Core Viewpoint - The strategic cooperation between Chenxian Optoelectronics and Qingdao Haier Multimedia aims to enhance the application of TFT-based Micro-LED technology in the commercial display market, focusing on high-end commercial display solutions [1][3]. Group 1: Strategic Cooperation Details - Chenxian Optoelectronics and Qingdao Haier Multimedia signed a strategic cooperation agreement to collaborate in the LED commercial display sector [1]. - The partnership will focus on developing customized LED display products over the next three years, enhancing Haier's competitiveness and product diversity in the commercial display field [3]. - The cooperation will establish a regular strategic communication mechanism based on principles of resource sharing, complementary advantages, and win-win cooperation [3]. Group 2: Company Backgrounds - Qingdao Haier Multimedia is a subsidiary of Haier Group, specializing in digital media and smart home appliances, and is expanding into new business models that integrate "smart display + scenario" [3]. - Chenxian Optoelectronics specializes in Micro-LED display technology and has developed several innovative Micro-LED products, including a 135-inch P0.7 TFT-based Micro-LED splicing screen and an 88-inch P0.5 TFT-based Micro-LED splicing screen [3]. Group 3: Future Developments - The collaboration will also explore joint development and market expansion in the Micro-LED television sector, focusing on home theater, professional display, and ultra-high-definition audio-visual scenarios [4].

6月20日，天马微电子宣布，公司为近期新上市的星纪元ET露营版、2026款零跑C16两款车型供 应车用显示屏。 具体来看，星纪元ET露营版配备了由天马微电子供应的10.25英寸全液晶仪表盘，而2026款零跑 C16则搭载了14.6英寸2.5K悬浮式中控屏与10.25英寸全液晶仪表盘的组合。 图片来源：EXEEO星途、零跑 值得一提的是，从今年年初以来，天马微电子已"认领"多款车载显示屏。 | 车型 | 产品 | | --- | --- | | 星纪元ET露营版 | 10.25英寸全液晶仪表 | | 2026款零跑C16 | 14.6英寸中控屏 + 10.25英寸全液晶仪表 | | 小鹏G7 | 15.6英寸悬浮中控屏 | | 广汽昊铂概念车("EARTH 大地" | OLED动态冷弯屏幕 | | 二代哈弗枭龙MAX | 12.3英寸全液晶仪表和14.6英寸中控屏 | | 2025款小鹏X9 | 集邦D splay10.25英寸仪表和17.3英寸中控 | | 2025款小鹏G6 | 15.6英寸中控屏 | 其中，2025款小鹏X9采用的10.25 英寸液晶仪表盘，分辨率为1920x720，画面显示清晰。在亮 度 ...

Core Viewpoint - The naked-eye 3D technology has achieved significant breakthroughs in optical technology, dynamic eye-tracking systems, and artificial intelligence algorithms, leading to its rapid commercialization and widespread application across various sectors such as advertising, creative design, medical imaging, education, and digital entertainment [1][16]. Industry Overview - Naked-eye 3D displays utilize the parallax effect of human vision to create realistic three-dimensional images without the need for auxiliary devices [3]. - The industry consists of four components: 3D display terminals, playback software, production software, and application technology, integrating various high-tech fields [3]. Market Growth - The Chinese naked-eye 3D display market is projected to reach approximately 2.991 billion yuan in 2024, with an expected growth to 9.555 billion yuan by 2033, reflecting a compound annual growth rate (CAGR) of 13.77% [1][16]. - The global naked-eye 3D display market is estimated to be around 1.2 billion USD in 2024, with a forecasted increase to 3.5 billion USD by 2033, indicating a CAGR of 12.63% [14]. Technology and Development - The main technologies used in naked-eye 3D displays include barrier technology and lenticular lens technology, each with its advantages and limitations [5][6]. - The industry has undergone four development phases since the 21st century, from technological exploration to market expansion, with significant milestones achieved by companies like BOE and Lenovo [7][14]. Industry Chain - The upstream of the naked-eye 3D display industry includes raw materials such as optical materials and display panels, while the midstream focuses on production and integration [10]. - The downstream applications encompass consumer electronics, commercial displays, professional fields, and emerging scenarios like the metaverse [10]. Competitive Landscape - The industry features a diverse competitive landscape, with companies like BOE and TCL leading in panel manufacturing, while Lenovo establishes a foothold in the consumer market with its ThinkVision series [18]. - Domestic manufacturers emphasize cost-effectiveness and localized services, differentiating themselves from international competitors like Sharp and Samsung [18]. Future Trends - The industry is witnessing a shift towards high-resolution and large-screen applications, with advancements in 8K ultra-high-definition naked-eye 3D technology [24]. - There is a growing integration of naked-eye 3D technology with VR/AR, creating new immersive experiences across various sectors, including education and healthcare [25][26].

