近日，惠科浏阳Mini-LED背光/直显模组及整机项目、合肥新站高端光学膜生产基地项目传来新 消息。其中，惠科旗下项目总投资金额高达90亿元。 惠科Mini-LED背光/直显模组及整机项目主体预计明年1月竣工 据湖南日报消息，近日，湖南长沙浏阳经开区惠科Mini-LED背光/直显模组及整机项目正在建设 中，预计明年1月实现主体竣工。 该项目总投资90亿元，占地约109亩，将建设Mini-LED背光/直显模组及整机生产线。项目于今 年1月9日签约，不到一个月实现开工。 值得一提的是，除了上述项目，惠科还在四川绵阳、南充等地持续推进Mini LED项目。 在该区域内，新美材料投资45亿元的新美新站光学功能膜项目也于今年3月开工，建成后将弥补国 内显示产业的偏光片上游关键原材料短板。 项目前期拟投资约30亿元建设OLED新材料项目，共4条产线，产品主要包括表面处理膜和保护 膜，是光电显示的核心原材料；后期拟建设新材料研发中心，总投资15亿，聚焦于光电显示、半 导体、新能源汽车、医疗等领域膜材料核心技术的研究开发与工程化、产业化。（集邦Display整 理） 【集邦Display显示产业交流群】 今年2月，投资50亿 ...

（编辑 袁冠琳） 证券日报网讯 京东方A11月21日发布公告，在公司回答调研者提问时表示，京东方与三星显示经多轮沟 通协商，双方已就显示领域知识产权方面的争议达成和解，并已向ITC提交了共同中止并终止调查申 请，后续将尽快撤销美国337调查及其他关联案件。此次双方和解将有助于推动全球显示产业的健康有 序发展，并为行业实现高价值增长发挥关键作用。公司注意就此次和解出现了一些基于第三方推测的报 道。京东方认为，任何脱离这一积极共识、片面解读和解细节的行为，都无法准确反映此次合作的根本 价值与重要意义。行业的健康发展，依赖于所有参与者对契约精神的遵守和对事实本身的尊重。京东方 一贯主张合作共赢的竞合态度，并在创立30余年来建立了完善的知识产权保护体系，这是公司参与全球 竞争、与业界伙伴共赢合作的基石。京东方期待与全球伙伴一道，将精力聚焦于未来，共同推动OLED 产业的良性健康发展。 ...

Core Insights - The display technology sector is becoming a crucial arena for technological innovation as the digital economy integrates with the real economy, highlighted by the recent 2025 Tianma Microelectronics Global Innovation Conference in Wuhan showcasing 11 innovative technologies [1] Industry Overview - The display industry is a core pillar of the electronic information industry and plays a significant role in high-quality development of manufacturing, with China's new display industry transitioning from following to leading in certain areas, supported by national policies and collaborative efforts among industry players [2] - In 2024, China's new display industry is projected to exceed 760 billion RMB in output value, capturing over 49% of the global market share, with a 75% share in global display device shipment area, establishing itself as a significant growth driver in the global display industry [2] Technological Innovation - Tianma Microelectronics emphasizes that technological innovation is fundamental for the company and the industry, with recent advancements including the launch of the high-end OLED technology brand "Tiangong Screen" and the high-end vehicle display brand "Tianxuan Screen" [3] - The Tiangong Screen features integrated functions such as fingerprint recognition and environmental light sensing, with a 99% reduction in sensor thickness and a 40-fold increase in light signal collection capability [3] - The Tianxuan Screen series includes a 49.6-inch panoramic display with a 1.25-meter ultra-wide curved design and an IRIS HUD with 12,000 nits brightness, achieving a 40% reduction in power consumption [4] Collaborative Ecosystem - The success of China's display industry relies on collaborative efforts across the entire supply chain, with Tianma Microelectronics fostering partnerships with upstream companies like 3M and collaborating with domestic equipment manufacturers for Micro-LED technology [5] - The company has established stable partnerships with major automotive and consumer electronics brands, enhancing the overall ecosystem [5] Future Development Strategy - Tianma Microelectronics is committed to a dual focus on high-quality development and green transformation, implementing initiatives for energy efficiency and resource recycling [7] - The company has developed new materials that improve blue light efficiency by 10% and reduce overall power consumption by 12%, while also promoting a carbon neutrality plan across its operations [7] - Looking ahead, Tianma aims to deepen the integration of display technology with AI and expand its efforts in vehicle displays, Micro-LED, and VR/AR sectors, positioning itself as a leader in the global display industry [7]

