近日，必联网披露了多条《8.6代有源矩阵有机发光显示器件生产线项目中标结果公告》。公告显 示，由维信诺与合肥市共同出资设立的合肥国显科技有限公司（下文简称"合肥国显"），为其8.6 代AMOLED生产线项目采购了多款核心设备。 其中，应用材料新加坡公司（Applied Materials South East Asia Pte. Ltd.）中标了蒸镀机、磁 控溅射机和等离子体加强气相沉积设备，而产线所需的曝光机则由日本佳能株式会社中标。 据悉，该条8.6代线是全球首条采用无FMM（精细金属掩膜）光刻工艺的AMOLED生产线，项目 总投资高达550亿元人民币。其核心技术为维信诺自主研发的ViP（Visionox intelligent Pixelization）技术。 ViP技术通过半导体光刻工艺，摒弃FMM（精细金属掩模版），可实现更精密的AMOLED像素， 消除了传统OLED工艺对显示屏尺寸、分辨率及其他屏体性能的限制。 需要注意的是，虽然ViP技术摆脱了传统FMM，但通过光刻工艺实现像素化之前，仍需先进行整面 蒸镀，即将有机发光材料均匀地蒸镀到基板表面，再通过曝光、刻蚀等工艺形成像素图案，因此蒸 镀仍是V ...

大纲： 1. 全球LCD TV面板出货量季度、月度变化情况及预测 期数： 2025年9月刊 分类： 会员服务—TV市场月度市场发展趋势概况 主题： 国补政策与旺季备货双轮驱动，2025年三季度LCD TV面板出货量预计同比增长5.1% 概要： 内容涵盖全球LCD TV面板的出货量、出货面积以及各大面板厂出货量、出货面积排名情 况，具体分析了全球LCD TV面板月度出货量的变化情况以及各大面板厂主流尺寸的出货量、出 货面积占比情况。 2. 09'24~09'25(E) LCD TV面板价格月度变化趋势 3. 2024~2025年"以旧换新"国补政策相关时间线 4. Q3'24(E)全球LCD TV面板出货量、出货面积排名及同比情况 5.Q1'24~Q3'25(E) BOE LCD TV面板分尺寸出货量、出货面积占比情况 6. Q1'24~Q3'25(E) CSOT LCD TV面板分尺寸出货量、出货面积占比情况 7. Q1'24~Q3'25(E) HKC LCD TV面板分尺寸出货量、出货面积占比情况 8. Q1'24~Q3'25(E) I n nol u x LCD TV面板分尺寸出货量、出货面积占比情况 9 ...

Core Insights - The large-area display market is expected to see a 2.8% year-over-year increase in unit shipments in 2025, despite declines in the TV and monitor segments [1] Group 1: Market Performance - The growth in large-area display shipments is primarily driven by strong demand for mobile PC displays, particularly for notebooks and tablets [1] - The decline in the TV and monitor markets is offset by the performance of mobile PC displays [1]

（MSI）、冠捷（AOC）和泰坦军团（TITAN ARMY）开始发售27吋2K 500Hz QD-OLED显示 器。冠捷（AOC）的产品售价为4,999元，定价较为积极，属于价格最低的500Hz产品。 显示器品牌在积极推动OLED显示器的发展，为了给消费者提供更多的选择，几乎每个月都有新的 产品发售。 据集邦Display观察，2025年9月，部分显示器品牌开始发售27吋2K 280Hz和500Hz QD-OLED 显示器。 外星人（Alienware）开始发售27吋2K 280Hz QD-OLED显示器，售价5,649元。微星 在应用领域方面 ，OLED显示器目前主要应用在电竞领域，未来，可能会出现适合内容创作者的 产品，OLED显示器的应用领域将逐步扩大。 在面板供应方面，OLED显示器面板目前主要由韩国的面板厂供应，未来， 随着 OLED显示器市 场的蓬勃发展，可能会吸引更多的面板厂加入OLED显示器面板供应的行列。 除了QD-OLED显示器之外，W-OLED显示器也有新的产品发售。2025年9月，LG电子（LGE） 发售34吋W-OLED显示器新品，华硕（ASUS）发售32吋W-OLED显示器新品。 ...

