Core Viewpoint - Hisense, in collaboration with JD Electronics, launched the "2025 Hisense TV Autumn New Product Launch" event, showcasing its RGB-Mini LED flagship U7S Pro and other innovative products, emphasizing the brand's leadership in high-end television technology [1][3]. Product Launch and Features - The U7S Pro features the latest RGB-Mini LED technology, achieving 100% BT.2020 high color gamut, ultra-high color purity, high brightness, wide viewing angles, and low energy consumption, positioning it as a top choice for consumers [3][4]. - The U7S Pro is equipped with the AI picture quality chip H7, which offers the highest color control precision in the industry, enhancing image quality significantly [4]. - The U7S Pro supports various high-end viewing experiences, including 4K MAX streaming and Dolby Vision 2, providing users with a cinema-like experience at home [6]. Pricing and Promotions - The U7S Pro is available for pre-sale, with prices starting at 15,999 yuan for the 75-inch model, 19,999 yuan for the 85-inch model, and 28,999 yuan for the 100-inch model, along with promotional offers such as energy efficiency subsidies and VIP membership [9]. - The A7Q wall-mounted TV, promoting "life aesthetics," is priced at 11,999 yuan for the 75-inch model and 14,999 yuan for the 85-inch model, also featuring energy efficiency discounts [9]. Market Positioning and Strategy - Hisense aims to democratize RGB-Mini LED technology, making it accessible to a broader audience while continuing to innovate in high-end audio-visual experiences [9]. - The company emphasizes the integration of technology and aesthetics in its products, as seen in the A7Q model, which blends seamlessly into home decor [8].

Core Viewpoint - Hisense has officially launched the U7S Pro television, showcasing advanced technology and features aimed at enhancing visual and audio experiences in home entertainment [1][3]. Group 1: Product Features - The U7S Pro utilizes RGB-Mini LED technology and the upgraded H7 AI picture quality chip, achieving 100% BT.2020 high color gamut and ultra-high brightness [1][3]. - It features the industry's highest mass-producible 3x10240 color control zones and 108 bits color precision, resulting in vibrant and detailed images [3]. - The new generation RGB-Mini LED chip improves luminous efficiency while reducing harmful blue light by 42% and energy consumption by over 40% compared to QD-Mini LED TVs [3]. Group 2: Display and Design - The U7S Pro is equipped with Hisense's custom black crystal screen, boasting a 1.28% ultra-low reflectivity and a wide viewing angle of 178°, providing a deep black and three-dimensional viewing experience [3]. - The television has a slim profile with a thickness of only 50mm and features a narrow bezel design, making it suitable for various home decor styles [3]. Group 3: Audio and Pricing - The U7S Pro introduces Dolby Vision 2, a new high-end HDR format, and features a 4.2.2 multi-channel spatial sound system, designed in collaboration with Devialet, to deliver a cinema-like audio experience [3]. - The pricing for the U7S Pro starts at 15,999 yuan for the 75-inch model, 19,999 yuan for the 85-inch model, and 28,999 yuan for the 100-inch model [3].

Group 1 - The 2025 China International Consumer Electronics Expo officially opened in Qingdao, showcasing Hisense's various 100-inch products, including RGB-Mini LED, laser display, and Micro LED technologies, highlighting China's innovation in display technology [1] - Hisense's 116-inch RGB-Mini LED TV UX, the world's first mass-produced RGB-Mini LED TV, significantly improves color purity, color gamut, brightness, and energy efficiency compared to traditional LCD TVs, providing an immersive viewing experience [2] - The U7S Pro model, featuring core RGB-Mini LED technologies, achieves nearly 100% color purity and ultra-wide viewing angles, marking a step towards making RGB-Mini LED TVs more accessible for households [4] Group 2 - Hisense's Mini LED TV, particularly the 100-inch E8Q Pro, utilizes a self-developed AI image quality chip H7, enhancing picture quality through precise pixel mapping and achieving a low reflection rate of 1.28% for clear visuals from any angle [5][7] - The U+Mini LED halo control system allows for pixel-level light control, enhancing color purity and clarity in dark and bright scenes, showcasing Hisense's advancements in display technology [7] - Hisense's Micro LED TV UX series redefines display possibilities with customizable sizes ranging from 136 inches to 271 inches, featuring self-emissive micro LED chips for high brightness and longevity, suitable for various applications [8]

