证券日报网讯维信诺（002387）11月14日在互动平台回答投资者提问时表示，公司注重前沿显示技术的 创新研发和储备，目前公司AMOLED产品应用能力涵盖智能穿戴、智能手机、平板、笔记本电脑、车 载显示、智能家居等领域。其中车载显示领域已发布柔性AMOLED车载滑移中控屏、AMOLED屏下定 向发声技术、透明车载显示解决方案、可视化"A"柱柔性屏、柔性AMOLED智能表皮等众多创新技术和 产品，并根据终端需求已量产部分创新成果；在Micro-LED领域，公司参股公司成都辰显深入布局商显 领域，持续迭代创新产品，发布全球首台108尺寸P0.7TFT基Micro-LED显示屏，以及多个国内和国际首 款Micro-LED拼接屏体。 ...

Core Insights - TCL Technology reported a significant increase in revenue and net profit for the first three quarters of 2025, with total revenue reaching 135.9 billion yuan, a year-on-year growth of 10.5%, and net profit attributable to shareholders at 3.05 billion yuan, up 99.8% [1] - The company achieved a net profit of 1.16 billion yuan in Q3 alone, reflecting a quarter-on-quarter increase of 33.6% and a year-on-year increase of 119% [1] Business Performance - The display business showed a strong recovery, with TCL Huaxing achieving a revenue of 78.01 billion yuan in the first three quarters, a year-on-year increase of 17.5%, and a net profit of 6.1 billion yuan, up 53.5% [2] - The market share for large-size displays increased by 5 percentage points to 25%, while the small-size business experienced explosive growth, with notebook panel sales soaring by 63% and mobile terminal LCD shipments rising by 28% [2] Technological Advancements - The company is advancing in cutting-edge display technologies, with the G5.5 production line capacity increasing from 3K/month to 9K/month, and plans for mass production of Micro LED by the end of the year [3] - The launch of the world's first high-generation printed OLED production line marks a significant milestone for TCL in the global display technology landscape [3] Solar Business Development - The solar business showed improvement, with sales revenue reaching 16.01 billion yuan in the first three quarters, reflecting a 22% quarter-on-quarter improvement [4] - The company is focusing on high-efficiency and high-value-added products, with non-silicon costs decreasing by over 40% since the beginning of the year [4] Other Business Segments - The company’s other business segments also performed well, with Maojia Technology, the largest TV OEM globally, achieving revenue of 16.86 billion yuan, a year-on-year increase of 10% [5] - The display OEM business grew rapidly, with shipment volume increasing by 21% and market share rising to 8.2% [5] Market Outlook - In the fourth quarter, panel prices are expected to stabilize due to upcoming sports events, and the "anti-involution" policy is anticipated to further boost the solar industry, leading to enhanced profitability across TCL's main businesses [6]

Core Insights - The technology sector is buzzing with discussions about Apple's upcoming devices, specifically the "iPhone 20" and a foldable iPhone, generating significant interest among tech enthusiasts [1] Group 1: Upcoming Devices - The foldable iPhone is expected to have a design similar to the recently released iPhone Air, featuring a thickness of approximately 4.5 to 4.8 millimeters, making it thinner than the iPhone Air's 5.6 millimeters [4] - Apple plans to incorporate COE technology into the "iPhone 20" by 2027, which is a cutting-edge display technology that integrates light-emitting and color-filtering functions into a single glass panel, resulting in a thinner and brighter display [4] - The "iPhone 20" is anticipated to feature a fully glass design with edge-to-edge display, although it may not reach the same level of innovation as the iPhone X [5]