1月21日，雷曼光电（300162）(300162.SZ)"把世界，装进客厅"雷曼Micro LED家庭巨幕墙新品发布会在深圳成功举办。创始人、董事长兼总裁李漫铁先生 发布LV135Max(135英寸)与LV163Max(163英寸)两款新品，以仅为行业同类产品的1/3的价格，将极致体验带入普通家庭，有望正式开启Micro LED家庭巨幕 普及时代。 李漫铁表示，此前超大尺寸Micro LED巨幕因成本高昂仅局限于高端豪宅。雷曼光电通过关键技术突破和产业链整合给出全面解决方案，将135英寸，4K版 本售价控制在19.9999万元，163英寸，4K版本为23.9999万元，打破行业同类产品50万元以上的高价壁垒，推动高端巨幕体验进入普及时代。 技术突破：从"看电视"到"活在画面中" 雷曼光电此次发布的家庭巨幕墙两款新品延续了其自主研发的Micro-LED显示技术及PSE节能冷屏技术，突破了传统显示屏的尺寸限制，可达135英寸、163 英寸无缝显示，像素间距缩小至0.9毫米/0.7毫米，即使在近距离观看也能保持极致清晰度。 "这不再只是一块'屏幕'，而是一面'视觉情绪墙'。"李漫铁发布会上介绍，"我们解决了4K/ ...

人民财讯12月24日电，根据Counterpoint Research最新报告，全球智能手表出货量预计将在2025年年底 同比增长7%，在2024年首次出现下滑后重回增长轨道。本轮复苏由华为领衔，并得到苹果新品阵容支 撑。其中，苹果2025年第三季度出货量同比增长12%，结束了此前连续七个季度下滑的局面；华为年出 货量同比增长42%居首，其次小米同比增长22%，Imoo同比增长17%。据介绍，全球头部品牌正加速将 AI驱动的健康分析与健康指导功能整合至产品体系中，卫星通信、5GRedCap以及Micro LED显示技术 等关键新特性成为产品升级亮点。 ...

Core Viewpoint - AUO (友达光电) is undergoing a significant transformation from a traditional display panel manufacturer to a vertically integrated solution provider, focusing on three pillars: Display Technology, Mobility Solutions, and Vertical Solutions, driven by AI and sustainability initiatives [3][4][8]. Group 1: Business Transformation - The display business is expected to decrease to less than 50% of total revenue as AUO diversifies its operations into automotive and other sectors [3][11]. - AUO has optimized its product structure internally and expanded externally through acquisitions, such as the purchase of automotive parts manufacturer BHTC, to enhance its business scope [4][19]. - The company has established three subsidiaries focusing on different areas: AUO Display +, AUO Mobility Solutions Corporation, and ADTTech, to drive strategic development [4][8]. Group 2: Product Innovations - At the "Smart AUO Exhibition," the company showcased a range of innovative display products utilizing LTPS, Mini LED, and Micro LED technologies, including various specialized displays for medical and automotive applications [6][10]. - The smart mobility business, which includes in-car displays and control systems, is projected to grow by 20% in revenue in 2024, supported by strong customer demand and new projects [8][19]. Group 3: Market Position and Strategy - AUO's revenue from smart mobility and vertical solutions has reached 44% of total revenue, with a target to exceed 50% by 2027 [11]. - The company is leveraging its existing strengths in semiconductor manufacturing and automation to gain a competitive edge in the Micro LED market, focusing on niche applications in automotive and healthcare [12][14]. - AUO's acquisition of BHTC is aimed at enhancing its service capabilities in the European and American automotive markets, with expectations of significant revenue growth from this segment [19][23]. Group 4: Technological Advancements - Micro LED costs are expected to decrease by 50% every two years, driven by advancements in chip size reduction and manufacturing processes [18]. - AUO has achieved a 95% equipment connectivity rate and a 90% data cloud coverage in its smart manufacturing initiatives, significantly improving production efficiency [26][28]. Group 5: Sustainability Efforts - AUO is committed to building a green and resilient industrial ecosystem, having received national recognition for its digital and green development achievements [28].

