Core Insights - The 2025 World Display Industry Innovation Development Conference opened in Chengdu, Sichuan, with 13 new display industry cooperation projects signed, totaling an investment of 15.74 billion yuan [1] - Since the last conference, Sichuan has attracted 103 new display industry projects with a total investment exceeding 130 billion yuan, including 57 projects in Chengdu alone, amounting to over 50 billion yuan [1] - As of the first half of 2025, Sichuan has 47 ongoing projects in the new display industry worth over 100 million yuan, representing a nearly 50% increase compared to the same period last year [1] - Sichuan's new display industry chain completeness exceeds 70%, with an industry matching rate over 45%, positioning it among the top three in national competitiveness [1] Company Highlights - BOE Technology Group showcased new products focusing on eye protection, AI, and VR at the conference, including an infrared eye protection tablet that integrates multiple BNL technologies [2] - BOE also introduced various AI application products tailored for work, home, and entertainment scenarios, such as intelligent office solutions and AI high-quality image generation platforms [2] - Chenxian Optoelectronics presented its 8K TFT-based Micro-LED display screen, noted for its energy efficiency, eye comfort, and seamless splicing capabilities [2]

Core Insights - The release of three high-end equipment for the mass production line of 8.6-generation large-size OLED screens marks a significant breakthrough in China's display equipment sector [1][3] Group 1: Equipment Release - Three high-end display equipment were officially launched in Chengdu, including a multi-application inkjet film deposition platform, the first domestic large-area bonding equipment, and the first domestic EHD dispensing equipment [3] - These equipment are specifically designed for the mass production of 8.6-generation large-size OLED screens [3] Group 2: Industry Impact - The introduction of these high-end domestic display equipment is expected to facilitate the mass production of new display products that are larger, more efficient, and lower in cost [3] - The Chinese optical and optoelectronic industry is transitioning towards a new stage of domestic and high-end manufacturing equipment [3] Group 3: Industry Development - According to the "China New Display Industry High-Quality Development Index (2025)" released by the China Electronic Information Industry Development Research Institute, the new display industry chain in China has upgraded from a point-based model to a chain-based model during the 14th Five-Year Plan period [3] - This transformation is characterized by a "point-to-surface, interactive symbiosis" approach, significantly boosting the growth of upstream materials and equipment in the new display sector [3]

11月3日，2025世界显示产业创新发展大会在成都天府国际会议中心开幕，在创新成果体验区，多款"成 都高新造"显示产品成为焦点。本次大会创新成果体验区汇聚了全球首发、行业首创的最新产品，覆盖 从上游设备材料、中游面板到下游终端应用的全产业链，吸引了京东方、辰显光电、菲斯特、路维光 电、思越智能等多家成都高新区企业参与。 （文章来源：每日经济新闻） 成都菲斯特科技有限公司首发的全球首款150英寸菲涅尔光学屏幕也引人瞩目。"150英寸菲涅尔光学屏 幕，绝非尺寸的简单放大，而是一场从纳米级精度到超大规模制造的科技长征。"菲斯特相关负责人表 示，为了实现150英寸的突破，我们提前定制了全球首套超精密加工设备，自研全新生产工艺，打造专 属无尘车间，总投资超7500万元。 近年来，成都高新区始终致力于打造一流的营商环境和产业生态，以"立园满园"行动、"进解优促"工作 为抓手，通过精准的政策扶持、高效的政务服务、完善的产业链配套，为企业从技术研发到量产应用的 全生命周期提供强力支撑。目前，成都高新区已汇聚京东方、天马、中光电、出光兴产等一批国内外领 军企业和关键配套商，形成覆盖玻璃基板、发光材料到终端应用的完整产业链。数据 ...

