日前，京东方发布集团可持续发展战略，依托BOE（京东方）"ONE"可持续发展品牌，致力于让可持续 发展成为企业核心竞争力和"第N曲线"新增长极。面对当前AI浪潮，BOE（京东方）深刻洞察AI赋能深 化趋势，发布BOE（京东方）蓝鲸显示大模型与AI工厂，为显示产业高质发展注入智慧动能。 截至2025年三季度，BOE（京东方）在手机、平板电脑、笔记本电脑、显示器、电视主流应用领域出货 量持续保持全球第一（Omdia）。今年三季度，公司实现技术创新与标准引领的双重突破——基于BOE （京东方）行业领先的ADS Pro技术自主研发的全新一代高端液晶显示技术解决方案UB Cell 4.0 获"IFA2025全球产品技术创新大奖- UB智能护眼技术金奖"；针对显示产业关于真实环境光照下图像质 量分级与评价的空白，BOE（京东方）联合中国电子视像行业协会及产业链核心企业发布《环境光下平 板电视图像质量分级技术规范》团体标准，为画质分级提供了明确、统一的性能评价规范。在技术赋能 方面，凭借Oxide氧化物技术、LTPO技术等，BOE（京东方）在IT、小尺寸显示领域实现关键突破，相 关技术成果已成功应用于联想、OPPO、viv ...

Core Insights - NVIDIA's CEO Jensen Huang presented a vision for a new industrial revolution driven by AI at the GTC conference, introducing the revolutionary Blackwell platform and the concept of the "AI factory" [2][3] - The AI factory is designed to produce intelligent tokens efficiently, marking a shift from traditional data centers to specialized AI production facilities [5][6] Accelerated Computing: Beyond Moore's Law - Huang highlighted the end of Moore's Law, stating that the increase in transistor count no longer leads to proportional performance and power efficiency improvements [3][14] - NVIDIA's solution is the "accelerated computing" paradigm, which leverages a robust CUDA ecosystem to maximize GPU capabilities [3][15][17] AI Factory: The Core Infrastructure of a New Industrial Revolution - The AI factory is focused solely on producing intelligent tokens, which are essential for AI understanding and generating information [5][6][38] - The demand for computational resources is experiencing exponential growth due to the increasing complexity of AI models and their applications [5][39] Blackwell Platform: A Revolutionary Product of Extreme Collaborative Design - The Blackwell platform represents a significant leap in performance, with the Grace Blackwell (GB200) achieving ten times the performance of its predecessor, the H200 [6] - This platform is designed as a complete computing unit, integrating chips, systems, and networks to ensure optimal performance and cost-effectiveness [6][39] Physical AI: Bridging Digital Intelligence with the Real World - Huang introduced the concept of "Physical AI," which requires a new computing architecture to enable AI to interact with the physical world [7] - This architecture involves three types of computers: one for training models, one for simulation, and one for operating robots [7] American Manufacturing and Future Outlook: From Blackwell to Rubin - Huang emphasized the importance of American manufacturing, detailing the production process of Blackwell in the U.S. [8][9] - The next-generation platform, Rubin, is set to be introduced with a commitment to continuous innovation and improvement [9] Expanding New Frontiers: From 6G Communication to Quantum Computing - NVIDIA announced a partnership with Nokia to develop a new product line, NVIDIA ARC, aimed at revolutionizing wireless communication through AI and accelerated computing [21][22] - The company is also focusing on quantum computing, highlighting the integration of quantum processors with NVIDIA's GPU technology for enhanced computational capabilities [25][27] The Essence of AI: New Computing Stack and AI Factory - AI is described as a transformative force that has redefined the computing stack, moving away from traditional software development to data-intensive programming [31][33] - The AI factory is essential for generating the tokens that AI systems require to function effectively, marking a departure from conventional computing paradigms [38][39]

