9月19日，天马微电子股份有限公司（以下简称"天马"）在厦门举办"天工屏·定乾坤"高端OLED技术品牌发布会，正式推出全新高端OLED 技术品牌——"天工屏"。天马副总裁姜华玮在发布会上透露，天工屏为天马高端旗舰手机的定位，未来天马会延续 "天"字品牌系列布局， 逐步覆盖到车载、IT等领域。 "天"字辈开篇之作 定义高端显示新标准 "天工屏"的命名源自明代宋应星所著《天工开物》。作为天马高端品牌"天"字辈的开篇之作，"天工屏"以"超级护眼、极致通透、畅快高 刷"的创新体验，重新定义高端显示标准。护眼、通透、高刷看似只是三个技术关键词，但其背后是天马深耕显示领域42年的技术价值的 转化，"我们从硬件制造商，正在成为感官体验的创造者。" 姜华玮说。 在护眼方面，天马天工屏从无频闪、1nit明眸护眼、低蓝光、自适应环境光四大维度构建视觉健康解决方案。采用的4320Hz超高频PWM调 光技术，解决了低频调光带来的视觉疲劳问题。蓝光占比控制在4.7%，获得了德国莱茵TÜV最高等级的硬件级低蓝光认证，为长时间使用 屏幕的用户提供了可靠的视觉健康保障。1nit明眸护眼技术，在暗光环境下屏幕亮度柔和如月光，避免了常规屏幕2n ...

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].

9月19日，天马微电子在厦门举办高端OLED技术品牌发布会，正式推出"天工屏"。 此外，天马还与OPPO宣布成立联合实验室，未来将在健康显示技术研发、行业标准制定等领域开 展深度合作。（来源：天马、集邦Display整理） #深天马 #OLED #OPPO #手机面板 图片来源：天马 据介绍，天马天工屏的技术亮点突出在护眼、显示效果以及高刷领域。 在护眼功能上，天马天工屏以"超级护眼"为核心，产品拥有无频闪、 低蓝害、 1nit明眸护眼、自 适应环境光四大特点。其中，源头材料有害蓝光低至4.7%；通过联合OPPO推出全场景真1nit明 眸护眼屏，做到熄灯也护眼、全天都通透。 在显示效果方面，在亮度与对比度方面，天马天工屏全局高亮度达2500nits，峰值亮度达 8000nits；广色域覆盖95% BT.2020，色彩还原贴近现实世界；像素设计上，采用自研"风车像 素"（Windmill）结构，提升细节显示精度，文字边缘更锐利、动态画面更纯净，呈现更"通透 感"的视觉体验效果。 高刷新率方面，其量产能力支持165Hz，研发能力更可拓展至240Hz；自适应刷新率则搭载LTPO 3.0技术，可根据显示内容动态调节， ...

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]