10月10日，遂宁发布公众号消息，四川蓬冠电子科技有限公司TFT液晶显示模组项目10月中设备调 试、四川阿沃数码科技有限公司影音设备研发制造项目（一期）投产。 蓬冠电子科技TFT液晶显示模组项目 四川蓬冠电子科技有限公司的TFT液晶显示模组产线目前正在紧张筹备中，计划10月中旬进行设 备调试，2026年初实现投产。 图片来源：遂宁发布 据悉，该项目一期投资约3亿元，含有3条标准液晶显示模组产线、显示器、一体机电脑组装产 线，建成后可形成月产液晶模组200K、显示器20K的生产能力。项目达产后预计年产值将超4亿 元。 资料显示，四川蓬冠电子科技有限公司经营范围包含电子专用材料研发；显示器件销售；电子专用 材料制造；电子专用材料销售；显示器件制造；电子元器件零售；电子元器件批发；光学仪器制 造；光学仪器销售；数字视频监控系统制造；数字视频监控系统销售等。 阿沃数码科技影音设备研发制造项目（一期） 四川阿沃数码科技有限公司项目一期投资1.5亿元，厂区主要投入SMT生产线、三色激光投影生产 车间、声学实验室、光学实验室等先进设备，重点生产音响设备、功放设备、OWS蓝牙耳机、三 色激光投影仪等3C电子产品。 #液晶显示 ...

I am bullish on LG Display Co., Ltd. (NYSE: NYSE: LPL ), driven by the new technology of its display business, the primary RGB Tandem . This is the world’s best OLEDFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong ...

I am bullish on LG Display Co., Ltd. (NYSE: NYSE: LPL ), driven by the new technology of its display business, the primary RGB Tandem . This is the world’s best OLEDFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong ...

9月30 日，南太湖发布消息， 日前，透明OLED大屏显示产品及交通显示产品制造基地项目签约 浙江湖州 。 该项目计划总投资3.1亿元，其中固定资产投资3亿元，预计全部达产后年产17万台显示产品整 机，年营收5亿元以上，年上交税收超2000万元。 资料显示， 项目投资方宁波视睿迪光电有限公司是一家显示设备研发、生产与销售企业， 公司 主营透明OLED、数字标牌等高性能产品，广泛应用于商业连锁、智慧交通、数字政企、文博文 旅、建筑装饰等领域，客户涵盖海信、浪潮、京东方、华星光电、飞利浦、小米、海康、大华等行 业内 知名 企业。 （ 来源： 南太湖发布、集邦Display整理 ） #OLED 图片来源： 南太湖发布 点击免费报名 >> TrendForce集邦咨 10 30 2025 TrendForce Self-emissive Display Industry Seminar 1 2025年10月30日 (周四) 8:30-17:05 (0) 金茂深圳JW万豪酒店 司 TrendForce、LEDinside、集邦Display 签到 8:30-9:30 甘草致旺 | 9:30-9:35 | / 113 - ...

以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 | 应用别 | RT | 分辨率 | 出货型态 | | | 液晶显示屏价格下旬预测 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 155 | 高 | 均价 | 与前月差异(%) | | | 电视 | es"W | 3840x2160 | Open-Cell | 167 | 176 | 173 | 0.0 | 0.0% | | | 55"W | 3840x2160 | Open-Cell | 118 | 127 | 124 | 0.0 | 0.0% | | | 43"W | 1920x1080 | Open-Cell | 62 | 66 | 64 | 0.0 | 0.0% | ...

（编辑 袁冠琳） 证券日报网讯 京东方A9月29日发布公告，在公司回答调研者提问时表示，公司在柔性AMOLED领域多 年布局，已经构建起产能规模和技术优势，并积累了较好的客户资源，在柔性AMOLED领域全面覆盖 手机主要Top品牌客户，同时积极布局车载、IT等中尺寸创新应用，抢抓市场机遇，匹配下游客户需 求。公司OLED市场份额持续提升，2025年上半年出货量超7100万片，同比增长7.5%，出货量稳居国内 第一、全球第二，但受市场环境竞争及短期折旧压力影响，盈利能力有待持续提升。 ...

