1月5日，UDC宣布与深天马签署长期OLED材料供应及许可协议。 根据协议条款， UDC 将通过 其 爱尔兰 全资子公司，继续向 深 天马提供其专有 的 磷光OLED材料及前沿技术，以支持 深 天 马下一代OLED 面板 的研发与生产。 协议的具体细节和财务条款尚未对外披露。 UDC表示，这些协议巩固了公司与深天马之间的合作关系，彰显了双方共同致力于在全球范围内 推进OLED技术发展的承诺。 据悉，早在2016年，UDC和深天马便签订了多年期OLED专利许可和材料采购长期协议，两家企 业在OLED技术领域的战略合作正式开始。2021年12月，双方宣布延长长期OLED材料供应和许 可协议。彼时，深天马旗下的武汉第6代OLED产线处于高速爬坡阶段，而投资480亿元的厦门第6 代柔性OLED项目也已完成全面封顶。 资料显示，UDC是一家OLED技术与材料研发企业，在全球设有多家子公司和办事处，拥有超过 6500项专利，其核心高能效磷光OLED（PHOLED）材料是高性能OLED器件制造的关键组成部 分。 图片来源：UDC ▶ 关于集邦 财务数据显示，2025年前三季累计营收达4.777亿美元（约合人民币33.36亿 ...

这款33英寸柔性卷曲面板基于P-OLED技术打造，支持 局部区域以约3厘米半径进行弯曲卷收，结构设计灵感来 源于卷轴式移动设备。在车辆正常行驶时，屏幕可保持 较小显示区域，用于呈现导航等必要信息；当车辆进入 自动驾驶状态或处于停车状态时，屏幕则可展开至完整 的33英寸大屏形态，满足用户对信息获取及影音娱乐的 多样化需求。 另一款首次亮相的51英寸"柱到柱"OLED面板，实现了 从A柱延伸至另一侧A柱的横向贯穿布局，突破传统车载显示的空间限制，带来一体化的视觉体验。该 设计充分利用座舱前部横向空间，提升人机交互的整体感与科技氛围。 2026年1月5日，LG Display宣布将在即将举行的国际消 费电子展上推出多款专为汽车应用设计的先进OLED技 术产品。其中重点展示的包括一款33英寸柔性可卷曲 OLED面板和一款51英寸"柱到柱"超宽OLED显示屏。 这款33英寸柔性卷曲面板基于P-OLED技术打造，支持局部区域以约3厘米半径进行弯曲卷收，结构设 计灵感来源于卷轴式移动设备。在车辆正常行驶时，屏幕可保持较小显示区域，用于呈现导航等必要信 息；当车辆进入自动驾驶状态或处于停车状态时，屏幕则可展开至完整的33英寸 ...

Core Viewpoint - BOE has successfully lit up the first product of its 8.6-generation AMOLED production line five months ahead of schedule, marking a significant milestone in the project and indicating a key breakthrough in medium-sized OLED technology development and mass production preparation [2] Group 1 - The successful lighting of the first product signifies a major milestone following the early completion of the production line [2] - This achievement establishes a solid foundation for subsequent product mass production and delivery [2] - The project has transitioned from the "construction phase" to the "operational phase" [2]

Core Viewpoint - The article emphasizes the ongoing investments by major panel manufacturers in the OLED sector to maintain competitive advantages and enhance technological capabilities, with a significant focus on high-generation OLED production lines [1][6]. Investment Overview - In the past two years, the total planned investment by the three major domestic panel manufacturers amounts to approximately 178.6 billion yuan, covering OLED, LCD, MLED, and E-paper sectors [3]. - The investment breakdown shows that OLED investments account for 55% of the total, with significant projects in the 8.6-generation AMOLED and printed OLED production lines [6]. Company-Specific Investments - BOE (京东方) has focused its investments on the 8.6-generation AMOLED production line, with a total investment of 63 billion yuan, while also consolidating its leadership in the LCD sector [1]. - TCL Huaxing (TCL华星) is investing 29.5 billion yuan in an 8.6-generation printed OLED production line and 1.5 billion yuan in a pilot verification platform for printed OLED technology [1]. - HKC (惠科) plans to invest 3 billion yuan in a new OLED R&D upgrade project in Changsha, aimed at developing OLED materials and devices [1]. Sectoral Investment Focus - The investment in the LCD sector is primarily through mergers and acquisitions, which do not significantly increase overall LCD production capacity but rather facilitate capacity transfers among manufacturers [7]. - In the MLED sector, investments include both Mini LED backlight and direct display technologies, enhancing competitiveness and technological levels, particularly in the mid-size OLED market [8]. Future Outlook - The article anticipates continued investments in OLED technology, with a potential extension into upstream materials to ensure supply chain security [8].

