Core Viewpoint - The article highlights the significant growth potential of OLEDoS microdisplays in the AR, VR, and MR markets, driven by advancements in technology and increasing demand for high-quality visual experiences [2][5]. Group 1: Company Developments - SeeYA Technology's IPO application has been approved by the Shanghai Stock Exchange, aiming to raise 2.015 billion RMB for expanding its OLEDoS display production line and R&D center [2]. - The entry of SeeYA Technology into the market is expected to break Sony's previous monopoly on OLEDoS supply, fostering a local supply chain with companies like BOE, Xitai, and Aolred [5]. Group 2: Market Trends - Demand for OLEDoS microdisplays in near-eye display devices is projected to reach 31.5 million units by 2030, with a compound annual growth rate (CAGR) of 81% from 2025 to 2030 [2]. - The penetration rate of OLEDoS in the global VR/MR market is expected to rise to nearly 60% by 2030, as the technology becomes more cost-effective and optimized compared to current mainstream options like LCD and glass OLED [5]. Group 3: Product Outlook - In the AR glasses sector, OLEDoS-equipped products are anticipated to maintain over 20% market share by 2030, thanks to superior image quality and a robust supply chain, despite the trend towards lightweight designs and auxiliary information integration [5].

Group 1 - SeeYA Technology's IPO application has been approved by the Shanghai Stock Exchange, aiming to raise 2.015 billion RMB for expanding its OLEDoS display production line and R&D center [1] - The demand for OLEDoS micro-displays in AR, VR, and MR devices is expected to reach 31.5 million units by 2030, with a compound annual growth rate (CAGR) of 81% from 2025 to 2030 [1] Group 2 - The listing of SeeYA marks a shift in the OLEDoS supply landscape, breaking Sony's previous monopoly and fostering a local supply chain with companies like BOE, Hitec, and Aled, which could enhance price competition and technology penetration in AR/VR/MR products [3] - OLEDoS is projected to capture nearly 60% of the global VR/MR market share by 2030, driven by advancements in cost and technology compared to current mainstream LCD and glass OLED technologies [3] - In the AR glasses sector, OLEDoS-equipped products are expected to maintain over 20% market share by 2030, thanks to superior image quality and a robust supply chain, despite the trend towards lightweight designs and auxiliary information integration [3]

Core Insights - SeeYA Technology's IPO application has been approved by the Shanghai Stock Exchange, aiming to raise 2.015 billion RMB for expanding its OLEDoS display production line and R&D center [2] - The demand for OLEDoS micro-displays in AR, VR, and MR devices is projected to reach 31.5 million units by 2030, with a compound annual growth rate (CAGR) of 81% from 2025 to 2030 [2] Industry Analysis - The listing of SeeYA marks a shift from Sony's monopoly in the OLEDoS supply chain, fostering a local supply chain with companies like BOE, Xitai, and Aolide, which could enhance price competition and promote the technology's penetration in AR/VR/MR products [5] - As VR/MR technologies evolve towards lightweight and high-resolution specifications, OLEDoS is expected to optimize in cost and technology, positioning it as a potential leader over current mainstream technologies like LCD and glass OLED [5] - OLEDoS's penetration rate in the global VR/MR market is anticipated to rise to nearly 60% by 2030 [5] Market Position - In the AR glasses sector, despite the trend towards lightweight designs and auxiliary information, OLEDoS-equipped viewing products are expected to maintain over 20% market share by 2030 due to superior image quality and a robust supply chain [6]

