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，AMOLED的技术特性将能够赋能 高端笔记本电脑、高端平板电脑、高端车载等产品，为用户带来更好的使用体验。公司看好AMOLED 技术在相关领域的发展，深度剖析行业发展和客户需求，投资建设了成都8.6代AMOLED生产线，作为 全球首批8.6代生产线，该产线量产后将能够进一步推动AMOLED技术在高端中尺寸产品中的渗透提 升。 （文章来源：证券日报） ...

图片来源：中国光谷 【集邦Display显示产业交流群】 据"中国光谷"微信公众号消息，TCL华星光电技术有限公司（以下简称"TCL华星"）与东湖高新 区签约，建设印刷OLED中试验证平台项目。项目将投资约15亿元，建设周期为2025年至2028 年，将进一步提升我国在新型显示领域的自主创新能力和全球竞争力。 此次签约的印刷OLED中试验证平台项目计划在原5.5代印刷OLED试产线基础上，将月产能从 3000大片提升至9000大片，并重点开展上游材料、设备等关键环节的中试验证，助力印刷OLED 加速产业化突破并构建完善的产业生态。 据了解，TCL华星已在武汉布局多个项目。2014年，TCL华星落户光谷智能制造产业园，建设国 内首条第6代LTPS显示面板生产线；2017年，公司第6代柔性AMOLED产线在光谷动工建设； 2021年，TCL华星在光谷追加建设一条第6代LCD面板产线；2024年，公司的第5.5代印刷OLED 显示面板试产线项目签约落地光谷。目前，该印刷OLED面板产线的医疗显示产品已稳定出货，并 正向NB、MNT客户推广，预计明年上半年实现量产。 消息称，自2014年落户以来，TCL华星持续深耕光 ...

11月25日，据"中国光谷"微信公众号消息，武汉东湖高新区与TCL华星光电技术有限公司于近日签约， 建设印刷OLED中试验证平台项目。此次签约的印刷OLED中试验证平台项目计划在原5.5代印刷OLED 试产线基础上，将月产能从3000大片提升至9000大片，并重点开展上游材料、设备等关键环节的中试验 证。项目将投资约15亿元，建设周期为2025年至2028年。 ...

证券日报网讯 京东方A11月24日发布公告，在公司回答调研者提问时表示，公司在OLED领域的技术路 线选择LTPO背板，该技术已在六代线实现成熟验证，并获得客户认可，具备技术成功性和市场可行 性。此技术可支持高端移动产品（如平板、笔记本）及车载显示等高要求应用场景，在触控功能、 LTPO性能等方面具备全面能力，定位明确为高端市场。从高端IT产品（显示器+平板+笔记本）对 OLED的需求折算成LCD等效产能，其渗透率仍不足10%，因此中长期来看产能供给对市场影响较小。 ...

全球透明LED显示屏行业现状动态与竞争策略分析报告2026年版 【全新修订】：2025年11月 【出版机构】：鸿晟信合研究院 【内容部分有删减·详细可参鸿晟信合研究院出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 报告目录 1 统计范围及所属行业 1.1 产品定义 1.2 所属行业 1.3 产品分类，按产品类型 1.3.1 按产品类型细分，全球透明LED显示屏市场规模2020 VS 2024 VS 2031 1.3.2 低于4000尼特 1.3.3 4000到5000尼特 1.3.4 高于5000尼特 1.4 产品分类，按应用 1.4.1 按应用细分，全球透明LED显示屏市场规模2020 VS 2024 VS 2031 1.4.2 零售店 1.4.3 购物中心 1.4.4 汽车陈列室 1.4.5 珠宝店 1.4.6 飞机场 1.4.7 其他 1.5 行业发展现状分析 1.5.1 透明LED显示屏行业发展总体概况 1.5.2 透明LED显示屏行业发展主要特点 1.5.3 透明LED显示屏行业发展影响因素 1.5.3.1 透明LED显示屏有利因素 1.5.3.2 透明LED显示屏不 ...

Core Viewpoint - The article emphasizes the significant potential of Micro-LED technology in the display industry, highlighting its advancements and the collaborative efforts of companies like Tianma Microelectronics to drive its commercialization and application across various sectors [2][6][16]. Group 1: Micro-LED Technology Development - Micro-LED is regarded as the ultimate display technology, with Tianma leading the charge in its development for large-size displays, automotive displays, transparent displays, wearables, and AR applications [2][5]. - At the TIC 2025 conference, Tianma unveiled the world's first 108-inch 4K Micro-LED seamless display, showcasing its high brightness, contrast, low reflectivity, and seamless splicing capabilities [5][8]. - The cost reduction and yield improvement of Micro-LED technology are critical for its market expansion, with a reported price drop of over 50% for 6-inch RGB Micro-LED chips in the past two to three years [6][9]. Group 2: Technical Challenges and Solutions - Despite the advancements, challenges such as reduced external quantum efficiency (EQE) and lower yield due to chip size reduction persist, but upstream companies are actively addressing these issues [9][10]. - Tianma is developing technologies like mixed BIN and De-mura algorithms to enhance chip uniformity to over 90%, thereby reducing costs [9][10]. - Various manufacturing techniques, including laser mass transfer and high-precision seamless splicing, are being optimized to improve the cost and yield of Micro-LED displays [10][12]. Group 3: Automotive Display Opportunities - Tianma is focusing on automotive displays as a key area for Micro-LED technology, having already developed several transparent display products tailored for automotive environments [12][13]. - The compatibility of Micro-LED technology with automotive displays is highlighted by its deformability, efficiency, and durability, which opens up numerous application opportunities [13][15]. - Tianma successfully demonstrated a 7-inch Micro-LED automotive standard product, accelerating the penetration of Micro-LED technology in the automotive sector [15][16]. Group 4: Future Prospects and Investments - The potential applications of Micro-LED technology are vast, extending to smartwatches, AR glasses, automotive headlights, and optical communications, which could significantly enhance its market value [16][17]. - Tianma has invested 1.1 billion yuan to establish a fully automated G3.5 generation mass transfer production line, expected to achieve full-process integration by the end of 2024 and begin small-scale production in 2025 [16][17]. - The company is optimistic about the future of Micro-LED technology, viewing 2026 as a pivotal year for its development and mass production [17].

