产值冲刺8000亿元 全球市场占比近54% 新型显示从"链式生态" 迈向"AI+显示"新纪元 ◎记者 邹传科 车载前挡玻璃实时显示导航和商铺信息；客厅墙面随语音指令瞬间切换为高清巨幕；会议室桌面可直 接"生长"出三维立体模型……2025年，显示技术不断突破传统屏幕的物理形态，深度融合各类介质，成 为无处不在的智慧界面。同时，国内新型显示产业通过融合柔性电子、全息成像等前沿技术，持续推动 产业升级，不仅深刻改变人机交互模式，也为开拓万亿级市场注入新动能。 "十五五"规划建议为产业发展明确了核心方向："加强原始创新和关键核心技术攻关""坚持智能化、绿 色化、融合化方向""构建以先进制造业为骨干的现代化产业体系"。对于新型显示产业而言，如何在上 述方向中锚定坐标，并实现从技术"领先"到生态"引领"的跨越，是必须面对和思考的关键命题。 "屏"实力跻身全球第一梯队 中国新型显示产业经历了从追赶到并跑，再到局部领先的跨越，如今不仅占据全球电视出货量的半壁江 山，更在Mini LED、激光显示、折叠屏等前沿技术领域跻身全球第一梯队。 从让手机轻盈折叠的超薄玻璃，到"隐藏"摄像头的全面屏，再到可卷曲、拉伸的柔性形态——OLE ...

活动现场，企业真心提诉求，部门及时回应。据统计，活动现场共收集企业诉求30 余条，其中 17条得 到即时回应，其余诉求均现场登记台账，明确责任部门和办理时限。"本次活动不是'一次性会议'，而 是新型显示产业链'进解优促'升级版的开端。"成都市经信局新经济委相关负责人表示，成都将持续深 化"链长制+专班"工作机制，让"每周有链长接待、每天有局长坐班"的服务模式常态化，真正实现企业 诉求"事事有回应、件件有着落"。 目前，成都已聚集了京东方、辰显光电2家国家级"链主"企业，培育出国家"专精特新"小巨人10家、规 上企业114家、上市公司18家，构建起从材料设备到显示面板，再到终端应用的全链条发展，产业链体 系较为完备完善。数据显示，成都新型显示产业综合实力位居全国第三，已纳入国家新型显示重大生产 力布局，产业规模连续五年保持两位数以上增长。2024年全市显示产业营收862亿元、同比增长21%； 2025年1—10月规上企业营收达870.5亿元、同比增长17.8%，年内有望成为千亿级产业。 "力争用5年时间，推动全市新型显示产业营收突破2000亿元。"成都市经信局市新经济委相关负责人表 示，下一步成都将持续深化 " ...

IT之家 12 月 26 日消息，TCL 科技今日发布公告，披露投资建设第 8.6 代印刷 OLED 生产线项目的最新 进展。 公告称，经 TCL 科技集团股份有限公司（以下简称"公司"）2025 年 9 月 12 日召开第八届董事会第十 四次会议审议通过，公司子公司 TCL 华星光电技术有限公司（以下简称"TCL 华星"）拟与广州市人民 政府、广州经济技术开发区管理委员会共同建设一条月加工 2290mm×2620mm 玻璃基板能力约 2.25 万 片的第 8.6 代印刷 OLED 显示面板生产线（以下简称"t8 项目"或"本项目"）。 公司已设立广州华星光电印刷显示技术有限公司（以下简称"项目公司"）作为项目公司，负责 t8 项目 建设和运营。 截至本公告日，TCL 华星与广州市人民政府、广州经济技术开发区管理委员会统筹协调的广州城发星 印投资合伙企业（有限合伙）、广州黄埔开投智星创业投资基金合伙企业（有限合伙）（以下合称 为"国资方股东"）签署了《增资协议》，协议主要内容如下： 为助力我国在全球新型显示产业竞争新格局中抢占战略制高点,引领行业在 先进技术的前沿探索与商业化突破,实现公司在高世代印刷 OLE ...

