Workflow
显示面板
icon
Search documents
最新面板价格趋势(2025年9月)
TrendForce集邦· 2025-09-22 09:04
Core Viewpoint - The panel prices for TVs, monitors, and laptops are expected to remain stable as of September 2025, aligning with earlier forecasts by TrendForce [2]. TV Panel Prices - The average price for a 65-inch TV panel is $173, with a minimum price of $167 and a maximum of $176 [5]. - The average price for a 55-inch TV panel is $124, with a minimum price of $118 and a maximum of $127 [7]. - The average price for a 43-inch TV panel is $64, with a minimum price of $62 and a maximum of $66 [8]. - The average price for a 32-inch TV panel is $35, with a minimum price of $34 and a maximum of $36 [8]. Monitor Panel Prices - The average price for a 27-inch IPS monitor panel is $63, with a minimum price of $57.6 and a maximum of $65.8 [10]. - The average price for a 23.8-inch IPS monitor panel is $49.9, with a minimum price of $47.1 and a maximum of $51.4 [11]. Laptop Panel Prices - The average price for a 17.3-inch TN laptop panel has remained stable at $38.3, with a minimum price of $37.7 and a maximum of $39.8 [13]. - The average price for a 15.6-inch Value IPS laptop panel is expected to be $40.3, consistent with the previous month, with a minimum price of $38.6 and a maximum of $41.9 [13]. - The average price for a 14.0-inch TN laptop panel has stabilized at $26.9, with a minimum price of $26.4 and a maximum of $28.1 [13]. - The average price for an 11.6-inch TN laptop panel has remained stable at $25.1, with a minimum price of $24.2 and a maximum of $26.5 [13].
不止三折叠,中国给高端屏立标杆|供应链隐形冠军
Tai Mei Ti A P P· 2025-09-22 07:08
当下的中国,已经不单单是一个制造强国,更是走在智造的第一梯队。数十年的时间里,许多产品都经历了从无到有,从跟跑到并跑再到领跑的突破,这其 中就包括显示面板行业。 回看过去二十年的时间里,中国显示面板产业在多家公司的助推下,完成了从"缺屏少芯"到"全球最大面板制造基地"的跨越。相关统计数据显示,去年中国 大陆显示面板市场规模达3962亿元,全球占比68.2%,在LCD领域,已经实现绝对的领先。不仅如此,随着OLED面板在手机、平板等终端的加速渗透,中 国面板企业在逐渐掌握主动权,并且在高端OLED技术上实现领跑,比如天马。 图片来源官网 作者拍摄 1983年,天马从深圳起步,是国内首批平板显示企业,既是中国显示产业从"0"到"1"的见证者,亦是突破"缺芯少屏"的参与者。最新财报数据显示,天马柔 性OLED手机显示市占全球第三、国内第二,LTPS手机显示模组市占自2018年起保持全球第一。 OLED应用加速,中国屏厂掌握主动权 当下,屏幕无处不在,除了常知的手机、PC、电视和平板之外,现如今汽车里的屏幕也越来越多,而屏幕显示的优劣,也往往代表着相应产品的定位。其 中,OLED作为高端显示技术,被用在高端消费电子终 ...
深天马新一届核心管理团队正式确立 年内多家电子深企高管变动
Shen Zhen Shang Bao· 2025-09-22 07:07
此外,经董事长成为提名,聘任王磊为公司总经理。王磊出生于1971年,拥有上海交通大学高电压技术 及设备、技术经济专业本科双学位,以及工商管理专业硕士学历,于1993年加入深天马,历任公司主任 工程师、工程总监、子公司副总经理及总经理、公司总经理助理、副总经理等职,持有公司7800股股 份,具备深厚的行业积淀与全面的管理能力。 除了深天马,中国电子、康佳集团等电子深企年内也有高管变动。今年4月,中国电子信息产业集团有 限公司官网"集团领导"栏目更新信息显示,李立功已任公司党组书记、董事长。中国电子是中央直接管 理的以网信事业为核心主业的国有重要骨干企业。根据公司官网,中国电子目前拥有18.9万员工,25家 上市公司,总资产4336亿元,业务覆盖全球6大洲60多个国家和地区,连续14年入选《财富》世界500 强。 今年8月,康佳专业化整合发布会在深圳举行,康佳正式成为华润集团旗下科技与新兴产业板块的业务 单元。发布会上,康佳集团董事长邬建军代表新一届管理团队发言,康佳集团还与重要合作伙伴签署了 深化合作协议。 【深圳商报讯】(记者 苑伟斌)近日,天马微电子股份有限公司发布公告称,经全体董事表决,成为 当选为公司第 ...