Group 1 - The core viewpoint of the articles highlights the growth in the flat panel display module exports from Fujian Province, which reached 15.01 billion yuan in the first eight months of the year, marking a year-on-year increase of 14.7% [2] - Fujian's flat panel display module exports to ASEAN countries amounted to 5.08 billion yuan, reflecting a significant year-on-year growth of 34.9%, with exports to Vietnam and Thailand increasing by 57.8% and 9% respectively [2] - Exports to Latin America surged to 2.71 billion yuan, showing a remarkable year-on-year increase of 90.6%, particularly with exports to Mexico rising by 111.1% to 2.04 billion yuan [2] Group 2 - The export method primarily utilized processing trade, accounting for 12.38 billion yuan of the total exports, which is a year-on-year increase of 16.6% and represents 82.5% of the total export value [2] - Foreign-invested enterprises in Fujian exported flat panel display modules worth 12.63 billion yuan, reflecting an 18.1% year-on-year growth [2] - The domestic market for display-related terminal products is also performing well, with online sales of home appliances and digital products growing rapidly, including smart wearables, computers, and mobile phones, which saw increases of 25.2%, 23.7%, and 20.2% respectively [2] Group 3 - Recent policy initiatives from the Ministry of Commerce and other departments aim to boost digital consumption and related industries, encouraging companies to accelerate R&D and innovation in digital products [3] - The guidelines emphasize expanding digital product consumption and fostering the development of new consumer brands, particularly in areas such as artificial intelligence terminals and smart home appliances [3]

Core Viewpoint - Since 2024, the technology wave represented by generative AI and spatial computing is reshaping various industries with unprecedented depth and breadth, placing display technology at the center of this transformation, presenting both opportunities and challenges [1]. Industry Evolution - The display industry has experienced significant internal evolution over the past year, with major technology routes competing fiercely and moving towards new development inflection points: - Micro LED's development path is becoming clearer, with accelerated industrialization [1]. - Mini LED has successfully transitioned from a "technology pioneer" to a "market mainstay" after market trials [1]. - OLED maintains its dominance in flagship smartphones due to its mature advantages in flexibility, thinness, and color performance [1]. - Micro OLED is currently regarded as the "golden solution" for near-eye displays and is expected to hold a significant market share for a long time [1]. Upcoming Event - The global display industry is at a crossroads of opportunities and challenges, necessitating a "compass" for guidance. The 2025 Self-Luminous Display Industry Seminar will be held on October 30, 2025, organized by TrendForce's LEDinside and Display divisions, inviting industry participants to engage in deep dialogue to calibrate direction and navigate challenges together [1].

该产品屏幕尺寸为12.3英寸，支持500PPI高清2D显示模式，同时具备裸眼3D功能——无需佩戴 3D眼镜，且不依赖眼球追踪技术，可视角度可达30°，用户可通过一键操作实现2D与3D模式的快 速切换。 9月23日，天马发布全球首款500PPI高清2D / 3D可切换光场仪表屏。 技术层面，这款仪表屏搭载天马自研的高速实时渲染光场3D技术，并采用自主开发的液晶棱镜， 在保障性能的同时有效降低量产成本；此外，屏幕支持景深调节功能，官方宣称可彻底解决传统 3D显示存在的眩晕感与鬼影问题。 应用场景上，该屏幕可适配导航、ADAS（高级驾驶辅助系统）警示等多种车载需求。产品最早在 DIC 2025展会首次对外展出。 值得一提的是，天马在DIC 2025上展出了8英寸Micro LED IRIS HUD（全景式抬头显示屏），据 称是业界首款具有最高PPI(167PPI)，可实现>10000nits的超高亮度的显示屏。与传统LCD相 比，它可以实现更弱的重影、更宽的色域和更好的图像质量。此外，由于光机系统结构更简单，整 体体积更小。 除了车载显示，天马还在前不久举办的高端OLED技术品牌发布会上，展出了"全球首款G形三折 ...

Core Viewpoint - The article discusses the rising interest and developments in Micro LED technology, particularly in the AR near-eye display sector, highlighting the strategic partnership between Vuzix and TCL to advance Micro LED and waveguide technology solutions for smart glasses [3][4][5]. Summary by Sections Partnership and Collaboration - Vuzix and TCL have established a long-term strategic partnership to create an integrated optical display solution combining TCL's advanced Micro LED microdisplays with Vuzix's waveguide technology, aimed at providing a modular option for global smart glasses OEMs and consumer electronics brands [4][5]. - Prior to the announcement, Vuzix and TCL successfully integrated a single green Micro LED display engine with a high-transparency, rainbow-free waveguide, showcasing this achievement at the recent CIOE 2025 [4]. Development and Market Impact - The collaboration is expected to accelerate the commercialization of Micro LED technology, making AR glasses more cost-effective and facilitating broader industry adoption [5][7]. - TCL, as a leading panel manufacturer, possesses the capability for large-scale production of various display technologies, which will help reduce the production costs of Micro LED microdisplays [5][6]. Financial Backing and Resource Allocation - Vuzix has received a full investment of $20 million from Quanta, enhancing its waveguide production capabilities [6]. Industry Trends and Future Projections - The month of September saw significant activity in the Micro LED microdisplay sector, with Vuzix also partnering with other companies to develop high-performance Micro LED waveguide solutions [8]. - TrendForce forecasts that as Micro LED full-color technology matures, the shipment of AR glasses equipped with Micro LED will reach 20.9 million units by 2030, with a technology penetration rate of 65% [10].