溅射机是一种物理气相沉积（PVD）设备，用于在真空环境下将金属或其他材料分解成原子级，随 后在基板上形成薄膜。该设备适用于在Mini和Micro LED芯片所用的BP（背板）上构建电路。BP 作为LED器件的载体，能够精准传输并控制各LED单元独立发光的电信号。其中，Mini LED用的 BP通常集成于背光模组（BLU）中，实现对多个背光区域亮度进行独立调节的局部调光功能；而 Micro LED用的BP则可分别精确控制每个LED单元。 近日，必联网披露信息显示，韩国爱发科（ULVAC）已中标鄂尔多斯市源盛光电有限责任公司 （下文简称"源盛光电"）MLED BP设备更新及技术改造项目，将为该公司供应一台溅射机。 资料显示，源盛光电为 京东方旗下 全资 子公司，主要负责运营位于内蒙古的B6工厂 。该工厂于 2013年正式投入运营，具备生产5.5代LCD与刚性OLED的能力。 其中，工厂产出的LCD面板主 要应用于车载显示及医疗设备领域，OLED产品则聚焦移动设备市场。 | | 一般的生 | | --- | --- | | 8:30-9:30 | 签到 | | 9:30-9:35 | 开幕致辞 | | | Tren ...

9月15日， 小米集团总裁卢伟冰 宣布，公司将在本月发布小米17、小米17 Pro和小米17 Pro Max三款机型，目前小米商城、京东等平台已开启预约。 据悉，小米17系列将全球首发第五代骁龙8至尊版，将全面对标iPhone，正面迎战。 数据显示，第五代骁龙8至尊版在GeekBench 6平台单核跑分突破4000分、多核超11000分，安 兔兔最新跑分超400万分。 卢伟冰表示，小米17是史上最强标准版旗舰，全方位大升级，加量不加价；小米17 Pro是小米最 精湛的小尺寸科技影像旗舰；小米17 Pro Max更是小米史上最强大的巅峰科技影像旗舰。 据爆料，小米17系列将全系采用直屏设计，其中，小米17和小米17 Pro版均为6.3英寸1.5K屏， 小米17 Pro Max则为6.85英寸2K屏。 续航方面，小米17将内置一块7000mAh电池，支持100W有线快充、50W无线快充。 图片来源：小米 值得注意的是，根据卢伟冰的配图显示，小米 17 系列依然由小米和徕卡联合研发。（来源：快科 技） #小米 #手机 | 8:30-9:30 | 签到 | | --- | --- | | | 开幕致辞 | | 9:3 ...

格隆汇9月11日丨洲明科技(300232.SZ)在互动平台表示，公司纹理屏已经商用出货。纹理屏是全新的 LED显示屏类，其显示表面经过纳米光学层处理，不显示内容时能清晰的显现出真实的建材木纹、大理 石纹、水泥纹等效果，点亮屏幕是一个全功能的高清高亮显示屏。秉持践行"开屏即显示，熄屏即艺 术"的理念，旨在将显示艺术融入建筑材料，突破传统黑色显示面板的界限，实现熄屏与环境的完美融 合，与多种设计风格和谐共生。Unatural纹理屏带领LED显示屏进入装饰建材市场，将对LED显示屏应 用起到巨大普及和放大效应，在家居、酒店、零售空间、办公楼、餐饮场所、文化和公共空间等多个领 域，赋予"空间新的生命与活力" 。 ...

