据韩国媒体《Dailian》11月19日报道，LG Display在退出大尺寸LCD业务后全面加速向OLED转型，成 效开始在业绩中集中体现。第三季度OLED销售占比达到历史最高的65%，面板平均售价大幅回升，加 上工厂OLED生产线折旧逐步结束，固定成本显著下降，推动公司三季度销售额和营业利润同比、环比 双双扭亏为盈。若第四季度延续这一势头，公司有望自2021年以来时隔四年再次实现年度盈利。同时业 务结构迅速向大尺寸OLED TV、游戏OLED、车载P-OLED等高附加值产品集中。市场普遍预计LG Display今年营业利润约7700亿韩元，明年有望突破1万亿韩元。 ...

Core Viewpoint - TrendForce reported a decline in TV panel prices in November, while monitor panel prices remained stable compared to the previous month, and some laptop panel prices decreased for certain sizes [1][3][5]. TV Panels - Despite entering the traditional off-season for TV panel demand in Q4, some brand clients are actively pushing to meet year-end targets, leading to an increase in demand for TV panels [3]. - Panel manufacturers are fulfilling orders but are adopting a low pricing stance to encourage clients to increase orders, with expected price drops of $1 for 32" and 43" panels, $2 for 50" and 55" panels, and $3 for 65" and 75" panels in November [3][4]. Monitor Panels - The demand for monitor panels has shown signs of weakness in Q4, with manufacturers facing ongoing losses on mainstream monitor panels, limiting their ability to lower prices [5]. - In November, only the 23.8" Open Cell panel is expected to see a price drop of $0.2, while other mainstream sizes are anticipated to remain stable [5]. Laptop Panels - In November, despite a significant rise in memory prices, brand clients' purchasing momentum for panels remains in line with expectations, although they continue to request price reductions [6]. - Only TN panels are expected to remain stable in price, while other IPS mainstream sizes are projected to decrease by $0.1 to $0.2 [6].

智通财经APP获悉，根据Omdia平板与笔电显示及OEM智能服务的最新分析，OLED平板面板出货量预计将在2026年同比增长39%，达到1,500万片。在多 年增长不及预期之后，这一强劲的OLED目标将成为推动明年整体平板面板出货增长的主要动力。 从2026年整体市场来看，供应链厂商的初步反馈显示，平板面板出货量将同比增长 1.4%，达到3.015亿片。按技术类别分，LCD平板面板出货量预计为 2.864亿片，与去年大致持平。中国面板厂商在国内客户带动下仍预期增长;而主要面向苹果或全球平板品牌的面板供应商，则因2025年出货基数过高，对 2026年预期更加谨慎。 Omdia高级首席分析师林筱茹(Linda Lin)表示："OLED平板面板出货量终于成为平板面板增长的主要动力。预计到2026年，OLED出货量将同比增长39%， 达到1,500万片，而LCD面板出货量将维持在2025年的水平，因此大部分新增需求将来自 OLED。" 三星显示面板(Samsung Display)预计为苹果iPad Pro和全新iPad mini提供更高出货量这将推动2026年OLED面板的显著增长。同时，中国OLED平板面板供 应 ...

Core Viewpoint - The global display industry is undergoing a new round of technological iteration, with OLED technology's penetration rate increasing, particularly in the context of printed OLED technology being led by Chinese companies [1][2]. Group 1: Industry Trends - The display industry is moving towards high resolution, low power consumption, and wide color gamut, with printed OLED technology emerging as a key player [1]. - China’s share of the global OLED market has surpassed 46%, with predictions indicating it will exceed 50% by 2027-2028 as three major companies launch high-generation OLED lines [2]. Group 2: Competitive Landscape - Four panel manufacturers, including TCL Huaxing, BOE, Visionox, and Samsung Display, are investing in high-generation OLED production lines, with total investments nearing 170 billion yuan [5]. - The competition in high-generation OLED technology is intensifying, with TCL Huaxing focusing on maintaining competitiveness in its 8.6-generation printed OLED production line [5][6]. Group 3: Key Decisions by TCL Huaxing - TCL Huaxing made four critical decisions in the development of printed OLED technology, including choosing the printed OLED route, shifting application focus to mid-size displays, relocating JOLED's production line to China, and initiating the Guangzhou T8 project for large-scale commercialization [8][9][10]. - The decision to focus on mid-size applications was driven by the performance and cost advantages of printed OLED technology [8]. Group 4: Challenges and Future Directions - Key challenges for TCL Huaxing include improving power consumption, achieving high yield rates, and addressing material performance issues [11][12]. - The company aims to enhance the efficiency of its printed OLED technology to meet the stringent requirements of top-tier customers while ensuring compatibility with existing OLED materials [12]. - The future strategy involves building an open, autonomous, and collaborative industry ecosystem to enhance global competitiveness [13].

