证券日报网2月5日讯 ，芯瑞达在接受调研者提问时表示，公司依托在Mini/Micro-LED领域的长期研发 与工程化沉淀，协同中国科学技术大学、合肥工业大学等高校科研力量，联合推进面向AR-AI显示的 MicroLED微显示全彩化技术与核心光机攻关。目前相关样机验证工作正在有序展开。相关进展，公司 将依规进行披露。 （文章来源：证券日报） ...

证券代码：002983 证券简称：芯瑞达 | |  特定对象调研 分析师会议 | | --- | --- | | 投资者关系活动 |  媒体采访 □业绩说明会 | | 类别 | □新闻发布会 □路演活动 | | | □现场参观 | | |  其他（ 现场调研 ） | | | 财通资管 杨佳睿 安信基金 郭陈杰 | | 参与单位名称及人 | | | 员姓名 | 太平养老 高瑜 | | | 广发证券 张云添 | | | （以上排名不分先后） | | 时间 | 2026年2月4日 | | 地点 | 合肥市方兴大道6988号芯瑞达科技园 | | 上市公司 | | | 接待人员姓名 | 董事会秘书兼财务总监：唐先胜 | | 投资者关系活动主 | 问题1、AI+AR眼镜的研发与产业化进度 | | 要内容介绍 | 回答： | | | 公司依托在Mini/Micro-LED 领域的长期研发与工程化沉淀，协同 | | | 中国科学技术大学、合肥工业大学等高校科研力量，联合推进面向 | | | AR-AI显示的 MicroLED 微显示全彩化技术与核心光机攻关。目前相关 | | | 样机验证工作正在有序展开。相关进展，公 ...

HSINCHU, Taiwan, Jan. 27, 2026 (GLOBE NEWSWIRE) -- AUO Corporation ("AUO") (TWSE: 2409), a global leader in display technology, announced today that after more than two years of litigation and a two-week trial, a jury in the Marshall Division of the U.S. District Court for the Eastern District of Texas has returned a verdict in favor of AUO. The jury found that AUO did not infringe any patents asserted by Phenix Longhorn, LLC, a Texas-based company, and further decided that one of the asserted patents is in ...

技术创新突破传统限制 过去有机半导体发光与太阳能发电属于相反原理，前者需要通电发光，后者则透过吸收光线产生电力，两者功能 难以在单一元件实现。研究团队采用名为「MR-TADF 材料」（Multi-Resonance Thermally Activated Delayed Fluorescence）特殊物料，具备高效发光与强光吸收特性。团队透过精密控制元件内部能量，成功让发光与发电功 能可以切换使用。 MR-TADF 材料属于第三代OLED 技术进阶发展，特点是能发出窄频谱光线（半峰全宽小于40 nm），提供高色彩 纯度及高效率表现。研究团队成功实现红、绿、蓝三原色发光，其中绿色与橙色发光装置外部量子效率超过 8.5%，发光效率与发电效率均达到世界最高水准。 （来源：OLEDindustry） 1月26日消息，NHK科学技术研究所联合日本京都大学及千叶大学，研发出全球首个具备发光与太阳能发电双功能 的OLED显示器件，更成功实现蓝色发光。研究人员预期技术未来可应用于灾害现场，让显示屏幕幕在缺乏电源环 境下，仍能靠自行发电显示影像。这项突破性研究成果已于1 月20 日，刊登在国际学术期刊《Nature Commu ...