以下文章来源于SGS电子电气服务 ，作者科技电子产品 SGS电子电气服务 . SGS电子电气服务部涵盖13条产线，提供全面的解决方案，确保企业产品从设计、生产到出口均符合各 国或地区的标准和法规要求。我们帮助企业建立与消费者的信任，助力企业高质量发展，也期待与您携 手推动电子电气的绿色、低碳、可持续发展，共创美好未来。 2025年6月18日，在上海举办的世界移动通信大会（MWC）上， 国际公认的测试、检验和认证 机构SGS为TCL华星轻薄平板显示产品颁发 全球首张SGS类自然光谱EX（Quasi-Natural Light Spectrum EX）认证证书 。SGS 中国区副总裁赵晖、TCL华星研发中台技术企划中心中 心长周明忠等双方领导共同出席颁证仪式。此次认证的获得不仅彰显了TCL华星在显示技术创 新和产品性能方面的卓越表现，也引领显示行业向"自然光谱级"视觉体验迈出重要一步。 双方代表合影 在电子产品普遍化、低龄化的时代，显示屏在日常生活中的使用频率不断攀升，健康护眼、极致画 质、轻薄便携逐渐成为消费者购买电子产品的重要考量因素。TCL华星紧跟时代需求，持续加大技术研 发投入，推出了领先的类自然光谱显示 ...

Core Insights - Flexible display technology is revolutionizing the display industry by enabling devices to be curved, folded, and rolled, breaking the traditional rigid display limitations [1][17] - The global flexible display market is projected to grow from $23.2 billion in 2024 to over $173 billion by 2031, driven by advancements in 5G, AI, and VR technologies [1][17] - The flexible OLED segment is expected to see significant growth, with global shipments estimated at approximately 617 million units in 2024, reflecting a year-on-year increase of 21.5% [21] Industry Overview - Flexible displays are made from soft materials and are characterized by low energy consumption, lightweight, durability, and shape variability [2][7] - The main types of flexible displays include bendable, foldable, rollable, and stretchable displays, with bendable and foldable displays already seeing large-scale applications in consumer electronics [2][4] Technology Landscape - The leading technology for flexible displays is flexible OLED, known for its high contrast, wide viewing angles, and rapid response times [4][6] - Other technologies include flexible LCD, electronic paper, quantum dot LEDs, and Micro-LEDs, with flexible OLED being the most widely adopted [4][6] Market Dynamics - The Asia-Pacific region dominates the flexible display market, accounting for over 65% of the global market share, with China, South Korea, and Japan as key contributors [17] - The flexible AMOLED market share in smartphones is expected to rise from 28% in 2022 to 40% in 2024, driven by the demand for high-end smartphone models [19][21] Competitive Landscape - Samsung is the leading global supplier of flexible OLED displays, while BOE Technology Group is the largest producer in China, having broken the international monopoly in 2017 [23] - Chinese companies like BOE, Visionox, Tianma, and TCL Huaxing have made significant technological advancements, enhancing their competitiveness and gradually reducing Samsung's market dominance [23]

Core Viewpoint - The article highlights the advancements in the 8.6 generation AMOLED production lines in China, particularly focusing on the projects by Hefei Guoxian, Samsung Display, and BOE, which are set to meet the growing demand for OLED technology in various applications, including laptops and tablets. Group 1: Hefei Guoxian Project - The Hefei Guoxian 8.6 generation AMOLED project has a total investment of 55 billion yuan and a construction area of approximately 800,000 square meters, with a designed capacity of 32,000 glass substrates per month [2] - The project is notable for being the world's first 8.6 generation AMOLED production line to adopt the FMM-free technology (ViP technology), targeting medium-sized applications such as displays for tablets and vehicles [2] - The project is expected to commence construction in September 2024, with the main structure already entering the final construction phase [1] Group 2: Samsung Display Project - Samsung Display's A6 factory in Asan, South Korea, is set to begin trial operations of its 8.6 generation OLED production line by the end of this year, with full-scale production planned for the second quarter of 2026 [2][3] - The A6 line, which is a modification of the existing L8 line, has a total investment of 4.1 trillion Korean won (approximately 21.279 billion yuan) and aims to produce 10 million laptop panels annually [3] - The timing of the A6 line's mass production aligns with Apple's anticipated release of OLED MacBook Pro and iPad models in the second half of 2026 [3] Group 3: BOE Project - BOE's first domestic 8.6 generation AMOLED production line has commenced equipment installation four months ahead of schedule, with a total investment of 63 billion yuan and a designed capacity of 32,000 glass substrates per month [4] - The production line is focused on medium-sized AMOLED panels for mid-to-high-end laptops and tablets, with capabilities to produce flexible OLED smartphone panels [4] - The project broke ground on March 27, 2024, and achieved full structural completion by September 26, 2024, with mass production expected by the end of 2026 and full capacity by 2029 [4]