Core Insights - Micro-LED technology is rapidly advancing and is seen as the next generation of micro-display technology, particularly suitable for smart glasses, smartwatches, and automotive displays [1][2] - The market for Micro-LED is expected to grow significantly, with projections estimating a market size of $461 million by 2029 [2] - Companies are increasingly focusing on Micro-LED technology, with several key players making strategic investments and advancements in production capabilities [3][4] Group 1: Market Trends - The application boundaries of Micro-LED technology are expanding quickly, driven by continuous technological breakthroughs, increased production capacity, and reduced costs [1] - Smart glasses are identified as the primary battlefield for Micro-LED technology, with notable products like the X3 Pro glasses featuring peak brightness of 6000 nits and a 95% reduction in rainbow artifacts [1] - The automotive sector is also benefiting from Micro-LED technology, with adaptive headlights offering high resolution and pixel-level light control, enhancing nighttime driving safety [2] Group 2: Company Developments - BOE Technology Group's Micro-LED wafer manufacturing and packaging testing base in Zhuhai is set to achieve mass production by March 2025, contributing to the industrialization of Micro-LED [3] - Tianma Microelectronics has successfully lit its Micro-LED production line in 2024 and is expected to deliver standardized display modules in 2025, marking a significant advancement in its Micro-LED capabilities [3] - Companies are focusing on high-value products and are committed to deepening their Micro-LED technology research and development to seize future display technology opportunities [3][4]

Core Insights - Micro-LED technology is recognized as the "next generation micro-display technology" due to its high brightness, efficiency, and longevity, making it suitable for smart glasses, smartwatches, and automotive displays [1] - The commercialization of Micro-LED is accelerating as key technological breakthroughs, capacity enhancements, and cost reductions are being achieved [1] Industry Trends - The application boundaries of Micro-LED technology are rapidly expanding, with significant breakthroughs in various fields this year, indicating a move towards a "harvest moment" for the technology [1] - In the automotive display sector, Micro-LED technology is overcoming challenges such as color deviation at high temperatures, with adaptive headlights showcasing high resolution and improved safety for night driving [1] Product Developments - Smart glasses are the primary battlefield for Micro-LED applications, with notable products like the X3Pro glasses from Thunderbird Innovation featuring a peak brightness of 6000 nits and a 95% reduction in rainbow artifacts [2] - Garmin has also launched a smartwatch equipped with a Micro-LED display, contributing to the anticipated growth of the Micro-LED chip market, projected to reach $461 million by 2029 [2] Company Initiatives - Companies like BOE Technology Group and Tianma Microelectronics are making strategic advancements in Micro-LED technology, with BOE's manufacturing and testing base set to achieve mass production by March 2025 [3] - Thunderbird Innovation has successfully combined Micro-LED's high brightness and low power consumption with optical waveguide technology to produce full-color Micro-LED waveguide AR glasses [4] - Industry experts emphasize the need for companies to enhance R&D efforts and strengthen supply chain integration to maintain competitive advantages in the Micro-LED sector [4]

Core Insights - The new display industry is a crucial sector in the information age and digital economy, marking a transition from "scale leading" to "quality leading" in China, aiming for high-quality development [1] Group 1: Event Overview - The 2025 World Display Industry Innovation Development Conference will be held in Chengdu from November 3 to 4, 2025, featuring a structure of "1+10+1+N" activities, including an opening ceremony, ten industry chain docking events, one innovation achievement experience, and multiple supporting activities [1] - The conference aims to create an international platform for industry exchange, industrial aggregation, and business negotiations, allowing more countries to share in the benefits of China's new display industry [1] Group 2: Participant Companies - Major midstream panel module companies participating include BOE, TCL Huaxing, Tianma, Visionox, and others, while terminal application companies include Changhong, Xiaomi, Hisense, Samsung, and more [2] - Upstream material and equipment companies such as Corning, Applied Materials, and others will also be present, highlighting the comprehensive nature of the event [2] Group 3: Project and Activity Focus - The conference will facilitate the signing of significant projects in the new display industry, accelerating the transformation of innovative achievements and contributing to regional economic development [2] - Ten docking activities will adopt a "1+1+2+6" model, focusing on electronic paper, Micro-LED, and future display technologies, emphasizing upstream equipment materials and industry linkages [2]

