在新型显示技术百花齐放的当下，OLED凭借其高对比度、 广色域、轻薄、 柔性等优势，已成为公认的下一代主流显示技术之一。然而，无论是 传统FMM OLED（蒸镀OLED）、 WOLED（白光OLED），还是QD OLED（量子点OLED），都在特定的应用领域形成了技术壁垒。作为后来 者，TCL华星坚定地选择了 IJP OLED （ 印刷OLED ） 技术路线，并率先实现量产，布局高世代，瞄准未来IT中尺寸市场。 其中， 印刷OLED的制程可以大大简化，并且建厂成本和生产成本，相对传统OLED更低，天然具备成本优势。 如 赵军 所言 ，中尺寸产品既对 性能有要求，同时又有较高的成本诉求，印刷OLED正好在性能上也有比较大的拓展空间，同时相较于既有的OLED具有明显的成本优势。 此外 ，印刷OLED的分辨率特点与中尺寸应用需求高度契合。赵军 介绍， 印刷OLED比较有优势的分辨率 正好 在50 PPI至 350 PPI 之间，恰 好是中尺寸分辨率的黄金分布。 在实际的市场拓展上，由于平板、笔电到车载、显示器等不同应用对于显示的要求各不相同，TCL华星针对不同应用、不同客户、不同产品的要 求，在印刷OLED的基础能 ...

11月17日，LG Display发布的投资者关系资料显示，公司今年面板每平米售价呈现上涨态势：第 一季度为804美元，第二季度价格为1056美元，到第三季度已飙升至1365美元，单季涨幅最高超 30%。 与此同时，出货面积持续收缩：第一季度为5400万平方米，第二季度降至4000万平方米，第三季 度进一步下滑至3900万平方米，同比降幅达27.8%。 尽管整体出货面积显著减少，但得益于高端、高利润产品占比的大幅提升，LG Display的盈利能 力实现了逆势增长。 LG Display相关人员表示："面板单位面积售价的上涨，是由于公司高附加值、高平均售价 （ASP）产品（例如 OLED）的比例增加所致。公司正逐步转向以高利润产品为主导的经营模式 ——即便销量有所下滑，也能确保整体收益增长。" 目前，LG Display专注于高附加值产品，如大屏OLED电视、高端游戏OLED以及车用P-OLED。 今年，公司正围绕OLED调整其产能，计划投资逾1万亿韩元用于设施建设，并已出售其位于中国 广州的液晶显示器（LCD）工厂。 报道称，公司在第三、四季度将产能维持在340万片（以8代玻璃基板计）的水平下，持续扩大高 ...

中经记者李正豪苏州报道 广州第8.6代印刷OLED工厂（t8项目）于10月21日正式开工之后不久，TCL华星全球显示生态大会又于 近日在苏州举行。TCL创始人、董事长李东生在视频发言中重点提到印刷OLED。"经过12年的持续投入 与艰苦攻关，TCL华星已经在印刷OLED领域建立起关键技术的领先优势，TCL华星期望未来能与更多 合作伙伴携手，共同推动印刷OLED的应用落地。"李东生说。 TCL华星首席执行官赵军则表示，以印刷OLED为代表的中国半导体显示技术不断向上突破，通过构建 自主可控的显示产业生态，带来了"一块好屏"。大会期间，赵军还接受了包括《中国经营报》在内的国 内媒体记者的采访，谈及TCL华星在印刷OLED这一关键显示技术上的战略决策、12年研发历程、商用 路径选择以及未来技术攻关重点等。 印刷OLED开始应用落地 问：与传统OLED相比，你认为推动印刷OLED技术规模化落地的时候有哪些挑战？TCL华星是否已经 找到解决方案？ 将来往小尺寸拓展，这个计划TCL华星在去年就已经做了，所以TCL华星持续地基于手机的应用在做相 关的技术开发。今年在美国国际信息显示学会的Display week上，TCL华 ...

