Core Insights - The display industry is recognized as a strategic, foundational, and leading sector, with significant investments and innovations showcased at the 2025 World Display Industry Innovation Development Conference in Chengdu [1][2] Investment and Projects - A total investment of 15.74 billion yuan was announced for 13 new display industry cooperation projects, covering various segments of the display supply chain [1] - The conference highlighted the launch of several high-end domestic display equipment, indicating advancements in the industry [2] Technological Advancements - The flexible AMOLED display technology is becoming a key component in AI-enabled smart home applications, enhancing user interaction through visual and touch interfaces [1] - In 2024, China's AMOLED display shipments are projected to reach approximately 8.8 million square meters, achieving a global market share of 52%, surpassing overseas competitors for the first time [1] Equipment Breakthroughs - The introduction of the Kediwa G8.6 OLED mass production inkjet film deposition platform and other domestic equipment signifies a leap in China's display manufacturing capabilities [2][3] - The Kediwa platform achieves international leading levels in printing precision and production efficiency, supporting large-scale production needs [2] - The Lian De equipment's G8.6 OLED large-area bonding device has made significant advancements in protecting OLED panels during processing, ensuring higher yield rates [3] AI Integration - The integration of AI is driving high-quality development in the display industry, with leading companies leveraging AI technologies to enhance their products and services [4][5] - BOE's AI model series, designed for the display industry, showcases advanced features and applications across various scenarios, including work and home environments [4] Product Innovations - The display technologies presented by Visionox, such as the flexible AMOLED smart ecosystem manager and low-reflection COE flexible AMOLED technology, provide essential hardware support for AI interactions [5][6] - Visionox's innovations, including ultra-high refresh rate screens and low-power solutions, are crucial for meeting the demands of AI-enabled devices [6]

Core Insights - The display industry is recognized as a strategic, foundational, and leading sector, with significant investments and innovations showcased at the 2025 World Display Industry Innovation Development Conference in Chengdu [1][2] - The integration of flexible AMOLED display technology with AI is transforming smart home environments, making them more interactive and responsive [1][4] - China is projected to achieve a market share of 52% in AMOLED display shipments in 2024, surpassing international competitors for the first time [1] Industry Developments - A total of 13 new projects in the new display industry, with a total investment of 15.74 billion yuan, were signed at the conference, covering various segments of the display supply chain [1] - Key breakthroughs in core equipment were highlighted, including the launch of domestically produced G8.6 OLED mass production equipment, which enhances China's capabilities in high-end display manufacturing [2] - The G8.6 OLED multi-application inkjet film deposition platform and other equipment are set to improve production efficiency and quality, supporting larger and more cost-effective OLED manufacturing [2] Innovation and AI Integration - The conference featured the release of ten innovative products and technologies that reflect the latest advancements in the new display industry, emphasizing collaborative innovation across the supply chain [3] - AI is playing a crucial role in enhancing the quality and efficiency of the display industry, with leading companies leveraging AI technologies to drive high-quality development [3][4] - Various AI applications were showcased, including smart office solutions and flexible AMOLED displays that facilitate real-time health monitoring and remote medical diagnostics [4][5] Technological Advancements - The introduction of high-refresh-rate screens and low-power technologies by companies like Visionox is essential for meeting the demands of AI-driven applications [5] - Innovations such as ultra-narrow bezels and flexible display technologies are enhancing user experiences and adapting to diverse AI scenarios [5]