以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 根据TrendForce集邦咨询最新调查，伴随LCD电视面板需求将于2025年第四季趋缓，BOE（京 东方）、CSOT（华星光电）、HKC（惠科）等面板大厂均计划在十一长假时，针对电视面板的主 力生产据点执行休假。按照目前TrendForce LCD电视面板产线稼动率模型估算，十月的稼动率将 较厂商八月规划的版本减少六个百分点，降至79%。 TrendForce集邦咨询表示，从供给面来看，休假策略不仅有助于LCD电视面板厂维持10月底以前 的低水位库存，同时，选择在十一长假进行生产调节，得以顺势降低相关运营成本。 观察面板厂动态，由于BOE、CSOT及Sharp（夏普）均计划在长假时，针对自家10.5代产线执行 为期五至七天的休假，TrendForce集邦咨询预估，十月1 ...

Core Viewpoint - The integration of AR glasses with Micro LED and Micro OLED technologies is a significant trend in the LED industry, with Micro LED moving towards full-color display commercialization, while Micro OLED remains a mature technology despite its brightness limitations [1][21]. Group 1: Product Launches - Thunder Innovation launched its flagship AR glasses, Thunder X3 Pro, and the new pocket TV series, Thunder Air 3s, utilizing Micro LED and Micro OLED technologies respectively [2][11]. - Thunder X3 Pro features dual full-color Micro LED and nano-etched waveguide technology, enhancing visual quality and user experience [3][5]. Group 2: Technical Specifications - Thunder X3 Pro incorporates a custom 0.36cc full-color X-cube Micro LED light engine, achieving 16.77 million colors with an average brightness of 3500 nits and peak brightness of 6000 nits, ensuring visibility in bright outdoor conditions [6][9]. - The nano-etched RayNeo waveguide technology improves light efficiency by 50% and reduces the weight and thickness of the waveguide devices, enhancing the display effect [9]. Group 3: Market Positioning - Thunder X3 Pro targets high-end applications, particularly in outdoor environments, leveraging Micro LED's high brightness to maintain display clarity [16]. - The Thunder Air 3s series focuses on indoor applications, offering a more affordable option with Micro OLED technology, which is better suited for entertainment and high-quality display experiences [18]. Group 4: Market Trends - The AR glasses market is seeing a clear division where Micro LED is preferred for outdoor applications due to its brightness, while Micro OLED is favored for indoor use where color quality is prioritized [20]. - According to TrendForce, Micro OLED is expected to hold a 53% market share in AR devices by 2024, but this is projected to decline to 22% by 2030 as Micro LED technology advances [21].