目前，Noctiluca的核心产品包括蓝色荧光/TADF发光材料、具有超荧光特性的多代组合材料、电 子注入层（EIL）和电子传输层（ETL）用的NCEIL系列电荷传输材料，这些材料面向显示屏（手 机、电视、可穿戴、VR）及照明光源应用，客户覆盖亚洲、欧洲的主要面板厂与终端品牌。 值得注意的是，今年11月，Noctiluca还曾与 一家来自中国的平板显示器制造商正式签署材料转 移协议（MTA）。 （ 集邦Display整理 ） 12月23日消息，波兰OLED材料企业Noctiluca近日发布公告称，公司已与一家 专门从事XR应用 微显示器的中国制造商签署了联合开发协议。双方将围绕OLEDoS（硅基OLED）技术展开深度合 作，旨在为下一代VR和AR设备开发高性能显示解决方案。 根据协议内容，中国合作伙伴将提供 材料信息 、设备以及在微显示器设计与制造方面的工程技 术。 而Noctiluca将负责提供化学化合物，并利用其在材料设计与优化方面的专业知识，重点将公司的 电子注入层（EIL）材料及其他专利材料整合进合作伙伴的微显示器架构中。 公告指出， 双方 合作将致力于提升高分辨率、高亮度微显示器的性能，特别是在延长 ...

福州大学副校长卢孝强在开幕致辞中表示，福州大学始终坚持服务国家战略，在新型显示领域已构建覆 盖 基础研究、技术开发到产业应用的全链条创新体系， 学校拥有平板显示技术国家地方联合工程研究 中心等多个国家级平台，在 Micro-LED、量子点显示等领域取得重要突破。本次大会汇聚 海峡两岸 智慧，是推动产学研深度融合、应对行业"卡脖子"难题的重要契机， 期待与各界协同攻坚行业关键难题 ，助力中国显示产业高质量发展。 12月13日，以"拥抱视界变革，共筑近眼显示未来"为主题的2025第一届中国近眼显示会议在福州高新 区隆重开幕。 本次会议 由福州大学、中国光学光电子行业协会液晶分会、中国电子视像行业协会、福州高新区管委 会、国家新型显示技术创新中心、国际信息显示学会（ SID）北京分会主办，福州大学平板显示技术国 家地方联合工程实验室、福州大学物理与信息工程学院、闽都创新实验室、福州市福大微纳显示科技有 限公司承办，汇聚来自 海峡两岸 的院士专家、行业协会、高校院所、企业代表等300余人参加。 会议采用 "会议+论坛"融合交流模式，深度聚焦近眼显示全产业链的核心环节与前沿突破，围绕高像素 密度显示屏、近眼显示光学模组 ...

作为当前科技领域的热门方向，近眼显示技术正以突破性创新推动整个显示行业的变革重构。 2025 年 12月12日－14日 ，一场汇聚两岸三地近眼显示领域顶尖力量的盛会— — "2025 第一届中国近眼显 示会议" ，将在福州盛大启幕。 本次大会由福州大学、中国电子视像行业协会、福州高新区管委会、国家新型显示技术创新中心、中国 光学光电子行业协会液晶分会及国际信息显示学会（SID）北京分会联合主办，福州大学平板显示技术 国家地方联合工程实验室、福州大学物理与信息工程学院、闽都创新实验室及福州市福大微纳显示科技 有限公司共同承办。 大会采用报名制，全程免注册费 ，为行业同仁搭建低成本、高品质的交流平台。 一、会议议程 | | | 12 月 13 日 08:30-12:15 | | | | --- | --- | --- | --- | --- | | | | 福州中海凯骊酒店 | | | | 时间 | | 议程 | | 主持 | | 08:30-09:00 | | 开幕式 | | 郭太良 | | 09:00-09:15 | | 全体合影 | | | | | | 特邀报告 | | | | 时间 | 报告人 | 車位 ...

