Core Insights - The 2025 Self-Luminous Display Industry Seminar held by TrendForce highlighted the promising future and opportunities in the self-luminous display sector [2][5]. Group 1: Micro LED Commercialization - The commercialization of Micro LED is accelerating, particularly in wearable devices, large displays, automotive displays, and non-display applications, despite facing challenges such as high costs and power consumption [9]. - Major manufacturers like Samsung, LG, and BOE are planning to mass-produce Micro LED displays larger than 100 inches, with cost reduction being a common goal [9]. - In automotive displays, Micro LED's high brightness and contrast are advantageous, but issues like color shift at high temperatures remain [11]. - Micro LED shows potential in non-display applications, such as adaptive headlights and light interconnect technology for AI server cabinets, with interest from major companies like Apple and Microsoft [11]. Group 2: AR Glasses Development - AR glasses are seen as suitable devices for integrating AI functionalities, with major companies prioritizing the release of AI glasses before AR glasses [14]. - The main technologies in display for AR glasses include LCoS, OLEDoS, and LEDoS, with LEDoS gaining market attention for its diverse color technology [16]. - The optical technology for AR glasses is leaning towards waveguide solutions, with diffraction waveguides being a mainstream option [17]. Group 3: Global LED Display Market - The global LED display market is projected to grow slightly to $7.5 billion by 2025, with demand in the domestic market not showing significant improvement due to price declines from increased competition [21][23]. - The market is segmented into developed regions, where demand is weak due to tariffs, and developing regions, where LED display adoption is increasing [21]. - Long-term trends indicate continued penetration into developing markets, small to medium-sized clients, and emerging applications, with a forecasted market size of $10.2 billion by 2029 [23].

Core Viewpoint - Shenzhen Kola Intelligent Display Co., Ltd. has successfully acquired a land parcel in Longhua District for 28.5 million yuan to establish a smart manufacturing R&D base for flexible OLED and Mini LED display modules, with an expected annual output value of 6 billion yuan once operational [2][4]. Group 1: Project Details - The project will cover an area of approximately 1.5 hectares, with a planned construction area of about 75,000 square meters, including a factory area of 65,000 square meters and supporting facilities of around 10,000 square meters [4]. - Construction is required to commence within 1.5 years and be fully operational within 3.5 years, with an investment intensity of no less than 42.4 million yuan per hectare and a minimum output of 89 million yuan per hectare in the first year of production [5]. Group 2: Company Background - Kola Intelligent focuses on the consumer and professional display markets for mobile smart terminals, with applications in access control, communication, medical devices, home appliances, and wearable smart devices [5]. - The company is a subsidiary of Shenzhen Kola Electronics Co., Ltd., which specializes in the R&D, manufacturing, and sales of LCD display modules and smart display terminals, operating 10 fully automated production lines with a monthly capacity of 2 million units [5].

Core Viewpoint - Lenovo has launched the world's first rollable screen laptop, ThinkBook Plus G6 Rollable 2025, with a starting price of 29,999 yuan, showcasing innovative OLED technology and design [2][4]. Product Features - The laptop features a Samsung-supplied OLED rollable screen that measures 14 inches in its rolled state with a resolution of 2000×1600 and expands to 16.7 inches with a resolution of 2000×2350 in about 10 seconds [2]. - The OLED rollable screen supports a refresh rate of 120Hz, a brightness of 400 nits, and covers 100% of the DCI-P3 color gamut [2]. - It incorporates Samsung's Eco² OLED technology, which eliminates the need for an external polarizer, reducing thickness and power consumption by approximately 30% [4]. Performance Specifications - The laptop is powered by the latest Intel Core Ultra 7 258V processor, featuring an 8-core, 8-thread configuration with a turbo frequency of up to 4.8GHz and 12MB of L3 cache [4]. - It includes a 5MP RGB infrared camera, dual microphones with Elevoc noise reduction, and Harman Kardon speakers supporting Dolby Atmos [5]. Connectivity and Battery - The device is equipped with a 66Wh battery and a 65W USB Type-C GaN adapter, supporting Wi-Fi 7 and Bluetooth 5.4, along with dual Thunderbolt 4 ports [5].

