文 | 张冰冰 编辑 | 阿至 36氪获悉，天津巽霖科技有限公司（以下简称「巽霖科技」）近日宣布完成近亿元A轮融资，由金雨茂物领投，海通开元、滨海产业基金、老股东厦门海 弘跟投，资金将用于大尺寸玻璃基板全流程加工能力的持续扩产，下游封装模组线的研发建设、以及针对芯片载板和光模块等玻璃基板新品研发。 「巽霖科技」是36氪长期关注的企业，以玻璃基板、陶瓷基板PVD覆铜技术为核心，建设新型基板全流程生产能力，实现超高铜厚、高覆铜结合强度玻璃 基板的高效率与高一致性生产。 近一年，「巽霖科技」获得了滨城人才创新创业特等奖、璞悦中国概念验证Top50等奖项，借由大客户的定制基板需求，攻克了MicroLED下一代显示技 术，实现了Micro LED级别线路精度与高TGV密度基板的量产，并向先进封装领域发展。 一、迎来市场导入期，玻璃基板产业化提速 「巽霖科技」CEO甄真介绍，在RGB mini背光、Micro LED直显领域，玻璃基板迎来了市场导入的良好机遇。 在液晶显示领域，据技术研究与咨询机构Omdia预测，全球电视机年度出货量有望在2026年突破2.1亿台。在这一庞大市场中，背光技术的进步推动着显示 的升级，而画质 ...

【集邦Display显示产业交流群】 图片来源：昆山开发区发布 2月3日消息，昆山开发区发布消息，近日，总投资50亿级的錼创科技Micro LED高端显示制造项 目取得施工许可证，项目正式开始施工。 资料显示，錼创早于2014年成立，并于2022年8月在台湾地区创新板上市，成为全球首家上市的 Micro LED企业。錼创拥有多种Micro LED制造技术，包括自主研发的Micro LED外延片制程、 巨量转移、SMAR·Tech修复等多种制造技术。 2025年7月， 錼创宣布，中国大陆子公司正式落户江苏昆山。子公司将专注于Micro LED面板零 组件与模块生产制造及销售，提升在中国大陆市场的供应链效率与本地化服务能力。 相关媒体预计， 錼创 Micro LED高端显示制造项目将于 2026年第二至第三季度建成并投入接单 运营，主要为当地面板厂提供芯片转移至大型玻璃背板的服务。 （来源： LEDinside） 光电研究中心 Micro LED 市场趋势与技术成本分析 语系: 中文/英文 ｜ 格式: PDF ｜ 页数: 约160页 ｜ 出刊时间: 2024年05月31日 / 11月30日 ▶ 关于集邦 十六十六 ...

近日，成都高新区政府公示《 辰显光电有限公司2025年微型发光二极管（Micro-LED）生产基 地项目环境影响评价文件 》。 | | | | | 种研报告表公众反馈意见时间（5个工作日）：2025年12月23日—2025年12月29日 | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 项目 | 建设 | 建设 | 受量 | 环境影响报告 | 公众反馈意见的联系方式 | | | 名称 | 施草 | 单位 | 日期 | 书、表全文本 | | | | 辰显光电 2025 年微型 | 四川省成都市郎 都区康降路808号 | | 2025年12月23日 | 详见附件 | 联系地址:天府大道北段18号A座高新 区管委会6楼生态环境城管局生态环境管 理处 联系电话:028-85173719 (工作日 | | | 发光二极管 | | 成都辰显光 | | | | | | (Micro- | | 电有限公司 | | | | | | | (高新西区) | | | | 9:00-12:00 \ 13:30-17:00 > | | | LED)生产基 | | | | | ...

