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]

印刷 OLED 赛道上，TCL 华星甚至没有同行者。但他们知道，还有更高的山峰矗立在面前。 2024 年 6 月的一个深夜，TCL 华星 10 多位工程师守在武汉的屏幕模组车间。他们面前的产线上只有一块 孤零零的屏幕。接下来 3 个多小时，他们的目光与那块屏幕紧紧相连。 TCL 科技首席技术官、TCL 华星首席技术官闫晓林正式宣布，首支投产的印刷 OLED 屏幕进入量产阶 段。 TCL 华星首款量产印刷 OLED 4K 显示屏（21.6 吋） 印刷 OLED 最显著的优势就是节约材料，降低生产成本。蒸镀工艺中，绝大部分材料会残留在掩膜板上， 利用率甚至不到 30%，而印刷工艺能达到 95% 以上。但节省材料的背后，需要从头开发材料和设备，来 满足极致苛刻的技术要求：1 毫升的液体需要分成 10 亿滴，按照每秒滴下 4 万次的频率工作，每一滴都必 须精准无误，同时还要确保铺展、干燥后完全均匀。 焦虑和压力都在积聚，即将到来的那一刻，检验着他们过去 11 年努力的价值。 为了保证生产质量，车间的温度始终保持在 20 多度，几乎没有波动；工程师们穿着包裹严密的无尘服， 与每一台设备、每一道工序隔开。在这种环境待上 ...