Core Viewpoint - The MED project by Zhejiang Laibo Display Technology Co., Ltd. is progressing with the installation of the first exposure machine and the completion of the main structure of the new module workshop, with a total investment of approximately 9 billion yuan [1][2]. Investment and Project Overview - The MED project involves a total investment of about 9 billion yuan, co-funded by Shenzhen Laibo High-Tech Co., Ltd., Huzhou Nanxun Guangxin Equity Investment Partnership, and Huzhou Nanxun Guangping Equity Investment Co., Ltd. [2] - The project focuses on the production and sales of micro-cavity display panels and modules, targeting the mid-to-large size color electronic paper market, with applications in various fields such as electronic labels, color e-book bags, and electronic whiteboards [2]. Production Capacity - Upon reaching full production capacity, the project is expected to achieve a monthly output of 3.2 million micro-cavity display screens (based on a representative size of 12.3 inches) or 500,000 screens (based on a representative size of 31.2 inches) [3]. Strategic Development - Laibo High-Tech plans to leverage existing resources and customer relationships to gradually establish business connections for various MED products before the project is fully operational. The company has already developed multiple samples of black-and-white and color MED products for client validation and promotion [4]. - The company aims to start small-scale production and sales of certain specifications of mid-size products in the second half of 2025, while acknowledging that the actual progress of the MED project may have uncertainties [4]. Financial Performance - In 2024, Laibo High-Tech reported a revenue of 5.896 billion yuan, a year-on-year increase of 5.54%, with a net profit attributable to shareholders of 374 million yuan, a slight decrease of 0.43% [5]. - In the first quarter of 2025, the company achieved a revenue of 1.473 billion yuan, a year-on-year increase of 0.31%, but the net profit attributable to shareholders dropped by 36.10% to approximately 75 million yuan [5].

6月17日， LG Display（LGD）官方宣布， 已 获 公司董事会 批准投资 1.26万亿韩元 （ 约合 人民币66.56亿元 ） 在韩国 坡州园区 建设OLED面板工厂，该项目投资期预计为两年，即 2025 年6月17日至2027年6月30日 。 图片来源：LGD ▶ 关于集邦 此图片来自微信公众平台 十八届十二十六十十 据悉，本次 投资是 LGD 中长期资本支出计划的一部分，公司计划将 与OLED技术相关的 项目 投 资重点布局在 韩国 坡州 市。 LGD表示，这 是公司自出售中国广州LCD工厂 以来，首次在韩国本土进行的大规模投资 。 通过 此次投资， 公司 将专注于下一代高端OLED面板及模组基础设施的建设。 LG D 认为，随着技术发展，高性能、高端OLED产品的市场需求正稳步增长，因此， 公司战略聚 焦于高端产品开发，持续提供差异化客户价值，并不断扩大OLED市场 份额 。 LGD 总裁 Jeong Cheol-dong 表示，2025年将是LGD快速发展的一年，公司 将积极开发LGD 独有的 差异化技术与产品，引领 显示 市场 发展趋势 。 文：集邦Display整理 #OLED #LG ...

Core Viewpoint - The article discusses recent developments regarding Tianma Microelectronics, focusing on its supply of display solutions for Xiaopeng Motors and a new OLED equipment contract with AP Systems. Group 1: Supply to Xiaopeng Motors - Tianma Microelectronics supplies display solutions for Xiaopeng's G7 model, featuring a 15.6-inch central control screen with a resolution of 2.5K and LTPS display technology [2][4] - The 2025 G6 model also includes a 15.6-inch central control screen with similar specifications, enhancing user experience through anti-glare features [4] - For the 2025 Xiaopeng X9, Tianma provides a 10.25-inch instrument screen and a 17.3-inch central control screen, with the latter achieving a 3K resolution and high color fidelity [5] Group 2: OLED Equipment Contract - Tianma's subsidiary, Xiamen Tianma, signed an OLED equipment supply contract with AP Systems, with delivery scheduled between June 9, 2025, and May 20, 2026 [6][8] - The contract stipulates that 90% of the payment will be made via letter of credit upon equipment arrival, with the remaining 10% paid after final inspection [8] - The TM18 project, which focuses on the production of curved and foldable displays, has a total investment of 48 billion yuan and covers an area of approximately 1,500 acres [9][11]

Core Viewpoint - The article discusses recent developments regarding Tianma Microelectronics, focusing on its supply of display solutions for Xiaopeng Motors and a new OLED equipment contract with AP Systems. Group 1: Supply to Xiaopeng Motors - Tianma Microelectronics supplies display solutions for Xiaopeng Motors, including a 15.6-inch central control screen for the Xiaopeng G7, featuring a 2.5K resolution and LTPS display technology [2][4] - The 2025 Xiaopeng G6 also utilizes a 15.6-inch central control screen from Tianma, enhancing user experience with anti-glare features and improved color performance [4] - For the 2025 Xiaopeng X9, Tianma provides a 10.25-inch instrument screen and a 17.3-inch central control screen, with the latter achieving a 3K resolution and a maximum brightness of 700 nits [5] Group 2: OLED Equipment Contract - AP Systems has signed a contract with Xiamen Tianma Display Technology for OLED equipment supply, with delivery scheduled between June 9, 2025, and May 20, 2026 [6][8] - The contract stipulates that 90% of the payment will be made via letter of credit upon equipment arrival, with the remaining 10% paid after final inspection [6][8] - Xiamen Tianma, a subsidiary of Tianma Microelectronics, is responsible for the TM18 project, which involves a total investment of 48 billion yuan and focuses on curved and foldable displays for smartphones and wearable devices [7][9]