以下文章来源于LEDinside ，作者Mia LEDinside . TrendForce集邦咨询旗下光电研究处。研究领域包括MicroLED、MiniLED、照明、显示屏、紫外线（UV LED）、红外线 (IR LED/VCSEL)、化合物半导体等，提供以上各领域的产业研究报告及资讯。 近日，京东方（BOE）在MLED领域的产能布局迎来新动向。鄂尔多斯市生态环境局官网发布 《鄂尔多斯市源盛光电有限责任公司MLEDBP设备更新及技术改造项目》公示，披露了京东方全 资子公司鄂尔多斯市源盛光电对现有产线进行改造的计划。 项目建成后，现有LTPS TFT-LCD阵列制备工序阵列玻璃基板月投入量为6.8万片规模不变，增加 产出0.6万片MLED的生产设备及对应产品类型，对应减少0.6万片LTPS TFT-LCD产量，原AM- OLED产量不变。MLED具体规格型号待定。 设备方面，MLED生产新增设备主要集中在阵列工序，计划配置铜镀膜设备、铜刻蚀设备、NT刻 蚀设备及AT检测设备各1台/套。 从工艺流程看，本项目实施后，全厂产品种类为LTPS TFT-LCD、AM-OLED及 MLED中小尺寸 显示器 。其中，ML ...

2. 从"三来一补"起步，开启宝安园区工业化序章 宝安产业园区的起点，藏着深圳工业化初期的缩影。1978年，全国第一批、深圳第一家"三来一补"企业 ——上屋怡高电业厂在宝安区石岩公社落地，这一举动拉开了宝安工业化1.0时代的大幕。此后，百万 工人涌入，大量"三来一补"企业扎堆，国央企、港台企业和原住村民纷纷开发建设传统工业园区。 不过早期园区多是单层或低层厂房，空间利用粗放，还逐渐出现土地紧张、污染等问题。但正是这些基 础薄弱的早期园区，积累了工业基础和产业工人，为后续宝安产业园区向高端化、集群化转型埋下了伏 笔，也让宝安早早意识到产业升级和空间优化的紧迫性。 3. 特色园区筑巢引凤，赋能细分产业崛起 宝安的各类特色园区，正以精准定位和专属服务，孕育出一批行业领军企业，书写着细分赛道的成长故 事。比如聚焦新兴产业的福永e创城，聚集了大量跨境电商、直播电商企业，还落地"丝路电商"人才培 养基地，通过"宝品汇"全球货盘模式，帮入驻企业打通供应链，降低出海成本；而前海科兴科学园作为 数字文娱基地，以长期租金优惠吸引德趣科技等企业入驻，助力宝安数字文娱产业集群壮大。 深圳宝安的产业园区不仅见证了从早期"三来一补"小厂 ...

证券日报网讯 京东方Ａ（000725）11月26日在互动平台回答投资者提问时表示，2025年第三季度，公 司经营整体保持稳健，咨询机构数据显示，公司在智能手机、平板电脑、笔记本电脑、显示器、电视五 大应用领域液晶显示屏出货量均保持全球第一。 ...

Group 1 - The core theme of the BOE IPC·2025 summit is "Integration of Medicine and Engineering for a Smart Future," focusing on the innovative ecosystem of health and medical engineering [1] - BOE is transitioning from a display screen company to the "AI + Medical" field, actively promoting the construction of a digital hospital system and aiming to create a "digital and visual BOE hospital" [3] - BOE has established a health big data platform managing nearly 5 billion data entries, providing comprehensive health services to over 5 million customers through five digital hospitals and one integrated medical community [3] Group 2 - The development of "AI + Medical" requires vast amounts of high-quality data, with current challenges including data silos and inconsistent standards across medical institutions, hindering effective data utilization and sharing [4] - Privacy concerns and unclear data ownership further complicate the sharing of medical data, creating significant barriers to collaboration [4] - There is a low utilization rate of vast amounts of medical data, and the lack of effective quantitative models to extract data value prevents the realization of its potential [5]

Core Viewpoint - The company reported a slight increase in revenue and profit for the first half of 2025, driven by growth in sales of TFT products, touch screen display modules, and automotive systems [1] Group 1: Financial Performance - In H1 2025, the company's revenue reached HKD 6.67 billion, representing an 8% year-on-year increase [1] - The automotive display segment generated HKD 6.25 billion, accounting for 94% of total revenue, with a 9% year-on-year growth [2] - The company's EBITDA for H1 2025 was HKD 340 million, a 7% increase year-on-year, with an EBITDA margin of approximately 5.1% [1] - The net profit attributable to shareholders increased by 5% year-on-year to HKD 180 million, with a net profit margin of 2.7% [1] Group 2: Business Segments - The automotive display business is a key growth driver, with a strong market position, particularly in the 8-inch and larger display segments [2] - The industrial display segment generated HKD 430 million in revenue, a 5% year-on-year increase, driven by demand in consumer electronics [2] - The company is focusing on dual-driven strategies in automotive and industrial sectors, leveraging AI and new industrial products to explore high-potential markets [2] Group 3: Expansion and Market Strategy - The company is actively expanding its overseas production capabilities, with the second phase of its Vietnam factory launched in June 2025 to mitigate tariff risks [3] - The company anticipates total revenue growth of approximately 13% to 15% from 2025 to 2027, with net profit expected to grow by 17% to 22% during the same period [3]