日前，TCL华星全球显示生态大会（DTC2025）在江苏苏州举办。会上，TCL华星多款显示解决方案亮 相，包括Real Stripe RGB OLED手机显示、单片全彩硅基Micro LED显示、分区分频OLED平板显示等产 品，展现了TCL华星在半导体显示产业全技术布局能力。 据介绍，Real Stripe RGB OLED手机显示产品采用高精度OLED打印技术，呈现更加精细的视觉效果。 印刷OLED作为TCL华星重点投入的技术方向，加快半导体显示产业高质量发展进程。例如，在绿色制 造方面，印刷OLED产线具备的"两低一高"优势，通过大幅减少真空制程，一年设备能耗可节约3亿至4 亿度电。 如何将印刷OLED技术推向市场，当被问及这个问题时，曹蔚然的观点是，好的技术一定是可以解决客 户痛点。"这不仅是一块屏的事情，还涉及背板、驱动、调校等环节。我们将同生态伙伴一道，让印刷 OLED技术更好服务消费者。" 在DTC2025上，TCL华星联合国家眼视光中心，以及联想、好未来等客户伙伴，发布《视觉健康白皮书 2.0》，全面阐述自然光显示技术的研究成果。TCL华星对自然光进行了深度分析，拆解出6个关键特 性，即宽光谱 ...

格隆汇11月14日丨维信诺(002387.SZ)在投资者互动平台表示，"红旗·维信诺联合创新实验室"首个合作 成果已落地，全球首款14.2英寸车载滑移卷曲AMOLED屏幕量产应用于"红旗·国雅"高端行政轿车的中 控屏。 ...

Core Viewpoint - BOE's 8.6-generation OLED panel production line (B16) is set to supply ASUS for 14-inch laptops and OPPO for smartphones, with an expected contract production volume of approximately 10 million panels [1][3]. Group 1: BOE's Production and Plans - The first batch of panels from BOE's B16 line will be supplied to ASUS, primarily for OLED screens in laptops [1]. - BOE plans to hold a lighting ceremony for the B16 factory in December 2023, indicating that all core processes are ready [1]. - BOE announced an investment in the 8.6-generation AMOLED production line project in November 2023, targeting high-end touch OLED displays for laptops and tablets, with mass production expected in the second half of 2026 [1]. Group 2: Competitors and Market Dynamics - Other Chinese panel manufacturers are accelerating investments in 8.6-generation OLED production lines, aiming for a broader market in laptops and mobile devices [3]. - The Hefei Guoxian 8.6-generation AMOLED production line, backed by Visionox and Hefei's investment platform, is the world's first high-generation AMOLED line using the no-FMM technology, with a total investment of 55 billion yuan and a design capacity of 32,000 glass substrates per month [3]. - TCL Huaxing's T8 project, the world's first large-scale G8.6 generation inkjet printing OLED production line, has a total investment of 29.5 billion yuan and a design capacity of approximately 22,500 glass substrates per month, covering various applications [3]. Group 3: Competitive Landscape - Industry insiders suggest that despite starting a year later than Samsung Display, BOE's B16 line may achieve mass production ahead of Samsung [4]. - Samsung Display is constructing an 8.6-generation OLED panel production line (A2) in Korea, with a monthly capacity of 16,000 panels, exclusively for Apple's next-generation MacBook series [4]. - Samsung has indicated plans to start mass production of the second A2 line in the second quarter to third quarter of 2026 [4].