Core Insights - The article highlights the transformation of China's display industry from a reliance on foreign technology to becoming a global leader, showcasing China's rapid technological advancement and self-reliance in high-level technology [1][4]. Group 1: Market Position and Growth - China's display panel global market share has reached 55%, and the display materials market share is at 43%, both ranking first globally, with the industry's output value accounting for nearly half of the global market [1]. - The display industry has evolved significantly over the past two decades, overcoming initial challenges and reducing foreign dependency, which previously saw display panels as the fourth largest import product [1][2]. Group 2: Policy and Strategic Support - The rise of "China Screen" is attributed to proactive policy frameworks and government-enterprise collaboration, starting with the 2009 "Electronic Information Industry Adjustment and Revitalization Plan" that aimed to overcome bottlenecks in the new display industry [2]. - Subsequent policies and plans, including the "12th Five-Year Plan for Electronic Information Manufacturing" and the "Action Plan for Innovative Development of New Display Industry (2014-2016)," have further propelled the industry forward [2]. Group 3: Innovation and Technology Development - A clear understanding of industry trends and a commitment to independent innovation have been crucial for the development of the display industry, with companies adopting a dual-track strategy to navigate technological shifts [3]. - During the "14th Five-Year Plan" period, R&D investment in the display industry is expected to grow annually by 18%, with patent applications accounting for 42% of the global total, indicating a strong focus on innovation [3][4]. Group 4: Supply Chain and Market Advantages - Significant advancements have been made in key materials and upstream manufacturing equipment, with domestic replacement rates for polarizers and photoresists exceeding 60%, and market shares for domestic deposition and exposure machines rising to 35% [4]. - The vast domestic market and diverse application scenarios, including smartphones, electric vehicles, and AI technologies, have created substantial growth opportunities, with projections estimating the new display industry's output value to approach 800 billion yuan by 2025 [4].

从"市场换技术"到"技术创市场"，"中国屏"的逆袭之路，是中国"大踏步赶上时代"的一个生动缩影，积 聚起加快高水平科技自立自强的志气和底气 中国电子信息产业发展研究院公布的数据显示，我国显示面板全球市场占有率达55%，显示材料市场占 有率达43%，均居全球第一，产值规模已占全球"半壁江山"。 显示产业在高端制造业中具有重要战略地位，我国从20世纪末就开始探索和发展显示产业。10多年 前，"缺芯少屏"一度制约着我国电子信息产业的发展，其中，显示面板曾是我国第四大进口产品，对外 依赖严重。 彼时，我国显示产业起步艰难，话语权基本掌握在国外少数企业手中，国内电视机、手机厂商一度只能 被动接受高昂定价，有时甚至需要"排队"采购屏幕。历经20多年发展，我国显示产业从小到大、由弱变 强，关键核心技术加快突破，一批企业迅速成长，成为全球显示产业的重要增长极。 二是对产业发展趋势的清晰判断、对自主创新的长期坚守。在显示产业几十年来的发展中，各种技术路 线涌现，既带动了产业升级，也促进了"优胜劣汰"。对投资巨大的显示产业来说，如果方向研判失误， 会造成难以估量的影响。在液晶技术发展早期，我国企业就敏锐地意识到技术变革的到来，着 ...