Core Insights - The T8 project by TCL Huaxing, in collaboration with the Guangzhou government, marks the establishment of the world's first mass production G8.6 generation printed OLED production line, with a total investment of approximately 29.5 billion yuan [1] - The project aims to enhance the domestic supply chain for printed OLED technology, transitioning from a follower to a leader in the high-generation AMOLED sector [1][2] - The T8 project is expected to significantly contribute to the development of a complete and independent industrial chain, with multiple suppliers already expressing cooperation intentions [1] Investment and Production Capacity - The T8 project is designed to process approximately 22,500 glass substrates per month, with dimensions of 2290mm x 2620mm, targeting applications in displays, laptops, and tablets [1] - The project builds on TCL Huaxing's 12 years of investment in printed OLED technology, leveraging experience from the Wuhan G5.5 generation production line, which achieved mass production in November 2024 [1] Technological Advancements - The T8 project will incorporate advanced technologies such as industrial robots, AI models, and new materials to drive high-quality development in the display industry [2] - AI applications are expected to enhance product development efficiency and yield rates, with defect detection and repair processes largely automated, achieving over 95% stability [2] Environmental Impact - The printed OLED technology utilized in the T8 project is designed to have lower production energy consumption and higher material utilization rates, potentially reducing energy consumption by approximately 300 to 400 million kilowatt-hours annually [2]

Core Insights - TrendBank is organizing various industry conferences to promote collaboration and innovation in the semiconductor and display technology sectors [3][4][10] - The company aims to enhance resource aggregation and industry cluster development in the Ningbo and Yangtze River Delta regions [10][11] Event Summaries - The 2025 TrendBank Display Technology and Supply Chain Industry Annual Conference will be held from November 19-21 in Chengdu, Sichuan [3] - The 2025 TrendBank Polarizer Industry Conference successfully gathered numerous enterprises to explore future development opportunities [4] - The 2025 TrendBank Lithography Industry Conference focused on the localization of lithography technology [4] - The 2025 TrendBank PI Conference and the HIPC 2025 event on heterogeneous integration were also successfully concluded [4] - In 2026, TrendBank plans to host a series of conferences focusing on advanced materials and technologies in the semiconductor industry [6][7][8] Future Plans - TrendBank will collaborate with the Yongjiang Laboratory to host the Heterogeneous Integration Annual Conference from November 17-19, 2025, focusing on advanced packaging technologies [10][11] - The conference will cover topics such as multi-material heterogeneous integration, optoelectronic co-packaging, and advanced packaging techniques like TGV and FOPLP [11]

Core Insights - The completion of the main structure of the Woge Optoelectronics AMOLED display glass etching project in Chengdu marks a significant step towards mass production with a total investment of 628 million yuan [1][3] Company Summary - The Woge Optoelectronics AMOLED etching project is set to build an automated production facility covering approximately 68,000 square meters, focusing on breakthroughs in glass-based back-end processes [3] - The project aims to enhance panel precision and production efficiency through the company's self-developed ECI technology, which integrates AMOLED glass thinning, through-hole, and cutting processes [3] - Upon completion, the project will provide cost-effective localized support services for BOE's 8.6-generation AMOLED production line [3] Industry Summary - Chengdu High-tech Zone has gathered 58 supply chain enterprises related to BOE and over 100 supporting companies in the Sichuan-Chongqing region, increasing the local supply rate to 49% [3] - The new display industry in Chengdu High-tech Zone is positioned as a core area for high-quality development in the electronic information sector, with a complete industrial chain covering glass substrates, luminescent materials, and terminal applications [3] - The new display industry in Chengdu is projected to achieve an output value of 38 billion yuan in 2024, representing a year-on-year growth of 3% [4] - The Chengdu High-tech Zone aims to further enhance the "circle-building and chain-strengthening" strategy to accelerate the Woge Optoelectronics project and promote the development of the new display industry [4]

Core Insights - The article emphasizes the transformative impact of technology, particularly in display technology, with OLED and Micro OLED at the forefront of this revolution [1] - OLED has established itself as the dominant technology in flagship smartphones due to its flexibility, thinness, and superior color performance, symbolizing quality and experience [1] - Micro OLED is positioned as the "golden solution" for near-eye displays, crucial for spatial computing and immersive experiences, and is expected to play a key role in defining the boundaries between virtual and real worlds [1] - The article highlights the necessity for industry players to adapt and collaborate in response to the evolving display technology landscape, driven by the mature market ecosystem of OLED and the revolutionary applications of Micro OLED [1] Event Overview - The 2025 Self-Luminous Display Industry Seminar will be held on October 30, 2025, organized by TrendForce, LEDinside, and Display [4] - The seminar aims to share cutting-edge industry information and analyze development trends [1][4] - The agenda includes various presentations on topics such as commercialization of glass and silicon-based Micro LED, opportunities in ultra-high-definition display technologies, and the impact of AI on AR glasses [5][6]