Omdia预计2025年显示面板市场的面积需求仅增长2%，增速低于2024年。这主要是由于美国进口关税政策引发的供应链变化，以及消费需求疲软所致。 Omdia显示面板研究高级首席分析师Ricky Park 表示："尽管关税政策存在不确定性，但随着显示技术的进步和大尺寸化趋势持续，显示面板的面积需求将 保持强劲增长。特别是随着生产成本下降逐渐显现，我们预计更大尺寸的显示面板将以更具吸引力的价格进入消费市场。" 智通财经APP获悉，Omdia报告显示，2026年，全球显示面板总面积需求预计同比增长6%。受美国进口关税政策不确定性和经济增速放缓影响，显示面板 出货量预计将下降2%，但在大尺寸显示面板需求增长的推动下，整体面积需求仍将保持强劲。 报告指出以下关键增长驱动因素： 新技术产品需求也是显著增长因素。折叠屏智能手机市场持续扩张，以及AI技术进步推动移动PC需求上升，预计将助力显示面板面积需求增长。 该展望表明，面板供应商将最大限度利用现有8代和10代工厂产能，且得益于大尺寸显示面板需求增加，工厂利用率有望得到改善。 电视和桌面显示器的大尺寸化进程加速，预计将成为最大增长动力。随着消费者持续偏好更大尺寸屏幕，超 ...

Core Insights - The global smartphone panel shipment is projected to reach 586 million units in Q3 2025, with a quarter-on-quarter increase of 8.1% and a year-on-year increase of 5.3% driven by the iPhone 17 series and other major brands' new releases [2] - The total smartphone panel shipment for 2025 is expected to be 2.243 billion units, marking a year-on-year growth of 3.4%, representing a recent peak [2] AMOLED Panel Insights - Q3 2025 AMOLED smartphone panel shipments reached 246 million units, reflecting a quarter-on-quarter increase of 9.9% [3] - The increasing adoption of AMOLED panels in mid-range models is expected to enhance overall penetration rates [3] - Samsung Display maintains a 40% market share in the high-end segment, while BOE continues to supply iPhone and other major brands [4] LCD Panel Insights - Q3 2025 LCD smartphone panel shipments increased by 6.9% to 340 million units [4] - BOE leads the market with over 30% shipment share, while HKC and TCL Huaxing are also increasing their a-Si LCD shipments [4] - The low-end a-Si LCD market is supported by cost advantages and demand from the after-sales repair market, while LTPS LCD demand continues to decline [4] Market Trends and Future Outlook - The growth momentum for the smartphone panel market in 2025 is primarily driven by the rising penetration of AMOLED technology and close collaboration between Chinese panel manufacturers and brands [6] - Despite limited overall smartphone demand growth, AMOLED panels are expected to expand steadily due to technological upgrades and cost reductions, while LCD will continue to support the entry-level market [6] - By 2026, it is anticipated that AMOLED panel shipments will exceed 45% of the market, with LCD maintaining around 55% [6]

Core Insights - The global smartphone panel shipment reached 586 million units in Q3 2025, with a quarter-on-quarter increase of 8.1% and a year-on-year increase of 5.3%, driven mainly by the iPhone 17 series and new releases from other major brands [2] - The total smartphone panel shipment for 2025 is projected to be 2.243 billion units, representing a year-on-year growth of 3.4%, marking a recent peak [2] AMOLED Panel Performance - AMOLED panel shipments in Q3 2025 reached 246 million units, with a quarter-on-quarter increase of 9.9%, benefiting from increased adoption in mid-range models [5] - SDC maintained a dominant position in the mid-to-high-end market with a 40% shipment share, while BOE continued to supply iPhones and other major brands [5] - Visionox expanded its market share by leveraging cost advantages [5] LCD Panel Performance - LCD panel shipments increased by 6.9% quarter-on-quarter to 340 million units in Q3 2025, with BOE accounting for over 30% of shipments [6] - The demand for low-end a-Si LCD panels remains stable due to cost advantages and after-sales market needs, while LTPS LCD demand continues to decline [6] - The overall smartphone panel market is expected to be dominated by AMOLED and a-Si LCD technologies moving forward [6] Market Outlook - The growth momentum for the smartphone panel market in 2025 is primarily driven by the rising penetration of AMOLED technology and close collaboration between Chinese panel manufacturers and brands [6] - By 2026, it is anticipated that AMOLED panel shipments will exceed 45% of the market, while LCD panels will maintain around 55% [6] - Korean suppliers will continue to dominate the high-end market, while Chinese manufacturers will accelerate their penetration into the mid-to-high-end market through cost and brand collaboration advantages [6]