手机厂商与面板巨头加深捆绑
Core Viewpoint - The smartphone industry is witnessing a shift from a traditional "buyer-supplier" relationship to a collaborative model where manufacturers engage deeply in the definition, development, and production of display technologies, reshaping the competitive landscape of the display panel industry [2][4][8]. Group 1: New Collaboration Paradigm - Smartphone manufacturers are no longer passive purchasers but are becoming strategic partners with panel manufacturers, engaging in joint research and deep customization [2][4]. - OPPO has invested over 1 billion in establishing its own "display science production line," allowing it to control the entire process from design to production [4][5]. - The collaboration between Xiaomi and TCL Huaxing has evolved into a long-term partnership, creating an "innovation display joint laboratory" to streamline technology development and production [5][8]. Group 2: Industry Dynamics - The traditional supply chain structure is being transformed from a linear model to a networked "industry alliance," enhancing the bargaining power of smartphone manufacturers [8][9]. - Chinese panel manufacturers are expected to capture over 70% of the global smartphone panel market by 2025, providing manufacturers with more options and stronger negotiation capabilities [8][10]. - The shift to deep collaboration is accelerating technological iteration and redefining market competition rules, moving the focus from macro parameters to underlying technologies [10][11]. Group 3: Technological Advancements - The competition in the smartphone market is increasingly centered around display technology, with companies like OPPO and Tianma developing advanced features such as precise light control at ultra-low brightness [10][11]. - The joint development model allows manufacturers to align market needs with technological paths early in the research phase, significantly reducing the time from lab to market [10][11]. - The relationship between Apple and Samsung exemplifies a unique "co-opetition," where stringent standards and large orders from Apple drive Samsung to innovate continuously [6][10].
手机厂商与面板巨头加深捆绑
21世纪经济报道· 2025-09-22 04:41
Core Viewpoint - The article discusses the evolving relationship between smartphone manufacturers and panel suppliers, highlighting a shift from a traditional procurement model to a collaborative co-creation model, which enhances competitive advantages in the smartphone market [2][10]. Group 1: New Collaboration Paradigm - Smartphone manufacturers are no longer passive "purchasers" but are deeply involved in defining, developing, and producing display technologies, forming strategic partnerships with panel giants [2][5]. - This shift from "procurement" to "co-creation" is a natural outcome of the smartphone industry's transition from product-level competition to supply chain-level competition, accelerating technology iteration and reshaping the global display panel industry's power dynamics [2][10]. Group 2: Case Studies of Collaboration - OPPO has invested over 1 billion in establishing its own "display science production line" and has customized a dedicated production line with Tianma, allowing it to control the entire process from design to production [5][11]. - Xiaomi and TCL Huaxing have established an "Innovation Display Joint Laboratory," creating a complete closed loop from technology research to mass production, which enhances their collaborative growth [6][10]. - The relationship between Apple and Samsung is characterized by a unique "co-opetition," where Apple drives Samsung's technological innovation through stringent standards and large orders, influencing industry technology trends [7][10]. Group 3: Industry Impact and Market Dynamics - The deepening collaboration between smartphone manufacturers and panel suppliers is fundamentally reshaping the supply chain's power structure and the speed of technology iteration [9][10]. - The rise of Chinese panel manufacturers like BOE and TCL Huaxing is changing the competitive landscape, with predictions that their market share in the global smartphone panel market will exceed 70% by 2025 [10]. - The traditional linear supply chain is evolving into a networked "industry alliance," where smartphone manufacturers provide precise market demands and panel manufacturers contribute their expertise in materials and processes [10][11]. Group 4: Future Considerations - The deep customization and joint development require significant upfront investment, raising questions about whether these costs will be passed on to consumers, potentially increasing flagship smartphone prices [12]. - The trend towards exclusive custom screens may reduce their universality, leading to higher repair costs for consumers, prompting ongoing observation of whether the industry will continue down a path of deeper customization or establish new, higher industry standards [12].
国产柔性OLED手机屏占比已超六成 下一步向高端要盈利
Di Yi Cai Jing· 2025-09-20 06:30
京东方、维信诺、TCL华星都在布局8.6代柔性OLED或印刷OLED生产线,以把握OLED在IT、车载等中尺寸显示领域的机会。第一财经记者了解到,天马 也有考虑8.6代柔性OLED生产线布局的事宜,由于行业没有统一技术路线,相关事项尚无定论。 今年,两折、三折手机迭出。杨康说,折叠是今后OLED屏的重要发展形态之一,折叠手机市场每年稳定增长。天马已量产左右折、上下折的柔性OLED 屏,接下来其柔性OLED折叠屏将持续迭代、做大销量,拓展更多下游客户。 提升国产OLED屏的竞争力,产业链协同是关键。OPPO副总裁、硬件工程事业部总裁刘畅透露,其护眼OLED手机屏是与天马联合研发,并有定制产线。天 马执行副总裁姜华玮也透露,它结合了OPPO的算法技术及天马的材料开发、算法技术。国产OLED屏还在推进OLED发光材料的国产化,提升屏幕和终端产 品竞争力。 目前,柔性OLED屏九成用于智能手机。天马市场部负责人刘庆全透露,未来天马也将把柔性OLED屏应用于车载、IT领域,预计明年会推出柔性OLED车载 显示产品。 在全球柔性OLED手机屏市场占比超六成的国产OLED屏,正向高端发力。 9月19日,深天马(000050 ...