证券研究报告：电子 | 公司点评报告 股票投资评级 买入 |维持 个股表现 2025-02 2025-04 2025-06 2025-09 2025-11 2026-01 -24% -15% -6% 3% 12% 21% 30% 39% 48% 57% 66% TCL科技 电子 资料来源：聚源，中邮证券研究所 公司基本情况 | 最新收盘价（元） 4.75 | | | --- | --- | | 总股本/流通股本（亿股）208.01 | / 180.97 | | 总市值/流通市值（亿元）988 | / 860 | | 52 周内最高/最低价 5.10 | / 3.85 | | 资产负债率(%) 64.9% | | | 市盈率 56.41 | | | 李东生及宁波九天联成 | | | 第一大股东 | 股权投资合伙企业(有 | | 限合伙) | | 研究所 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 研究助理:陈天瑜 SAC 登记编号:S1340125090015 Email:chentianyu@cnpsec.com TCL 科技(000100 ...

一直以来，科技圈有个不成文的共识，1000万台是一个生态系统的分水岭。只有当硬件保有量突破1000万台，且具有高活跃度时，开发者才能赚到钱，内容 生态才能正向循环。 Meta敢于将产能提高一倍，似乎意味着至少Meta自己已经跨过了这道分水岭。 同时，指数级的产能扩张，在彰显自己的信心的同时，也有不少"防御"的意味在里面。 Meta的智能AR眼镜Ray-Ban Display在推出一个季度之后，卖爆了！ IDC数据显示，Ray-Ban Display在首个销售季度，就占据了产品所在的智能AR眼镜类别中6%的市场份额。 不仅如此，因美国市场需求"前所未有的强劲"，产品候补名单已排至2026年，Meta暂停了2026年初英国、法国、意大利、加拿大等国的国际扩张计划，优先 保障美国订单交付。 消费者空前高涨的热情，也让Meta对未来的预期更高了。根据彭博社的报道，Meta计划到2026年将AI眼镜Ray-Ban的产能翻一番，达到2000万件。 毕竟在美国国内，谷歌已经越来越重视智能AR眼镜这个赛道，并且通过收购等方式加大了对智能AR眼镜的投入；国外的中国市场，大小厂商有样学样，踏 着和Meta相同的韵脚，也开始在这个 ...

日前，新相微（688593.SZ）与京东方A（000725.SZ）旗下的华灿光电（300323.SZ）正式签署战略合作 协议，合作聚焦基于Micro LED的光子互连技术，旨在结合"芯片制造+驱动设计"的双重优势，攻坚 Micro LED光互连技术和光模块的研发与生产，并在AR智能眼镜、智能车灯等前沿领域协同探索、深 度合作。 智通财经1月15日讯（记者 王碧微）随着AI技术的蓬勃发展，AI技术与新型显示技术的深度融合，成为 产业升级的核心趋势。作为公认的下一代显示技术和光互连技术核心方向，Micro LED正在AI赋能下加 速突破产业化瓶颈，同时也为AI技术落地提供更优质的硬件载体。 首先是战略开拓智算中心光互连赛道。双方将正式启动Micro LED光模块研发与生产，基于Micro LED 根技术，双方共同研制适用于智算中心的低功耗、高带宽、高可靠性光互连模块，为AI算力提升提供 核心硬件支撑，助力数字基础设施的升级迭代。 有业内人士告诉智通财经记者，目前Micro LED光模块技术仍在探索中，相比现有激光方案，Micro LED光模块方案可以降低超过50%功耗，且传输距离满足AI服务器机架内的需求。 其次 ...

