Core Insights - The report by Omdia indicates that the shipment of smartphones using flexible AMOLED displays reached 151 million units in Q1 2025, marking a 15% year-on-year increase, with a stable annual growth rate of around 20% over the past three years [1] - Flexible AMOLED displays have captured 51% of the smartphone display market, signaling a significant shift in display technology as they gradually replace traditional LCDs [1][3] Market Trends - The demand for lighter and more flexible screens among consumers has significantly boosted the shipment of flexible AMOLED displays, with more mid-to-high-end models adopting this technology due to technological maturity and cost reduction [1][3] - The market share of smartphones with AMOLED displays has risen to 63% in Q1 2025, up from 57% in the same period last year, while LCD-equipped smartphones have seen their market share decline to 37% [3][4] Technological Advantages - Flexible AMOLED displays offer superior display quality, including near-infinite contrast ratios and high peak brightness levels exceeding 1800 nits, making them ideal for high-definition content and mobile office use [2] - The foldable feature of flexible AMOLED displays is a key highlight, enabling larger screen sizes for multitasking and entertainment while maintaining portability [3] Competitive Landscape - The competition in the flexible AMOLED market is intensifying, with Chinese manufacturers like BOE, Tianma, and Visionox rapidly advancing in technology and production capacity, challenging the dominance of South Korean firms [5][6] - Omdia forecasts that by 2024, Chinese manufacturers will ship 36.4 million AMOLED panels, a significant increase of over 12 million units from 2023, indicating a growing presence in the global market [6] Future Outlook - Industry experts predict that the penetration of flexible AMOLED technology in smartphones will continue to rise, with expectations of over 750 million units shipped by the end of 2025 [4] - The competition will increasingly focus on technological innovation, production efficiency, and supply chain integration, benefiting consumers through enhanced product offerings [6][7]

每日市场观察 2025 年 7 月 17 日 【今日关注】 周三两市再度呈现冲高回落走势。截至收盘，沪指跌 0.03%，深成指跌 0.22%，创业板指数跌 0.22%。板块方面，化学制药、汽车零部件、石 油、汽车服务、教育、多元金融等涨幅居前；保险、钢铁、能源金属、 银行、电子元件、有色金属等板块调整明显。两市涨多跌少，其中上 涨股票 3208 只，下跌股票数量 1809 只；沪深两市总成交金额超 1.44 万亿，环比明显缩量。 股指以连续小幅波动方式修复日线及各分钟技术指标，调整到位后有 望开展新一轮强势上攻。因此当下市场调整是机会而不是风险。之前 银行等红利权重股持续上攻，资金介入较深，大多数投资者"赚了指 数不赚钱"。现在股指回调，资金开始流向中小市值个股及题材股。 投资者应紧抓行情主线，在数字货币、半导体与人工智能、生物医药、 新能源（车）等领域持续发力。 工业和信息化部将对包括充电宝在内的移动电源制定更严格的技术标 准。随着新国标出炉，国内移动电源市场将迎来新一轮洗牌，相关上 市公司有望受益，投资者可重点关注。当下人工智能行业发展已经从 基础设施建设逐渐转向下游 AI+应用。相应的，市场关注的方向也 ...