据姜幸群介绍，AI+正深度赋能显示行业，深入渗透并重构制造产业链。京东方通过深化人工智能技术 创新和融合应用，充分释放人工智能的倍增效应，助力显示行业发展。 在"AI+制造"方面，京东方在显示行业率先发布了AI工厂。京东方AI工厂以新一代人工智能技术为核心 驱动力，目前首批规划的AI工厂已在有序落地中，在生产计划、物料供应、生产制造、品质管理等场 景实现质效全面提升。 在"AI＋产品"方面，京东方打造了"器件-整机-系统"多重模式的产品创新，围绕画质、功耗、护眼和交 互等方面持续突破；同时，京东方构建出基于人工智能驱动的材料研究、仿真设计、工艺创新、智能算 法及终端场景创新路径，已经赋能办公、家居、教育、文娱、医疗等多个场景。另外，在AI+运营版 块，京东方将AI技术渗透到市场、计划、供应链、经营管理等核心职能中。 转自：新华财经 姜幸群表示，今年9月京东方发布了面向显示行业的大模型系列——"京东方蓝鲸显示大模型"，具备全 模态、多场景、高精度、强推理等特征，犹如为显示产业装上一颗"智慧大脑"，向生产制造、产品创 新、经营管理三大业务板块持续输送领先的数智化解决方案，推动行业迈向智能化发展的全新阶段。 新华财 ...

Core Insights - The new generation of artificial intelligence technologies, represented by large language models and AIGC, is driving innovation in various industries, with AI being a core driver for business development and strategic implementation [1][2] - BOE is implementing an AI+ strategy to enhance production manufacturing, product innovation, and enterprise management, aiming to create smarter products and services while improving operational efficiency [1][2] Group 1: AI in Manufacturing - BOE has introduced the concept of AI factories, focusing on the intelligentization of all production factors, which is expected to enhance quality and efficiency across various manufacturing scenarios [1] - The AI factories are designed to lower experimental costs, shorten R&D cycles, and reduce human error, ultimately achieving the highest efficiency, lowest cost, and optimal quality [1] Group 2: AI in Product Innovation - BOE is innovating products through a multi-layered approach that includes components, complete systems, and AI-driven material research, focusing on aspects like image quality, power consumption, eye protection, and interaction [2] - AI tools have significantly improved the efficiency of developing blue phosphor materials, increasing molecular construction efficiency by nearly ten times, while AI algorithms have reduced OLED display power consumption by over 20% [2] Group 3: AI-Driven Solutions - The launch of the "BOE Blue Whale Display Model" aims to facilitate intelligent upgrades across the entire industry chain, enhancing efficiency from manufacturing to product experience and operational management [2] - The Blue Whale Display Model is characterized by its multimodal, multi-scenario, high-precision, and strong reasoning capabilities, acting as a "smart brain" for the display industry [2]

Core Insights - The new display technology is transforming daily life, providing immersive experiences through large laser TVs, foldable OLED screens, and digital exhibitions in museums [1][3] - The integration of artificial intelligence (AI) with the display industry is a key trend, driving a significant transformation towards smart manufacturing and intelligent displays [3][6] Supply Side - AI is enhancing the entire manufacturing process, optimizing production lines with smart algorithms and achieving millisecond-level quality inspections [3] - The BOE Blue Whale Display Model, based on AI technology, assists display companies in management and decision-making, improving operational efficiency and risk management [3] - AI applications in flat panel production have reportedly saved companies hundreds of millions to billions of yuan [3] Technical Integration - AI plays a crucial role in the highly technical display integration phase, with models developed to enhance the identification of defects in Micro-LED chips [4] Demand Side - The display technology is evolving from a "one-way output" model to an interactive "smart window" that can perceive and respond to user needs [6] - The China Electronic Information Industry Development Research Institute indicates that AI is driving the display industry towards smart terminals and ecosystem upgrades, creating new demands and applications [6] - Innovative products showcased include the first AI TV by Changhong, which adjusts ambient lighting intelligently, and iFlytek's multilingual AI transparent screen for public spaces [6] Value Creation - AI is reshaping the value of display products by enabling direct interaction with users and environments, generating high-quality data that enhances AI capabilities [7]

