8月22日，联想推出了商用显示器ThinkVision P系列新品。新品搭载京东方独供Oxide氧化物技 术，拥有低功耗、动态刷新率、高色域及高对比度与健康护眼等优势。 据介绍，在高性能与低功耗方面，联想ThinkVision P系列通过京东方Oxide氧化物技术，实现 24-120Hz自适应调节机制；当屏幕在24Hz低刷新率模式下，功耗可大幅降低50%以上。 在画质方面，联想ThinkVision P系列拥有京东方原厂校准98% DCI-P3色域覆盖、2000:1高对比 度。 在视觉体验方面，联想ThinkVision P系列显示屏依托LDFM技术与Eye Comfort五星认证，能有 效消除屏闪、大幅过滤蓝光伤害。 京东方表示，联想ThinkVision P系列采用的面板来自京东方南京行业首条第8.5代全金属氧化物 TFT-LCD产线。该产线配备智能化硬件系统，设计月产能达到 6万片玻璃基板（尺寸 2500mm×2200mm）。 据悉，该产线最初由南京中电熊猫平板显示科技有限公司投资建设，是全球首条8.5代金属氧化物 工艺TFT-LCD生产线。京东方于2020年以55.91亿元的价格收购了该公司80.83 ...

自2024年以来，以生成式AI和空间计算为代表的科技浪潮以史无前例的深度和广度重塑着千 行百业。从AI PC的曙光初现到智能汽车"第三空间"概念的深化，再到AR/VR设备探索消费级 市场的路径，一个由算力和模型驱动的数智化新纪元已然来临。作为承载信息洪流、实现人机 交互、构筑沉浸体验的核心硬件，显示技术正处在这场变革风暴的中心，迎来到了前所未有的 机遇与挑战。 在过去的一年多时间里，显示产业的内部演进同样波澜壮阔，各大主流技术路线在激烈的市场 竞争中奋力求索，迈向新的发展拐点： Micro LED： 发展路径逐渐清晰，产业化进程的齿轮加速转动。一方面，巨量转移技术、全 彩化等瓶颈持续松动，降本之路的探索也有了新方向；另一方面，凭借优越的性能优势， Micro LED在大尺寸显示、高端车载、穿戴设备等领域的应用潜力，正从概念加速走向商业落 地，逐步寻得可以立足并扩大规模的利基点。 Mini LED： 历经市场洗礼，成功从"技术先锋"转型为"市场主力"。在背光领域，其凭借极致 的控光分区与高性价比，持续与OLED在高端电视及显示器市场分庭抗礼；在直显领域，随着 COB/MiP等封装技术的发展，Mini LED直显 ...

Core Viewpoint - TCL Huaxing is accelerating its development in the printed OLED field by expanding its product matrix and application scenarios, recently establishing a new company focused on printed display technology in Guangzhou [1][2]. Group 1: Company Developments - Guangzhou Huaxing Optoelectronics Printed Display Technology Co., Ltd. was established on August 11 with a registered capital of 1 billion RMB, fully owned by TCL Huaxing [2]. - The establishment of the new company is interpreted as a preparatory step for the rumored construction of an 8.6-generation printed OLED production line in Guangzhou, with an estimated investment of around 20 billion RMB [2]. Group 2: Production Capacity and Technology - TCL Huaxing plans to build two OLED production lines at the Guangzhou T8 factory, potentially making it one of the largest and highest-capacity printed OLED production lines globally, with a planned capacity of 45,000 glass substrates per month [2][3]. - Compared to competitors like Samsung Display and BOE, TCL Huaxing's production capacity could surpass their existing plans, which are currently lower [3]. Group 3: Advantages of Printed OLED Technology - Printed OLED technology features simplified processes and higher material utilization, reducing material waste by 30% and overall costs by 20% compared to traditional FMM processes [6]. - The technology also boasts higher aperture ratios and longer product lifespans, with TCL Huaxing showcasing various printed OLED products at ChinaJoy 2025, demonstrating superior display performance [6]. Group 4: Future Outlook - By the end of 2024, TCL Huaxing aims to achieve mass production of printed OLED technology in medical devices and is accelerating penetration into IT fields, such as gaming displays [7]. - The future progress of the Guangzhou T8 project and its potential for large-scale production will be a key indicator of the evolution of the global OLED industry landscape [7].

