中国质量新闻网讯（记者 朱文达）在备受瞩目的2026年国际消费电子展（CES）上，海信集团控股股份有限公司(以下简称"海信")凭借一系列突破性前沿技 术创新，一举斩获四项CES创新奖项。从再次实现代际引领的全新一代RGB-Mini LED显示技术到全球首款四基色Micro LED，再到全球首台4合1热泵洗烘一 体机，海信持续以全球首创技术定义行业标杆。作为2026年世界杯官方赞助商，海信更在展会期间推出多款世界杯定制新品，用尖端科技点燃每一份热爱。 去年的CES上，由海信开创并持续引领的RGB-Mini LED技术，斩获CES多项大奖，如今已成为高端显示市场的主流方向，吸引了行业头部企业纷纷加入赛 道。今年CES上海信发布的全新一代RGB-Mini LED电视UX系列再次实现代际引领，一年一次大升级，做到了真正的行业引领和带动，由此获得CES2026创 新荣誉奖。这一奖项由美国消费者技术协会(CTA)颁发，主要奖励给某一领域有重大贡献的产品和技术。 除了颠覆性的玲珑真彩背光，海信自研的全球首款光色同控信芯AI画质芯片H7也迎来全新进化，在原有108bits超高控色精度基础上再次跃升，一举达到行 业最高的134 ...

智通财经APP获悉，国泰海通证券发布研报称，Micro LED行业如果在大规模量产成本的下降、光互连 应用场景下的技术可行性研究这两个方面持续突破，有望从2026年开始看到Micro LED从智能手表/AR 智能眼镜逐步发展应用到超大尺寸(100英寸以上)超高端TV和商业显示、高端车载HUD显示等领域，以 及期待在AI算力服务器中心的短距离通信领域技术的不断进步，Micro LED行业将在未来几年逐步扩大 应用场景以及市场规模。 风险提示：Micro LED量产难度大导致成本居高不下，下游客户不采用Micro LED技术方案导致行业发 展不及预期，光互联的光源技术研发放缓或直接放弃等。 国泰海通证券主要观点如下： 2025年Micro LED行业的"涅槃重生"及未来展望。可以看到：①、2025年如何将几百万甚至数千万颗微 米级LED芯片从生长衬底上高速、精准、低成本地转移至驱动背板上的问题正被逐渐攻破，比如Q- Pixel发布Q-Transfer技术实现超过99.9995%的转移良率。②、2025年9月，佳明推出全球首款Micro LED 智能手表Fenix 8 Pro，表明Micro LED技术在智能手表上 ...

1月2日， 群创光电宣布，公司 将于1月6日至8日在美国拉斯维加斯，以"Display the Future, TOGETHER"为主题，发布一系列 全新 显示技术解决方案。 同时，针对车载与航海应用，群创推出了"超高亮度Micro LED抬头显示器（HUD）"。该设备具 备50,000尼特的直显亮度与10,000尼特的反射虚像亮度， 可 解决强光环境下的影像反射与模糊 问题，能够清晰投射航道或导航 信息 ，提升操作安全性。 此外，"Micro LED隐视显示器"则结合了木纹设计与显示功能，关闭时为普通内饰板，开启后则 透过特殊光学设计呈现高亮度（2000 nits）与高色域（115% NTSC）的显示画面，适用于车舱 或船舱内装整合。 在3D显示与零售应用领域，群创将展示"65英寸多人用N3D & Kirameki显示器"。该款8K显示器 结合了N3D多视角裸眼3D技术与Kirameki算法，支持多人同时观看3D内容，并强化了物体光泽与 材质纹理的呈现，主要面向零售精品展示与数字广告市场。 超高亮度Micro LED抬头显示器 此次展示重点涵盖智慧零售、座舱显示、智慧家居及商业展示等应用领域，主要展品包括新 ...

Group 1 - The company emphasizes the importance of expanding applications for Micro LED technology, particularly in cutting-edge areas like optical communication [2] - A specialized Micro LED factory in Zhuhai Jinwan has begun collaborative technology development with industry partners, focusing on the advancement of Micro LED applications [2] - The first batch of samples has been delivered to overseas customers, and the company is currently working with these customers on product optimization [2]

证券日报网讯 12月18日，聚灿光电（300708）在互动平台回答投资者提问时表示，公司主要产品为全 色系LED外延片、芯片，产品应用领域为照明、背光、显示，其中背光及显示部分可用于可穿戴设备等 领域。可穿戴设备包括但不限于智能手表、智能手环、智能眼镜、VR头戴、智能头盔以及智能球鞋 等。AI眼镜显示技术中，包括MicroLED，公司目前在MicroLED方面已有技术布局。 ...

