Core Viewpoint - The article highlights the successful conclusion of the fourth season of "BOE Relief Laboratory," emphasizing its evolution from a mere variety show to a platform that connects technology innovation with the public, showcasing how technology can improve everyday life [1][3][5]. Group 1: Program Overview - "BOE Relief Laboratory" has become a symbol linking enterprises and consumers, utilizing a unique "technology + humanities" approach to attract a large audience [3][4]. - The fourth season featured a diverse range of innovative formats, focusing on five key areas: LCD, OLED, automotive technology, digital art, and sustainable development, with each episode presenting a different technological theme [4][6]. - The program's narrative style combined on-site revelations with expert explanations, creating a deep connection between technology, culture, and humanity [3][4]. Group 2: Technological Integration - The fourth season showcased advanced display technologies such as LCD/UB CELL, OLED, and MLED, applied in various cultural contexts, highlighting the integration of technology and cultural heritage [6][7]. - Each episode demonstrated how technology can enhance cultural storytelling, with specific examples including the restoration of classic films and the digitalization of cultural artifacts [7][8]. - The program effectively communicated the unique advantages of BOE's display technologies, transforming public perception of screens from mere hardware to interactive emotional interfaces [8][9]. Group 3: Corporate Strategy and Innovation - BOE aims to reshape its brand perception from a "display supplier" to a "global leading IoT innovation enterprise," focusing on consumer needs and technological advancements [9][12]. - The company has committed approximately 7% of its annual revenue to research and development, leading to significant technological breakthroughs in areas like eye-care displays and smart cockpit solutions [10][11]. - BOE's sustainable development initiatives include the establishment of 18 national-level green factories and a commitment to achieving carbon neutrality by 2050, reflecting its dedication to environmental responsibility [11][12].

Group 1: Core Insights - The event "AI+3D" technology aims to revolutionize visual experiences by integrating virtual images into real-world scenarios, showcasing the potential of the intelligent display industry in Longgang District [1][30] - Longgang's "AI+3D" intelligent display industry is characterized by its strong capabilities and diverse ecosystem, with companies leading in fields such as naked-eye 3D display and 5D holographic technology [5][31] Group 2: Company Highlights - Yinglun Technology, founded in 2010, has developed light field naked-eye 3D display technology that resolves traditional 3D display issues, achieving over 30% revenue growth and projected sales exceeding 100 million in 2024 [8][10] - The company plans to build the world's first fully automated liquid crystal lens 3D display screen production line, benefiting from supportive policies in Longgang [10][31] - Yuezhou Banquet's 5D holographic technology enhances event experiences, allowing for immersive virtual scenes in various settings, thus driving new consumption patterns in the cultural tourism sector [12][16] Group 3: Technological Innovations - The light field naked-eye 3D technology utilizes a nanometer-level optical maze to control light direction, enabling a natural 3D visual experience [9][10] - Banduo Technology, established in 2019, focuses on AI+3D display technology and aims to apply it across various sectors, including emergency response and medical fields, with plans for international market expansion [20][22] - Kangguan Technology has a comprehensive product matrix covering all display scenarios, emphasizing the integration of cutting-edge technology with user needs, and has a strong presence in over 100 countries [24][26] Group 4: Industry Development - Longgang's intelligent display industry benefits from a combination of policy support, technological innovation, and ecosystem collaboration, positioning it for future growth and global competitiveness [31][32] - The region's cluster effect, complete supply chain, and potential for technological breakthroughs contribute to its leading advantage in the smart display sector [32][30]

Group 1 - The core concept of the article emphasizes that the metaverse is a broad concept, and the company's products can be applied in various related scenarios [2] - The company has already implemented numerous application cases in virtual scene construction, including but not limited to film shooting, live broadcasting, advertising dissemination, and stage performances [2] - The company is continuously exploring and laying out various cutting-edge display technologies and emerging applications [2] Group 2 - The company plans to maintain high investment in research and development to strengthen its core technological moat [2] - The focus on enhancing the core technology is aimed at supporting industry development [2]

