Core Viewpoint - The article highlights the progress and significance of the LTPO technology upgrade project at Chongqing BOE Display Technology Co., Ltd., which is expected to generate an additional annual output value of 2.6 billion yuan upon completion [2][4]. Group 1: Project Overview - The LTPO technology upgrade project has completed 50% of its total engineering volume and is expected to enhance the AMOLED substrate processing capacity to 384,000 pieces per year [4]. - The project is part of the existing production facility and aims to improve the efficiency and performance of OLED displays by allowing variable refresh rates, thus optimizing power consumption [4]. Group 2: Production Capacity and Technology - The Chongqing BOE Display operates a G6 AMOLED production line with a total investment of 46.5 billion yuan, designed to produce 48,000 glass substrates monthly [2]. - The Nanjing BOE factory is also undergoing technology upgrades, focusing on the thinning process of TFT-LCD panels, which is expected to increase monthly production capacity by 8,000 large panels [4][5]. Group 3: Market Applications - The LTPO technology is primarily used in smartphones and smartwatches, allowing for high resolution and refresh rates while significantly reducing energy consumption [4]. - The Nanjing B18 factory, which has the world's first G8.5 generation TFT-LCD production line using IGZO technology, is set to produce displays for various devices, including smartphones and televisions [5].

Core Insights - BOE's self-produced technology popular science variety show "BOE's Worry-Free Laboratory" Season 4 has achieved a cumulative exposure of over 479 million across all platforms, setting a benchmark for marketing in the tech industry [2][4] - The show combines "Chinese landmarks + major technological events," collaborating with Beijing Broadcasting Television Station and various celebrities to illustrate how BOE's innovations in LCD, OLED, automotive, digital art, and sustainable development integrate into daily life [2][5] - The program has garnered significant viewership, with the highest single-episode rating on Beijing TV reaching 35 cities, ranking third nationally, and topping the cultural new releases chart on Youku [4] Marketing Innovation - "BOE's Worry-Free Laboratory" has established a new marketing paradigm for tech companies, transitioning from "technology output" to "value resonance" [4] - The show has received multiple prestigious awards for its social significance and innovative format, pushing the vision of "display technology empowering a better life" to new heights [5] - The narrative strategy of "landmarks as the scroll, technology as the pen" creates a chemical reaction between technology and Chinese civilization, enhancing cultural memory [5] Cross-Industry Collaboration - Industry leaders from companies like Hisense, Vivo, and Geely participated as "technology enablers," providing insights into the innovation logic behind the technology [7] - These cross-industry dialogues add professional depth to the program and demonstrate BOE's collaboration with upstream and downstream partners to integrate technology into everyday scenarios [7] Brand Engagement - BOE continuously explores innovative marketing paths to communicate technology knowledge to the public, establishing deep interactions with consumers through the show [8] - "BOE's Worry-Free Laboratory" has become a crucial online platform for communication between BOE and consumers, significantly enhancing brand promotion [8] - The company aims to uphold its vision of becoming "the most respected great enterprise on Earth" while pursuing a development strategy that integrates "technology + humanity" [8]

Core Viewpoint - Tianma Microelectronics has launched a new high-end OLED technology brand called "Tianma Tiangong Screen," aiming to transform from a traditional hardware manufacturer to a creator of sensory experiences [1] Group 1: Product Features - The Tianma Tiangong Screen focuses on three key high-end experiences: Super Eye Protection, Extreme Transparency, and Smooth High Refresh Rate [4] - Super Eye Protection is designed to address user issues like dry eyes and visual fatigue, featuring no flicker, 1 nit brightness for eye comfort, low blue light, and adaptive ambient light [4] - Extreme Transparency aims for a "what you see is what you get" display, achieving a global peak brightness of 2500 nits and a maximum brightness of 8000 nits, with 95% coverage of the BT.2020 color gamut [4] - The Smooth High Refresh Rate supports a production capability of 165Hz and can be expanded to 240Hz, with adaptive refresh rate technology to reduce power consumption [4] Group 2: Industry Recognition - The technology behind the Tianma Tiangong Screen has received recognition from various experts, emphasizing the importance of human-centered improvements in screen technology [5] - The China Quality Certification Center awarded the "Visual Health Friendly" certification to Tianma Tiangong Screen, acknowledging its innovative achievements in eye protection technology [5][7] Group 3: Strategic Partnerships - OPPO announced it will globally debut the 1 nit eye protection screen in its next flagship Find X9 series, and a joint laboratory has been established with Tianma to collaborate on health display technology and industry standards [6][7]