Core Viewpoint - The company provides detailed information about its production lines and investment in AMOLED technology, highlighting its focus on various applications such as smart wearables, smartphones, and other emerging markets [1] Production Lines - The company controls the Kunshan 5.5-generation AMOLED production line, which primarily supplies AMOLED screens for smart wearables, smartphones, smart home devices, smart imaging, and gaming entertainment [1] - The company also controls the Gu'an 6-generation AMOLED production line, mainly producing flexible AMOLED screens for smart wearables and smartphones [1] - The company has a stake in the Hefei 6-generation AMOLED production line, which focuses on high-end AMOLED screens for smart wearables, smartphones, foldable phones, IT, and automotive displays [1] - The company is involved in the investment of the 8.6-generation AMOLED production line, targeting the rapidly growing mid-size market [1] Investment Information - The company encourages investors to refer to previous announcements for detailed investment information regarding each production line [1]

全球显示产业正在经历新一轮技术更迭。随着移动终端、AI PC、高端显示器迈向高分辨率、低功耗、广色域的新阶段，核心显示技术OLED 的渗透率不断提升。 其中，印刷OLED，这一长期被视作未来技术的路线，正在由中国企业率先实现技术突破与产线落地。 在今年的TCL华星全球显示生态大会（DTC2025）上，TCL华星展出了全球首款Real Stripe RGB OLED手机屏，采用高精度OLED打印技术， 实现390PPI的分辨率突破，宣告印刷OLED在中尺寸应用之后，正在向小尺寸迈出关键一步。 正如TCL科技高级副总裁、TCL华星首席执行官赵军所说："印刷OLED是目前市场上唯一一个能覆盖从小尺寸手机到65、75英寸大尺寸TV的 技术。"在OLED产业全球竞争格局加速变化、国内高世代OLED产线密集推动的背景下，印刷OLED不仅是一条技术路线的崛起，更是中国显 示产业链从"补短板"迈向"领跑未来"的突破口。 TCL华星印刷OLED中心长曹蔚然告诉21世纪经济报道记者："相关数据显示，中国企业OLED的全球占比已经突破46%，接近50%。第三方机 构预测，中国有三家企业的高世代OLED线先后投产，在2027、202 ...

21世纪经济报道记者倪雨晴 苏州、深圳报道 全球显示产业正在经历新一轮技术更迭。随着移动终端、AI PC、高端显示器迈向高分辨率、低功耗、 广色域的新阶段，核心显示技术OLED的渗透率不断提升。 其中，印刷OLED，这一长期被视作未来技术的路线，正在由中国企业率先实现技术突破与产线落地。 在今年的TCL华星全球显示生态大会（DTC2025）上，TCL华星展出了全球首款Real Stripe RGB OLED 手机屏，采用高精度OLED打印技术，实现390PPI的分辨率突破，宣告印刷OLED在中尺寸应用之后， 正在向小尺寸迈出关键一步。 正如TCL科技高级副总裁、TCL华星首席执行官赵军所说："印刷OLED是目前市场上唯一一个能覆盖从 小尺寸手机到65、75英寸大尺寸TV的技术。" 在OLED产业全球竞争格局加速变化、国内高世代OLED 产线密集推动的背景下，印刷OLED不仅是一条技术路线的崛起，更是中国显示产业链从"补短板"迈 向"领跑未来"的突破口。 （TCL科技高级副总裁、TCL华星首席执行官赵军，图源：TCL科技） TCL华星印刷OLED中心长曹蔚然告诉21世纪经济报道记者："相关数据显示，中国企业OL ...

Core Insights - The global IT OLED shipment is projected to grow from 24 million units in 2025 to 53 million units by 2029, indicating a structural growth phase in the next four years [1] - Samsung Display is expected to maintain over 60% market share as the largest producer of OLED panels for laptops, tablets, and monitors, with competitors like LG Display, EverDisplay, BOE, and Visionox following closely [1] Group 1: Market Trends - IT OLED products primarily utilize medium to large panels, necessitating production lines that maximize panel utilization based on large substrates [2] - Major terminal manufacturers, particularly Apple, are rapidly increasing the OLED share in their IT product lines, prompting panel manufacturers to prioritize investments in 8.6G OLED production lines [2] Group 2: Investment and Competition - Samsung Display announced an investment of approximately 4 trillion KRW in April 2023 for the construction of an 8.6G OLED production line, with other companies like BOE, Visionox, and TCL CSOT following suit [2] - Tianma Microelectronics is also exploring investments in 8.6G OLED production lines, highlighting a shift in the OLED market focus from smartphones to laptops, tablets, and monitors [2] Group 3: Technological Advancements - As the market expands, the technical requirements for IT OLED are evolving, with longer replacement cycles and higher white screen usage leading to burn-in issues [3] - The 2 Stack Tandem OLED structure, characterized by long lifespan, high brightness, and efficiency, is becoming a critical evaluation metric [3] - Samsung Display is focusing on Apple as a core customer for OLED panels for MacBook Pro, while Chinese manufacturers are targeting the broader market for laptops, tablets, and smartphones [3]