Core Insights - The display technology sector is becoming a crucial arena for technological innovation as the digital economy integrates with the real economy, highlighted by the recent 2025 Tianma Microelectronics Global Innovation Conference in Wuhan showcasing 11 innovative technologies [1] Industry Overview - The display industry is a core pillar of the electronic information industry and plays a significant role in high-quality development of manufacturing, with China's new display industry transitioning from following to leading in certain areas, supported by national policies and collaborative efforts among industry players [2] - In 2024, China's new display industry is projected to exceed 760 billion RMB in output value, capturing over 49% of the global market share, with a 75% share in global display device shipment area, establishing itself as a significant growth driver in the global display industry [2] Technological Innovation - Tianma Microelectronics emphasizes that technological innovation is fundamental for the company and the industry, with recent advancements including the launch of the high-end OLED technology brand "Tiangong Screen" and the high-end vehicle display brand "Tianxuan Screen" [3] - The Tiangong Screen features integrated functions such as fingerprint recognition and environmental light sensing, with a 99% reduction in sensor thickness and a 40-fold increase in light signal collection capability [3] - The Tianxuan Screen series includes a 49.6-inch panoramic display with a 1.25-meter ultra-wide curved design and an IRIS HUD with 12,000 nits brightness, achieving a 40% reduction in power consumption [4] Collaborative Ecosystem - The success of China's display industry relies on collaborative efforts across the entire supply chain, with Tianma Microelectronics fostering partnerships with upstream companies like 3M and collaborating with domestic equipment manufacturers for Micro-LED technology [5] - The company has established stable partnerships with major automotive and consumer electronics brands, enhancing the overall ecosystem [5] Future Development Strategy - Tianma Microelectronics is committed to a dual focus on high-quality development and green transformation, implementing initiatives for energy efficiency and resource recycling [7] - The company has developed new materials that improve blue light efficiency by 10% and reduce overall power consumption by 12%, while also promoting a carbon neutrality plan across its operations [7] - Looking ahead, Tianma aims to deepen the integration of display technology with AI and expand its efforts in vehicle displays, Micro-LED, and VR/AR sectors, positioning itself as a leader in the global display industry [7]

Core Viewpoint - Tianma Microelectronics has launched a new high-end OLED technology brand called "Tiangong Screen," aiming to redefine high-end display standards and expand its market presence beyond mobile phones into automotive and IT sectors [2][7]. Group 1: Product Features - The "Tiangong Screen" emphasizes visual health with features such as flicker-free technology, 1nit brightness for eye protection, low blue light emission at 4.7%, and adaptive ambient light sensing [3]. - It boasts a peak brightness of 8000nits and a global brightness of 2500nits, ensuring clear visibility even in bright sunlight, with a refresh rate supporting up to 240Hz for smooth operation [5]. - The product has received the "S++ level" certification for visual health from the China Quality Certification Center, indicating its commitment to user well-being [5]. Group 2: Strategic Shift - The launch of "Tiangong Screen" marks a strategic upgrade for Tianma, transitioning from a low-profile screen manufacturer to a high-end brand creator, focusing on co-creating brand value with customers [7]. - The company plans to systematically expand the "Tiangong Screen" brand into automotive and IT display markets, creating a synergistic high-end brand matrix [7]. Group 3: Automotive Display Innovations - Tianma has established a strong foundation in the automotive display sector, focusing on enhancing driving safety and user interaction rather than just technical specifications [8]. - The company has developed various innovative technologies for automotive displays, including ultra-wide high-definition projection and dynamic flexible displays that adapt to user preferences [8][11]. - Tianma's automotive OLED products, such as the dual 13-inch curved OLED display, integrate seamlessly into vehicle interiors, showcasing the company's commitment to innovation in the automotive display market [9]. Group 4: Market Performance - In 2024, Tianma's global automotive display panel shipments are projected to grow by 25%, with revenue increasing over 40%, significantly outpacing industry averages [13]. - The company has maintained its position as the global leader in automotive TFT-LCD and instrument display shipments for five consecutive years, with its products featured in 95% of global automotive brands [13]. - Tianma's automotive displays have been adopted by high-end brands such as McLaren and Ferrari, underscoring its technological strength and brand influence in the premium automotive market [13].