Group 1 - The core viewpoint of the article emphasizes the resilience and innovative spirit of Shenzhen, as expressed by investor Li Wei, who believes the city is determined to push forward [1][4]. - Li Wei has invested in three notable entrepreneurs from the 1980s across different industries: Xu Li of SenseTime, Wang Tao of DJI, and Liu Zihong of Royole Technology. DJI dominates over 80% of the global non-military drone market, while SenseTime is a strong competitor in the generative AI space. However, Royole has faced significant challenges, leading to its bankruptcy restructuring in May 2024 [2][3][10]. - Despite the failure of Royole, Li Wei remains supportive of Liu Zihong, having invested over 1 billion yuan in the company since its angel round in 2012. He believes in Liu's potential as a scientist and entrepreneur, despite the latter's struggles in business management [2][10]. Group 2 - Li Wei reflects on the importance of luck in success, stating that while effort is crucial, external factors also play a significant role. He believes that if everyone could predict the future, the world would be different [18][19]. - The article discusses the contrasting paths of Liu Zihong and Wang Tao, highlighting that DJI's business model required less capital and market education compared to Royole's, which needed extensive collaboration with terminal manufacturers [20][21]. - Li Wei expresses regret over missed opportunities, such as not investing in CATL, emphasizing that in emerging industries, leading companies are often undervalued [27][28]. Group 3 - The article mentions that Li Wei's investment philosophy is shaped by a balance of idealism and pragmatism, where he values technological advancement and the capabilities of entrepreneurs [5][39]. - Li Wei's father, Li Yining, a prominent economist, has significantly influenced his approach to business and ethics, emphasizing the importance of character in entrepreneurship [4][51][52]. - The discussion includes Li Wei's views on the necessity of continuous learning and adaptation in the fast-evolving tech landscape, advocating for a mindset that embraces both common sense and innovative thinking [42][48].

Core Viewpoint - The "Bay Area T Stage: Longgang New Show" summer launch event showcased innovative technologies and products, emphasizing the integration of AI and advanced materials into everyday life, supported by government initiatives to promote new technologies and services [1][2]. Group 1: Event Highlights - The event featured a theme of "AI in Summer," with demonstrations of AI translation glasses capable of real-time translation in 30 languages, wearable screens that transform advertising into art, and high-quality open AI headphones [1]. - A significant highlight was the unveiling of three global firsts, including the self-developed large model inference chip "Deep Sky X6000 Mesh Accelerator Card" by Cloud Sky Technology, which supports the rapid application of large models [2]. - The event also introduced the world's largest optical multi-dimensional force sensor "Photon Finger Max," enhancing robotic capabilities from delicate tasks to heavy lifting [2]. Group 2: Government Support and Future Plans - The launch event was rooted in Longgang District's new policy to promote the application of new technologies, products, and services, aimed at accelerating the transition of hard technology from labs to everyday life [2]. - The government support significantly reduced promotional costs for companies, allowing for a zero-cost global launch of new products, which was previously costly [2]. - Future "Bay Area T Stage" events will be held quarterly, continuing to empower innovation in the district [3].

Group 1 - Suzhou plans to leverage "AI+" technology to enhance the performance of its football team in the 2025 Jiangsu Provincial City Football League, indicating a growing trend of integrating AI in sports training and performance [2] - The expansion of the Suzhou football league and the rise of star players are expected to increase commercial value in the sports industry, with AI technology being deployed in various fitness applications [2] - Investment opportunities in the sports sector are anticipated for 2025, driven by strong policy support, consumer potential, and advancements in AI technology [2] Group 2 - Orders for humanoid robots are experiencing rapid growth, with small-scale production expected in the second half of 2025, potentially catalyzing market activity [3] - The humanoid robot industry is entering a significant growth phase, comparable to the electric vehicle industry in 2014, indicating a long-term industrial cycle [3] - The emergence of companies like DeepSeek is advancing the development of general-purpose robotic models, leading to a diverse and competitive humanoid robot market [3] Group 3 - Saphlux LLC has launched the T3 series 0.13-inch full-color MicroLED microdisplay, which utilizes self-developed quantum dot technology for high integration of RGB pixels [4] - The company is collaborating with partners to develop AR glasses based on this technology, with plans to launch a new generation of AR glasses by the end of 2025 [4] - AI+AR glasses are seen as the optimal platform for multi-modal interaction, benefiting from advancements in AI and expected to see significant growth in global shipments [4] Group 4 - The smart elderly care robot industry is poised for explosive growth, with a projected market size of approximately 79 billion yuan in 2024, and expected to reach 500 billion yuan by 2025 [5] - The highest market share in the smart elderly care robot sector is held by rehabilitation robots, while emotional companionship robots are experiencing the fastest growth at an annual rate of 120% [5] - Continuous advancements in AI, IoT, and flexible machinery are expected to enhance the capabilities of elderly care robots, transitioning from single-function to multi-modal interaction and embodied intelligence [5]