在普惠化方面，由于TCL华星在建的8.6代OLED产线采用印刷工艺，有别于京东方、三星8.6代OLED产 线采用的传统蒸镀工艺，工艺制程简化，有理论成本优势。TCL华星5.5代印刷OLED产线正在做产品开 发，其印刷OLED屏将应用于主流笔记本电脑，价格向刚性OLED屏看齐，会助力更多普惠型OLED屏笔 记本电脑上市。 除了屏幕升级，芯片迭代也助推笔记本电脑升级。李亚妤说，英特尔、AMD今年CES都发布了采用2-3 纳米工艺的新一代芯片，芯片算力升级，将推动笔记本电脑算力从40 TOPS时代，进入50 TOPS时代。 未来三年，新一代CPU架构将会下沉到主流笔记本电脑的产品线，让其具备更多元的任务处理能力，多 应用场景将会融合。 随着更多OLED屏的应用、CPU更高算力的加持，2026年将是普惠性AI PC（个人电脑）推广的关键一 年。群智咨询总经理李亚琴预计，尽管有内存成本上涨的压力，但是全球笔记本电脑市场出货量2026年 仍有望同比持平，并将在2027年实现增长。 李亚妤进一步说，TCL华星、维信诺的8.6代OLED面板生产线预计分别将在2027年三季度和四季度量 产，会进一步助力OLED面板在笔记本电脑 ...

Core Insights - The CES event highlights the growing importance of display technology in consumer electronics, with a focus on the integration of AI and high-quality displays in smart cockpit solutions [2][5] - Chinese display manufacturers, particularly BOE, are emerging as leaders in the industry, with significant investments in R&D and a shift towards high-end technology rather than competing solely on price [2][5][6] Industry Trends - The market for smart cockpit displays is projected to grow to $18.3 billion by 2030, driven by consumer demand for high-quality displays in vehicles [2] - The competition among display manufacturers is intensifying, leading to price wars, but companies like BOE emphasize maintaining quality over reducing prices [6][7] Company Developments - BOE showcased its "HERO2.0 smart cockpit" at CES, featuring advanced Micro LED technology with 50,000 nits brightness and 115% NTSC color gamut, along with AI functionalities for enhanced user experience [3][5] - The company has invested over HKD 900 million in R&D for its automotive business over the past three years, indicating a strategic shift towards integrating AI and software with hardware [5][6] Strategic Focus - BOE aims to create an innovative ecosystem around high-value applications, focusing on the integration of AI and sustainable development in its product offerings [5][6] - The company is expanding its global presence, with operations in 16 countries and nearly 600 ecosystem partners, emphasizing the need for deeper integration into local markets [7]

Core Viewpoint - The CES 2026 showcased significant advancements in display technologies, particularly in the automotive display sector, with a strong emphasis on OLED and Micro LED technologies, indicating a competitive landscape among leading panel manufacturers [87]. Group 1: Automotive Display Innovations - Major panel companies focused on automotive displays, with OLED technology emerging as a preferred choice due to its lightweight, flexible, and high-quality characteristics [2]. - BOE introduced the "HERO 2.0 smart cockpit," featuring the world's first Micro LED PHUD with a brightness of 50,000 nits and AI capabilities for voice and gesture control [3][5]. - Deepinma showcased a 49.6-inch panoramic "Tianxuan" screen, integrating various cockpit functions into a single display with a peak brightness of 10,000 nits [10][12]. - TCL Huaxing presented the HVA Ultra P-HUD system, which includes three LCD screens with a brightness of 11,000 nits and a 7.5% transmittance rate [14][15]. - Visionox introduced a flexible AMOLED dual-curved display solution that can bend to save space when not in use [20]. Group 2: Display Technology Developments - BOE displayed two large Micro LED products, including a P0.9 ultra-thin HDR Micro LED integrated machine with a peak brightness of 2,000 nits and a contrast ratio of over 20,000:1 [38]. - Deepinma launched the world's first fully laser giant transfer 108-inch seamless Micro-LED screen with a peak brightness of 1,500 nits and a contrast ratio of 1,000,000:1 [40]. - TCL Huaxing introduced a 98-inch HVA Ultra television display with over 18,000 backlight partitions and a BT2020 coverage rate exceeding 96% [44]. - Visionox unveiled a "glare-free AMOLED laptop solution" that significantly reduces eye strain by minimizing environmental light reflection [50][51]. - LG Display presented an 83-inch WOLED TV panel with a peak brightness of 4,500 nits and 99.5% DCI color gamut coverage [76]. Group 3: Industry Trends and Future Outlook - The competition among panel manufacturers is intensifying, with companies like AUO and Innolux focusing on Micro LED technology, while TCL Huaxing and Hehui Optoelectronics are deepening their expertise in OLED [87]. - The display industry is expected to enter a new development phase as demand for automotive, commercial, and consumer electronics continues to evolve [88].