Core Viewpoint - The company, Kunshan Longteng Optoelectronics Co., Ltd., is set to hold a Q3 2025 performance briefing on November 25, 2025, to discuss its operational results and financial status with investors [2][5]. Group 1: Event Details - The performance briefing will take place on November 25, 2025, from 15:00 to 16:00 [5]. - The event will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [3][5]. - Investors can submit questions from November 18 to November 24, 2025, through the designated online platform or via the company's investor relations email [2][6]. Group 2: Participants - Key participants in the briefing will include the company's Vice General Manager and Board Secretary, Mr. Cai Zhicheng, along with other senior management members [4]. - The company has indicated that participant adjustments may occur due to special circumstances [4]. Group 3: Contact Information - Investors can reach the company’s Board Secretary Office for inquiries at the phone number 0512-57278888 or via the email address Ltdmb@ivo.com.cn [6]. - Post-event, the details and main content of the briefing will be available on the Shanghai Stock Exchange Roadshow Center [6].

Core Viewpoint - Samsung Electronics has decided to initiate the construction of the fifth production line at the Pyeongtaek plant to meet the increasing long-term demand for storage chips driven by the surge in global AI infrastructure investment [1] Group 1: Investment and Expansion Plans - The fifth factory is expected to be operational by 2028 [1] - Samsung Group plans to increase investments in local cities to promote regional balanced development [1] - Samsung SDS aims to establish a large-scale AI data center in South Jeolla Province, targeting to secure 15,000 GPUs by 2028 [1] Group 2: Production and Manufacturing Developments - Samsung Electronics is considering establishing a domestic production line for the recently acquired German HVAC company Fläkt Group in Gwangju [1] - Samsung SDI is contemplating building a next-generation battery production base in Ulsan [1] - Samsung Display is constructing an 8.6-generation OLED production line in the Asan plant in South Chungcheong Province, with mass production expected to start in mid-next year [1]

Core Viewpoint - The Chinese display industry has transitioned from catching up to running ahead, with printed OLED technology being a key focus for leading the market [1] Group 1: Technology and Innovation - TCL Technology's CEO highlighted the breakthrough of the world's first small-sized OLED product using high-precision printing technology, achieving a physical resolution of 390 PPI and a visual equivalent of 490 PPI [1] - The traditional evaporation process used by competitors like Samsung and BOE has significant cost and efficiency drawbacks, with equipment costs being approximately double that of printing technology [4][11] - Printed OLED technology offers a material utilization rate of over 90%, significantly reducing raw material costs by nearly 40% compared to evaporation methods [11] Group 2: Market Dynamics - The introduction of printed OLED technology is expected to intensify competition with established players like Samsung and BOE, who have historically dominated the high-end display market [1][4] - TCL's new G8.6 generation printed OLED production line is designed to process approximately 22,500 glass substrates per month, aiming to accelerate the technology's market adoption [12] - The printed OLED technology is anticipated to expand into various high-value display applications, including mobile devices, potentially disrupting the current market share held by traditional OLED manufacturers [12][18] Group 3: Challenges and Considerations - Despite the advantages of printed OLED, challenges remain in achieving comparable power efficiency and yield rates to established evaporation technologies, particularly in high-end applications [15][17] - The industry still prioritizes display quality and stability, where evaporation technology currently holds a significant edge due to its ability to produce uniform and dense film layers [16] - Market entry barriers exist as existing products designed around evaporation screens may require significant redesign to accommodate printed OLED technology, posing a challenge for TCL in gaining traction with manufacturers [18]

Group 1 - The core transaction on November 17 involved a block trade of 550,000 shares of BOE Technology Group Co., Ltd. (京东方A) at a price of 3.60 CNY, representing a discount of 9.09% compared to the closing price of 3.96 CNY on the same day [2][3][4] - In the last three months, BOE Technology has recorded a total of three block trades, with a cumulative transaction amount of 138 million CNY [3] - The stock experienced a net outflow of 247 million CNY in principal funds on the trading day, with a total decline of 2.46% over the past five days [3] Group 2 - The latest margin financing balance for BOE Technology is 7.452 billion CNY, which has increased by 249 million CNY, reflecting a growth rate of 3.45% over the past five days [4] - The company was established on April 9, 1993, with a registered capital of approximately 3.74 billion CNY [4]