国产柔性OLED手机屏占比已超六成,下一步向高端要盈利
Di Yi Cai Jing· 2025-09-20 06:17
提升国产OLED屏的竞争力,产业链协同是关键。OPPO副总裁、硬件工程事业部总裁刘畅透露,其护眼OLED手机屏是与天马联合研发,并有定制产线。天 马执行副总裁姜华玮也透露,它结合了OPPO的算法技术及天马的材料开发、算法技术。国产OLED屏还在推进OLED发光材料的国产化,提升屏幕和终端产 品竞争力。 目前,柔性OLED屏九成用于智能手机。天马市场部负责人刘庆全透露,未来天马也将把柔性OLED屏应用于车载、IT领域,预计明年会推出柔性OLED车载 显示产品。 京东方、维信诺、TCL华星都在布局8.6代柔性OLED或印刷OLED生产线,以把握OLED在IT、车载等中尺寸显示领域的机会。第一财经记者了解到,天马 也有考虑8.6代柔性OLED生产线布局的事宜,由于行业没有统一技术路线,相关事项尚无定论。 据群智咨询(Sigmaintell)研报,2025年上半年,全球柔性OLED手机屏出货量近3亿片,同比增长约5.2%。中国大陆面板厂商柔性OLED手机屏的出货量约 1.9亿片,同比增长约7.7%,在全球的市场份额增至62.3%。京东方、天马的柔性OLED手机屏上半年出货量分别约7100万片和4320万片,同比增长1 ...
和辉光电-U9月19日大宗交易成交2760.00万元
Group 1 - The core transaction of Hehui Optoelectronics-U on September 19 involved a volume of 10 million shares, with a transaction amount of 27.6 million yuan, at a price of 2.76 yuan, which represents a discount of 0.72% compared to the closing price of the day [2][4] - In the last three months, the stock has recorded a total of 2 block trades, with a cumulative transaction amount of 55.56 million yuan [3] - The closing price of Hehui Optoelectronics-U today was 2.78 yuan, reflecting a decline of 1.42%, with a turnover rate of 1.94% and a total transaction amount of 311 million yuan, indicating a net outflow of main funds amounting to 13.26 million yuan for the day [3] Group 2 - The latest margin financing balance for the stock is 374 million yuan, which has decreased by 3.13 million yuan over the past five days, representing a decline of 0.83% [4] - Hehui Optoelectronics Co., Ltd. was established on October 29, 2012, with a registered capital of 1,380,943,762.5 yuan [4]
韩媒:LGD扩增OLED产能,应对iPhone 18需求
WitsView睿智显示· 2025-09-18 14:47
韩国媒体《金融新闻》9月15日报道,LG Display(LGD)正扩建位于京畿道坡州的AP4工厂产 线,以应对苹果iPhone OLED面板订单的增加。 报道指出,LGD上月成立了坡州AP4生产线扩建的专项小组(TF),AP4是LGD的第6代移动 OLED生产线,主要负责加工用于iPhone面板的薄膜晶体管(TFT)基板。早在2023年底,LGD 已将AP4工厂的月产能从3万片扩大至约4.5万片,如今时隔两年再次决定扩产。预计专项小组将 在本月完成设备选型,并从10月起陆续向设备合作伙伴下单。 【集邦Display显示产业交流群】 ▶ 关于集邦 扩建完成后,LGD预计将新增月产能1.5万片,使坡州AP4工厂的月产能达到6万片。今年6月, LGD董事会批准的1.26万亿韩元OLED投资计划,大部分也将投入AP4产线扩建。分析认为,该产 线最快将于明年开始量产,新增产能很可能用于明年下半年发布的下一代iPhone(iPhone 18系 列)。 图片来源:LGD 这一动作也令市场对LGD的业绩反弹寄予厚望。LGD今年第二季度录得1160亿韩元营业亏损,在 此前已连续两个季度实现盈利后,再次陷入亏损。不过,LGD已 ...
和辉光电-U大宗交易成交1000.00万股 成交额2800.00万元
据天眼查APP显示,上海和辉光电股份有限公司成立于2012年10月29日。注册资本1380943.7625万人民 币。(数据宝) 9月18日和辉光电-U大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | (万 | (万元) | 格 | 折溢价(%) | 买方营业部 | 卖方营业部 | | 股) | | (元) | | | | | 1000.00 | 2800.00 | 2.80 | -0.71 | 中信证券股份有限公 | 国泰海通证券股份有限公司上海 | | | | | | 司总部(非营业场所) | 静安区北京西路证券营业部 | 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 (文章来源:证券时报网) 和辉光电-U9月18日大宗交易平台出现一笔成交,成交量1000.00万股,成交金额2800.00万元,大宗交 易成交价为2.80元,相对今日收盘价折价0.71%。该笔交易的买方营业部为中信证券股份有限公司总部 (非营业场所),卖方营业部为国泰海通证券股份有限公司上海静安区北京西路证券营业部 ...