Group 1 - TrendForce's latest survey indicates that demand for LCD TV panels is expected to slow down by Q4 2025, prompting major manufacturers like BOE, CSOT, and HKC to implement production breaks during China's National Day holiday [1][2] - The estimated production utilization rate for October is projected to decrease by six percentage points from the manufacturers' August plans, dropping to 79% [1] - The holiday strategy is aimed at maintaining low inventory levels before the end of October and reducing operational costs [1] Group 2 - BOE, CSOT, and Sharp plan to take a production break of five to seven days for their 10.5-generation production lines during the holiday, with an estimated utilization rate of around 74% for October [2] - HKC's main production lines are expected to implement a five-day holiday, leading to an estimated utilization rate of approximately 77.5% for the 8.6-generation panels [2] - Demand for October is supported by preparations for the Double 11 shopping festival, but is still expected to decrease by 4.8% compared to September, prompting manufacturers to control production to alleviate potential supply-demand pressure [2]

Summary of Kopin Corporate Update Call - September 15, 2025 Company Overview - **Company**: Kopin Corporation (NasdaqCM: KOPN) - **Industry**: Defense Technology, specifically focusing on micro LED displays for soldier-worn systems Key Points and Arguments 1. **Major Contract Award**: Kopin has been awarded a significant contract from the U.S. Army under the Industrial Base Analysis and Sustainment (IBAS) program, marking a transformative milestone for the company [4][5][6] 2. **Product Development**: The contract accelerates the development of ultra-bright, full-color, low-power micro LED microdisplays tailored for augmented reality applications for soldiers, enhancing clarity and reliability in combat conditions [5][6] 3. **Funding and Manufacturing**: The contract includes funding for domestic manufacturing capabilities, which will support facilities, equipment, and workforce training, establishing Kopin as a key onshore manufacturer for these displays [6][8] 4. **Market Positioning**: Kopin is positioned as a foundational partner in the modernization of U.S. military technology, with over 400,000 defense vision systems already deployed [6][8] 5. **Revenue Potential**: Expected production volumes range from 80,000 to 120,000 systems for headsets, translating to potential revenue between $350 million and $500 million depending on volume [14][17] 6. **Collaboration with Army**: Kopin is co-developing the microdisplay technology with the Army, which enhances the likelihood of success in securing additional contracts within the Soldier Borne Mission Command (SBMC) program [16][20] 7. **Technological Challenges**: The development of the microdisplay presents significant technical challenges, particularly in achieving stability and yield for full-color micro LEDs [35][36] 8. **Competitive Landscape**: The U.S. Army recognizes the need to catch up with adversaries, particularly China, which has heavily invested in color micro LED technology for military applications [39][40] Additional Important Content - **Strategic Partnerships**: Kopin's partnership with Theon International positions the company to support NATO and other international defense initiatives [9] - **Future Investments**: Anticipated investments from the IVAS program office could reach tens of millions of dollars for onshore manufacturing capabilities in 2026 and beyond [25][26] - **Long-term Vision**: The contract and associated developments are seen as a defining moment for Kopin, transitioning the company from a display supplier to a strategic asset within the U.S. defense innovation ecosystem [8][9]

Core Viewpoint - TCL Huaxing has officially announced the mass production of Mini LED COB direct display products, marking a significant step in enhancing its display technology portfolio, which includes LCD, OLED, and MLED [2][7]. Group 1: Product Details - The first mass-produced product is the P1.2 Mini LED COB display screen, featuring a large panel design with adjustable brightness ranging from 0 to 800 nits and a high contrast ratio of 5000:1, suitable for various applications such as meetings, command centers, and security monitoring [3]. - The product has undergone rigorous testing, including impact resistance and high-temperature water exposure, demonstrating superior durability compared to traditional SMD screens. Its chip-level armor packaging technology conceals solder points within the substrate, enhancing overall reliability and lifespan [3]. - The COB display's high contrast performance allows it to present 0.01 lumens of micro-light on a pure black background, improving detail restoration in nighttime monitoring. Its modular design supports arbitrary cutting and splicing, providing flexibility for large display system setups [3]. Group 2: Market Position and Future Prospects - MLED is TCL Huaxing's third display technology route following LCD and OLED, with the project officially launched in July 2024. The company expedited equipment installation, debugging, and technical validation, achieving mass production 15 days ahead of schedule [7]. - As a major player in the panel industry, TCL Huaxing's entry into the LED display market is expected to accelerate the adoption of COB technology, intensify market competition, and reshape the industry chain ecosystem [7]. - In 2023, TCL Huaxing has been actively advancing in the MLED technology field, launching multiple products and expanding applications. Notably, it has supplied three 11.98-inch Mini LED screens for Xiaomi's YU7 automotive display and introduced low-power, high-efficiency Mini LED products for VR and XR applications [7].