Group 1 - Hefei Guozi is set to gain control of OLED panel manufacturer Visionox by subscribing to a private placement of 419 million shares at a price of 7.01 yuan per share, raising up to 2.937 billion yuan [1] - If the transaction is completed, Hefei Guozi will hold 31.89% of Visionox, enhancing the development of the OLED industry [1] - Hefei's strategic emerging industries are rapidly growing, with the output value of these industries expected to account for 55.8% of the city's industrial output in 2024, an increase of 24.8 percentage points since 2015 [1] Group 2 - The "chip-screen-vehicle integration" strategy is considered a key factor in Hefei's industrial growth, with significant investments in display technology, semiconductors, and electric vehicles [2] - Hefei has become a core city for China's display industry and a significant global display manufacturing base, ranking first in the high-quality development index for the display industry in 2024-2025 [2] - Visionox, a leader in OLED technology and a key player in the OLED international standards group, has established a strong partnership with Hefei's display industry [2] Group 3 - The 8.6-generation AMOLED production line is seen as crucial for future competition in the mid-size AMOLED market, with Visionox's line nearing completion, second only to Samsung and BOE in progress [3] - The control of Visionox by Hefei Guozi is expected to shift the local display industry from a "multi-point layout" to a "holistic collaboration" phase, enhancing the industrial cluster and supporting local economic development [3] - Visionox's AMOLED production lines are anticipated to benefit from improved resource collaboration following Hefei Guozi's acquisition [3]

据第一财经消息，11月14日，TCL科技首席技术官、TCL华星首席技术官闫晓林在2025年TCL华 星全球显示生态大会（DTC 2025）上透露，TCL华星5.5代印刷OLED面板生产线（t12项目）明 年出货量可达百万（块）量级，而TCL华星8.6代印刷OLED面板生产线（t8项目）预计将在2027 年第四季度实现首批产品量产出货。 生产良率 方面 ，他表示： " TCL华星t12 良率的提升将为 t 8的量产奠定坚实的基础。 " 此前消 息显示，t12产线的良率已超70%，其目标是将印刷OLED的良率做到90%。 此外，三星电子副总裁、LG电子电视产品企划高级副总裁也出席了DTC 2025。 当被问及喷墨印刷OLED相关问题时，三星电子副总裁表示：" 三星电子是一家电视机制造商，并 不拥有面板技术的自主研发能力，因此难以评估喷墨打印 OLED 的量产节奏 。 但如TCL华星所 言， 喷墨打印OLED在高分辨率和低功耗方面具有优势，将是值得关注的选项。 " 面对"后续是否会采购TCL华星液晶面板"的提问，LG电子电视产品企划高级副总裁表示："目前， LG电子目前正从多家面板厂商采购电视液晶面板，并将继续密切 ...

Group 1 - Samsung Group plans to invest a total of 450 trillion won (approximately 310 billion USD) domestically over the next five years, focusing on R&D and expanding semiconductor investments [1] - The fifth line of the new Pyeongtaek plant is expected to be fully operational by 2028 [1] - Samsung Electronics aims to build a production line in Korea through the acquisition of PlactGroup, targeting the AI data center market [1] Group 2 - Samsung SDI is advancing plans to establish a next-generation battery production base in Korea, including solid-state batteries referred to as "dream batteries," with the Ulsan plant being a strong candidate [1] - Samsung Display plans to start mass production of products at the 8.6-generation OLED IT production facility in Asan, Chungcheongnam-do, beginning next year [1] - Samsung has decided to hire 60,000 new employees over the next five years [1]