Core Insights - Zeiss Group is expanding its optical and optoelectronic industry presence in Guangzhou, marking the 30th anniversary of its establishment in the city with an investment exceeding 400 million yuan in the Industrial 4.0 health vision industry ecosystem [1] - TCL Huaxing has commenced construction on the world's first mass production G8.6 generation printed OLED production line, which is expected to accelerate the global market entry of printed OLED technology [3] - Visionox, a leading company in the ultra-high-definition display industry, is also expanding its operations with significant investments in new projects, including a global headquarters and smart healthcare initiatives [5] Investment and Expansion - Zeiss Group is focusing on developing AR/VR, OK lenses, and eye health products while increasing investments in Huangpu District, Guangzhou [1] - TCL Huaxing's t8 project is designed to process approximately 22,500 glass substrates monthly, aiming to establish a leading position in the high-generation AMOLED sector [3] - Visionox plans to invest 4.2 billion yuan in its global headquarters and 800 million yuan in a smart healthcare project, with expected annual output value of 10 billion yuan upon completion [5] Technological Advancements - The t8 project represents a critical breakthrough for China's OLED industry, enabling a transition from a follower to a leader in the new display sector [3] - Visionox has established a strong market presence in liquid crystal display control boards and interactive smart panels, with significant market shares reported for 2022-2024 [7] - Nika Optical has developed the world's thinnest AR optical modules, achieving a light transmittance of 98%-99% and plans to launch even thinner versions in the near future [9][10] Market Position and Strategy - Visionox's interactive smart panels have captured a significant market share, with the MAXHUB interactive smart panel achieving a 29.6% market share in the domestic IFPD conference market [7] - Nika Optical's innovations in holographic optical solutions are positioned to become the ultimate solution for AR glasses, with competitive pricing and profit margins [12] - Huangpu District has become a hub for new display enterprises, with 139 companies contributing to an industrial output value exceeding 150 billion yuan in 2024 [16][17] Policy and Support - Huangpu District has implemented supportive policies for the ultra-high-definition and new display industries, including a 10 billion yuan investment fund to support enterprise development [20][21] - The establishment of national innovation centers in Huangpu aims to address key challenges in the new display sector, enhancing the region's competitive edge [20][21]

11月下旬，广州黄埔的空气中飘散着产业创新的鲜活味道。 在尼卡光学的展示厅，一块厚度仅0.6毫米、重量约3克的透明镜片，于灯光下折射出清晰图像——这是 企业自主研发的体全息波导镜片，作为当前全球最薄的AR光学模组之一，其透光率高达98%-99%，佩 戴时几乎无视线遮挡。 凭借硬核实力，这些"广州镜片"将在24小时内发往全球各地，成为全球显示产业链的关键一环。 这样的技术突破在黄埔并非个例——蔡司光学正在布局AR/VR、OK镜和眼健康产品，并持续加大在广 州黄埔区的投资；谷东科技的双目AR眼镜能实时环境分析；广纳四维的碳化硅刻蚀技术消除了AR显示 的彩虹纹…… 这些创新背后是强大的平台支撑。广州黄埔区作为新型显示产业重镇，不仅拥有视源股份等行业龙头， 也集聚了广纳四维、谷东科技、尼卡光学等一批在AR核心器件上取得关键突破的科技创新企业，形成 了从材料、装备到面板、模组，再到终端应用的完整产业链生态。 数据显示，2024年黄埔区新型显示产业产值突破1500亿元，占广州市比重超75%；2025年1- 10月的产值已经达到1100亿元，稳坐全国产业第一梯队。 实际上，过去二十年来，黄埔不仅见证了广州被光学产业深度重塑 ...

Core Insights - The new display industry chain is a key focus for Shaanxi Province, with significant developments in establishing a complete industrial chain from quartz sand to televisions [1][2] - The recent matchmaking event in Xianyang aimed to foster collaboration among upstream and downstream enterprises, financial institutions, and educational institutions in the new display sector [1] Group 1: Event Overview - The matchmaking event was themed "Smart Display Future, Empowering All Domains" and included activities such as demand release, product promotion, and financial services [1] - Eight representative projects were signed during the event, showcasing the commitment to developing the new display industry [1] Group 2: Industry Development - Shaanxi's new display industry has formed a linked structure involving upstream substrate glass, midstream display panels, and downstream display terminals [2] - Key companies like Rainbow Technology and Lite-On Optoelectronics have emerged as domestic leaders, with high-generation substrate glass achieving import substitution [2] Group 3: Educational Contributions - Research institutions such as Xi'an Jiaotong University and Northwestern Polytechnical University have made significant advancements in flexible electronic display materials, providing a strong foundation for tackling core technologies in the new display sector [2]

Group 1 - Hefei Guozi is set to gain control of OLED panel manufacturer Visionox by subscribing to a private placement of 419 million shares at a price of 7.01 yuan per share, raising up to 2.937 billion yuan [1] - If the transaction is completed, Hefei Guozi will hold 31.89% of Visionox, enhancing the development of the OLED industry [1] - Hefei's strategic emerging industries are rapidly growing, with the output value of these industries expected to account for 55.8% of the city's industrial output in 2024, an increase of 24.8 percentage points since 2015 [1] Group 2 - The "chip-screen-vehicle integration" strategy is considered a key factor in Hefei's industrial growth, with significant investments in display technology, semiconductors, and electric vehicles [2] - Hefei has become a core city for China's display industry and a significant global display manufacturing base, ranking first in the high-quality development index for the display industry in 2024-2025 [2] - Visionox, a leader in OLED technology and a key player in the OLED international standards group, has established a strong partnership with Hefei's display industry [2] Group 3 - The 8.6-generation AMOLED production line is seen as crucial for future competition in the mid-size AMOLED market, with Visionox's line nearing completion, second only to Samsung and BOE in progress [3] - The control of Visionox by Hefei Guozi is expected to shift the local display industry from a "multi-point layout" to a "holistic collaboration" phase, enhancing the industrial cluster and supporting local economic development [3] - Visionox's AMOLED production lines are anticipated to benefit from improved resource collaboration following Hefei Guozi's acquisition [3]