Core Viewpoint - Hisense has launched the U7S Pro RGB-Mini LED TV at IFA 2025, marking a significant advancement in display technology with a focus on high color accuracy, brightness, and energy efficiency [1][3]. Product Launch and Specifications - The U7S Pro will be available in 75, 85, and 100-inch sizes, set to begin mass production by the end of September [1]. - The TV features a "dual-chip" combination that enhances its RGB-Mini LED capabilities, promising ultra-high color, brightness, wide viewing angles, and low energy consumption [1][6]. Technological Advancements - Hisense's RGB-Mini LED technology has achieved a 100% BT.2020 color gamut coverage, 100% color purity, and low blue light protection [5]. - The TV incorporates the world's first anti-reflective black screen Pro and advanced audio technologies, including Dolby Vision 2, to enhance visual and auditory experiences [5]. Industry Impact - Hisense is recognized as the only brand globally to mass-produce RGB-Mini LED TVs, establishing a new standard in the industry [6][10]. - The RGB-Mini LED technology is seen as a revolutionary step in display technology, with significant improvements in color space and purity compared to QD-OLED and traditional Mini LED [4][9]. Competitive Edge - The new AI picture quality chip H7 allows for the highest industry partition control and color precision, addressing long-standing challenges in the display sector [8][9]. - Hisense's RGB-Mini LED technology is positioned as the most reliable and efficient solution in the market, providing a "Chinese solution" for global display industry upgrades [9].

Core Insights - The article emphasizes that the ability to enjoy a 100-inch TV is determined more by viewing distance than by the size of the living space, with a recommended distance of over 3 meters for optimal experience [1][11] - It challenges the misconception that larger screens create discomfort, highlighting that a 100-inch TV can provide an immersive experience without the need for frequent head movement [3][4] Viewing Experience - The ideal viewing distance for a 100-inch TV is between 3 to 4 meters, where the screen occupies nearly 40° of the viewer's horizontal field of vision, enhancing immersion [3][4] - At a distance of 3 meters, viewers can comfortably see the entire screen with minimal eye movement, allowing for an engaging experience similar to sitting in the front rows of a cinema [3][4] Technology and Picture Quality - Concerns about picture quality at close distances are addressed, stating that with 4K resolution, individual pixels are indistinguishable from 3 meters away, providing sharp and clear images [6][10] - The article highlights the importance of advanced technology in TVs, such as Hisense's AI picture quality chip H7, which enhances image clarity and color accuracy [6][7][10] Display Features - Hisense's E8Q Pro model features a black曜屏 Ultra with a low reflection rate, ensuring deep blacks and vibrant colors even in well-lit environments [7][9] - The use of MiniLED technology allows for high brightness and contrast, effectively managing light and shadow to enhance the viewing experience [9][10] Conclusion - The article concludes that as long as the viewing distance exceeds 3 meters, there are no limitations on room size for enjoying a 100-inch TV, encouraging consumers to embrace this new viewing era [11]

Core Viewpoint - The RGB-Mini LED display technology has become a focal point at IFA 2025, with major brands like Hisense, Samsung, and Sony showcasing their advancements in this new display technology [2][3]. Group 1: Industry Developments - Hisense is set to exhibit its RGB-Mini LED television, while Samsung will present its first 115-inch RGB Micro LED TV, and Sony will showcase its self-developed RGB high-density LED display system [2]. - The global television industry is witnessing a shift towards RGB-Mini LED technology, indicating a growing consensus on its potential as the best LCD display technology [3]. Group 2: Technical Challenges and Innovations - The RGB-Mini LED technology utilizes independent red, green, and blue LED light sources, replacing traditional white or blue light sources, which allows for more precise color representation and improved display quality [2]. - Hisense has successfully overcome significant challenges in mass production of RGB-Mini LED technology, particularly in the areas of LED chip efficiency, lifespan, and color accuracy [4][5]. Group 3: Market Potential and Future Outlook - The market penetration of RGB-Mini LED technology is still in its early stages, but with increasing competition and a maturing supply chain, its adoption is expected to rise significantly in the next 3-5 years [6]. - Hisense's new generation RGB-Mini LED products have already surpassed the total sales of the previous year's models within just four months of launch, indicating strong market demand [6].