Core Viewpoint - The Qingdao New Display Industry Park aims to become a leading hub for the new display industry, focusing on module strengthening, panel breakthroughs, terminal expansion, and technological innovation [1][3]. Group 1: Industry Development - The park covers an area of 14,304 acres and is designed to be a new growth pole for high-quality development in the national new display industry [1]. - As of now, the park has attracted major industry players such as BOE Technology Group, Fusion Optoelectronics, and Wanda Optoelectronics, with a total investment exceeding 50 billion yuan and 29 key projects established [3]. - In 2024, the Qingdao West Coast New Area's new display industry cluster was recognized as a provincial strategic emerging industry cluster, achieving an industrial output value of 44.9 billion yuan, a 14% year-on-year increase, and surpassing 50 billion yuan in operating revenue [3]. Group 2: Location Advantages - The park is strategically located in the center of Qingdao, with convenient transportation links, including proximity to Qingdao Jiaodong International Airport (32 km), Qingdao Station (27 km), and Qingdao Port (20 km) [4]. Group 3: Operational Mechanism - The park operates under a "5-in-1" work mechanism led by city-level chain leaders, with guidance from the city’s industrial chain special team and support from the West Coast New Area and Qingdao Development Zone [5]. - A comprehensive set of park planning, policies, and a joint investment promotion team has been established, along with three industrial funds totaling 12 billion yuan [5]. Group 4: Industrial Layout and Key Projects - The Module Panel Area (A Zone) spans 5,754 acres, focusing on attracting OLED and Micro OLED projects while enhancing local supply chain capabilities [7]. - The Materials and Equipment Area (B Zone) covers 7,650 acres, with projects like the Qingdao Optoelectronic Industry Park's first-phase equipment research institute aimed at overcoming domestic industry bottlenecks [7]. - The Terminal Application Area (C Zone) occupies 900 acres, leveraging Hisense Group to strengthen innovation in laser display technology [7]. Group 5: Infrastructure Development - Over 9 billion yuan has been invested in improving the park's infrastructure, including the construction and renovation of 22 kilometers of roads and 143 kilometers of pipelines [8]. - Supporting facilities such as the Innovation Park R&D center and various educational institutions are being developed to create a youth-friendly and integrated urban area [8]. Group 6: Investment Direction - The park is focused on attracting investments across the entire new display industry chain, including upstream materials, core equipment, semiconductor devices, midstream module and panel manufacturing, and downstream smart home appliances and consumer electronics [9].

Core Insights - The article highlights the strong demand for OLED displays driven by the esports market and active promotion by panel and brand manufacturers, predicting a significant increase in OLED display shipments in 2025 [2][6] - It forecasts that the total OLED display shipments will reach 2.66 million units in 2025, representing an 86% year-on-year growth, with a penetration rate of approximately 2% in the overall display market [2][5] - The article anticipates that the penetration rate could rise to 5% by 2028, indicating sustained growth momentum in the coming years [2] Market Distribution - The primary markets for OLED displays include North America, Europe, and China, which together account for over 80% of total shipments [5] - In 2024, North America is expected to have the highest shipment share at 44%, but this is projected to decrease to 33% in 2025 due to international market changes [6] - The European market's share is expected to increase from 28% in 2024 to 33% in 2025, while China's share is forecasted to grow from 14% to 21% during the same period, driven by strong esports demand and upgrades in internet cafes [6]

Core Viewpoint - The article highlights the advancements and strategic initiatives of Aolide in the OLED industry, particularly focusing on the delivery of key evaporation source equipment and the launch of a new materials project aimed at enhancing production capabilities and market share [1][2][3][4]. Group 1: Equipment Delivery - Aolide's subsidiary, Shanghai Shengxi, delivered the first batch of 8.6-generation linear evaporation source equipment to BOE, marking a significant technological upgrade from 6th to 8.6-generation [1][2]. - The linear evaporation source equipment is crucial for the uniform distribution of organic materials on substrates, directly impacting key technical indicators such as film thickness uniformity and deposition rate [2]. Group 2: New Project Launch - Aolide commenced a key functional materials project for OLED displays in Jilin, with a total investment of approximately 300 million yuan, focusing on critical materials such as photosensitive polyimide (PSPI) and organic light-emitting materials [3][4]. - The project is expected to achieve an annual revenue of 383 million yuan and a net profit of approximately 57.51 million yuan in its first year of operation [4]. - This initiative aims to capitalize on the rapid growth of the OLED industry and the opportunities presented by the domestic substitution of PSPI materials, enhancing Aolide's competitive advantage in the OLED core display materials sector [4].

8月10日，据新华日报消息， 江苏诚盛科技有限公司（简称" 诚盛科技 "） 芯片封装测试及 OLED显示模组项目已部分投产。 该项目坐落于江苏扬州高邮高新区，总投资达50亿元，2025年计划投资12亿元。项目投产后，可 年产封测大功率IGBT模块80万个，半导体光通讯芯片器件120亿个，功率器件、电源管理芯片 7000万个， 年产OLED显示模组2400万片 。项目产品主要服务电力能源、轨道交通、白色家 电、工业电子、光伏、新能源汽车等行业，年末将全面投产。 资料显示，诚盛科技专注于芯片设计、晶圆制造、各类芯片封装测试、大功率半导体、器件和 OLED显示模组研发、绿电绿氢制备、人工智能等电子产品的研发、生产和销售。 = TrendForce 显示器研究中心 AMOLED产业链报告 ● 面板出货追踪 ● 整机出货量及预测 ● 技术及市场现状 ▶ 关于集邦 图片来源： 诚盛科技 值得一提的是，同样位于扬州的川奇光电，其首块75英寸彩色电子墨水屏也在今年成功下线，并 在扬州高端显示产业园实现量产。该款产品彩饱和度提升了30%，户外版可搭载太阳能板使用， 运行温度范围为-15℃至65℃。目前产品已完成客户送样认证，三 ...

