TrendForce集邦咨询表示，美国对等关税政策可能冲击各终端产品应用需求，尤其是关税全面上升将增加 物价上涨机率，进而影响消费信心。在消费者预算有限的情况下，不排除消费性电子装置的需求将受影 响，其中电视、笔电等需求可能因此下滑。IT市场中，原先预期今年商务需求有望开始恢复，但在市场前 景不明下，企业可能会提前开始控管相关IT支出与费用，将延缓商务市场回温速度。 Apr. 9, 2025 产业洞察 根据TrendForce集邦咨询最新调查，美国于当地时间4月9日起实施对等关税，由于主要以贸易逆差作为考 量因素，长期为消费性电子供应链重镇的亚洲也受波及，尤其是东南亚地区。预期显示器产业可能面临光 学膜片与AMOLED有机发光材料被加征关税的情况，终端可能面临需求下降与产品售价调升的风险。 观察面板与相关零组件供应链，绝大部分以亚洲为主要生产地，并未直接出口美国，因此原有的液晶显示 器面板与相关零组件供应链在现阶段关税措施中暂未被波及。 近期文章精选 TrendForce 就目前关税实际施行状况以及未来是否有调整空间仍充满变数，消费性电子品牌客户为应对此状况，短期 包括暂缓东南亚相关生产据点的出货，品牌或代工 ...

Group 1 - The core viewpoint of the article highlights the collaboration between AUO's subsidiary, Daqing, and E Ink to establish a joint venture aimed at producing large electronic paper modules, with production expected to commence in Q4 2025 [1][2] - The joint venture will leverage E Ink's key technology and materials for electronic paper, combined with AUO's panel design and smart manufacturing capabilities, to enhance their strategy in the low-carbon digital transformation market [1][2] - The partnership aims to capitalize on the growing demand for large digital display applications, driven by the increasing emphasis on ESG (Environmental, Social, and Governance) standards and the need for energy-efficient and environmentally friendly solutions [2]

Core Viewpoint - Samsung is launching a comprehensive range of AI-powered home appliances and display products in 2025, emphasizing the integration of AI technology to enhance user experience and create a new paradigm for smart homes [1][2]. Group 1: AI Home Experience - Samsung's SmartThings platform connects users with their family, pets, and plants, creating a vibrant "home ecosystem" through AI technology [1][2]. - The Knox security system is expanded to protect smart home environments, ensuring data security across various devices [2]. Group 2: Vision AI Television - The new Vision AI television aims to provide a more intelligent and user-friendly experience, featuring an AI button on the remote for quick access to AI functionalities [2][3]. - Enhanced audio-visual capabilities include AI image enhancement, automatic HDR reconstruction, and personalized settings for different content types [3]. Group 3: Display Technology Innovations - The Neo QLED product line introduces anti-glare screens and advanced AI features for improved viewing experiences, including the flagship Neo QLED 8K QN950F model [4][5]. - New large-screen models, such as the 115-inch Neo QLED 4K QN90F, cater to consumer demand for immersive viewing experiences [5]. Group 4: Advanced Monitor Solutions - Samsung launched several flagship monitors, including a 27-inch 4K OLED display with advanced cooling technology and a 240Hz refresh rate for gamers [6]. - The G90XF monitor features revolutionary naked-eye 3D technology, allowing users to view 3D images without glasses [6]. Group 5: AI-Enabled Home Appliances - The AI-powered refrigerator and washing machine series offer personalized settings and advanced features, enhancing user interaction and food preservation [8]. - Samsung's approach transforms traditional appliances into intelligent entities that resonate emotionally with users, moving beyond mere functionality [8].