Group 1 - The company announced a postponement of certain fundraising investment projects, specifically the "Mini/Micro-LED Display Module Production Project," "Medium-Sized LCD Display Module Production Project," and "New Display Technology R&D Center Project," with the completion date extended from October 11, 2025, to April 11, 2026 [2] - The unutilized fundraising will primarily be allocated for equipment purchases and site renovations, with investments made in phases according to actual implementation progress [2][3] - The postponement of the fundraising projects was approved within the board's authority and does not require shareholder meeting approval, with Guotai Junan Securities Co., Ltd. providing a non-objection verification opinion on the matter [2] Group 2 - Since the fundraising was secured, the company has been prudently planning the use of funds according to the overall project plan, although the investment progress has slowed due to changes in the market environment [3] - The company asserts that there is no harm to the interests of the company and its shareholders, and there are no other factors affecting the normal advancement of the fundraising usage plan [3]

Group 1: Company Development Trends - The global market size for Mini LED (MLED) is expected to reach $33 billion by 2028, with a compound annual growth rate (CAGR) of approximately 40% from 2024 to 2028 [2][3] - The company has proactively laid out relevant technologies in the MLED field and has launched core detection equipment and integrated circuits, anticipating rapid revenue growth from MLED [2][3] Group 2: Overseas Market Strategy - Despite domestic market pressures, the overseas market is expected to maintain good growth momentum, supported by a comprehensive overseas sales system covering key regions globally [3] - The company's overseas revenue increased by 32.03% in 2024, accounting for 19.10% of total revenue; in the first half of 2025, overseas revenue grew by 21.31% year-on-year, making up 22.89% of total revenue [3][4] Group 3: Product Innovation and Virtual Shooting - The company is focused on exploring high-value areas in downstream applications and is committed to continuous technological innovation and product upgrades to enhance profit margins [3] - Virtual shooting, a significant application area, offers advantages over traditional green screen methods, improving production efficiency and visual effects; the company's solutions are already applied in various domestic and international virtual studios [3][4] Group 4: Future Development Strategy - The company aims to enhance and solidify its market position by focusing on long-term development, innovating across R&D, production, and sales, and increasing investment in R&D [4] - There is a commitment to strengthen technical cooperation with leading enterprises and research institutions in the industry to maintain a competitive edge in emerging fields [4]

2015年，中国电科五十五所微显示研发部研发团队的第一款硅基OLED微型显示器样机问世，并在第二 年凭借首款高分辨率单色高亮产品及其扎实的技术积累，在中央企业熠星创新创意大赛中荣获二等奖 和"直通卡"特权。 AR眼镜像普通眼镜一样轻便，VR头显的画面清晰如真实世界，手持夜视仪、户外望远镜在极端环境下 也能稳定工作……这些场景的实现，都离不开一项关键技术——硅基OLED微型显示技术。 近日，在2025年工业和信息化部最新公布的"未来产业领军企业"榜单中，南京国兆光电科技有限公司 （以下简称"国兆光电"）榜上有名，其凭借卓越的创新能力和市场引领优势，在硅基OLED微型显示技 术领域形成独特竞争力。 国兆光电是脱胎于中国电科五十五所的高科技企业。自2019年独立运营以来，其硅基OLED微型显示技 术已经完成多项成果转化。 硅基OLED显示技术是一种通过有机材料在电场激发下自发光的显示技术。硅基OLED微显示器的核心 结构由多层有机半导体薄膜组成，每个像素可独立控制发光，无须依赖传统液晶（LCD）所需的背光 源。 简单来说，它融合了OLED的自发光特性和半导体硅基板的精密控制能力。这种特性使得由它制作的显 示屏不仅更 ...

Group 1 - The core viewpoint of the news is that Shenzhen Lehman Optoelectronics has received a patent authorization from the US Patent and Trademark Office for its COB Pixel Engine (PSE) technology, indicating its originality and innovation in the display technology sector [1] - The company began its global patent pool layout for the COB Pixel Engine after obtaining domestic patent authorization in 2020, and after five years, it has now secured patents in multiple countries including Canada, Germany, Australia, and Japan, with more countries in the process of confirmation [1] - The pixel engine display technology integrates advanced hardware design and intelligent algorithms, innovatively transforming the traditional RGB arrangement of LED chips into an RGBG arrangement, significantly enhancing display performance [1] Group 2 - Compared to traditional LED screens, the company's pixel engine display technology offers significant advantages, such as a cost-effective increase in resolution for 4K MicroLED displays, where only a one-third increase in chip cost can theoretically quadruple the resolution [2] - The pixel engine technology also excels in energy-saving capabilities, allowing displays to save a substantial amount of electricity annually [2] - Since the official release of the pixel engine display technology in 2020, it has been rapidly adopted in various MicroLED display products across multiple sectors, including professional display, commercial display, home giant screens, and conference products, thereby accelerating the commercialization of MicroLED technology [2]

