随后，TDUA台湾显示器联合总会暨友达光电执行长暨总经理柯富仁博士发表致辞。他从行业发展的角度出发，阐述了电子纸技术在显示领域的 独特优势和广阔前景，为与会者带来了新的思考和启发。 T D U A 台 湾 显 示 器 联 合 总 会 理 事 长 友 达 光 电执 行 长 暨 总 经 理 柯 富 仁 接下来，深圳市商用显示系统产业促进会秘书长梁毅上台发表讲话，表达了对电子纸商显领域发展的期待，并分享了相关行业经验，为论坛增添 了丰富的内容。 2025年4月17日，由 EPIA 电子纸产业联盟与 TDUA 台湾显示器联合总会共同主办的"第四届电子纸产业发展生态论坛（ePSD 2025）"在 台北南港展览馆 Touch 台湾期间成功举办。本次论坛作为电子纸产业行业的盛会，聚焦产业最新发展状况、前沿技术与创新应用，吸引了众多 来自业界的重量级嘉宾以及关注电子纸产业的企业代表参与。 电子纸产业联盟理事长、元太科技董事长李政昊率先为论坛致开场词。他对电子纸产业联盟和 TDUA 台湾显示器联合总会为本次论坛的付出表 示感谢，并分享了对电子纸产业发展的深刻见解，强调了产业合作与创新的重要性，为论坛奠定了良好的开端。 电 子 ...

产业洞察 根据Tr e n dFo r c e集邦咨询最新研究，OLED显示技术持续发展，带动QD-OLED显示器(mo n it o r)出 货量成长， 预计在OLED显示器的占比将从2 0 2 4年6 8%提升至2 0 2 5年7 3% ，展现出在高阶显示器 领域的竞争力。受到市场需求趋动，预期未来将有更多品牌和产品线采用QD-OLED技术，以提升画 质表现与刷新率，以满足高阶玩家和专业使用者的需求。 从尺寸发展趋势分析，随着2 7吋UHD新产品推出，以及2 7吋QHD 5 0 0Hz超高刷新率显示器新品引 发市场关注，这种尺寸的机型对电竞与专业领域更有吸引力，也成为QD-OLED显示器市场的主要驱 动力。由于产品阵容更加丰富和技术升级， 预估QD-OLED在2 7吋机型的渗透率可望从2 0 2 4年 3 2%，成长至2 0 2 5年4 7% 。 QD-OLED画面表现细腻，但仍有使用寿命和成本优化等挑战 Tr e n dFo r c e集邦咨询表示，QD-OLED技术的核心优势为透过蓝光OLED激发量子点材料，转换为 红、绿纯色光，从而实现更高的亮度、色彩饱和度与色域覆盖率。 RGB像素亮度提升后，显示 ...

Core Viewpoint - The 13th China Electronic Information Expo (CITE 2025) showcased innovative display technologies from various manufacturers, highlighting advancements in OLED, Mini-LED, and other display technologies. Group 1: TCL Huaxing - TCL Huaxing presented its HVA Ultra Starry Screen, featuring 178° wide viewing angle, DCI-P3 98% color gamut, and a narrow bezel of 2.9mm, achieving picture quality comparable to OLED [2] - The company showcased its first mass-produced printed OLED 4K display with a 120Hz refresh rate and a bezel-less design, currently with a production capacity of 5.5K, aiming to expand to over 10K [4] - TCL Huaxing's environment light adaptive TV screen utilizes advanced a-Si In-cell Sensor technology to automatically adjust brightness and color temperature, effectively reducing energy consumption [5] - Additional products included an eye-care tablet with anti-reflective features and the world's thinnest LCD laptop module [7] Group 2: Tianma Microelectronics - Tianma Microelectronics focused on automotive display products, showcasing a 13-inch dual-screen curved OLED display that enhances readability and interaction for drivers [8] - The display features Corning's Cold Form™ technology, achieving a reflection rate of 0.5% and a color deviation of Delta E<0.8, creating an integrated large-screen visual effect [10] - The company also exhibited ultra-narrow bezel, high-resolution flexible screens, and low-power displays [11] Group 3: Hehui Optoelectronics - Hehui Optoelectronics displayed a flexible 11.3-inch AMOLED tablet with variable refresh rates from 1 to 120Hz, utilizing IGZO technology for low power consumption and high brightness [13] - In the automotive sector, a 13-inch 2.5K tandem AMOLED display was showcased, achieving peak brightness of 2500 nits and a lifespan four times longer than single-layer displays, with a 30% reduction in power consumption [15] - Other products included a 6.02-inch FHD+ flexible AMOLED phone display and a 27-inch 4K 120Hz AMOLED desktop monitor [17] Group 4: Longteng Optoelectronics - Longteng Optoelectronics presented a 14-inch interactive privacy screen with a resolution of 1920*1200 and a contrast ratio of 1500:1, featuring low blue light protection [18] - The company also showcased displays for the medical industry, including 8.4-inch, 12.1-inch, and 15-inch screens designed for clinical monitoring [20] - In the automotive display sector, a 12.3-inch anti-peep touch screen was exhibited, supporting FHD resolution and 1000 nits brightness [21] Group 5: Dahui International - Dahui International, a partner of AUO, highlighted a new generation of Micro LED transparent displays with a lifespan of 100,000 hours and a brightness of 1200 nits [24][26] Group 6: Philips Television - Philips showcased its 75-inch QD-MiniLED wall-mounted AI television MLED960, featuring a refresh rate of 288Hz and a color gamut of 93% DCI-P3 [27] - The 75-inch ambient light television PUF8568 intelligently adjusts ambient light to balance screen brightness, reducing visual strain [28] Group 7: Play Your Dream - Play Your Dream introduced the world's first Android-based spatial computer, featuring dual 8K Micro-OLED screens with a resolution of 27 million pixels and a refresh rate of 90Hz [31][33]