Investment Rating - The report does not explicitly state an investment rating for the LED display industry Core Insights - The LED display industry is characterized by high brightness, long lifespan, reliability, low power consumption, and environmental friendliness, with applications in advertising, information display, entertainment, and industrial control [5][6] - Continuous technological innovation, such as the adoption of MicroLED and MiniLED technologies, is enhancing display quality and expanding application scenarios, driving market competitiveness [5][6] - The market is experiencing rapid growth due to technological advancements, cost reductions, and increasing global demand, particularly in sectors like television, commercial display, and ultra-high-definition TVs [8] Market Background - The LED display industry has evolved from technology introduction to independent research and international competition since its inception in the 1980s, with significant advancements in technology and product quality [7] - Major brands like BOE, Leyard, and Tianma Microelectronics are leading the industry through continuous innovation and market expansion [7] Market Status - The market size of China's LED display industry is expanding, driven by the maturity of new display technologies and strong demand in various sectors [8] - The manufacturing cost of LED displays is decreasing due to economies of scale and technological progress, enhancing market competitiveness [9] - The demand for high-quality display products is increasing, particularly in large-screen TVs and ultra-high-definition displays, supported by a broad consumer base [10] Market Competition - The competition in the LED display industry is characterized by a "technology-driven + scenario deepening + ecosystem integration" model, with leading companies leveraging their advantages in technology and supply chain [17][18] - Key players like Leyard and Absen are rapidly capturing market share through high-performance products and customized services [17][18] - The focus of competition is shifting towards comprehensive solutions that integrate hardware, software, and services, with an emphasis on high-value applications such as virtual filming and smart city integration [18] Recommended Brands - BOE: A leader in the semiconductor display industry, holding the top position in both LCD and OLED markets [19] - Tianma Microelectronics: Invests heavily in display technology R&D, focusing on advanced technologies like OLED [19] - Leyard: Industry leader in LED small pitch and Micro LED technologies, driving the development of the LED display industry [19] - Absen: Offers a rich product line in the LED display sector, well-regarded in both domestic and international markets [19][20] Development Trends - The LED display industry is expected to maintain rapid growth, with ongoing advancements in Micro LED and Mini LED technologies enhancing product performance and expanding application areas [21] - Leading brands will continue to invest in R&D and market expansion, positioning themselves for future opportunities and challenges in the global market [21]

Core Viewpoint - Shenzhen is focusing on "scene innovation" to transform the entire city into a testing ground for new technologies and products, with Bao'an district aiming to become the first national benchmark for "fully open application scenarios" by 2025 [1] Group 1: Scene Innovation Initiatives - Bao'an district plans to open over 100 innovative application scenarios annually, releasing more than 1,000 new technologies, products, and solutions, aiming to stimulate application amounts exceeding 100 billion yuan [1] - The Bao'an district government is implementing policies such as "four lists," "zero rent for a million spaces," and "dual seed fund empowerment for innovation and entrepreneurship" to support this initiative [9] Group 2: Corporate Engagement and Development - Companies are actively participating in the open scene initiatives, with the Bao'an district serving as a "technical training ground" for enterprises to test and implement their innovations [4] - The establishment of an AI acupuncture robot at Bao'an District Traditional Chinese Medicine Hospital exemplifies how the open medical scene facilitates the rapid deployment of innovative medical devices [3] Group 3: Technological Advancements and Applications - The introduction of a domestic ultrasonic knife in Bao'an District People's Hospital highlights the collaboration between local medical institutions and companies to enhance product development through real clinical needs [5] - AI-powered tools, such as the AI assistant in hospitals, significantly reduce the time required for tasks like medical record creation, showcasing the efficiency gains from the open application scenarios [6] Group 4: Market Expansion and Feedback - Companies like Gaia Palaka are leveraging real-world feedback from events in Bao'an to iterate and improve their AI products, demonstrating the value of practical application scenarios for innovation [6] - The Bao'an swimming pool's new energy charging station illustrates how the open scene approach supports technological innovation and product deployment, benefiting both companies and consumers [7] Group 5: Future Prospects - The ongoing scene opening in Bao'an is expected to lead to the emergence of more successful enterprises, as the district continues to release potential application scenarios for innovation [9]

4月13日，2025年大阪·关西世博会（下称"大阪世博会"）正式开园，以"共同构建人与自然生命共同体 ——绿色发展的未来社会"为主题的中国馆同日举行开馆仪式。 大阪世博会中国馆。 作为本届世博会最具标志性的场馆之一，中国馆以"中华书简"为设计灵感，展现当代中国的生态智慧。 广东企业洲明科技为中国馆提供了全场景、一站式的光显解决方案，涵盖所有LED显示屏、投影系统、 动态交互等技术手段，助力中国馆营造极具沉浸感的文化体验。 广东企业洲明科技为中国馆提供全场景、一站式的光显解决方案。 其中，场馆LED主屏集群由洲明星河系列UMini W、星灿系列Uslim Ⅲ等高端显示屏产品及多款定制箱 体构建。透过洲明自研EBL+光学处理技术，显示屏色彩细腻柔和，实现超低摩尔纹、观看无反光、触 摸无痕迹的惊艳效果。此外，项目团队创新性打造"文化数字基因库"，将水墨、丝绸等东方美学元素转 化为交互式数字资产，结合自适应环境光调节系统，实现LED光显交互终端与建筑空间的毫米级动态适 配。 中国馆内部。 中国馆内部。 为执行该项目，洲明组建了由80%华人工程师及技术专家构成的专项团队，在100多次的动线规划调整 中，与日方展陈设计、 ...