合肥是中国显示产业的核心城市，也是全球非常重要的显示产业基地之一，形成了较为完善的新型显示 上下游产业生态。根据中国电子信息产业发展研究院发布的《中国新型显示产业高质量发展指数 (2025)》显示，2024—2025年中国显示产业高质量发展十大城市中，合肥位居首位。 国内领先的OLED面板厂商维信诺（002387）将迎来国资控股。11月9日晚，维信诺发布公告称，将向 公司股东合肥建曙投资有限公司(以下简称合肥建曙)定向增发4.19亿股，价格为每股7.01元，募集资金 总额不超过29.37亿元，扣除发行费用后拟全部用于补充流动资金及偿还公司债务。公告后的两个交易 日，维信诺公司股价收获2个涨停板。 合肥建曙是合肥国资背景的投资平台，此前已持有维信诺11.45%的股份。如若项目顺利完成，合肥建 曙将成为维信诺持股31.89%的控股股东，维信诺将从无实控人状态变更为国资股东控股，有望从战略 规划、经营管理、资源整合、市场信心等多维度释放更多长期价值。 国资赋能OLED产业发展 合肥建曙2021年入股维信诺，本次定增全额认购是其又一次参与的资本项目，是对维信诺未来前景和价 值的持续认可，也是其对OLED产业发展的支持 ...

Core Insights - The article highlights the advancements of Tianma Microelectronics in the Micro-LED display technology, showcasing its potential to reshape the display industry and establish a strong presence in the global market [1][2]. Technology Breakthrough - Micro-LED is recognized as the next mainstream display technology following LCD and OLED, with advantages such as self-emission, high brightness, long lifespan, low power consumption, and nearly infinite contrast ratio [2]. - The global Micro-LED display market is projected to reach approximately $800 million by 2028, with a compound annual growth rate (CAGR) of 70.4% from 2023 to 2028 [2]. - Tianma has established a G3.5 Micro-LED production line in Xiamen, which covers all critical processes and achieved full-process integration by December 30, 2024, marking a significant breakthrough in the field [2][5]. Product Development - Tianma has developed a transparent display solution with a maximum transparency rate of 70% and a unique adjustable transparency technology ranging from 0.1% to 24% [5]. - The company successfully lit its first 7-inch car-mounted Micro-LED standard product in the first half of 2025, paving the way for mass production [5]. Brand Positioning - Tianma aims to transform from a single product supplier to a "chain master" enterprise, integrating technology research, standard formulation, and ecosystem integration [6]. - The company has launched two industry standards for Micro-LED displays, which have been recognized as typical cases for application promotion by the Ministry of Industry and Information Technology [6]. Market Collaboration - Tianma has established partnerships with major automotive companies such as Li Auto, XPeng Motors, and GAC, capturing a significant market share in the automotive display sector [7]. - The company’s automotive display shipments reached approximately 21 million units in the first half of the year, reflecting a year-on-year growth of 24.7% [7]. Ecosystem Development - Tianma is committed to building a complete ecosystem for Micro-LED technology, leading the formation of a Micro-LED ecological alliance to address challenges in packaging equipment and mass production yield [8]. - The company has developed a three-dimensional sputtering technology to simplify manufacturing processes and significantly reduce costs [9]. Application Expansion - Beyond automotive displays, Tianma's PID standard modules are applicable in command centers, smart retail, and digital signage, showcasing the versatility of Micro-LED technology [9]. - The company has provided high-quality screens for flagship products from OPPO and Xiaomi, enhancing user experience with superior color gamut and resolution potential [9].