Core Insights - TrendForce's latest research indicates that Meta's recently launched AR device, the Meta Ray-Ban Display Glasses, utilizes LCoS display technology, which is expected to increase the market share of LCoS display products to 13% by 2026 [2][5] - The competition between LCoS and single-chip full-color LEDoS is anticipated to intensify until significant breakthroughs in technology and cost for LEDoS are achieved, projected for 2028 [5][6] Market Analysis - The global AR device shipment is forecasted to grow by 9.1% annually, reaching 600,000 units by 2025, driven by AI-enabled information prompt applications [5] - Meta's AR glasses feature a 20-degree field of view (FoV), a resolution of 600x600, a pixel density of 42 PPD, and a brightness of 5,000 nits, targeting the information prompt application market [5] Technology Development - Meta opted for LCoS technology over the mainstream single green LEDoS combined with waveguide technology due to LCoS's maturity, cost-effectiveness, and superior average power consumption [5] - Despite its advantages, LCoS faces challenges in miniaturization, high brightness, and high contrast, prompting companies like OmniVision and Himax Display to push for next-generation display technology [6] Future Projections - The LEDoS technology requires further optimization in terms of cost and process, with expectations for breakthroughs through QD color conversion and vertical stacking technologies post-2028, potentially increasing its market share to 65% by 2030 [6]

Core Insights - The near-eye display device market is expected to show a lackluster performance in the short term, with global shipments projected to reach 6.2 million units by 2025 [2] - The VR/MR market, particularly Meta Quest 3s, is anticipated to see a decline in shipments to 5.6 million units by 2025, while AR devices are expected to perform more steadily, with shipments reaching 600,000 units driven by new AI+AR products and decreasing OLEDoS prices [2] - Long-term growth is expected, with global near-eye display shipments projected to rise to 46.5 million units by 2030, supported by ongoing product development from major companies like Meta and Apple, and strong growth in the AR market [2] AR Display Technology Market Development - OLEDoS remains the mainstream technology in China due to its cost advantages, but other technologies pose a threat to its dominance [6] - LCoS technology is expected to gain traction in the market due to Meta's adoption, while the growth of single green LEDoS AR glasses will enhance the penetration of LEDoS technology [6] - The demand for AR devices is increasing, with expectations for shipments using high-spec full-color LEDoS technology to reach 20.9 million units by 2030, achieving a penetration rate of 65% [7] Optical Waveguide Technology and SiC Supply Alliance Analysis - The choice of optical waveguide technology is critical for AR engine modules, with diffraction waveguides currently being the mainstream but needing efficiency improvements [9] - NIL and PL are the two main processing methods for waveguides, with NIL suitable for small-scale development and PL better for mass production [9] - The trend towards larger SiC substrates is expected to enhance cost-effectiveness, with projections indicating that 8-inch SiC substrate shipments could exceed 20% by 2030, moving towards 12-inch substrates in the long term [9] AR Product Development Trends - The specifications of AR devices are becoming standardized to control costs, with mainstream panel sizes for LEDoS and LCoS ranging from 0.13 to 0.18 inches and pixel densities exceeding 5,500 PPI [10] - Chinese brands like Xreal, RayNeo, and INMO are focusing on different strategies, such as enhancing display technology and integrating AI capabilities, reflecting a shift from hardware competition to a more complex software-hardware ecosystem [10]

Core Viewpoint - The article highlights the acceptance of Visionary Technology's IPO application on the Sci-Tech Innovation Board, aiming to raise 2.015 billion yuan for production line expansion and R&D center construction to enhance capacity and technology optimization [1]. Company Overview - Visionary Technology, established in 2016 and headquartered in Hefei, specializes in Micro OLED displays, with applications in head-mounted displays and smart glasses, collaborating with brands like DJI, Xiaomi, XREAL, and Thunderbird [1]. Production Capacity - Currently, the company operates a 12-inch evaporation line with a monthly capacity of 9,000 wafers, having shipped over 1 million units [3]. - Future plans include expanding to three 12-inch evaporation lines, increasing monthly capacity to 27,000 wafers [3]. Financial Performance - Financial projections indicate revenues of 190 million yuan, 215 million yuan, and 280 million yuan for 2022, 2023, and 2024, respectively, while the company remains in a loss position with net profits of -247 million yuan, -304 million yuan, and -247 million yuan for the same years [3]. - The company acknowledges that the current phase is a rapid development period for the industry, with AI terminal products evolving quickly, and is investing heavily in production lines, which may pressure short-term profitability due to depreciation costs but is expected to improve as capacity is released [3].