9月19日，天马微电子在厦门举办高端OLED技术品牌发布会，正式推出"天工屏"。 此外，天马还与OPPO宣布成立联合实验室，未来将在健康显示技术研发、行业标准制定等领域开 展深度合作。（来源：天马、集邦Display整理） #深天马 #OLED #OPPO #手机面板 图片来源：天马 据介绍，天马天工屏的技术亮点突出在护眼、显示效果以及高刷领域。 在护眼功能上，天马天工屏以"超级护眼"为核心，产品拥有无频闪、 低蓝害、 1nit明眸护眼、自 适应环境光四大特点。其中，源头材料有害蓝光低至4.7%；通过联合OPPO推出全场景真1nit明 眸护眼屏，做到熄灯也护眼、全天都通透。 在显示效果方面，在亮度与对比度方面，天马天工屏全局高亮度达2500nits，峰值亮度达 8000nits；广色域覆盖95% BT.2020，色彩还原贴近现实世界；像素设计上，采用自研"风车像 素"（Windmill）结构，提升细节显示精度，文字边缘更锐利、动态画面更纯净，呈现更"通透 感"的视觉体验效果。 高刷新率方面，其量产能力支持165Hz，研发能力更可拓展至240Hz；自适应刷新率则搭载LTPO 3.0技术，可根据显示内容动态调节， ...

Core Viewpoint - Tianma Microelectronics launched its high-end OLED technology brand "Tiangong Screen," aiming to redefine high-end display standards with a focus on "super eye protection, extreme transparency, and smooth high refresh rates" [1] Group 1: Product Features - "Tiangong Screen" incorporates multiple eye protection technologies, including flicker-free, 1 nit eye protection, low blue light, and adaptive ambient light [1] - The display features a peak brightness of 8000 nits and 95% BT.2020 wide color gamut coverage, utilizing a self-developed "windmill pixel" structure to enhance detail performance [1] - It supports a maximum refresh rate of 165Hz for mass production and 240Hz in research and development, with LTPO 3.0 for dynamic adjustment to reduce power consumption [1] Group 2: Industry Impact - The launch signifies an important step for Chinese display companies into the high-end market, supported by a complete independent OLED intellectual property system and innovation platform established by Tianma [1] - The partnership with OPPO, which will feature the "Tiangong Screen" in its next flagship Find X9 series, highlights the collaboration in advancing health display technology research and standard formulation [1] - The "Tiangong Screen" received a "Visual Health Friendliness" certification from the China Quality Certification Center, recognizing its innovations in eye protection technology [2]

Core Viewpoint - The article highlights the significant investment and development activities in the display technology sector, particularly in flexible display screens and semiconductor chips, as evidenced by recent project signings and production launches in Sichuan's high-tech zone [2]. Group 1: Investment and Project Developments - On September 16, a ceremony was held in Sichuan's Neijiang High-tech Zone to mark the launch of key projects for 2025 and the signing of third-quarter investment projects [2]. - Four companies, including Shenzhen Xiongfeng and Mingkesi, signed agreements to establish operations, while five projects, such as Dongwei Electronics and Hongying Technology, officially commenced production [2]. - The projects cover areas like flexible display screens, RF semiconductor chips, and high-performance sensor chips [2]. Group 2: Specific Company Highlights - Shenzhen Xiongfeng Investment Holdings' AMOLED and flexible display screen deep processing project received notable attention, with a previous investment yielding a production value of 1.7 billion yuan and tax revenue of 20 million yuan within two years [2]. - The company is making an additional investment of 500 million yuan to establish 40 new production lines for flexible display screens [2]. - Shenzhen Xiongfeng was founded in 2020 and primarily engages in software and information technology services, with a registered capital of 20 million yuan [2].

Core Viewpoint - Hanbo High-tech's subsidiary in Vietnam, Hanwei Technology, has officially opened, focusing on the intelligent production of backlight modules and liquid crystal display modules (LCM) [2][4]. Group 1: Company Overview - Hanwei Technology operates a factory in Bac Ninh, Vietnam, with plans to gradually enhance production capacity and industrial support [4]. - The factory aims to achieve full automation certification for backlight sources and LCM products by 2025, with a production capacity of 1,400K/M for backlight sources and 500K/M for LCM [4]. Group 2: Business Expansion - In July 2023, Hanbo High-tech announced the construction of a precision component base in Ho Chi Minh City, expected to start operations by the end of 2025, focusing on precision stamping and injection molding [5]. - The company is expanding its market in automotive backlight display modules, achieving significant growth in this sector [5]. Group 3: Financial Performance - In the first half of 2025, Hanbo High-tech reported revenue of 1.554 billion yuan, a year-on-year increase of 50.84%, while the net profit attributable to shareholders was -264.94 million yuan [5].

