market is projected to reach approximately $27.9 million in 2024, primarily driven by large display screens. By 2029, the market is expected to grow to $740 million, with a compound annual growth rate of 93% from 2024 to 2029 [20]. - The continuous investment and strategic layout by major panel manufacturers and LED industry players are accelerating the maturity of Micro LED technology, leading to a gradual decrease in production costs [20]. - Micro LED is anticipated to achieve large-scale applications across various sectors, including consumer electronics, commercial displays, automotive displays, and emerging fields like transparent displays and AR/VR, potentially reshaping the display industry landscape [20].