Core Viewpoint - The smartphone industry is witnessing a shift from a traditional "buyer-supplier" relationship to a collaborative model where manufacturers engage deeply in the definition, development, and production of display technologies, reshaping the competitive landscape of the display panel industry [2][4][8]. Group 1: New Collaboration Paradigm - Smartphone manufacturers are no longer passive purchasers but are becoming strategic partners with panel manufacturers, engaging in joint research and deep customization [2][4]. - OPPO has invested over 1 billion in establishing its own "display science production line," allowing it to control the entire process from design to production [4][5]. - The collaboration between Xiaomi and TCL Huaxing has evolved into a long-term partnership, creating an "innovation display joint laboratory" to streamline technology development and production [5][8]. Group 2: Industry Dynamics - The traditional supply chain structure is being transformed from a linear model to a networked "industry alliance," enhancing the bargaining power of smartphone manufacturers [8][9]. - Chinese panel manufacturers are expected to capture over 70% of the global smartphone panel market by 2025, providing manufacturers with more options and stronger negotiation capabilities [8][10]. - The shift to deep collaboration is accelerating technological iteration and redefining market competition rules, moving the focus from macro parameters to underlying technologies [10][11]. Group 3: Technological Advancements - The competition in the smartphone market is increasingly centered around display technology, with companies like OPPO and Tianma developing advanced features such as precise light control at ultra-low brightness [10][11]. - The joint development model allows manufacturers to align market needs with technological paths early in the research phase, significantly reducing the time from lab to market [10][11]. - The relationship between Apple and Samsung exemplifies a unique "co-opetition," where stringent standards and large orders from Apple drive Samsung to innovate continuously [6][10].

Core Viewpoint - The article discusses the evolving relationship between smartphone manufacturers and panel suppliers, highlighting a shift from a traditional procurement model to a collaborative co-creation model, which enhances competitive advantages in the smartphone market [2][10]. Group 1: New Collaboration Paradigm - Smartphone manufacturers are no longer passive "purchasers" but are deeply involved in defining, developing, and producing display technologies, forming strategic partnerships with panel giants [2][5]. - This shift from "procurement" to "co-creation" is a natural outcome of the smartphone industry's transition from product-level competition to supply chain-level competition, accelerating technology iteration and reshaping the global display panel industry's power dynamics [2][10]. Group 2: Case Studies of Collaboration - OPPO has invested over 1 billion in establishing its own "display science production line" and has customized a dedicated production line with Tianma, allowing it to control the entire process from design to production [5][11]. - Xiaomi and TCL Huaxing have established an "Innovation Display Joint Laboratory," creating a complete closed loop from technology research to mass production, which enhances their collaborative growth [6][10]. - The relationship between Apple and Samsung is characterized by a unique "co-opetition," where Apple drives Samsung's technological innovation through stringent standards and large orders, influencing industry technology trends [7][10]. Group 3: Industry Impact and Market Dynamics - The deepening collaboration between smartphone manufacturers and panel suppliers is fundamentally reshaping the supply chain's power structure and the speed of technology iteration [9][10]. - The rise of Chinese panel manufacturers like BOE and TCL Huaxing is changing the competitive landscape, with predictions that their market share in the global smartphone panel market will exceed 70% by 2025 [10]. - The traditional linear supply chain is evolving into a networked "industry alliance," where smartphone manufacturers provide precise market demands and panel manufacturers contribute their expertise in materials and processes [10][11]. Group 4: Future Considerations - The deep customization and joint development require significant upfront investment, raising questions about whether these costs will be passed on to consumers, potentially increasing flagship smartphone prices [12]. - The trend towards exclusive custom screens may reduce their universality, leading to higher repair costs for consumers, prompting ongoing observation of whether the industry will continue down a path of deeper customization or establish new, higher industry standards [12].

Core Insights - The article discusses the emergence of a new collaboration paradigm between smartphone manufacturers and panel suppliers, moving from a traditional "buyer-supplier" relationship to a more integrated "co-creation" model [2][9] - This shift is driven by the need for differentiation in a saturated smartphone market, where screen quality and experience are critical competitive factors [1][10] Group 1: Industry Dynamics - Smartphone manufacturers are increasingly engaging in the definition, research, and production of display technologies, forming strategic partnerships with panel manufacturers for joint development and exclusive supply [2][10] - The traditional supply chain structure is evolving from a linear "pyramid" model to a more networked "industry alliance," allowing for greater collaboration and shared risk [9][10] - The rise of Chinese panel manufacturers like BOE, TCL Huaxing, and Tianma is changing the competitive landscape, with predictions that their market share in the global smartphone panel market will exceed 70% by 2025 [9][10] Group 2: Case Studies - OPPO has invested over 1 billion yuan to establish its own "display science production line," allowing it to control the entire process from design to production, thus creating a significant technological barrier [5][10] - Xiaomi and TCL Huaxing have developed a "Joint Innovation Laboratory" to streamline the process from technology research to mass production, enhancing their collaborative capabilities [5][10] - The relationship between Apple and Samsung exemplifies a unique "co-opetition" dynamic, where Apple drives Samsung to innovate through stringent standards and large orders, influencing industry-wide technology trends [7][10] Group 3: Technological Advancements - The focus of competition has shifted from macro parameters like resolution and refresh rates to micro-level technologies, such as precise light control algorithms developed by Tianma and OPPO [10][11] - The collaborative model allows for faster alignment of market needs with technological capabilities, significantly reducing the time from research to market [11] - However, the deep customization and joint development require substantial upfront investment, raising questions about potential impacts on product pricing and consumer repair costs [11][12]