NHK 放送技术研究所（NHK 技研）联合京都大学及千叶大学，研发出全球首个具备发光与太阳能发电双功能的有机 EL（OLED）显示装置，更成功实现 蓝色发光。研究人员预期技术未来可应用于灾害现场，让显示荧幕在缺乏电源环境下，仍能靠自行发电显示影像。这项突破性研究成果已于 1 月 20 日， 刊登在国际学术期刊《Nature Communications》。 MR-TADF 材料属于第三代 OLED 技术进阶发展，特点是能发出窄频谱光线（半峰全宽小于 40 奈米），提供高色彩纯度及高效率表现。研究团队成功实 现红、绿、蓝三原色发光，其中绿色与橙色发光装置外部量子效率超过 8.5%，发光效率与发电效率均达到世界最高水平。 技术创新突破传统限制过去有机半导体发光与太阳能发电属于相反原理，前者需要通电发光，后者则透过吸收光线产生电力，两者功能难以在单一元件实 现。研究团队采用名为「MR-TADF 材料」（Multi-Resonance Thermally Activated Delayed Fluorescence）特殊物料，具备高效发光与强光吸收特性。团队 透过精密控制元件内部能量，成功让发光与发电功能可以切换使用 ...

Summary of Universal Display Corp FY Conference Call Industry Overview - **OLED Market Penetration**: - Smartphones: Over 60% penetration, with growth driven by premium and mid-tier models adopting OLED displays. Foldable smartphones are expected to further boost this market due to increased surface area [5][6]. - TVs: Currently at approximately 3% penetration in the overall TV market, with LG Display being a major player. Growth is anticipated as more consumers adopt OLED TVs [7]. - IT Market: Only about 5% penetration, but significant growth is expected as OEMs invest in OLED displays for tablets, laptops, and monitors [8][11]. Key Market Dynamics - **Smartphone Growth**: Continued growth is projected as more mid-tier and low-end models convert to OLED. The introduction of foldable smartphones is seen as a major opportunity for Universal Display Corp (UDC) [6][7]. - **TV Market Challenges**: The OLED TV market faces challenges due to consumer price sensitivity and competition from premium LCDs. However, the narrowing price gap between OLED and LCD TVs is expected to drive further adoption [14][15][39]. - **IT Market Momentum**: The IT market is gaining momentum with new capacity coming online, and many OEMs are planning to introduce OLED displays into their products [8][11][20]. Capacity Investments - **New Fabs**: Samsung and BOE are investing over $12 billion collectively in new 8.6 Gen capacity for the IT market, expected to come online in Q2 and Q3 of 2026. This new capacity is anticipated to provide a significant tailwind for UDC [21][22]. - **Future Capacity**: Additional investments from Visionox and China Star are expected to come online in 2027-2028, which may present revenue opportunities for UDC in the future [25][26]. Technological Developments - **Tandem Architecture**: Tandem displays, which use two emissive layers, are being adopted in IT products for better brightness and longevity. This technology is expected to increase material usage by 1.5 to 2 times compared to single-layer products [28][29]. - **Phosphorescent Blue**: The introduction of phosphorescent blue materials is projected to enhance energy efficiency by up to 25%. LG Display has showcased this technology, indicating a growing interest in high-efficiency blue materials [42][43]. Competitive Landscape - **Local Competition in China**: Increased competition from local suppliers in China is noted, but UDC maintains a strong position due to its extensive patent portfolio and ongoing partnerships with major players [55][56]. Financial Outlook - **Revenue Growth**: UDC expects growth in 2026, driven by increased demand for OLED materials, particularly in the IT market. The company is monitoring various factors, including component prices, that could impact demand [36][58]. - **Capital Allocation**: UDC has a strong cash position of approximately $1 billion and is focused on investing in IP, returning capital to shareholders, and exploring growth opportunities through acquisitions [62][63]. Conclusion - UDC is well-positioned to capitalize on the growing OLED market across smartphones, TVs, and IT products. The company is actively investing in new technologies and capacity to meet increasing demand while navigating competitive pressures and market dynamics.

