Group 1 - Tim Cook will surpass Steve Jobs as Apple's longest-serving CEO by August 1, 2025, with a tenure of 5,091 days compared to Jobs' 5,090 days [1] - Bilibili has launched an "AI Original Voice Translation" feature to enhance the experience for overseas users, with plans to include Japanese and other languages in the future [1] - TCL Huaxing's CEO Zhao Jun highlighted significant opportunities in the mid-size OLED market over the next few years, predicting a 3% to 4% increase in TV panel shipments in Q3 compared to Q2 [1] Group 2 - Didi Chuxing collaborated with police to crack down on ride-hailing "hacks," leading to the arrest of a suspect involved in creating software that manipulates ride requests, with over 2 million yuan involved [3] - Blizzard announced the pre-order for the remastered version of "Diablo II" in China, with a technical test set to begin on August 27 [3] - Fujifilm has raised prices for most digital cameras and lenses in the U.S., with some products seeing price increases of several hundred dollars due to tariffs and rising production costs [4] Group 3 - Nintendo announced that it will adjust the pricing of the Switch series in the U.S. based on market conditions, although current prices for Switch 2 and related products remain unchanged [4]

Core Insights - The 22nd ChinaJoy was held from August 1 to 4 in Shanghai, highlighting the growth opportunities in the gaming and display sectors, particularly for TCL Technology [1] Group 1: Market Growth - The global retail market for gaming monitors is expected to grow by 34% year-on-year this year, while the retail market for gaming laptops is projected to grow by 15% in the first half of the year, indicating a strong demand in the esports sector [1] - TCL Huaxing has maintained its leading position in the esports display market, being the top provider for three consecutive years from 2022 to 2024, with one in every three gaming monitors globally using TCL Huaxing screens [1] Group 2: Strategic Focus - TCL Huaxing plans to focus on medium-sized OLED displays as a significant industrial opportunity in the coming years, with a strategic emphasis on printed OLED technology for applications in laptops, monitors, tablets, and automotive displays [1]

Core Viewpoint - The mid-size OLED market is emerging as a new battleground for manufacturers after years of rapid growth in the display industry, with TCL Huaxing leading the charge in printing OLED technology [1][4]. Industry Trends - The display industry is witnessing a shift from LCD expansion to OLED, particularly in the mid-size segment, which is expected to be the only industrial trend in the next five years [1][4]. - OLED penetration in mid-size products, including laptops, tablets, and automotive displays, is anticipated to grow rapidly in the coming years [1][4]. Company Developments - TCL Huaxing has launched multiple display products featuring printing OLED technology, marking a significant milestone for Chinese enterprises in commercializing new display technologies [1][4]. - The company reported a 24.6% year-on-year revenue growth in its semiconductor display business for 2024, reaching 104.3 billion yuan, following a net profit of 6.23 billion yuan [5][6]. Market Dynamics - In the small screen segment, OLED penetration in smartphones is slowing, with a projected shipment of 661 million units in 2024 and a penetration rate of 55% [3]. - The large-size market remains dominated by LCD technology, with OLED's market share in this segment expected to stay below 5% [3][4]. Competitive Landscape - Major players in the OLED market include Samsung Display, which is betting on QD-OLED technology, and LGD, which is pursuing WOLED technology [4]. - The competitive landscape in OLED technology is characterized by distinct technological routes, including FMM-OLED and TCL Huaxing's printing OLED technology, which is the only domestically led initiative [4]. Technological Advantages - Printing OLED technology offers advantages such as high material utilization rates and simpler manufacturing processes, which can lead to cost reductions of approximately 25% compared to traditional OLED technologies [9][10]. - The technology is designed to be adaptable across various sizes, with TCL Huaxing's printing OLED achieving a resolution of 326 PPI, suitable for mid-size applications [10]. Future Outlook - TCL Huaxing plans to focus on productization and mass production of printing OLED technology, with expectations for rapid development in the mid-size market [9][10]. - The company aims to address challenges related to yield rates and performance efficiency to enhance the competitiveness of printing OLED in the market [10].