Core Viewpoint - BOE Technology Group announced the investment in an 8.6-generation AMOLED production line to meet the demand for flexible AMOLED in the high-end medium-sized product sector, aiming to enhance its competitiveness in the semiconductor display industry [1] Investment and Production Timeline - The investment project will be officially announced in November 2023, with the groundbreaking completed by March 2024 and the topping out by September 2024 [1] - The process equipment will be moved in by May 20, 2025, four months ahead of schedule, marking the transition from construction to operational phase [1] - The production line is expected to achieve mass production by the end of 2026 [1] Market Positioning - The new production line will focus on high-end touch OLED displays for smart terminals such as laptops and tablets, allowing the company to align with international peers and capture high-end market share [1] - This initiative is expected to significantly accelerate the global OLED display industry's advancement into the medium-sized sector [1]

Core Viewpoint - BOE has launched a comprehensive OLED display solution for smart car cockpits during the 2025 International Display Week, featuring various applications such as anti-reflective LCE car OLED displays, switchable SPD central control OLED displays, and more. Group 1: OLED Display Solutions - The embedded anti-reflective LCE car OLED display measures 12.3 inches with a resolution of 720x1920 and a contrast ratio of 100,000:1, enhancing driving safety by preventing screen content from reflecting on the windshield [1]. - The switchable SPD car OLED display also measures 12.3 inches, with a resolution of 900x2400 and a contrast ratio of 100,000:1, featuring FMLOC touch functionality [3]. - The SPD display achieves a relative brightness of Ldecay@32°<1% and Ldecay@48°<0.5% in privacy mode, effectively preventing mutual influence between the driver and passenger displays [5]. Group 2: Additional OLED Applications - The 55-inch ultra-wide transparent OLED sunroof display has a transmittance rate of 46% and a resolution of 2K, incorporating touch control and dimming glass features [7]. - The 1.5-inch round OLED smart car key has a resolution of 466x466 and a pixel density of 310 PPI, providing real-time vehicle status information and enhancing user interaction [9]. - The electronic rearview mirror OLED display solution utilizes a camera-monitoring system with two 7-inch OLED screens, ensuring quick response times and improved visibility, even in adverse weather conditions [14]. Group 3: Innovative Features - The seat back OLED display system is based on a 15.6-inch OLED platform with a resolution of 2880x1800, integrating FMLOC touch functionality and enhancing rear-seat entertainment [16]. - The smart steering wheel employs advanced under-screen ultrasonic fingerprint technology, allowing user identity binding for personalized adjustments and safety reminders [18].

近日，三星显示、维信诺、和辉光电、清溢光电、深康佳、康宁、劲拓股份、华兴源创、天德 钰、合力泰、迈为股份相继披露2025年第一季度报告。 得益于旗舰智能手机Galaxy S25和高附加值产品的强劲销售，公司合并营收达79.14万亿韩元（约 人民币4024.87亿元），创下季度新高。尽管DS部门面临季度营收下滑的不利因素，但营业利润仍 增至6.7万亿韩元（约人民币340.15亿元）。 其中， 三星电子子公司三星显示第一季度综合营收为5.9万亿韩元（约人民币299.65亿元），营业 利润为0.5万亿韩元（约人民币25.31亿元） 。 移动显示业务方面，三星显示报告称，受季节性因素影响，利润环比下降。大尺寸显示业务的业 绩有所改善，主要得益于为主要客户推出新的QD-OLED显示器产品。 2025年第二季度，移动显示器业务在追求可折叠产品等新产品稳定供应的同时，对盈利前景持保 守预期。对于大尺寸显示器业务而言，由于即将推出的新产品，公司预计游戏显示器的需求将增 长。 2025年下半年，在市场不确定性日益增加的背景下，三星显示的目标是通过差异化的技术和产品 来提升移动显示器业务的销售额。在大尺寸显示器业务方面，三星显示 ...