Core Viewpoint - Shenzhen Lehman Optoelectronics has successfully established overseas patent layouts for its Micro LED pixel engine technology, which enhances display resolution while reducing costs, thereby increasing market acceptance of Micro LED products [1][2] Group 1: Patent and Legal Actions - The company initiated overseas patent layouts for its Micro LED pixel engine technology five years ago, securing invention patent authorizations in Japan, Australia, and Canada, with ongoing efforts in other countries [1] - The company is preparing to initiate international litigation against certain competitors for patent infringement in key overseas markets [1] Group 2: Technological Innovations - The Micro LED pixel engine technology, launched in 2020, features disruptive innovations in pixel arrangement and AI algorithms, addressing the cost and resolution challenges in Micro LED displays [1] - Utilizing this technology, the number of light-emitting chips required can be increased by one-third, theoretically enhancing resolution by up to four times, which significantly reduces the cost of 4K Micro LED displays to one-third of existing technologies [2] Group 3: Competitive Advantage - The company has accumulated hundreds of patents related to various aspects of Micro LED display products, including structure, packaging, substrate, pixel arrangement, control, and interaction, which enhances the technological content of its ultra-high-definition displays [2] - These advancements contribute to the company's core competitiveness and support its high-quality development [2]

Core Viewpoint - Lehman Optoelectronics has initiated international patent applications for its Micro LED pixel engine technology, which has already received patents in Japan, Australia, and Canada, while also preparing for international litigation against patent infringements by competitors [1][2] Group 1: Technology and Innovation - The Micro LED pixel engine technology was first introduced by Lehman Optoelectronics in 2020, featuring disruptive innovations in pixel arrangement and AI algorithms, which effectively address the cost reduction and resolution enhancement challenges in Micro LED displays [1] - The technology has been recognized with the "2021 ISLE Annual Technology Achievement Award" and is widely applied in various COB display products from the company [1] - By utilizing the Micro LED pixel engine technology, the number of light-emitting chips required can be increased by one-third, theoretically enhancing resolution by up to four times, which implies that the cost of light-emitting chips for 4K Micro LED displays could be reduced to one-third of existing technologies [1] Group 2: Patent and Market Position - The company invests significant resources annually in the development of LED display technology and has accumulated hundreds of patents related to LED products, covering various aspects such as structure, packaging, substrate, pixel arrangement, control, and interaction [2] - With over twenty years of experience in LED integration packaging technology, display design, and intelligent control technology, the company has established a solid technological barrier through mastery of core processes like COB and pixel engine COB [2] - The company has developed a COB product ecosystem that caters to specialized, commercial, and household applications, addressing diverse customer needs and establishing a competitive advantage in the small-pitch display sector [2]

Group 1: Core Insights - Micro LED technology is focusing on optimizing manufacturing costs and exploring niche markets, with an estimated chip output value of $740 million by 2029 and a compound annual growth rate (CAGR) of 93% from 2024 to 2029 [1] Group 2: Large Display Cost Improvements - The current output value of Micro LED displays is primarily driven by large displays, with Samsung leading the market. Future development relies on key process breakthroughs and collaboration among Chinese chip manufacturers to enhance cost advantages [3] - The industry standard for Micro LED large displays is a resolution of 4K and above, with a current commercial pitch of 0.5mm. Continuous miniaturization and overcoming challenges related to low yield and seams are essential for differentiation from Mini LED products [3] Group 3: Transparent Display Development - Micro LED shows significant potential in transparent display applications, which can be categorized into direct display and micro-projection systems. The technology is ideal for high brightness and high transparency, making it suitable for public viewing scenarios [4] - The urgent need for the Micro LED industry is to expand market size for economic benefits, with non-display applications becoming a crucial avenue for growth. These applications include light communication, biotechnology in healthcare, and industrial production technologies like 3D printing [4]