Core Viewpoint - ViewX has launched its innovative 15.6-inch Spatial Smart Display at CES 2026, which offers glasses-free 3D visuals and seamless switching between 2D and 3D modes, catering to various visual needs across multiple scenarios [1][7]. Product Features - The Spatial Smart Display utilizes a dual-mode intelligent display system and one-click 2D-to-3D conversion technology, ensuring excellent 2D image quality while eliminating moiré patterns common in traditional glasses-free 3D displays [4][5]. - It connects easily to a variety of devices, including laptops, desktops, gaming consoles, tablets, and smartphones, supporting major operating systems like Windows, macOS, and Android, thus providing true plug-and-play functionality [3][4]. - The display is powered by advanced AI algorithms that reconstruct natural depth information, resulting in rich and immersive 3D visuals [6]. Market Reception - The product received strong interest at CES 2026, with attendees impressed by its performance, color accuracy, and 3D depth effect, leading to extended hands-on sessions and discussions [7]. - ViewX aims to redefine human-computer visual interaction with the vision of "Everything in 3D," indicating a significant shift in 3D viewing experiences [7]. Future Plans - The ViewX Spatial Smart Display is set to launch in the U.S. market in the first half of 2026, with plans for a gradual global rollout thereafter [7].

Core Viewpoint - The company, Visionox (维信诺), is actively participating in the 2026 CES exhibition, showcasing a range of innovative technologies and products [1] Group 1: Innovations and Products - The company is presenting several innovative solutions, including an "anti-glare AMOLED laptop solution" [1] - A "flexible AMOLED dual-splicing dynamic curved vehicle display solution" is also part of the exhibition offerings [1] - The company is showcasing a full range of solutions characterized by "visual interference-free, shape adaptive, and personalized perception" [1] - Products featuring the company's flagship ViP technology for mobile phones and laptops are being highlighted [1] - The fourth generation OLED material, pTSF (phosphorescent assisted thermally activated delayed fluorescence), is introduced [1] - The world's first low-reflection COE technology is being exhibited [1] - Stretchable display flexible AMOLED technology is part of the showcased innovations [1] - Multiple vehicle-mounted solutions are also included in the exhibition lineup [1]

Core Viewpoint - The Micro LED industry is expected to see significant advancements and market expansion starting in 2026, driven by breakthroughs in large-scale production cost reduction and the feasibility of light interconnect applications [1] Group 1: Micro LED Technology Advantages - Micro LED is referred to as the "ultimate display technology" with pixel sizes ranging from 5 to 100 micrometers, offering extreme performance, long lifespan, and remarkable energy efficiency [2] Group 2: Challenges and Setbacks - The year 2024 is described as the "darkest moment" for the Micro LED industry, particularly for Apple, which has delayed its Micro LED plans due to challenges in mass production, high costs, and supply chain issues [3] Group 3: Future Outlook and Recovery - By 2025, significant progress is anticipated in overcoming the challenges of transferring millions of micro-sized LED chips, with companies like Q-Pixel achieving over 99.9995% transfer yield [4] - The launch of Garmin's Fenix 8 Pro, the world's first Micro LED smartwatch, indicates the commercial viability of Micro LED technology in smartwatches [4] - Micro LED is positioned as a low-power light source for optical interconnects, with companies like Credo and Microsoft's research team working on advancing related technologies [4]

Core Viewpoint - Daktronics, Inc. has acquired intellectual property, equipment assets, and technical expertise from X Display Company Technology Limited to enhance its display technology capabilities, particularly focusing on MicroLED systems [1][3]. Group 1: Acquisition Details - The financial terms of the acquisition were not disclosed [1]. - Daktronics has been investing in XDC since 2020 to accelerate developments in display technology [2]. - The acquisition includes proprietary mass-transfer and MicroLED fabrication technologies, specialized manufacturing equipment, and a team of 15 engineers with expertise in relevant fields [3]. Group 2: Market Position and Future Outlook - MicroLED screens provide advantages such as brighter images, better contrast, greater energy efficiency, and longer lifespan compared to many LCD solutions [3]. - The acquisition positions Daktronics to capture opportunities in both high-volume and smaller display markets, with industry research projecting the narrow pixel pitch segment could reach approximately $12 billion by 2029 [4]. - The interim President and CEO emphasized that this move reinforces the company's commitment to leading in next-generation display technology and enhances its engineering strength [5].