Core Insights - The smart glasses market, including XR and AI glasses, is experiencing strong growth driven by major tech companies like Baidu, Alibaba, and Xiaomi accelerating their investments and product launches [1][3][4] Market Growth - IDC predicts that by 2025, global smart glasses shipments will reach 12.8 million units, a 26% year-on-year increase, with China's market expected to surpass 2.75 million units, growing by 107% [4][5] - Tmall reports that as of October 30, the transaction volume for AI glasses has surged by 2500% year-on-year, while JD.com indicates a 346% increase in sales during the "Double 11" shopping festival [3] Product Development - Baidu has re-entered the smart glasses market after 11 years with the launch of its Xiaodu AI Glasses Pro, featuring multiple AI functionalities [3] - Apple has quietly released an upgraded version of its Vision Pro, while Alibaba plans to launch its first self-developed flagship dual-display AI glasses, Quark AI Glasses S1 [3] Industry Trends - The integration of AI and AR is seen as a key trend, with AR glasses being viewed as the optimal platform for AI technology to become part of daily life [4][10] - The average price of AI glasses is expected to stabilize around 1500 yuan, appealing to both tech enthusiasts and general consumers [7] Technological Advancements - Micro LED technology is being prioritized by display companies due to its advantages such as high pixel density and low power consumption, making it suitable for near-eye displays [11][12] - Companies like TCL and Liyade are actively developing Micro LED solutions for AR glasses, focusing on both B2B and B2C markets [12][13] Challenges and Future Outlook - Despite advancements, the Micro LED sector faces challenges related to cost, technology, and production efficiency [13] - The smart glasses market is expected to evolve through three stages, starting with lightweight AI glasses without displays, progressing to AI+AR single display, and ultimately achieving AI+AR dual full-color displays [9][10]

Core Insights - The smart glasses market, including XR and AI glasses, is experiencing strong growth driven by major tech companies like Baidu, Alibaba, and Xiaomi accelerating their investments and product launches [1][2] - IDC predicts that by 2025, the global shipment of smart glasses will reach 12.8 million units, with China leading the market [3][4] Market Growth - Baidu has re-entered the smart glasses market with the launch of its Xiaodu AI Glass Pro, featuring multiple AI functionalities [2] - Tmall reports a 2500% year-on-year increase in sales for AI glasses, while JD.com indicates a 346% increase during the "Double 11" shopping festival [2] - CINNO Research notes that the AR/VR industry secured approximately 5.5 billion yuan in funding in Q3 2025, driven by new product launches and cost optimizations [2] Technological Advancements - The integration of AI and AR is seen as a key driver for the adoption of smart glasses, with IDC forecasting significant growth in the Chinese market [3][4] - The cost structure of smart glasses is heavily influenced by hardware components, which account for 80-85% of total costs, with optical and display modules being the most significant cost drivers [4] Industry Trends - Companies are focusing on Micro LED technology for its advantages in high pixel density and low power consumption, which is essential for near-eye displays [6][7] - Liard is actively pursuing both B2B and B2C markets for AR glasses, leveraging its expertise in Micro LED technology [7] Challenges - Despite advancements, the Micro LED technology still faces challenges related to cost, efficiency, and full-color capabilities [8] - The industry is shifting focus from technical specifications to user experience, emphasizing the importance of integrating AI capabilities into smart glasses [9]

Core Insights - The smart glasses market, including XR and AI glasses, is experiencing strong growth driven by major tech companies like Baidu, Alibaba, and Xiaomi accelerating their investments and product launches [1][2][3] Market Growth - According to IDC, the global smart glasses shipment is expected to reach 12.8 million units by 2025, with a year-on-year growth of 26%, and the Chinese market is projected to exceed 2.75 million units, growing by 107% [3] - Tmall reported a 2500% year-on-year increase in sales for AI glasses as of October 30, while JD.com noted a 346% increase during the "Double 11" shopping festival, marking AI glasses as one of the fastest-growing categories in the digital industry [2] Technological Advancements - The integration of AI and AR is seen as a key trend, with AR glasses being the optimal carrier for AI technology in daily life [3] - Micro LED technology is being prioritized by display companies due to its advantages such as high pixel density and low power consumption, which are essential for near-eye displays like smart glasses [6][7] Industry Dynamics - Companies are adopting a dual strategy in the AR glasses market, focusing on both B2B and B2C segments, leveraging existing resources and expanding into consumer markets [7] - The cost structure of smart glasses indicates that hardware components account for 80-85% of total costs, with significant potential for cost reduction through innovations in design and technology [4][8] Future Trends - The market is expected to transition through three development stages, starting with lightweight AI glasses without displays, moving to AI+AR single display, and ultimately achieving AI+AR dual full-color displays [5] - As optical and display technologies mature, the market for AR glasses is anticipated to expand, leading to a gradual "AR-ification" of AI glasses [5]

