全球显示产业正在经历新一轮技术更迭。随着移动终端、AI PC、高端显示器迈向高分辨率、低功耗、广色域的新阶段，核心显示技术OLED 的渗透率不断提升。 其中，印刷OLED，这一长期被视作未来技术的路线，正在由中国企业率先实现技术突破与产线落地。 在今年的TCL华星全球显示生态大会（DTC2025）上，TCL华星展出了全球首款Real Stripe RGB OLED手机屏，采用高精度OLED打印技术， 实现390PPI的分辨率突破，宣告印刷OLED在中尺寸应用之后，正在向小尺寸迈出关键一步。 正如TCL科技高级副总裁、TCL华星首席执行官赵军所说："印刷OLED是目前市场上唯一一个能覆盖从小尺寸手机到65、75英寸大尺寸TV的 技术。"在OLED产业全球竞争格局加速变化、国内高世代OLED产线密集推动的背景下，印刷OLED不仅是一条技术路线的崛起，更是中国显 示产业链从"补短板"迈向"领跑未来"的突破口。 TCL华星印刷OLED中心长曹蔚然告诉21世纪经济报道记者："相关数据显示，中国企业OLED的全球占比已经突破46%，接近50%。第三方机 构预测，中国有三家企业的高世代OLED线先后投产，在2027、202 ...

21世纪经济报道记者倪雨晴 苏州、深圳报道 全球显示产业正在经历新一轮技术更迭。随着移动终端、AI PC、高端显示器迈向高分辨率、低功耗、 广色域的新阶段，核心显示技术OLED的渗透率不断提升。 其中，印刷OLED，这一长期被视作未来技术的路线，正在由中国企业率先实现技术突破与产线落地。 在今年的TCL华星全球显示生态大会（DTC2025）上，TCL华星展出了全球首款Real Stripe RGB OLED 手机屏，采用高精度OLED打印技术，实现390PPI的分辨率突破，宣告印刷OLED在中尺寸应用之后， 正在向小尺寸迈出关键一步。 正如TCL科技高级副总裁、TCL华星首席执行官赵军所说："印刷OLED是目前市场上唯一一个能覆盖从 小尺寸手机到65、75英寸大尺寸TV的技术。" 在OLED产业全球竞争格局加速变化、国内高世代OLED 产线密集推动的背景下，印刷OLED不仅是一条技术路线的崛起，更是中国显示产业链从"补短板"迈 向"领跑未来"的突破口。 （TCL科技高级副总裁、TCL华星首席执行官赵军，图源：TCL科技） TCL华星印刷OLED中心长曹蔚然告诉21世纪经济报道记者："相关数据显示，中国企业OL ...

"十五五"规划建议提出，完善产业生态，实施新技术新产品新场景大规模应用示范行动，加快新兴产业 规模化发展。专家表示，相关技术的进步使得一批专业的细分领域日益受到关注，而头部企业的引领带 动作用不可忽视。中国证券报记者近日在调研和采访中发现，印刷OLED领域的技术不断取得突破，部 分企业正积极布局其规模化商用落地。 多款全新显示解决方案亮相 TCL科技（000100）旗下TCL华星近日举办了TCL华星全球显示生态大会（DTC2025），展现了其在印 刷OLED等方面的突破。TCL华星相关负责人对中国证券报记者表示，印刷OLED在成本、显示效果等 方面具有竞争优势，应用空间广阔，展望"十五五"，TCL华星将联合上下游合作伙伴，构建开放、自 主、协同的印刷OLED产业生态，为消费者和客户提供有竞争力的OLED显示解决方案。 TCL华星多款全新显示解决方案亮相DTC2025，包括全球首款Real Stripe RGB OLED手机显示 （5.65"）、高分辨率单片全彩硅基Micro LED显示（0.28"）、高PPI Real RGB玻璃基OLED显示 （2.56"）、全球首款分区分频OLED平板显示（13.2"）等 ...

● 本报记者 万宇 "十五五"规划建议提出，完善产业生态，实施新技术新产品新场景大规模应用示范行动，加快新兴产业 规模化发展。专家表示，相关技术的进步使得一批专业的细分领域日益受到关注，而头部企业的引领带 动作用不可忽视。中国证券报记者近日在调研和采访中发现，印刷OLED领域的技术不断取得突破，部 分企业正积极布局其规模化商用落地。 多款全新显示解决方案亮相 TCL科技旗下TCL华星近日举办了TCL华星全球显示生态大会（DTC2025），展现了其在印刷OLED等 方面的突破。TCL华星相关负责人对中国证券报记者表示，印刷OLED在成本、显示效果等方面具有竞 争优势，应用空间广阔，展望"十五五"，TCL华星将联合上下游合作伙伴，构建开放、自主、协同的印 刷OLED产业生态，为消费者和客户提供有竞争力的OLED显示解决方案。 TCL华星多款全新显示解决方案亮相DTC2025，包括全球首款Real Stripe RGB OLED手机显示 TCL华星先进显示技术品牌APEX臻图以宜人画质、视觉健康、绿色永续、未来想象四大维度，通过构 建OLED、LCD和MLED等显示产业全技术矩阵，覆盖TV、IT、商显、车载、专显以 ...