●随着该项目产能释放，"成都造"柔性显示屏预计将占全球市场20%以上、全国市场50%以上份额 ●预计将直接推动上下游超200家企业协同升级，覆盖玻璃基板、发光材料、蒸镀设备、驱动芯片等 关键环节 本报讯（四川日报全媒体记者 肖莹佩）2025年12月30日，国内首条、全球首批高世代AMOLED生 产线——京东方第8.6代AMOLED生产线项目首款产品在成都点亮，预计今年实现量产。该项目占 地约1400亩、总投资630亿元，是四川迄今投资体量最大的单体工业项目。 该项目设计产能每月3.2万片玻璃基板（尺寸2290毫米×2620毫米），主要生产笔记本电脑、平板电 脑等智能终端高端触控OLED显示屏。项目通过先进制备工艺，实现OLED屏幕更低功耗和更长使 用寿命；能大幅提升中尺寸OLED产品切割效率，降低生产成本，有效满足消费者对轻薄便携IT类 产品使用需求。 为保障项目高质高效推进，成都高新区组建电子信息重大项目服务专班，建立产业、建设、资金等 部门协同的"管家服务团"，全方位全生命周期提供水电气、仓库、物流等生产要素配套保障服务， 畅通省市协同，跨区域协作、多部门联动形成工作合力。项目落地，不仅标志着我国在高世代 ...

eLEAP是一种无需FMM即可通过 光刻 工艺对RGB子像素进行图案化的技术。JDI公司表示，应用 eLEAP技术有助于扩大 开口率（发光面积） ，使最大亮度翻倍，使用寿命延长三倍以上。维信诺 的ViP技术也采用了相同的原理，目前 该技术尚未实现量产。 报道指出 ，惠科目前正就两种技术方案进行评估：一种是"全切精细金属掩模（FMM）"工艺，另 一种是不使用FMM的"eLEAP"工艺。 FMM金属掩模 版 是一层 开有孔洞的 薄金属，用于在同一层上相邻沉积红色（R）、绿色（G） 和蓝色（B）子像素。由于掩模中心会因重量和热而下垂，因此业界通常采用半切割工艺，即在 TFT工艺完成后将 玻璃基板 切成两半，然后再 蒸镀 有机材料。 与半切工艺不同， 全切割金属 掩模（FMM）工艺 在 薄膜晶体管（TFT）工艺完成后不会将 玻璃基板切半 。 12月 30日， 韩媒Thelec报道称，惠科 正考虑在中国四川省绵阳市建设一条第 6 代OLED生产 线。据悉，该公司已于今年上半年向政府提交了审批申请，但当时并未披露所采用的具体技术。 报道称，惠科 的目标市场是OLED IT产品市场。 惠科 正在探索进入第 6 代OLED市 ...

Core Viewpoint - BOE (京东方) has successfully lit up the first product from China's first 8.6-generation AMOLED production line five months ahead of schedule, marking a significant milestone in its production capabilities and technology advancement [1][4]. Group 1: Production Line Details - The total investment for the 8.6-generation AMOLED production line is 63 billion yuan, with a designed capacity of 32,000 glass substrates per month, focusing on high-end touch OLED displays for laptops and tablets [4]. - The production line utilizes FMM product technology compatible with flexible OLED and Hybrid OLED, offering advantages in yield, production efficiency, product quality, and luminous efficiency compared to other technologies [4]. - The OLED screens produced will feature lower power consumption and longer lifespan due to the use of low-temperature polycrystalline silicon oxide (LTPO) backplane technology and Tandem stacked light-emitting device fabrication processes [4]. Group 2: Milestones and Future Plans - Since its commencement in 2024, the production line has achieved significant breakthroughs, with the first batch of equipment arriving four months ahead of schedule in May 2025, setting a record for high-generation production line construction [4]. - The first product was lit up five months ahead of schedule, marking a key step towards mass production operations expected in 2026 [4]. - Starting in May next year, BOE plans to begin mass production of the 8.6-generation OLED panels for laptops, with clients including Acer and ASUS, although specific supply volumes have not yet been disclosed [4]. Group 3: Existing Production Capacity - BOE has already established three 6th-generation flexible AMOLED production lines in Chengdu, Chongqing, and Mianyang, with a cumulative shipment of over 500 million OLED displays [5]. - With the lighting of the first 8.6-generation AMOLED production line and upcoming mass production, BOE will operate four AMOLED production lines, reinforcing its leading position in OLED capacity and production technology [5].