Core Viewpoint - OPPO has officially launched the Find X9 and Find X9 Pro smartphones, featuring advanced display technology, powerful performance, and enhanced imaging capabilities. Display Features - The Find X9 standard version features a 6.59-inch display with a resolution of 2760×1256 and a refresh rate of 120Hz, achieving a peak brightness of 3600nit in a 20% window and a minimum brightness of 1nit, supporting 10.7 billion colors [2] - The Pro version has a larger 6.78-inch display with a resolution of 2772×1272, also at 120Hz, with a peak brightness of 1600nit and a narrow bezel of 1.15mm [2] Performance Specifications - Both models are equipped with the OPPO chip chain, featuring the MediaTek Dimensity 9500 chip, LPDDR5X memory, and UFS 4.1 storage [4] - The devices also include OPPO's self-developed P3 display chip and the Shanhai communication enhancement chip [4] Imaging Capabilities - The Find X9 has a rear camera setup of three 5000-megapixel sensors (ultra-wide, wide, and telephoto) and a front camera of 3200 megapixels [4] - The Pro version upgrades the front camera to 5000 megapixels and includes a 200-megapixel telephoto lens alongside the 5000-megapixel main camera and ultra-wide camera [4] Battery and Charging - The Find X9 is powered by a 7025mAh battery with support for 80W fast charging, 50W wireless charging, and 5W reverse wireless charging [4] - The Pro version features a slightly larger 7500mAh battery with similar charging capabilities [4] Pricing Information - The pricing for the Find X9 starts at 4399 yuan for the 12GB+256GB version and goes up to 5799 yuan for the 16GB+1TB version [8] - The Find X9 Pro starts at 5299 yuan for the 12GB+256GB version and reaches 6699 yuan for the 16GB+1TB version [8]

Core Viewpoint - The article discusses the launch of the Honor Magic 8 and Magic 8 Pro smartphones, highlighting their advanced features, specifications, and pricing. Group 1: Product Features - Honor Magic 8 features a 6.58-inch 1.5K LTPO flat display with ultra-narrow bezels, while Magic 8 Pro has a 6.71-inch new depth-curved display [2] - Both models utilize a new material device system from Visionox, which reduces harmful blue light and includes multiple Demura solutions for eye protection [4] - The peak brightness of the displays can reach 6000 nits, with a minimum brightness of 1 nit [4] - The entire series is powered by the fifth-generation Snapdragon 8 processor, built on TSMC's third-generation 3nm process, achieving a 10% reduction in power consumption for the same performance [4] - The camera setup includes a triple-camera system with a 50MP main camera and a 64MP periscope telephoto lens for the standard version, while the Pro version features a 200MP periscope telephoto lens [4] Group 2: Battery and Charging - The Honor Magic 8 series is equipped with the fourth-generation Qinghai Lake battery, utilizing 15% silicon-carbon anode technology [4] - The Magic 8 has a battery capacity of 7000mAh, supporting 90W wired and 80W wireless fast charging, while the Pro version has a 7200mAh battery with 120W wired and 80W wireless fast charging capabilities [4] Group 3: Pricing - The pricing for the Honor Magic 8 series is as follows: - Magic 8: - 12GB RAM + 256GB ROM: 4499 CNY - 12GB RAM + 512GB ROM: 4799 CNY - 16GB RAM + 512GB ROM: 4999 CNY - 16GB RAM + 1TB ROM: 5499 CNY - Magic 8 Pro: - 12GB RAM + 256GB ROM: 5699 CNY - 12GB RAM + 512GB ROM: 5999 CNY - 16GB RAM + 512GB ROM: 6199 CNY - 16GB RAM + 1TB ROM: 6699 CNY [5]

Core Viewpoint - The recent revenue reports from six Taiwanese panel manufacturers indicate mixed performance, with some companies showing growth while others face declines in September 2025. The overall market appears to be adjusting, impacting cumulative revenue growth across the sector [2][4]. Revenue Performance Summary - AUO reported a September revenue of 5.71 billion, down 5.51% year-on-year and slightly down 0.38% month-on-month, with a cumulative revenue of 49.35 billion, reflecting a minor decrease of 0.15% year-on-year [2]. - Innolux achieved a September revenue of 4.64 billion, marking a year-on-year increase of 2.70% and a month-on-month increase of 6.25%, with a cumulative revenue of 39.71 billion, up 4.39% year-on-year [2]. - HannStar reported a revenue of 233 million, with a year-on-year increase of 1.43% and a significant month-on-month increase of 15.40%, leading to a cumulative revenue of 2.02 billion, up 22.03% year-on-year [2][3]. - Lianjie Technology's revenue was 179 million, down 6.61% year-on-year and 3.06% month-on-month, with a cumulative revenue of 1.51 billion, reflecting a slight increase of 1.65% year-on-year [2]. - Ralco Technology reported 53 million in revenue, with a month-on-month increase of 7.25%, and a cumulative revenue of 709 million, showing a significant year-on-year increase of 73.48% [2]. - Hualing Optoelectronics had a revenue of 40 million, down 12.38% year-on-year but up 8.62% month-on-month, with a cumulative revenue of 355 million, down 1.55% year-on-year [2]. Cumulative Revenue Insights - For the first nine months of 2025, AUO and Hualing Optoelectronics experienced a year-on-year decline in cumulative revenue, with AUO's decline being its first of the year [4]. - Despite positive year-on-year growth for HannStar, Innolux, Lianjie Technology, and Ralco Technology, their cumulative growth rates in September were lower than in August, indicating potential market adjustments in the panel industry [4]. Industry Dynamics - The Taiwanese panel industry is showing diverse development dynamics, with some companies pursuing breakthroughs through technological innovation and strategic partnerships [5]. - AUO announced a collaboration with Garmin to launch the world's first smartwatch featuring its Micro LED display in early September [5]. - Lianjie Technology plans to acquire equipment from Japan's Toppan Inc. to enhance its production capabilities [5]. - Hualing Optoelectronics has become an official partner of STMicroelectronics, aiming to provide HMI display solutions and technical consulting [5].