Core Insights - The event held on November 7, 2023, focused on the new display industry, emphasizing collaboration, technological breakthroughs, and innovative applications in the context of a rapidly growing digital economy [1][2] - The "14th Five-Year Plan" period has seen the formation of a complete display industry chain in Changsha, with projected revenue of 58.73 billion yuan in 2024, marking a 12.3% year-on-year increase [1][6] Industry Development - The "Five Long Link" collaborative mechanism was officially launched to enhance the industry's capabilities by integrating various chains, including technology, innovation, talent, and funding [2][4] - The event served as a platform for high-level exchanges among industry leaders, focusing on the integration of AI and display technologies, as well as applications in smart cockpits and immersive interactions [2][3] Regional Strengths - Liuyang is home to leading companies like Lens Technology and Huike Optoelectronics, with a mature industrial ecosystem [3] - The region's industrial chain has transitioned from a point-based model to a comprehensive chain model, enhancing vertical integration capabilities [5][6] Future Directions - Changsha aims to strengthen its display industry by focusing on three key areas: enhancing display glass, optimizing display panels, and expanding display terminals [7] - The establishment of a 3 billion yuan industrial mother fund is part of efforts to accelerate project aggregation and technological industrialization in AI hardware and new display fields [6][7]

Core Insights - The 2025 8th Micro LED Display Technology and Industry Development Conference was held in Kunshan, highlighting its significance as a high-quality and authoritative forum in the field [1] - Kunshan has maintained its position as the top county in China for 21 consecutive years, demonstrating strong economic performance and a commitment to industrial development, particularly in new display technologies [1] - The conference emphasized Kunshan's role as a key node in the national innovation layout for the new display industry, with a complete Micro LED industrial chain ecosystem [1] Summary by Sections Conference Overview - The conference featured the release of the "Jiangsu Province New Display Industry Development White Paper (2025)," which analyzes the entire industrial chain and outlines key cities' industrial blueprints and innovation clusters [2] - Keynote speeches were delivered by prominent academicians discussing the potential of the new display industry and the challenges in the industrialization of Micro LED technology [2] - The theme of the conference was "Intelligent Transformation Empowering Future Display," focusing on critical technology breakthroughs, innovative application scenarios, and collaborative industrial ecosystems [2] Industry Development - The conference included various activities such as keynote speeches, roundtable discussions, and industry chain matching meetings, aimed at addressing key technology challenges and market trends in the Micro LED sector [2] - The event served as a platform for integrating production, education, research, investment, and application to foster high-quality development in the Micro LED industry [2]

Core Viewpoint - The new display industry in Sichuan is rapidly developing, with significant investments and projects being signed, indicating a strong growth trajectory in the sector [1][4][5]. Investment Projects - On November 3, 2023, 13 new display industry cooperation projects were signed in Chengdu, with a total investment of 15.74 billion yuan [1]. - Key projects include the R&D and manufacturing base for display and semiconductor target materials by Daocai Technology, the iQIYI Film and Television New World project, and the Southwest headquarters and R&D testing base of Shanghai Weicai Technology [4]. Industry Chain Development - The display industry chain in Sichuan is becoming increasingly comprehensive, with multiple key projects making significant progress since the last World Display Industry Innovation Development Conference [5]. - Notable developments include: - A 2 billion yuan OLED polarizer production base by Nitto Materials, which commenced production in September 2023 [4]. - The construction of a full-color M-LED new display chip base by Huike in Nanchong, which will have a total monthly production capacity of 1 million chips [4]. - The TFT LCD module production line by Sichuan Pengguan Electronic Technology Co., with an investment of approximately 300 million yuan, expected to start production in early 2026 [4]. Overall Industry Growth - Since the last conference, Sichuan has introduced 103 new display industry ecosystem projects, with total investments exceeding 130 billion yuan [5]. - Chengdu alone has attracted 57 projects with total investments surpassing 50 billion yuan [6]. - As of the first half of 2025, there are 47 ongoing projects in the new display industry in Sichuan, representing a nearly 50% increase compared to the same period last year [6].