Core Viewpoint - Tianma Microelectronics officially launched its high-end OLED technology brand "Tiangong Screen," emphasizing health-focused display standards through advanced technologies like flicker-free, low blue light, adaptive ambient light, and high refresh rates [1][2]. Group 1: Product Launch and Features - The "Tiangong Screen" offers three core experiences: super eye protection, extreme transparency, and smooth high refresh rates, redefining high-end display standards [1]. - The technology integrates health considerations into display design, moving from parameter-focused improvements to user-centric enhancements [2]. Group 2: Industry Recognition and Collaboration - Ouyang Zhongcan, an academician from the Chinese Academy of Sciences, highlighted Tianma's contributions to the domestic display industry and its complete independent intellectual property system [2]. - The "Tiangong Screen" received the "Visual Health Friendliness" certification from the China Quality Certification Center, recognizing its innovative eye protection technology [2]. - OPPO announced the global launch of the first true 1nit eye protection screen, which will be featured in its next flagship series, showcasing collaboration with Tianma to enhance industry standards [3]. - A joint laboratory was established between Tianma and OPPO to focus on health display technology research and industry standard development [3].

Core Viewpoint - Tianma Microelectronics officially launched its high-end OLED technology brand "Tiangong Screen" on September 19 in Xiamen, highlighting its advancements in eye protection, display quality, and high refresh rates [2][5]. Group 1: Technology Highlights - The Tiangong Screen features a "super eye protection" core with four main characteristics: flicker-free, low blue light (4.7% harmful blue light), 1nit eye protection, and adaptive ambient light [5]. - In terms of display quality, the Tiangong Screen achieves a global peak brightness of 2500 nits and a maximum peak brightness of 8000 nits, with a color gamut covering 95% of BT.2020, providing realistic color reproduction [5]. - The screen utilizes a self-developed "Windmill" pixel structure to enhance detail display precision, resulting in sharper text edges and clearer dynamic images [5]. Group 2: Refresh Rate and Collaboration - The mass production capability of the Tiangong Screen supports a refresh rate of 165Hz, with research and development capabilities extending to 240Hz; it also features LTPO 3.0 technology for adaptive refresh rates to optimize smoothness and reduce power consumption [6]. - OPPO's Vice President Liu Chang announced that the OPPO Find X9 smartphone will be the first to feature the Tiangong Screen, following a deep collaboration between OPPO and Tianma to create a dedicated high-spec screen production line [6]. - Tianma and OPPO have established a joint laboratory to collaborate on health display technology research and industry standard formulation [6].

Core Viewpoint - Tianma Microelectronics launched its high-end OLED technology brand "Tiangong Screen," aiming to redefine high-end display standards with a focus on "super eye protection, extreme transparency, and smooth high refresh rates" [1] Group 1: Product Features - "Tiangong Screen" incorporates multiple eye protection technologies, including flicker-free, 1 nit eye protection, low blue light, and adaptive ambient light [1] - The display features a peak brightness of 8000 nits and 95% BT.2020 wide color gamut coverage, utilizing a self-developed "windmill pixel" structure to enhance detail performance [1] - It supports a maximum refresh rate of 165Hz for mass production and 240Hz in research and development, with LTPO 3.0 for dynamic adjustment to reduce power consumption [1] Group 2: Industry Impact - The launch signifies an important step for Chinese display companies into the high-end market, supported by a complete independent OLED intellectual property system and innovation platform established by Tianma [1] - The partnership with OPPO, which will feature the "Tiangong Screen" in its next flagship Find X9 series, highlights the collaboration in advancing health display technology research and standard formulation [1] - The "Tiangong Screen" received a "Visual Health Friendliness" certification from the China Quality Certification Center, recognizing its innovations in eye protection technology [2]