Core Viewpoint - The establishment of the AMOLED display glass etching project by Wogao Optoelectronics in Chengdu marks a significant investment in the AMOLED production supply chain, enhancing collaboration with leading panel manufacturers like BOE [3]. Group 1: Project Overview - The AMOLED display glass etching project was officially launched on April 9, 2023, in Chengdu High-tech Zone [1]. - The project was signed on December 19, 2023, and is a customized supporting project for BOE's 8.6-generation AMOLED production line, which has a total investment of approximately 63 billion yuan [3]. - The total investment for the Chengdu Wogao AMOLED etching project is 628 million yuan, with plans to construct an automated production facility covering 77,000 square meters [3]. Group 2: Technological Advancements - The project will utilize Wogao Optoelectronics' self-developed ECI technology to achieve breakthroughs in the thinning of medium and large-sized AMOLED glass substrates and selective graphic etching [3]. - The project aims to provide high-precision supporting services for the first 8.6-generation OLED production line in China [3]. Group 3: Strategic Expansion - With the establishment of the Chengdu project, Wogao Optoelectronics will implement a national strategic layout across North, Central, South, and Southwest China, fostering deep collaboration with leading panel companies [3]. - The company aims to build a comprehensive supply chain covering LCD, Mini/Micro LED, and AMOLED display technologies [3]. Group 4: Core Business Segments - Wogao Optoelectronics' core business includes traditional displays, new displays, automotive displays, and semiconductors, focusing on glass thinning, coating, precision circuit production, and more [4]. - In the Mini/Micro LED sector, the company is developing Mini LED glass-based COG solutions and promoting glass-based TGV technology for Micro LED direct display and advanced semiconductor packaging [4]. - The company has completed the construction of a facility capable of producing 5 million square meters of glass-based Mini/Micro LED substrates [4].

根据 Counterpoint 最新发布的 《显示屏资本支出与设备市场份额季度报告》 ，由于 OLED 方面的支出增 加，以及液晶显示器（LCD）方面支出略有上升，该机构已将 2020 年至 2027 年的显示屏设备支出预测 上调了 2%，至 770 亿美元。 OLED方面支出的增加，主要可归因于两条第 6 代（G6）移动面板生产线向柔性面板的转换，以及一条 第 8.7 代（G8.7）信息技术（IT）领域的 OLED生产线额外扩充了 7500 片基板的产能。由于新增了第 8.7 代（G8.7）OLED 制造工厂，进行了柔性 / 低温多晶氧化物（LTPO）面板的转换，还扩充了大于 85 英寸电视品类的产能，预计从 2023 年到 2027 年，OLED 设备支出每年都会有所增加，到 2027 年将达到 83 亿美元。而这些增长反过来又将受到 OLED 在智能手机、平板电脑和笔记本电脑中渗透率不断上升， 以及面板平均尺寸不断增大的推动。 按技术分类的显示屏设备支出 （以设备到位时间为基准） 2020 年至 2027 年显示屏设备支出预测上调了 2%，达到 770 亿美元。 OLED 在智能手机、平板电脑和笔记本电 ...