Group 1 - TCL Technology Group announced a project cooperation agreement with the Guangzhou Municipal Government and the Guangzhou Economic and Technological Development Zone Management Committee to build the world's first 8.6-generation printed OLED production line in Guangzhou, with a total investment of approximately 29.5 billion yuan, scheduled to start construction in November 2025 [1] - The t8 project is designed to process approximately 22,500 glass substrates per month, focusing on high-end display products such as large-size flat panels, laptops, and monitors, marking a significant milestone for China's display industry in the high-generation AMOLED field [1] - TCL Huaxing has over 10 years of experience in the OLED field, holding more than 9,700 OLED patents, including over 1,200 printed OLED patents, covering the entire chain of design, materials, processes, and equipment [1] Group 2 - The global new display market is stabilizing, with emerging growth points in foldable screens and automotive displays, leading to OLED becoming a mainstream high-end technology [2] - According to market research firm Omdia, the global AMOLED panel shipment share is expected to reach 27% in 2024 and increase to 35% by 2030, indicating a growing market for OLED technology [2] - The construction of the t8 project will help TCL Huaxing seize strategic advantages in the global new display industry and enhance China's international influence in high-end manufacturing [2]

Core Insights - HKC Group makes its European debut at IFA 2025, showcasing innovation across its three brands: HKC, KOORUI, and ANTGAMER [1] - Each brand unveils breakthrough products, emphasizing HKC's commitment to the European market [1] HKC Brand Highlights - HKC introduces the G32M12Max, a 32-inch UHD Mini LED display with over 10,000 local dimming zones, 2100 nits peak brightness, and HDR1400 certification, surpassing mainstream competitors [2] - The G32M12Max features a 240Hz refresh rate, 99% DCI-P3 color coverage, HDMI 2.1, DP 1.4, and 90W USB-C, catering to gamers and creators [2] KOORUI Brand Highlights - KOORUI presents the S4941XO, a 49-inch QD-OLED curved ultra-wide monitor with a 32:9 aspect ratio, 5120×1440 resolution, and 240Hz refresh rate [3] - The S4941XO offers 0.03ms response time, HDR visuals, 98% DCI-P3 coverage, and 10-bit depth, ideal for immersive play and multitasking [3] ANTGAMER Brand Highlights - ANTGAMER unveils the ANT257PF, the world's first mass-produced 750Hz esports monitor, designed for professional tournaments [4] - ANTGAMER also introduces the ANT275ZQE, a 27-inch OLED gaming monitor with dual-mode performance—QHD at 540Hz or HD at 720Hz, featuring DisplayHDR True Black 500 certification [5] Strategic Positioning - By showcasing its three brands together, HKC signals readiness to collaborate with European distributors, retailers, and users [6] - Live demos and hands-on sessions are available at Booth H23-109, with press resources and giveaways for accredited media [6] Company Overview - HKC Group is a global leader in display technology, focusing on advanced R&D, large-scale production, and multi-brand operations [7] - The group aims to deliver innovative monitors for diverse users worldwide, making high-performance displays more accessible [7]

Core Viewpoint - The article discusses the advancements in W-OLED technology, highlighting the launch and specifications of the fourth generation W-OLED displays by LGD and GIGABYTE, aimed at enhancing consumer experience and extending the lifespan of monitors [1][3]. Group 1: Product Launch and Specifications - LGD launched the fourth generation W-OLED panels in January 2025 and began mass production by June 2025, with LG Electronics and GIGABYTE releasing their displays in August 2025 [1]. - Both LG Electronics and GIGABYTE's fourth generation W-OLED displays feature a size of 27 inches, a resolution of 2560x1440, a refresh rate of 280Hz, a peak brightness of 1,500 nits, and a color gamut of 99.5% DCI-P3 [2][3]. Group 2: Pricing and Technology - LG Electronics priced its display at 4,599 yuan, while GIGABYTE's display is priced at 2,899 yuan, indicating a competitive pricing strategy from GIGABYTE [3]. - The fourth generation W-OLED panels utilize LGD's proprietary Primary RGB Tandem technology, which features a four-layer stacked structure (B/G/B/R) to enhance brightness and reduce power consumption, achieving a peak brightness of 1,500 nits and a color gamut of 99.5% DCI-P3, the highest among current OLED displays [3]. Group 3: Market Trends and Projections - TrendForce forecasts that OLED monitor shipments will reach 2.66 million units in 2025, representing an 86% year-on-year increase, with an expected penetration rate of approximately 2% in the overall monitor market [5]. - The article notes that the introduction of 280Hz products in the W-OLED segment addresses the previous lack of such offerings, with multiple brands actively promoting 27-inch 280Hz QD-OLED products [4].