Core Insights - The display industry is recognized as a strategic, foundational, and leading sector, with significant investments and innovations showcased at the 2025 World Display Industry Innovation Development Conference in Chengdu [1][2] Industry Developments - A total of 13 new projects in the new display industry were signed, with a total investment of 15.74 billion yuan, covering various segments of the display supply chain [1] - The domestic market for AMOLED display devices is projected to reach approximately 8.8 million square meters in 2024, achieving a global market share of 52%, surpassing overseas competitors for the first time [1] Technological Innovations - Key breakthroughs in core equipment were highlighted, including the launch of the Kediwa G8.6 OLED mass production inkjet film deposition platform and the first domestic G8.6 OLED large-area bonding and EHD dispensing equipment [2][3] - The Kediwa platform achieves international leading levels in printing precision and production efficiency, supporting large-scale production needs for the OLED industry [2] - The domestic G8.6 OLED large-area bonding equipment has made significant advancements in the EAC bonding protection process, enhancing panel yield rates [3] AI Integration - The integration of AI is transforming the display industry, with leading companies leveraging AI to enhance high-quality development [4] - BOE's Blue Whale display model was showcased, characterized by its multimodal, multi-scenario, high-precision, and strong reasoning capabilities, aimed at the display industry [4] Applications in Daily Life - AI applications in work environments were demonstrated, including intelligent office solutions that integrate AI all-in-one machines and AI computing hosts for efficient decision-making [5] - Visionary products from Visionox, such as flexible AMOLED smart home managers and portable medical boxes, illustrate the role of advanced display technology in AI interactions and smart home ecosystems [6]

Core Insights - The display industry is recognized as a strategic, foundational, and leading sector, with significant investments and innovations showcased at the 2025 World Display Industry Innovation Development Conference in Chengdu [1][2] Investment and Projects - A total investment of 15.74 billion yuan was announced for 13 new display industry cooperation projects, covering various segments of the display supply chain [1] - The conference highlighted the launch of several high-end domestic display equipment, indicating advancements in the industry [2] Technological Advancements - The flexible AMOLED display technology is becoming a key component in AI-enabled smart home applications, enhancing user interaction through visual and touch interfaces [1] - In 2024, China's AMOLED display shipments are projected to reach approximately 8.8 million square meters, achieving a global market share of 52%, surpassing overseas competitors for the first time [1] Equipment Breakthroughs - The introduction of the Kediwa G8.6 OLED mass production inkjet film deposition platform and other domestic equipment signifies a leap in China's display manufacturing capabilities [2][3] - The Kediwa platform achieves international leading levels in printing precision and production efficiency, supporting large-scale production needs [2] - The Lian De equipment's G8.6 OLED large-area bonding device has made significant advancements in protecting OLED panels during processing, ensuring higher yield rates [3] AI Integration - The integration of AI is driving high-quality development in the display industry, with leading companies leveraging AI technologies to enhance their products and services [4][5] - BOE's AI model series, designed for the display industry, showcases advanced features and applications across various scenarios, including work and home environments [4] Product Innovations - The display technologies presented by Visionox, such as the flexible AMOLED smart ecosystem manager and low-reflection COE flexible AMOLED technology, provide essential hardware support for AI interactions [5][6] - Visionox's innovations, including ultra-high refresh rate screens and low-power solutions, are crucial for meeting the demands of AI-enabled devices [6]

Core Insights - The display industry is recognized as a strategic, foundational, and leading sector, with significant investments and innovations showcased at the 2025 World Display Industry Innovation Development Conference in Chengdu [1][2] - The integration of flexible AMOLED display technology with AI is transforming smart home environments, making them more interactive and responsive [1][4] - China is projected to achieve a market share of 52% in AMOLED display shipments in 2024, surpassing international competitors for the first time [1] Industry Developments - A total of 13 new projects in the new display industry, with a total investment of 15.74 billion yuan, were signed at the conference, covering various segments of the display supply chain [1] - Key breakthroughs in core equipment were highlighted, including the launch of domestically produced G8.6 OLED mass production equipment, which enhances China's capabilities in high-end display manufacturing [2] - The G8.6 OLED multi-application inkjet film deposition platform and other equipment are set to improve production efficiency and quality, supporting larger and more cost-effective OLED manufacturing [2] Innovation and AI Integration - The conference featured the release of ten innovative products and technologies that reflect the latest advancements in the new display industry, emphasizing collaborative innovation across the supply chain [3] - AI is playing a crucial role in enhancing the quality and efficiency of the display industry, with leading companies leveraging AI technologies to drive high-quality development [3][4] - Various AI applications were showcased, including smart office solutions and flexible AMOLED displays that facilitate real-time health monitoring and remote medical diagnostics [4][5] Technological Advancements - The introduction of high-refresh-rate screens and low-power technologies by companies like Visionox is essential for meeting the demands of AI-driven applications [5] - Innovations such as ultra-narrow bezels and flexible display technologies are enhancing user experiences and adapting to diverse AI scenarios [5]