Core Viewpoint - The article discusses the financial performance of two companies, Hehui Optoelectronics and Kangguan Technology, for the year 2024, highlighting significant revenue growth and challenges in profitability. Hehui Optoelectronics - In 2024, Hehui Optoelectronics achieved a revenue of 49.58 billion RMB, representing a year-on-year growth of 63.19% [1][3] - The company reported a net loss of 251.81 million RMB, which is a reduction in losses by 72.63 million RMB compared to the previous year [1][3] - The company’s AMOLED panel shipments exceeded one million units, with a notable increase in revenue from the notebook computer segment, which grew over 180% [4] - Hehui Optoelectronics has two production lines, with the sixth-generation AMOLED production line's capacity expected to increase from 30K/month to 45K/month by March 2025 [4] Kangguan Technology - Kangguan Technology reported a revenue of 155.87 billion RMB in 2024, marking a year-on-year increase of 15.92% [5][6] - The net profit for the company was 833.46 million RMB, reflecting a decline of 35.02% compared to the previous year [5][6] - The company’s innovative display products saw a revenue increase of 57.94%, with a shipment growth of 110.61% [5][7] - The smart TV segment generated 95.28 billion RMB in revenue, up 23.47% year-on-year, with a shipment increase of 25.42% [5][7]

Core Viewpoint - The article highlights the upcoming mass production of the world's first 75-inch color electronic ink screen by Chuanqi Optoelectronics Technology in Yangzhou, which is expected to significantly enhance outdoor display capabilities and color performance [1][3]. Group 1: Product Development - Chuanqi Optoelectronics has developed a 75-inch color electronic ink screen with a 30% increase in color saturation, clearer fonts, and vibrant colors, capable of operating in outdoor conditions from -15°C to 65°C [1]. - The product is designed to be compatible with solar panels, enhancing its usability in outdoor environments [1]. Group 2: Production and Sales Forecast - The company has completed customer sample certification and plans to commence production in May, aiming for full production capacity by the third quarter of 2023 [1]. - Orders are currently booked until September, with first-quarter invoiced sales expected to exceed 1.1 billion yuan, representing an 18% year-on-year increase [4]. - For 2024, Chuanqi Optoelectronics anticipates invoiced sales of 4.5 billion yuan, a year-on-year growth of approximately 22%, with a further expected growth of 20%-30% in 2025 [4]. Group 3: Company Background - Chuanqi Optoelectronics is a subsidiary of E Ink Holdings, focusing on the research and production of electronic paper display modules and related products, with a registered capital of 242 million USD [3].

Group 1: Company Overview and Strategic Direction - The company, Tianshan Electronics, is focused on the development of display products in the automotive electronics sector, including VA modules, TFT modules, and VA+TFT combination screens, which have superior viewing angles and response times compared to traditional displays [2][3]. - The "Lingshan Base" is a strategic upgrade project covering approximately 132,000 square meters, aimed at accelerating the construction of integrated optical touch modules to meet the growing market demand in smart home, financial data terminals, communication devices, and automotive electronics [4]. - The company has established a dual mechanism of "incentives + repurchase" to enhance long-term motivation and value management, with a 2024 restricted stock incentive plan involving the issuance of 1.498 million shares at a price of 9.56 CNY per share [5]. Group 2: Industry Trends and Positioning - The liquid crystal display industry is evolving towards high resolution, low power consumption, and ultra-narrow bezels, driven by advancements in 5G communication, IoT, and smart wearable technologies [6][7]. - Tianshan Electronics aims to provide customized LCD screens and modules, leveraging strategic partnerships with companies like BOE and long-term collaborations with major firms across various sectors, including smart home and industrial control [8]. - The company reported a revenue of 1.476 billion CNY for 2024, reflecting a year-on-year growth of 16.54%, and a net profit of 150 million CNY, up 39.97%, indicating a strong growth momentum [8]. Group 3: Investment and Collaboration - The company has established an industrial fund in collaboration with professional institutions to strategically invest in the semiconductor and electronic information sectors, enhancing technological upgrades and resource synergy within the electronic information industry ecosystem [9].