Core Viewpoint - The strategic partnership between Chenxian Optoelectronics and Chasing Smart Display aims to advance next-generation display technologies and high-end display products through collaborative efforts in technology research, product development, and market expansion [1][2]. Group 1: Partnership Details - The collaboration will focus on three main areas: joint innovation and engineering verification of next-generation display technologies, co-creation of display solutions for home audio-visual and high-end commercial display needs, and leveraging Chasing Smart Display's global channel resources alongside Chenxian Optoelectronics' manufacturing capabilities to implement these technologies in various applications [2]. - Chasing Technology, originally established with a focus on high-speed motors, has expanded its product lines to include smart cleaning appliances, personal care products, home appliances, robotics, automotive, and even aerospace [2]. Group 2: Product Development - Chasing Smart Display has launched a new smart audio-visual business unit and introduced products such as the Mini LED 4K AI TV V3000 series, X1 Ultra monitor, and PANO S2 soundbar, creating a comprehensive high-end audio-visual product lineup [2]. - Chenxian Optoelectronics has developed several innovative TFT glass-based Micro LED products, including the world's first mass-produced 135-inch P0.7 Micro LED splicing screen and the latest 8K TFT-based Micro LED display [3]. Group 3: Commercialization Efforts - With the maturation of Micro LED technology, Chenxian Optoelectronics is actively promoting the commercialization of its Micro LED technology through partnerships with companies like Lehman Optoelectronics, Qingdao Haier Multimedia, and AOC & Philips [5]. - The collaboration with Chasing Smart Display is expected to further accelerate the commercialization of Chenxian's LED display technologies [5].

Core Viewpoint - The CES 2026 showcased significant advancements in display technologies, particularly in the automotive display sector, with a strong emphasis on OLED and Micro LED technologies, indicating a competitive landscape among leading panel manufacturers [87]. Group 1: Automotive Display Innovations - Major panel companies focused on automotive displays, with OLED technology emerging as a preferred choice due to its lightweight, flexible, and high-quality characteristics [2]. - BOE introduced the "HERO 2.0 smart cockpit," featuring the world's first Micro LED PHUD with a brightness of 50,000 nits and AI capabilities for voice and gesture control [3][5]. - Deepinma showcased a 49.6-inch panoramic "Tianxuan" screen, integrating various cockpit functions into a single display with a peak brightness of 10,000 nits [10][12]. - TCL Huaxing presented the HVA Ultra P-HUD system, which includes three LCD screens with a brightness of 11,000 nits and a 7.5% transmittance rate [14][15]. - Visionox introduced a flexible AMOLED dual-curved display solution that can bend to save space when not in use [20]. Group 2: Display Technology Developments - BOE displayed two large Micro LED products, including a P0.9 ultra-thin HDR Micro LED integrated machine with a peak brightness of 2,000 nits and a contrast ratio of over 20,000:1 [38]. - Deepinma launched the world's first fully laser giant transfer 108-inch seamless Micro-LED screen with a peak brightness of 1,500 nits and a contrast ratio of 1,000,000:1 [40]. - TCL Huaxing introduced a 98-inch HVA Ultra television display with over 18,000 backlight partitions and a BT2020 coverage rate exceeding 96% [44]. - Visionox unveiled a "glare-free AMOLED laptop solution" that significantly reduces eye strain by minimizing environmental light reflection [50][51]. - LG Display presented an 83-inch WOLED TV panel with a peak brightness of 4,500 nits and 99.5% DCI color gamut coverage [76]. Group 3: Industry Trends and Future Outlook - The competition among panel manufacturers is intensifying, with companies like AUO and Innolux focusing on Micro LED technology, while TCL Huaxing and Hehui Optoelectronics are deepening their expertise in OLED [87]. - The display industry is expected to enter a new development phase as demand for automotive, commercial, and consumer electronics continues to evolve [88].

Core Viewpoint - The company, Zhao Chi Co., Ltd., has developed a comprehensive technology system for the LED chip industry chain, having applied for over 1,500 patents through its subsidiary, Zhao Chi Semiconductor [2] Group 1: Patent Development - Zhao Chi Semiconductor has accumulated over 1,500 patent applications related to the entire LED chip industry chain, including areas such as epitaxy, chips, packaging, and modules [2] - Recently, Zhao Chi Semiconductor announced two new patents closely related to Micro LED production, focusing on substrate innovation and carrier optimization [2]

Group 1 - The company, Huazhan Optoelectronics, confirmed that it has not participated in the construction of lighthouse factories but continues to invest in smart manufacturing [2] - The Zhuhai Micro LED project has achieved a high level of automation and digital integration, serving as an important carrier for the company's high-end and intelligent strategy [2] - The company plans to continue optimizing and enhancing its operations in the future [2]