中经记者李正豪苏州报道 广州第8.6代印刷OLED工厂（t8项目）于10月21日正式开工之后不久，TCL华星全球显示生态大会又于 近日在苏州举行。TCL创始人、董事长李东生在视频发言中重点提到印刷OLED。"经过12年的持续投入 与艰苦攻关，TCL华星已经在印刷OLED领域建立起关键技术的领先优势，TCL华星期望未来能与更多 合作伙伴携手，共同推动印刷OLED的应用落地。"李东生说。 TCL华星首席执行官赵军则表示，以印刷OLED为代表的中国半导体显示技术不断向上突破，通过构建 自主可控的显示产业生态，带来了"一块好屏"。大会期间，赵军还接受了包括《中国经营报》在内的国 内媒体记者的采访，谈及TCL华星在印刷OLED这一关键显示技术上的战略决策、12年研发历程、商用 路径选择以及未来技术攻关重点等。 印刷OLED开始应用落地 问：与传统OLED相比，你认为推动印刷OLED技术规模化落地的时候有哪些挑战？TCL华星是否已经 找到解决方案？ 将来往小尺寸拓展，这个计划TCL华星在去年就已经做了，所以TCL华星持续地基于手机的应用在做相 关的技术开发。今年在美国国际信息显示学会的Display week上，TCL华 ...

Core Viewpoint - The Chinese display industry has transitioned from catching up to running ahead, with printed OLED technology being a key focus for leading the market [1] Group 1: Technology and Innovation - TCL Technology's CEO highlighted the breakthrough of the world's first small-sized OLED product using high-precision printing technology, achieving a physical resolution of 390 PPI and a visual equivalent of 490 PPI [1] - The traditional evaporation process used by competitors like Samsung and BOE has significant cost and efficiency drawbacks, with equipment costs being approximately double that of printing technology [4][11] - Printed OLED technology offers a material utilization rate of over 90%, significantly reducing raw material costs by nearly 40% compared to evaporation methods [11] Group 2: Market Dynamics - The introduction of printed OLED technology is expected to intensify competition with established players like Samsung and BOE, who have historically dominated the high-end display market [1][4] - TCL's new G8.6 generation printed OLED production line is designed to process approximately 22,500 glass substrates per month, aiming to accelerate the technology's market adoption [12] - The printed OLED technology is anticipated to expand into various high-value display applications, including mobile devices, potentially disrupting the current market share held by traditional OLED manufacturers [12][18] Group 3: Challenges and Considerations - Despite the advantages of printed OLED, challenges remain in achieving comparable power efficiency and yield rates to established evaporation technologies, particularly in high-end applications [15][17] - The industry still prioritizes display quality and stability, where evaporation technology currently holds a significant edge due to its ability to produce uniform and dense film layers [16] - Market entry barriers exist as existing products designed around evaporation screens may require significant redesign to accommodate printed OLED technology, posing a challenge for TCL in gaining traction with manufacturers [18]

Core Insights - TCL Technology's CTO, Yan Xiaolin, announced significant production capacity increases for TCL Huaxing's OLED panel lines at the 2025 Global Display Ecological Conference [1] - The monthly production capacity of the 5.5-generation printed OLED panel line will rise from 3,000 large panels to 9,000 large panels, with expected shipments reaching one million units next year [1] - The 8.6-generation printed OLED panel line is projected to achieve its first product mass production by the fourth quarter of 2027 [1] - A new 5.65-inch printed OLED mobile display with a resolution of 390 PPI was unveiled, indicating an expansion of TCL Huaxing's OLED applications from medium-sized fields like medical and IT to smaller sizes such as mobile devices [1]