Core Insights - The forum "Future Technology Outlook: The Limits of Transparent Micro-LED Technology and Application Imagination" was held in Shanghai, focusing on advancements in display technology, particularly Micro-LED [1] - The event aimed to gather top industry wisdom to outline a new blueprint for technological development in the display industry [1] Industry Overview - The display technology is at a critical turning point, with Micro-LED, especially transparent displays, challenging traditional screen definitions and transforming displays into interactive interfaces that integrate deeply with environments [1] - The China Electronic Video Industry Association emphasizes the importance of collaboration across the industry chain to promote innovation and strengthen standardization and intellectual property protection [1] Company Highlights - Tianma Microelectronics has over 40 years of experience in the display field, achieving global leadership in areas such as automotive displays and flexible OLEDs [1] - Since 2017, the company has focused on Micro-LED technology, overcoming several key technical bottlenecks and achieving comprehensive leadership in core transparent display technologies [1] - The company showcased five significant Micro-LED products at the forum, highlighting advantages such as high brightness, adjustable brightness, transparent low reflection, and ultra-narrow bezels [2] Technological Advancements - Tianma Microelectronics' mass transfer equipment has an efficiency of 40KK UPH, placing it among the global top tier in multiple technical indicators [2] - The technological achievements align closely with the Ministry of Industry and Information Technology's policies promoting the integration of new display industries [2]

Core Viewpoint - The establishment of the China Glass New Materials Industry Chain Supply Chain Alliance marks a significant step towards enhancing the safety and stability of China's display industry supply chain, which is currently facing substantial risks due to high market concentration in the upstream glass substrate sector [2][3][4]. Group 1: Industry Overview - By the end of 2024, China's display panel output value is expected to account for approximately 50% of the global market, with shipment volume exceeding 70% [4]. - The top three global manufacturers in the substrate/carrier glass sector hold over 90% market share, while domestic companies in China have less than 10% [4][5]. - The display industry chain is divided into three segments: glass/carrier substrate (upstream), liquid crystal panels (midstream), and electronic displays (downstream) [4]. Group 2: Supply Chain Challenges - The current level of self-sufficiency in China's display industry supply chain is considered basic, with critical raw materials and equipment lacking redundancy [5]. - The glass substrate is identified as one of the weakest links in the display panel supply chain, necessitating both technological breakthroughs and the formation of market alliances [5]. Group 3: Alliance Formation and Goals - The China Glass New Materials Industry Chain Supply Chain Alliance aims to break down technological barriers, enhance collaboration, and create a resilient industrial ecosystem [5][6]. - The alliance was initiated during the 2025 Low-Carbon Inorganic Non-Metallic Materials Modern Industry Chain Joint Action and the Second Glass Industry Development Conference, with representatives from various industry sectors participating [4][5]. Group 4: Future Prospects - The display industry in China is projected to benefit from significant investments exceeding 1.5 trillion yuan, with over 60 display panel production lines established, resulting in an annual capacity of approximately 250 million square meters [7]. - The rise of new technologies, such as artificial intelligence, is expected to reshape the industrial landscape, providing substantial growth opportunities for the display industry [7][8]. - The integration of OLED technology into various applications, including automotive displays, is anticipated to create new market spaces, further emphasizing the need for a secure and expansive supply chain [8].

11月6日，2025第八届Micro LED显示技术和产业发展大会在昆山举行。据了解，该发展大会是该领域 高质量、高规格、极具权威及最早举办的高端论坛。 江苏省光电显示产业联盟执行理事长、南京平板显示行业协会执行会长薛文进在致辞中表示，本次大会 落地昆山具有重要意义，昆山不仅是长三角光电显示与半导体产业的重要集聚区，更是国家新型显示产 业创新布局的关键节点，已构建了Micro LED全产业链生态，必将成为全国乃至全球Micro LED技术转 化与产业孵化的重要基地。 大会发布了《江苏省新型显示产业发展白皮书（2025）》。白皮书对江苏省新型显示产业上中下游全产 业链进行了精准剖析，清晰勾勒出重点地市的产业蓝图与创新集群，收录了前沿技术领域的研发进展与 创新成果。 开幕式上，中国科学院院士、中国科学院理论物理研究所战略发展委员会主任欧阳钟灿，中国科学院院 士、厦门大学党委书记张荣分别就"新型显示产业大有可为""Micro LED显示技术的产业化挑战与突破路 径"主题作了主旨演讲。昆山开发区作了推介。 本届大会以"智变赋能 创显未来"为主题，其间，还将举办主题演讲、圆桌对话、产业链配套对接会等 活动，聚焦"量产化 ...