Core Viewpoint - TrendForce's latest report indicates that the prices of TV and display panels are expected to remain stable in October 2025, while some laptop panel prices may see slight decreases [2][3]. Panel Price Forecast - The average price forecast for a 65-inch TV panel is $173, with a minimum of $167 and a maximum of $176 [4]. - The average price forecast for a 55-inch TV panel is $124, with a minimum of $118 and a maximum of $127 [4]. - The average price forecast for a 43-inch TV panel is $64, with a minimum of $62 and a maximum of $66 [4]. - The average price forecast for a 32-inch TV panel is $35, with a minimum of $34 and a maximum of $36 [4]. Monitor Panel Price Forecast - The average price forecast for a 27-inch IPS panel is $63, with a minimum of $57.6 and a maximum of $65.8 [5]. - The average price forecast for a 23.8-inch IPS panel is $49.9, with a minimum of $47.1 and a maximum of $51.4 [5]. Laptop Panel Price Forecast - The average price forecast for a 17.3-inch TN panel is $38.2, down by $0.1 (0.3%) from the previous month, with a minimum of $37.6 and a maximum of $39.7 [6]. - The average price forecast for a 15.6-inch Value IPS panel is $40.2, down by $0.1 (0.2%) from the previous month, with a minimum of $38.5 and a maximum of $41.8 [6]. - The average price for a 14.0-inch TN panel has stabilized at $26.9 since early July 2024, with a minimum of $26.4 and a maximum of $28.1 [7].

Core Viewpoint - The article discusses the upcoming 2025 Self-Luminous Display Industry Seminar organized by TrendForce and LEDinside, focusing on the commercialization process and prospects of glass and silicon-based Micro LED technology [2][4]. Event Details - The seminar will take place on October 30, 2025, at the JW Marriott Hotel in Shenzhen, running from 8:30 AM to 5:05 PM [7]. - The opening speech will be delivered by the General Manager of TrendForce, Fan Xiaoli, followed by a presentation on Micro LED commercialization by Senior Research Vice President Qiu Yubin [7][8]. Speaker Background - Qiu Yubin has extensive experience in the panel industry, having worked with panel manufacturers and TV brands, and possesses deep industry research experience in upstream components, backlight modules, and touch applications [4][5]. Agenda Highlights - The seminar will feature various topics, including: - Opportunities and challenges in modularization of MiP display technology [8] - Innovations and application prospects of glass-based Micro LED technology [8] - Current status and future analysis of LED cinema screens [8] - Challenges and solutions for mass production of uLED epitaxy [8] - Global opportunities and challenges in the LED display market [8]

Core Viewpoint - TrendForce indicates that the demand for LCD TV panels will slow down by Q4 2025, prompting major manufacturers like BOE, CSOT, and HKC to implement production adjustments during the National Day holiday to manage inventory and operational costs [2][4]. Supply Side Summary - Major panel manufacturers plan to take breaks during the National Day holiday, with BOE, CSOT, and Sharp scheduling 5 to 7 days off for their 10.5-generation production lines, leading to an estimated production utilization rate of around 74% for October [2]. - HKC's main production lines are expected to have a 5-day holiday, resulting in an estimated utilization rate of approximately 77.5% for the 8.6-generation panels [2]. - CSOT's T1 and T2 factories are also planning a 5-day break, with the utilization rate for the 8.5-generation lines expected to decrease by 4 percentage points to 81.3% [2]. Demand Side Summary - October's demand for TV panels is supported by pre-sales for the Double Eleven shopping festival, but there is a 4.8% month-over-month decline in demand compared to September, leading manufacturers to control production [3]. - The production adjustments are expected to help stabilize TV panel prices in October [4].