Investment Rating - The report maintains a "Recommended" investment rating for the semiconductor industry, indicating that the industry index is expected to outperform the benchmark index by more than 10% [7]. Core Insights - The overseas AI chip index fell by 2.23% this week due to the announcement of upcoming semiconductor tariff policies by the U.S. government, leading to declines in major chip stocks such as AMD and Marvell [1][10]. - In contrast, the domestic AI chip index surged by 18.9% following the release of DeepSeek-V3.1, which is tailored for next-generation domestic chip architectures, benefiting leading domestic chip companies [1][10]. - The report highlights significant fluctuations in various semiconductor indices, with the storage chip index rising by 9.6% and the power semiconductor index increasing by 5.7% [1][15]. Market Indices Summary - The overseas AI chip index experienced a decline of 2.23%, with AMD down 5.5% and Marvell down 4.2% [1][10]. - The domestic AI chip index saw an increase of 18.9%, with notable gains from companies like 中芯国际 (10.1%) and 寒武纪 (34.6%) [1][10]. - The server ODM index fell by 5.3%, with Quanta being the only stock to rise by 15.2% [1][10]. - The storage chip index rose by 9.6%, with 兆易创新 increasing by 22.8% [1][15]. - The power semiconductor index increased by 5.7%, with 华润微 rising by 8.3% [1][15]. Industry Data Summary - Taiwan's top four foundries are expected to generate a combined revenue of $35.15 billion in Q3 2025, reflecting a 7.1% quarter-over-quarter growth, but projected to decline to $32.1 billion in Q4 2025, a decrease of 8.7% [2][25]. - The domestic XR consumer market saw sales of 261,000 units in the first half of 2025, a 9% increase quarter-over-quarter but a 21% year-over-year decline, with AR devices showing a 35% year-over-year growth [2][26]. - Global smart glasses shipments surged by 110% year-over-year in the first half of 2025, with Meta holding a 73% market share [2][28][31]. Major Events Summary - The U.S. government announced a $11 billion investment to acquire a 9.9% stake in Intel, becoming its largest shareholder, which includes funds from the CHIPS and Science Act [3][32]. - DeepSeek launched its new AI model, DeepSeek-V3.1, specifically designed for domestic chips, marking a significant step in China's AI industry [3][33]. - Vivo released its first mixed reality headset, Vision Exploration Edition, aimed at everyday use [3][37].

Group 1: Core Technology Insights - 4K technology captures a vast amount of visual information, providing a high-resolution medium (3840x2160) to faithfully record every detail of the creative process [2][4] - The 4K resolution, with over 8.29 million pixels, ensures that subtle facial expressions and intricate background textures are preserved, enhancing the home viewing experience [4] - Dolby Vision complements 4K by adding dynamic metadata to each frame, allowing for precise adjustments in brightness and shadow to convey the intended atmosphere of the film [5] Group 2: Display Technology and Performance - A powerful display device, such as the Hisense E8Q Pro, is essential for accurately translating the artistic vision, with its advanced AI chip achieving a color management precision of 15,680 points, significantly surpassing standard chips [6][8] - The Hisense E8Q Pro features an 8112-zone U+ MiniLED backlight system and peak brightness of up to 10,000 nits, enabling it to reproduce the extreme contrast required by Dolby Vision [8] - The combination of 4K and Dolby Vision creates a high-fidelity channel from the creative source to the home environment, with the display device being the critical element in achieving the final artistic fidelity [8]

Core Insights - The Cologne Game Show on August 20 attracted global player attention, showcasing the new title "Black Myth: Zhong Kui" from Game Science, coinciding with the one-year anniversary of "Black Myth: Wukong" [1] - Hisense TV, the global official partner for "Black Myth: Wukong," set up two giant 100-inch screens at the event, enhancing the gaming experience for attendees [1] Group 1 - The "Shadow Blade Zero" exhibition area was lively, with Hisense displaying 10 large-screen TVs for international players to experience the martial arts world [3] - Hisense TVs have established a strong reputation in the gaming community, particularly the E8Q Pro model, known for its "peak picture quality" and advanced gaming features [3] Group 2 - The Hisense H7 AI Picture Quality Chip significantly enhances gaming visuals by optimizing dark and bright scenes, ensuring clarity in details like textures and dynamic effects [5] - The Ultra Black Screen features a low anti-reflective rate of 1.28%, allowing for clear visuals even in bright environments, and offers a wide viewing angle of 178 degrees for group gaming experiences [5] - The combination of "Black Myth: Zhong Kui" and the Hisense E8Q Pro at the Cologne Game Show highlights the trend of upgrading home entertainment setups for immersive gaming experiences, moving beyond traditional viewing [5]

Group 1 - The 2024 Gamescom in Cologne, Germany, officially opened on August 20, showcasing the new game "Black Myth: Zhong Kui" by Game Science, coinciding with the one-year anniversary of its previous title "Black Myth: Wukong" [1] - The game visuals and technical demonstrations received widespread attention from international gaming media and players, reinforcing the position of Chinese game developers in the global AAA game market [1] - Hisense, as the global official partner for "Black Myth: Wukong," showcased two 100-inch televisions at the event to display high-definition game visuals, along with providing 10 large-screen TVs for the demo area of the popular domestic game "Shadow Blade Zero" [4] Group 2 - The Hisense E8Q Pro features the XinXin AI picture quality chip H7, which can intelligently optimize dark details and highlights in real-time, reducing motion blur during dynamic scenes [3] - The E8Q Pro's Ultra Black Screen has a low anti-reflective rate of 1.28%, approximately 75% lower than standard TVs, ensuring good viewing quality in complex lighting environments [6] - The trend of immersive gaming experiences is shifting living room gaming from traditional viewing entertainment, creating new market opportunities for TV manufacturers in gaming display technology [9]