Core Insights - The smart glasses market, including XR and AI glasses, is experiencing strong growth driven by major tech companies like Baidu, Alibaba, and Xiaomi accelerating their investments and product launches [1][2] - IDC predicts that by 2025, the global shipment of smart glasses will reach 12.8 million units, with China leading the market [3][4] - The market is expected to undergo significant changes in product forms, interaction methods, and service models by 2026, marking a critical turning point for the industry [1][3] Market Growth - Baidu has re-entered the smart glasses market after 11 years with the launch of its Xiaodu AI Glass Pro, featuring multiple AI functionalities [2] - Tmall reports a 2500% year-on-year increase in sales for AI glasses as of October 30, while JD.com indicates a 346% increase during the "Double 11" shopping festival [2] - CINNO Research notes that the AR/VR industry saw 33 financing deals in Q3 2025, totaling approximately 5.5 billion yuan, driven by new AR device launches and AI technology integration [2] Technological Integration - The integration of AI and AR is seen as a key driver for the adoption of smart glasses, with AR glasses being the ideal platform for AI technology [3] - The average price of AI glasses is expected to remain around 1500 yuan, appealing to both tech enthusiasts and general consumers [3][4] - The development of Micro LED technology is crucial for the next generation of smart glasses, offering advantages such as high pixel density and low power consumption [6][7] Industry Dynamics - Companies are focusing on reducing costs and enhancing user experience to transition smart glasses from novelty to everyday use [4][8] - The cost structure of smart glasses is heavily influenced by hardware components, with hardware costs accounting for 80-85% of total expenses [4] - The industry is witnessing a shift towards lightweight AI glasses without displays, which are more affordable and can stimulate market growth [5][8] Future Outlook - The smart glasses market is expected to evolve through three stages: lightweight AI glasses, AI+AR single display, and ultimately AI+AR dual full-color display [5] - As optical and display technologies mature, the market for AR glasses is anticipated to expand, leading to a gradual "AR-ification" of AI glasses [5] - The integration of advanced technologies and user-centric design will be essential for the sustained growth of the smart glasses market [8]

Core Insights - The collaboration between Taiwan's Tzu Chi Hospital, Dayun Precision, and AUO has led to the development of an immersive rehabilitation system that integrates Micro LED transparent displays with 3D AI imaging for elderly care and rehabilitation training [1][2]. Group 1: Medical Applications - The system utilizes high-brightness and high-transparency Micro LED technology, combined with interactive gamification design, to enhance the engagement and continuity of training for the elderly [1]. - Dayun Precision's chairman highlighted that this achievement marks significant progress for Micro LED technology in the medical field, paving the way for future applications in smart wearable devices, laptops, and AR/VR [2]. - The interactive rehabilitation system can monitor patient movements and responses in real-time, making rehabilitation training more targeted and enjoyable [2]. Group 2: Product Innovations - Dayun has introduced a 30-inch Micro LED transparent display as part of the "Leisure Fun Machine," which incorporates a camera for motion recognition and interactive training [2]. - The company has also implemented a 200-inch Mini LED audiovisual wall and AR motion-sensing technology to create a collaborative group rehabilitation platform, which has shown to improve cognitive function and coordination [2]. - Additionally, Dayun launched the "B Balance Smart 3D Body Monitoring Device," capable of measuring nine data points, including fat, muscle, and water content, within three minutes, supporting 3D posture modeling and historical comparison analysis [2]. Group 3: Environmental Initiatives - Tzu Chi Hospital is promoting a paperless and low-carbon management approach by introducing color electronic paper information boards [2]. Group 4: Retail Applications - Beyond medical applications, AUO is actively expanding the use of Micro LED technology in smart retail, having implemented a transparent display solution in a trendy clothing store to create an immersive shopping experience [2]. - The store features a 54-inch Micro LED transparent module with over 60% transparency and a brightness of 600 nits, used to create a "transparent runway" showcasing high-end fashion [3].