Core Insights - The global display panel industry is shifting its competitive focus towards medium-sized OLED panels, with significant investments from major players like TCL, BOE, and Visionox [1][9] Group 1: Industry Developments - TCL's T8 project, the world's first large-scale production line for 8.6-generation printed OLED, has commenced in Guangzhou with a total investment of 29.5 billion yuan and a designed monthly capacity of 22,500 glass substrates [1][5] - The combined investment in 8.6-generation OLED production lines by Samsung Display, BOE, Visionox, and TCL has reached nearly 170 billion yuan, indicating a collective push in the medium-sized OLED market [6][9] Group 2: Technological Advancements - The T8 project is expected to provide over 15% cost advantage compared to other OLED technologies due to its high material utilization rate of 90% and elimination of expensive vacuum processes [4][5] - The T8 line will integrate AI and smart manufacturing technologies, enhancing production efficiency and reducing defect rates significantly [5][10] Group 3: Market Trends - The medium-sized OLED market is projected to experience substantial growth, with compound annual growth rates of 33% for laptop OLED panels and 27% for automotive displays by 2030 [7][9] - The penetration rate of OLED in medium-sized applications is expected to rise sharply, driven by new product launches from major brands like Apple and Samsung [7][8] Group 4: Competitive Landscape - BOE and Visionox are also advancing their own 8.6-generation OLED projects, with BOE investing 63 billion yuan and Visionox focusing on its proprietary ViP technology [6][9] - The collective efforts of these companies are reshaping the global competitive landscape, moving China from a "follower" to a "leader" in the medium-sized OLED sector [1][9] Group 5: Future Outlook - The medium-sized OLED industry is expected to undergo significant transformations, with a focus on quality improvement and technological innovation over mere scale expansion [11] - The T8 project is anticipated to play a crucial role in establishing a complete domestic supply chain, enhancing the localization of materials and equipment [10][11]

Core Insights - The global display panel industry is shifting its competitive focus towards medium-sized OLED panels, with significant investments from major players like TCL, BOE, and Visionox [1][5][7] Group 1: TCL Huaxing's T8 Project - TCL Huaxing's T8 project, the world's first large-scale production line for 8.6-generation printed OLED, has commenced construction in Guangzhou with a total investment of 29.5 billion yuan and a designed monthly capacity of 22,500 glass substrates [1][2] - The T8 project is expected to achieve mass production by the second half of 2027, with the first consumer electronic products set to ship in the first half of 2026, targeting medium-sized applications such as monitors and laptops [3][4] - The T8 project will integrate AI and smart manufacturing technologies, aiming for a 50% localization rate for equipment and significant energy savings compared to traditional methods [3][8] Group 2: Competitive Landscape - BOE and Visionox have also initiated their own 8.6-generation OLED projects, creating a competitive environment among the three companies [4][6] - BOE has invested 63 billion yuan in its project, which is set to begin mass production in the fourth quarter of 2026, focusing on the reliability of its technology [4][5] - Visionox is pursuing its proprietary ViP technology, which combines the advantages of both traditional and printed OLED methods [4][5] Group 3: Market Dynamics - The medium-sized OLED market is projected to experience significant growth, with compound annual growth rates of 33% for laptop OLED panels and 27% for automotive displays by 2030 [5][7] - The shift from LCD to OLED in high-end IT products, such as Apple's iPad Pro, is expected to drive demand for medium-sized OLED panels [7][9] - The collective efforts of TCL, BOE, and Visionox are seen as a strategic move to break the overseas monopoly in the mid-to-high-end display market, with a focus on technological innovation and supply chain independence [7][9]

Core Insights - The global display panel industry is shifting its competitive focus towards medium-sized OLED panels, with significant investments from major players like TCL, BOE, and Visionox [1][5][7] Group 1: TCL Huaxing's T8 Project - TCL Huaxing's T8 project, the world's first large-scale production line for 8.6-generation printed OLED, has commenced construction in Guangzhou with a total investment of 29.5 billion yuan and a designed monthly capacity of 22,500 glass substrates [1][2] - The T8 project is seen as a critical breakthrough for China's display industry, marking a transition from a "follower" to a "leader" in the medium-sized OLED sector, with expected cost advantages of over 15% compared to other OLED technologies [2][3] - The T8 project aims to integrate AI and smart manufacturing technologies, significantly enhancing production efficiency and reducing defect rates [3][8] Group 2: Competitive Landscape - BOE and Visionox have also initiated their own 8.6-generation OLED projects, creating a competitive environment among the three companies [4][6] - BOE has invested 63 billion yuan in its project, which is set to begin mass production in Q4 2026, focusing on ensuring product stability and technological upgrades [4][5] - Visionox is pursuing its proprietary ViP technology, which combines the advantages of both evaporation and printing methods, targeting the medium to large-sized market [4][5] Group 3: Market Dynamics - The medium-sized OLED market is projected to experience significant growth, with compound annual growth rates of 33% for laptop OLED panels and 27% for automotive displays by 2030 [5][7] - The shift from LCD to OLED in high-end IT products, such as Apple's iPad Pro, is expected to drive demand for medium-sized OLED panels [7][8] - The collective efforts of TCL, BOE, and Visionox are reshaping the global competitive landscape, breaking the long-standing dominance of companies like Samsung and LGD in the high-end display market [7][9] Group 4: Future Outlook - The Chinese medium-sized OLED industry is poised for a collective breakthrough, with a focus on technological innovation and supply chain collaboration [9] - The next 3 to 5 years are expected to see a diversification of production routes and a convergence of production rhythms, with multiple lines entering mass production [9]