Core Viewpoint - The domestic OLED screen market, which holds over 60% of the global flexible OLED smartphone screen share, is intensifying its focus on high-end products, particularly in eye-care technology and high refresh rates [2][3]. Group 1: Product Development and Trends - Tianma and OPPO have jointly launched an eye-care OLED smartphone screen with a low brightness of 1 nit in dark environments, establishing a collaborative laboratory [2]. - Key technological trends for OLED screens include eye-care features, high refresh rates, and the development of foldable screens, with Tianma's OLED screens achieving refresh rates of up to 240Hz [2]. - The foldable smartphone market is experiencing stable growth, and Tianma is ramping up production of flexible OLED screens for both left-right and up-down folding designs [2]. Group 2: Industry Collaboration and Competitiveness - The competitiveness of domestic OLED screens relies on industry chain collaboration, with OPPO and Tianma combining their respective technologies for the development of the eye-care OLED screen [3]. - The domestic OLED industry is pushing for the localization of OLED emitting materials to enhance the competitiveness of screens and terminal products [3]. Group 3: Market Outlook and Performance - Currently, 90% of flexible OLED screens are used in smartphones, but Tianma plans to expand applications into automotive and IT sectors, with flexible OLED automotive display products expected next year [4]. - Major players like BOE, Visionox, and TCL Huaxing are establishing 8.6-generation flexible OLED or printed OLED production lines to capture opportunities in mid-size displays for IT and automotive applications [4]. - According to Sigmaintell, global shipments of flexible OLED smartphone screens are projected to reach nearly 300 million units in the first half of 2025, with a year-on-year growth of approximately 5.2% [4]. - Domestic manufacturers are expected to ship around 190 million flexible OLED smartphone screens, marking a year-on-year increase of about 7.7%, thus increasing their global market share to 62.3% [4]. - Tianma and BOE's flexible OLED smartphone screen shipments in the first half of the year were approximately 71 million and 43.2 million units, respectively, with year-on-year growth rates of 10.3% and 15.6% [4].

提升国产OLED屏的竞争力，产业链协同是关键。OPPO副总裁、硬件工程事业部总裁刘畅透露，其护眼OLED手机屏是与天马联合研发，并有定制产线。天 马执行副总裁姜华玮也透露，它结合了OPPO的算法技术及天马的材料开发、算法技术。国产OLED屏还在推进OLED发光材料的国产化，提升屏幕和终端产 品竞争力。 目前，柔性OLED屏九成用于智能手机。天马市场部负责人刘庆全透露，未来天马也将把柔性OLED屏应用于车载、IT领域，预计明年会推出柔性OLED车载 显示产品。 京东方、维信诺、TCL华星都在布局8.6代柔性OLED或印刷OLED生产线，以把握OLED在IT、车载等中尺寸显示领域的机会。第一财经记者了解到，天马 也有考虑8.6代柔性OLED生产线布局的事宜，由于行业没有统一技术路线，相关事项尚无定论。 据群智咨询（Sigmaintell）研报，2025年上半年，全球柔性OLED手机屏出货量近3亿片，同比增长约5.2%。中国大陆面板厂商柔性OLED手机屏的出货量约 1.9亿片，同比增长约7.7%，在全球的市场份额增至62.3%。京东方、天马的柔性OLED手机屏上半年出货量分别约7100万片和4320万片，同比增长1 ...