12月26日，TCL科技集团股份有限公司正式对外发布公告，披露了其子公司TCL华星光电技术有 限公司在第8.6代印刷OLED生产线项目（即"t8项目"）上的最新进展。 根据公告披露，TCL华星目前已与国资方股东签署了《增资协议》，协议核心确立了t8项目主体 公司——广州华星光电印刷显示技术有限公司的注册资本规模及股权结构。 项目公司的注册资本总额定为177亿元人民币，其中，TCL华星作为主要产业推动方，以货币资金 出资67.2亿元。国开新型政策性金融工具有限公司提供了强有力的资金支持，以货币资金出资65 亿元。 此外，广州地方国资背景的广州城发星印投资合伙企业（有限合伙）与广州黄埔开投智星创业投 资基金合伙企业（有限合伙）分别以货币资金出资22.4亿元。各方已明确承诺，将在2026年12月 31日前完成实缴出资。 【集邦Display显示产业交流群】 后续，项目公司将按交易协议向市场监督管理局申请办理相应的工商变更登记手续。 资料显示，TCL华星t8项目总投资295亿元，由TCL华星与广州市人民政府、广州经济技术开发区 管理委员会共同出资建设。t8项目设计月加工玻璃基板（2290mm×2620mm）能力约2. ...

Group 1 - SeeYA Technology's IPO application has been approved by the Shanghai Stock Exchange, aiming to raise 2.015 billion RMB for expanding its OLEDoS display production line and R&D center [1] - The demand for OLEDoS micro-displays in AR, VR, and MR devices is expected to reach 31.5 million units by 2030, with a compound annual growth rate (CAGR) of 81% from 2025 to 2030 [1] Group 2 - The listing of SeeYA marks a shift in the OLEDoS supply landscape, breaking Sony's previous monopoly and fostering a local supply chain with companies like BOE, Hitec, and Aled, which could enhance price competition and technology penetration in AR/VR/MR products [3] - OLEDoS is projected to capture nearly 60% of the global VR/MR market share by 2030, driven by advancements in cost and technology compared to current mainstream LCD and glass OLED technologies [3] - In the AR glasses sector, OLEDoS-equipped products are expected to maintain over 20% market share by 2030, thanks to superior image quality and a robust supply chain, despite the trend towards lightweight designs and auxiliary information integration [3]

2025年3月3日，美国国际贸易委员会（ITC）投票决定对特定用于液晶显示器的玻璃基板及其下游产品 和制造此类基板的方法II（Certain Glass Substrates for Liquid Crystal Displays, Products Containing the Same, and Methods for Manufacturing the Same II）启动337调查（调查编码：337-TA-1441）。 2025年9月30日，美国国际贸易委员会（ITC）发布终裁：对本案行政法官于2025年7月15日作出的初裁 （No.28）不予复审，即基于和解，终止本案对列名被告美国VIZIO, Inc. of Irvine, CA的调查。 2025年8月6日，美国国际贸易委员会（ITC）发布终裁：对本案行政法官于2025年7月15日作出的初裁 （No.24）不予复审，即基于和解，终止本案对列名被告中国广东HKC Corporation Ltd. of China惠科股 份有限公司、中国香港HKC Overseas Ltd. of China的调查。 据中国贸易救济信息网消息，2025年12月23日， ...

12月19日，华显光电宣布与TCL华星光电订立研发服务主协议。 根据协议，华显光电集团成员公 司可根据实际业务需求，全权酌情向TCL华星光电集团成员公司提出研发服务需求。 资料显示，华显光电为TCL科技实际控股公司，其 主要业务包括供电脑及手机使用的液晶显示器 (LCD)模组及薄膜晶体管液晶显示屏(TFT-LCD)等平板显示产品的制造及销售。 华显光电表示，LCD模组的研发为公司主要业务之一,为配合LCD模组行业的快速技术发展,研发对 维持本集团业务的竞争力至关重要。 为深化业务合作关系并吸引更多终端客户，公司致力于提升产能与研发实力，以满足更多终端客 户的技术规格要求，从而获得该等终端客户的订单。 鉴于华显光电与TCL华星光电多年来建立的紧密合作关系，TCL华星光电熟悉公司的业务需求。此 外，由于公司的许多LCD产品均使用由TCL华星光电制造及供应的原材料及面板，董事认为TCL 华星光电能够为公司提供适当协助及合适的研发服务，因此与TCL华星光电订立研发服务主协议 将促进华显光电未来业务发展。（来源：华显光电、集邦Display整理） 研发服务过程中产生的任何发明、发现、作品及/或最终产品所涉及的全部知识产 ...