Core Viewpoint - The company, Visionox, is advancing its investment in the Hefei 8.6 Generation Flexible Active Matrix Organic Light Emitting Diode (AMOLED) production line project, with a total investment of 550 billion yuan, aiming to enhance production capacity and efficiency in the display industry [1][2]. Group 1: Investment Details - On December 18, Visionox announced a capital contribution of 39.18 billion yuan for the second phase of the Hefei Guoxian project, resulting in a shareholding of 37.73% [1]. - The second phase capital contribution totals 94.43 billion yuan, with Hefei Jianxiang and Hefei Xincheng each contributing 27.625 billion yuan, holding 31.13% each [1]. - The total investment for the project is set at 550 billion yuan, with an initial registered capital of 20 billion yuan, where Hefei Jianxiang and Hefei Xincheng contribute 16 billion yuan (80%), and Visionox contributes 4 billion yuan (20%) [2]. Group 2: Project Specifications - The Hefei Guoxian project will cover an area of approximately 800,000 square meters, with a designed capacity of 32,000 glass substrates per month [3]. - This production line will be the world's first to utilize the ViP technology without Fine Metal Mask (FMM), targeting medium-sized applications such as tablets, laptops, and automotive displays [3]. - Construction is scheduled to begin in September 2024, with the main factory roof expected to be completed by August 2025 [3]. Group 3: Financial Implications - The funding for the investment will come from self-raised funds, specifically a new policy financial tool of 39.18 billion yuan applied for by the company [3]. - The project has a long construction cycle, and the registered capital will be injected in phases according to the project's progress, which is not expected to significantly impact the company's financial status or cash flow in the short term [3].

12月17日，韩媒Thelec报道， 苹果公司已就iMac （ 一体机电脑系列 ） OLED的研发事宜向三 星显示器和LG显示器发出信息征询书（RFI） 。 通常情况下，RFI是整机厂商在向零部件供应商发出正式报价请求书(RFQ)前，双方交换技术信息 的预备性文件。在此阶段，厂商会就产品开发所需的技术细节进行咨询，而产品具体规格尚未最 终确定。 据报道，苹果公司 近期 提出的iMac OLED 面板 规格要求是 尺寸为 24英寸，亮度为600尼特， 像素密度为218 PPI（每英寸像素数）。目前，市面上 在售的LCD iMac的主要规格包括500尼特 亮度和218 PPI。 据悉，这两家面板厂商将采用无精细金属掩模（FMM）的大尺寸OLED技术来开发iMac OLED。 在大尺寸OLED领域，三星显示器主推量子点(QD)-OLED技术，而LG显示器则专注于白色(W)- OLED技术。技术原理上，QD-OLED通过蓝色发光源经过量子点色转换层实现色彩呈现；而W- OLED则利用白色发光源经过红、绿、蓝、白（RGBW）彩色滤光片 来呈现颜色。 值得注意的是，苹果倾向于采用以RGB子像素为单位实现光影与色彩的RGB ...

证券日报网讯12月12日，维信诺（002387）在互动平台回答投资者提问时表示，公司与清华大学联合研 发的第四代pTSF(磷光辅助热活化敏化荧光)技术解决了OLED在高亮度下效率下降的难题，并大幅延长 了器件寿命，使其兼具荧光的高色纯度、高稳定性，以及磷光的高效率，且大幅降低昂贵金属的使用 量。该技术使终端用户体验大幅提升，有助于公司提升高端市场份额和市场竞争力，目前已经实现量产 商用，搭载于品牌终端的高端旗舰产品。该技术还属于业内率先突破，补齐了我国产业链关键短板，改 写了OLED核心材料长期由国外主导的产业格局。 ...

Core Insights - The article discusses the significant advancements in OLED technology, particularly the development of the fourth-generation pTSF technology by Visionox in collaboration with Tsinghua University, marking a shift from reliance on foreign materials to self-sufficiency in China [1][5]. Industry Developments - The pTSF technology addresses the "impossible triangle" in OLED materials, achieving high efficiency, long lifespan, and high color purity, which have been longstanding challenges in the industry [2][5]. - The introduction of pTSF technology is expected to enhance user experience by reducing power consumption by over 12% and increasing lifespan by 15%, while also expanding color gamut capabilities [5][6]. Technological Breakthroughs - The pTSF technology utilizes a unique energy transfer mechanism that improves the efficiency of OLED displays, allowing for a significant reduction in the use of expensive metals [2][3]. - The technology has successfully transitioned from laboratory development to mass production, with plans for commercial application in high-end products by 2025 [3][4]. Market Impact - The successful commercialization of pTSF technology is anticipated to reshape the OLED industry landscape, providing Chinese companies with complete intellectual property rights and a competitive edge in the global market [5][6]. - The advancement in OLED technology is expected to drive growth in various applications, including automotive displays and IT displays, which require higher brightness and longevity [5][6].

格隆汇11月28日丨维信诺(002387.SZ)在互动平台表示，公司叠层OLED技术已具备量产能力。 ...

（文章来源：证券日报） 证券日报网讯京东方Ａ11月26日在互动平台回答投资者提问时表示，OLED背板技术方面，公司采用 LTPS和LTPO技术；OLED器件部分，公司采用蒸镀技术，该技术已经在6代线得到很好的验证，所以技 术更为成熟，技术规格也更能满足平板、笔记本、车载等高端中尺寸产品。公司持续关注各技术方向的 发展情况，同时高度重视研发与储备，也具有相应的技术布局。 ...