Investment Rating - The report indicates a strong growth potential for the micro-display technology industry, with a projected compound annual growth rate (CAGR) exceeding 20% from 2024 to 2032 [8][10]. Core Insights - The micro-display technology is driven by the increasing demand for high-resolution, small-sized, and low-power near-eye displays, particularly in emerging applications like VR and AR, which are expected to create a significant incremental market [8][9]. - The market size for micro-display technology is estimated to reach $2.41 billion in 2023, with the near-eye device segment accounting for over 45% of industry revenue [8][9]. - Different micro-display technologies have their advantages and disadvantages, often overlapping in application scenarios, leading to competitive dynamics within the industry [13][14]. Summary by Sections 1. Market Growth - The micro-display market is expected to grow significantly, with a CAGR projected to exceed 20% from 2024 to 2032, driven by advancements in semiconductor technology and the rise of VR/AR applications [8][10]. - The near-eye device segment, including AR/VR headsets and smart glasses, is a major contributor to this growth, representing over 45% of the market revenue [8][9]. 2. Micro-Display Technologies - Micro-display technologies can be categorized into two main types: self-emissive technologies (LCD, Micro OLED, Micro LED) and reflective technologies (LCoS, DLP, LBS) [13][14]. - Each technology has unique strengths and weaknesses, with significant competition in various application areas [13][14]. 3. Key Technologies - Fast LCD technology, combined with Mini LED backlighting, enhances the performance of LCDs in micro-display applications, making it a cost-effective option [15]. - Micro OLED technology is rapidly developing but faces uncertainties in its technological path [20][21]. - Micro LED technology is seen as a future display solution, although it currently faces challenges related to mass transfer technology [27][28]. - LCoS technology has achieved high maturity and is being utilized in AR/VR and HUD applications [31]. - DLP technology is primarily used in projectors and is expanding into new fields such as AR and 3D printing [35]. - LBS technology is favored for its compact size and high efficiency, particularly in AR/VR applications [38]. 4. Market Leaders - Major players in the micro-display field include Samsung, LGD, Sony, JVC, Kopin, SMD, and BOE, each focusing on different technologies and applications [49][52][56][59][62][72]. - Samsung has made significant investments in Micro OLED technology, while LGD focuses on high-brightness Micro OLED displays [49][52]. - Sony is a leader in LCoS technology and has a strong presence in the silicon-based OLED market [56]. - BOE is actively expanding its capabilities in Micro OLED and Micro LED technologies [72].

Group 1: Market Potential and Technology - The market for small to medium-sized OLED shipments is expected to exceed 1 billion units by mid-2025, covering devices such as smartphones, smartwatches, and AR/VR/MR headsets [2] - LIPO technology, as an innovative process related to OLED screens, has numerous advantages and has already achieved mass production in projects like wristbands and smartphones [2] - The demand for LIPO technology is anticipated to grow rapidly as products evolve towards higher precision, lighter weight, and greater integration [2] Group 2: Automotive Projects - The company has recently supplied its automotive backlight display technology for the new 17.3-inch rear ceiling entertainment screen in the new M7 and the 16-inch 3.5K Mini-LED central control screen in the Zeekr 9X [2] - The company aims to leverage its overall solution capabilities in smart cockpit displays and will increase market expansion efforts to drive faster business growth [2] Group 3: Investor Relations Activity - The investor relations activity was conducted on September 12, 2025, at Guanghao Industrial Park, Longhua District, Shenzhen [2] - The meeting was attended by Liu Junli, the Deputy General Manager and Board Secretary, and Li Shuhan, the Securities Affairs Representative [2] - The activity did not involve any undisclosed significant information [2]

格隆汇9月12日丨诺瓦星云(301589.SZ)在互动平台表示，公司产品可广泛应用于演艺舞台、展览展示、 庆典活动、创意显示等领域，目前暂未服务过无人机表演领域。 ...