Group 1 - The core viewpoint of the articles highlights BOE Technology Group's strong financial performance in Q3 2025, with a revenue of 154.55 billion yuan, a year-on-year increase of 7.53%, and a net profit of 4.60 billion yuan, up 39.03% [1] - In Q3 2025, the company achieved a revenue of 53.27 billion yuan, reflecting a year-on-year growth of 5.81%, and a net profit of 1.36 billion yuan, which is a 32.07% increase compared to the previous year [1] - BOE continues to lead the global display market, maintaining the number one position in shipment volumes across major applications such as smartphones, tablets, laptops, monitors, and televisions [1] Group 2 - Under the "Screen and Internet of Things" strategy, BOE has implemented the "1+4+N+ecosystem" strategy, achieving breakthroughs in innovative businesses, including perovskite photovoltaic components with efficiencies reaching 18.6% for rigid and 15.1% for flexible types [2] - The company has launched its first AI factory, enhancing production planning, material supply, manufacturing, quality management, energy optimization, and environmental safety, marking a significant transformation across the entire industry chain [2] - BOE has also developed the "Blue Whale Display Model," which is the first industry model in the industrial sector to pass CESI evaluation and receive CNAS certification, showcasing its commitment to AI-driven advancements [2]

Core Viewpoint - The 2025 BOE Global Innovation Partner Conference highlighted BOE's leadership in the display industry with the launch of the Blue Whale Display Model, showcasing its advanced capabilities and broad application prospects [1] Group 1: Blue Whale Display Model Features - The Blue Whale Display Model is characterized by multimodal, multi-scenario, high precision, and strong reasoning capabilities, acting as a "smart brain" for the display industry [1] - It is built on high-quality datasets, high-performance intelligent computing platforms, and a comprehensive AI security system [1] Group 2: Manufacturing Sector Impact - The upgraded Blue Whale Display Industrial Model covers key areas such as production planning, material supply, manufacturing, quality management, energy optimization, and environmental safety, facilitating the implementation of AI factories [2] - The model has introduced a visual reasoning-based intelligent defect handling technology, achieving a full-loop AI execution from defect detection to repair operations, significantly enhancing production efficiency [2] Group 3: Product Service Enhancements - The newly launched Blue Whale Display Port Model offers unique advantages across various product scenarios, enhancing user interaction through deep understanding and analysis of user needs [2] - It provides precise data support and innovative ideas in display R&D, including material research, simulation design, and process innovation, pushing product development to higher levels [2] Group 4: Operational Efficiency and Strategic Insights - The Blue Whale Display Operation Model aids in strategic planning, operational analysis, business processes, and risk management, enabling BOE to accurately perceive industry trends and adjust strategies accordingly [3] - It enhances operational efficiency by analyzing real-time business data and provides early warnings for potential risks, supporting stable corporate development [3] Group 5: Vision and Industry Leadership - The Blue Whale Display Model embodies BOE's vision of becoming "the most respected great enterprise on Earth," reinforcing its position as a global leader in semiconductor displays [3] - It continuously injects intelligent momentum into the high-quality development of the display industry, leading the sector towards a new phase of intelligent development [3]

Core Insights - BOE (京东方) held the BOE Global Innovation Partner Conference 2025, focusing on "Screen IoT AI Renewal" and introduced several AI innovations including AI factories and the BOE Blue Whale Display Model [1] - The company announced a commitment to allocate 0.5% of its revenue towards AI research and development, with plans to invest 500 billion yuan in procurement over the next three years to drive technological breakthroughs and industry upgrades [1] Group 1 - The theme of the conference was centered around AI innovations and their impact on the industry [1] - The introduction of AI applications is expected to bring significant changes to the company's operations and sustainability efforts [1] - The chairman of BOE, Chen Yanshun, was interviewed to discuss the implications of AI for the company's future [1]

Group 1 - BOE (京东方) held the BOE Global Innovation Partner Conference 2025 with the theme "Screen IoT AI Renewal" [1] - The company introduced several AI innovations, including AI factories and the BOE Blue Whale Display Model [1] - BOE announced that it will allocate 0.5% of its revenue for AI research and development [1] Group 2 - Over the next three years, BOE plans to invest 500 billion yuan in procurement to drive technological breakthroughs and industry upgrades [1] - The interview with BOE Chairman Chen Yanshun explored how AI innovations will impact the company's sustainable development [1]