Core Viewpoint - The completion of the main plant for the 8.6-generation AMOLED production line in Hefei marks a significant advancement in the mass production of the ViP technology, which is a breakthrough in AMOLED manufacturing [4]. Group 1: Project Overview - The 8.6-generation AMOLED production line is located in Hefei New Station High-tech Zone and is constructed and operated by Hefei Guoxian, which is funded by Visionox and Hefei's investment platform [4]. - The total investment for the production line is 55 billion yuan, with a designed capacity of 32,000 glass substrates per month (2290mm × 2620mm) [4]. - The main plant was topped out in just 168 days since the civil construction began in February 2025 [4]. Group 2: Technology and Advantages - The production line utilizes Visionox's self-developed ViP technology, which employs semiconductor photolithography to produce AMOLED pixels, eliminating the limitations of traditional FMM processes [4]. - ViP technology offers independent pixels, high precision, and high yield, significantly improving the cutting efficiency and cost-effectiveness of AMOLED panels [4]. - This technology aims to provide more solutions for the mid-to-large size high-end display markets, including tablets, laptops, and automotive displays [4].

Core Viewpoint - The article emphasizes the rapid growth and innovation in the electronic paper industry, driven by low power consumption and eye-friendly features, with significant market expansion expected in the coming years [2][5][10]. Group 1: Market Growth and Trends - By the first half of 2025, global electronic paper module shipments are projected to reach 260 million units, representing a 54% year-on-year increase [2]. - The electronic shelf label (ESL) module shipments are expected to grow by 56% year-on-year, while electronic paper tablets are anticipated to increase by 25% [2]. - The global electronic paper industry market size surpassed $5 billion in 2024, with total shipments nearing 400 million units, and is expected to grow to 460 million units in 2025, reflecting a 21% year-on-year growth [7][8]. Group 2: Technological Advancements - The core feature of electronic paper technology is its "dual-stable" characteristic, which allows for static display without power consumption, making it a key choice for low-carbon displays [5]. - E Ink's electrophoretic technology has evolved from black-and-white capsules to color micro-cup technology, achieving breakthroughs in color display [5]. - The electronic paper price tags have completed the transition from three colors to four colors, entering a stable delivery phase [7]. Group 3: Application Expansion - The electronic paper industry is entering a high-speed development phase, with significant applications in retail, education, and consumer electronics [7][10]. - In the retail sector, major players like Walmart are transitioning to electronic price tags, significantly boosting new retail shipments [7]. - The commercial display market is expected to see a surge in large-sized color products, with brands like Samsung and Sharp actively entering the market [10]. Group 4: Future Projections - The electronic paper industry is anticipated to exceed $10 billion in market size in the coming years, driven by the acceleration of color technology penetration and commercial display market expansion [10]. - The market share of electronic paper tablets is projected to surpass that of new retail electronic price tags for the first time, reaching 54% in the first half of 2025 [8].

Core Viewpoint - The DIC EXPO 2025 showcased innovative display technologies and applications from various companies, highlighting advancements in display panels, materials, and equipment across multiple sectors including consumer electronics, medical, and automotive [1][140]. Panel Companies - BOE introduced the UB Cell display technology, which enhances image quality and power efficiency through AI integration, applicable in TVs, monitors, and notebooks [2]. - BOE's 31.5-inch 4K medical display meets DICOM800 standards with over 100% NTSC color coverage and a contrast ratio of 2000:1 [4]. - TCL Huaxing presented the world's first mass-produced under-screen camera OLED laptop display with a 98% screen-to-body ratio and 4K resolution [15]. - TCL Huaxing's 27-inch 4K 120Hz printed OLED monitor features a peak brightness of 600 nits and a DCI-P3 color gamut of 99% [17]. - HKC showcased the world's first 800Hz ultra-high refresh rate display [22]. Display Materials and Equipment - Corning displayed advanced glass solutions, including a 57-inch 8K curved gaming screen with a 240Hz refresh rate [76]. - North Huachuang presented magnetic sputtering coating equipment for LCD and touch screens, essential for transparent conductive films [57]. - Koyun Laser introduced precision repair equipment for LCD and OLED displays, enhancing production quality [60]. Emerging Technologies - Visionox exhibited a flexible AMOLED solution with high efficiency and color purity, marking a significant advancement in display technology [31]. - Tianma Microelectronics showcased a 16-inch 480Hz gaming panel, pushing the boundaries of refresh rates in laptops [47]. - Longteng Optoelectronics presented a 14-inch AI dynamic privacy display, allowing users to switch between wide and narrow viewing angles [48]. Conclusion - The DIC 2025 highlighted the latest developments in display technology, showcasing innovations in high refresh rates, high resolutions, and flexible displays, indicating a new phase of growth in the display industry [140].