Core Viewpoint - TCL Huaxing showcases its advanced display technologies at MWC 2025, emphasizing its commitment to sustainable development, visual health, and enhanced user experience through innovative products [1][10]. APEX ZhenTu Deep Application - APEX ZhenTu brand aims to upgrade consumer visual experiences by integrating green and low-carbon concepts into display technology innovations [2]. - The world's first low-power OLED mobile screen (6.36") utilizes LTPO technology to dynamically adjust refresh rates, significantly reducing power consumption by 7.9% at 120Hz and 13.2% in partitioned mode [2]. Visual Health Focus - TCL Huaxing introduces the WQHD 120Hz LTPS circular polarized eye-care screen (6.67"), which reduces glare and enhances contrast for a clearer viewing experience [3]. - The "Moth Eye" bionic eye-care tablet (12.1") employs multiple anti-glare and anti-reflection technologies to improve visual comfort and reduce blue light exposure [4]. Enhanced Display Experience - The world's first 4K 144Hz AI tablet (13.0") features advanced AI algorithms for dynamic frequency adjustment, achieving a 21% reduction in power consumption compared to traditional solutions [7]. - The ultra-low power VR headset (2.56") combines COA technology with high-efficiency Mini LED backlighting, improving light efficiency by approximately 40% [8]. Cutting-edge Display Technology - TCL Huaxing is advancing printing OLED, QD-EL, and Mini LED technologies, showcasing products like the world's highest brightness printed QD-EL laptop screen (14") with over 85% BT2020 color gamut coverage [12]. - The first mass-produced printed OLED 4K professional display (21.6") is designed for high-end users, featuring over 99% DCI-P3 color gamut coverage [14]. Collaborative Innovations - TCL Huaxing collaborates with leading brands like Lenovo and Xiaomi to develop innovative display solutions, including the world's first under-screen camera OLED laptop screen (14") with a 98% screen-to-body ratio [16][18]. - The ultra-low power foldable screen (6.9") reduces power consumption by 30% compared to previous generations, enhancing user experience [21]. Future Directions - TCL Huaxing aims to become a global leader in display solutions by focusing on consumer experience upgrades and fostering a close ecosystem with global partners [23].

Core Insights - The 2025 TrendForce Display Industry Seminar focused on the future of micro and small-sized displays, featuring industry experts and analysts discussing technological advancements and market dynamics [1][4]. Group 1: Panel Industry Landscape - The TFT-LCD industry is dominated by mainland panel manufacturers, who have improved operations through production control strategies and are expected to continue focusing on demand size adjustments for supply-demand balance [6]. - Potential consolidation targets remain in the industry, which could enhance bargaining power and market concentration [6]. - Domestic suppliers have gained dominance in key components like polarizers and backlight modules, with increasing self-sufficiency in driver ICs through collaboration with local foundries [6]. - Panel manufacturers are diversifying supply chains by establishing overseas module factories to meet customer demands [6]. - Investments in AMOLED, Mini/Micro LED technologies, and semiconductor-related businesses are anticipated to continue [6]. Group 2: AI PC Market Trends - The rapid development of AI technology is reshaping human-computer interaction, with AI PCs expected to penetrate 21.7% of the market by 2025 and approach 80% by 2029 [10]. - AI PCs are becoming essential in various industries, enhancing user experience through intelligent operations and efficient decision-making [10]. Group 3: Automotive Display Market - Despite a plateau in global vehicle demand, growth in China and emerging markets is driving the automotive display market, with a nearly 10% increase in shipments last year [12]. - Major automotive display manufacturers are showcasing advanced technologies like stretchable OLED and Mini LED at industry events, contributing to increased demand [12]. - The growth in automotive displays is primarily driven by the rising installation rates of rear-seat and driver-side displays, leading to a 6.2% increase in demand [12]. Group 4: Monitor Panel Market - The monitor panel market is experiencing subdued demand from brands, with a potential for price increases due to supply constraints [14]. - New capacities entering the market may alter the technology landscape, particularly benefiting IPS panel growth [14]. - The OLED monitor market is in its early stages, with expected growth as both manufacturers and brands invest in this segment [14]. Group 5: Near-Eye Display Market - Near-eye display devices are focused on immersive experiences through optical modules and display technologies, with VR/MR devices utilizing VST technology for real-world integration [17]. - The supply chain for optical and display modules is expanding, with various technologies like Fresnel lenses and OLEDoS gaining traction [17]. - Global shipments of VR/MR devices are projected to reach 7.2 million units in 2024, with expectations to grow to 40 million units by 2030, driven by OLEDoS technology [17][18].