Core Viewpoint - TCL Huaxing's entry into the Mini LED COB display market signifies a strategic move to leverage its brand, scale, and cost advantages in a highly competitive sector, aiming to capture market share in the P1.2 pitch area, which is currently in high demand [2][3][12]. Group 1: TCL Huaxing's MLED Technology Layout - TCL Huaxing has established a clear strategy for its MLED technology, positioning LCD as a foundational technology, OLED for medium and small-sized markets, and MLED for both backlight and direct display applications [3][6]. - The company is enhancing its vertical integration by collaborating with Sanan Optoelectronics to develop Micro LED chips, focusing on core technologies and materials [6][7]. Group 2: Market Dynamics and Growth Potential - The Mini LED COB direct display market is experiencing a dual dynamic of oversupply and emerging demand, with production capacity expected to reach 88,700 square meters per month by 2025 [8][10]. - The demand for Mini LED displays is projected to grow significantly, with a 92% year-on-year increase in chip shipments expected in 2024, driven by declining costs and expanding application scenarios [10][11]. Group 3: Competitive Landscape - Major panel manufacturers like BOE and HKC have already invested over 60 billion yuan in the Mini LED COB market, indicating a competitive environment for TCL Huaxing [13][15]. - The entry of large panel manufacturers into the LED direct display market is expected to intensify competition, potentially leading to market consolidation and the exit of smaller players [21][23]. Group 4: Emerging Applications and Regional Markets - New application scenarios such as corporate meetings, education, and LED cinema screens are driving demand, with the LED cinema screen market expected to see over 60 installations in China by 2024 [11][12]. - Emerging markets in Southeast Asia, the Middle East, and Latin America are identified as growth areas for LED displays, with companies like Leyard increasing their focus on these regions [12][21].

Core Viewpoint - Jilin OLED Materials Co., Ltd. (Aolaide) and BOE Technology Group Co., Ltd. (BOE) have signed a strategic cooperation framework agreement to enhance collaboration in the OLED sector [2][3]. Group 1: Strategic Cooperation Areas - The partnership will focus on four core areas: ensuring the security of evaporation source supply, consolidating competitive advantages, collaborating in OLED materials, and expanding cooperation space [3]. - Aolaide will provide BOE with OLED linear evaporation source equipment and ensure delivery acceptance, while BOE will list Aolaide as a major supplier to maintain production line stability [3]. - Both companies will jointly promote innovation and iteration of key equipment technologies, ensuring the safety of the industrial chain in OLED linear evaporation sources and perovskite deposition [3]. - Aolaide will supply BOE with OLED light-emitting materials, PSPI materials, and TFE Ink, focusing on development, validation, testing, and introduction services [3]. - The two companies will share industry and business information to explore new cooperation opportunities based on industry trends and technological research needs [3]. Group 2: Company Background and Financials - Aolaide was established in 2005 and specializes in the R&D, production, and sales of OLED organic light-emitting materials and evaporation source equipment, serving clients like Visionox, Hehui Optoelectronics, TCL Huaxing, BOE, and Tianma [3]. - In the first half of this year, Aolaide achieved revenue of 281 million yuan and a net profit of 27 million yuan [3]. - Earlier this year, Aolaide signed a 655 million yuan equipment supply contract with BOE and delivered the first batch of 8.6-generation linear evaporation source equipment in August [5]. - Aolaide's key functional materials R&D and industrialization project for OLED displays commenced in July, with a total investment of approximately 300 million yuan, focusing on PSPI materials, film packaging materials, low-temperature color photoresists, and organic light-emitting materials [5].

Group 1 - BOE (京东方) held the BOE Global Innovation Partner Conference 2025 with the theme "Screen IoT AI Renewal" [1] - The company introduced several AI innovations, including AI factories and the BOE Blue Whale Display Model [1] - BOE announced that it will allocate 0.5% of its revenue for AI research and development [1] Group 2 - Over the next three years, BOE plans to invest 500 billion yuan in procurement to drive technological breakthroughs and industry upgrades [1] - The interview with BOE Chairman Chen Yanshun explored how AI innovations will impact the company's sustainable development [1]