Core Insights - The AI competition is more intense than ever, evolving from simple GPU markets to complex AI factories that require significant capital investment [5][6][7] - NVIDIA's collaboration with OpenAI is expected to yield substantial returns, with OpenAI potentially becoming a trillion-dollar company [5][11][12] - The projected annual capital expenditure for AI infrastructure could reach $5 trillion if AI adds $10 trillion to global GDP [6][19] AI Market Dynamics - AI-driven revenue is expected to grow from $100 billion to $1 trillion within the next five years, with a high probability of achieving this growth [6][21] - The global computing power shortage is attributed to underestimating future demand by cloud service providers, not a lack of GPUs [6][24] - The shift from traditional computing to accelerated computing and AI is seen as a fundamental transformation in the industry [17][19] NVIDIA's Competitive Advantage - NVIDIA's chips offer a total cost of ownership (TCO) advantage, providing double the revenue per watt compared to competitors [7][41] - The company emphasizes the importance of extreme scale and collaborative design to achieve significant performance improvements [34][30] - NVIDIA's ecosystem is designed to support diverse and evolving workloads, positioning it favorably against competitors focusing solely on ASICs [36][38] Future Projections - The AI industry is expected to create new opportunities and enhance productivity, similar to past technological revolutions [19][20] - The transition to AI-driven applications is already underway, with major companies adopting AI for various use cases [21][22] - The overall market for AI infrastructure is projected to grow significantly, with estimates suggesting a potential increase of 4 to 5 times the current size [19][20]

Core Insights - The BOE Global Innovation Partner Conference 2025 was held in Beijing, focusing on "Screen IoT AI Renewal" and featuring over ten professional forums, including a display forum and a zero-carbon technology application forum [1][3] - The conference highlighted the launch of several industry-first products, including the world's first 17-inch curved lightweight terminal [1] Group 1: Economic Perspectives and Innovations - Experts from institutions like Cheung Kong Graduate School of Business and Peking University discussed innovative opportunities for high-quality corporate development from an economic perspective, showcasing practices in fields like the metaverse and perovskite [3] - BOE's Chairman Chen Yanshun emphasized the dual explosion of AI technology and industry penetration over the past year, advocating for the establishment of replicable "AI+" application models to empower high-quality industry development [3] Group 2: Sustainable Development Strategy - BOE's sustainable development strategy was unveiled, consisting of six strategic pillars: open innovation, environmental sustainability, win-win ecology, people-oriented approach, ethical management, and future benefits [4] - The company introduced its AI factory, which leverages next-generation AI to enhance operational efficiency across six application areas, including production planning and quality management [4] Group 3: AI Integration in Operations - The conference showcased various AI applications, such as digital hosts, AI simultaneous translation, AI inspection robots, and immersive VR experiences in the AI factory, demonstrating the company's commitment to reshaping work, life, and manufacturing through AI [6]

近日，京东方在以"屏之物联 AI焕新"为主题的BOE（京东方）全球创新伙伴大会2025（BOE IPC 2025）上发布AI工厂、京东方蓝鲸显示大模型等多款AI创新应用，并宣布将营收的0.5%用于AI研发， 未来三年将支出采购资金5000亿元，推动产业链技术突破和产业升级。 视频策划：郝菁、张舵 AI创新应用带来哪些改变？AI如何赋能京东方可持续发展？记者采访了京东方董事长陈炎顺，带你现 场一探究竟。 记者：刘玉龙 视频剪辑：陈兆国 ...

Group 1 - BOE (京东方) held the BOE Global Innovation Partner Conference 2025 with the theme "Screen IoT AI Renewal" [1] - The company introduced several AI innovations, including AI factories and the BOE Blue Whale Display Model [1] - BOE announced that it will allocate 0.5% of its revenue for AI research and development [1] Group 2 - Over the next three years, BOE plans to invest 500 billion yuan in procurement to drive technological breakthroughs and industry upgrades [1] - The interview with BOE Chairman Chen Yanshun explored how AI innovations will impact the company's sustainable development [1]

Core Insights - BOE plans to invest 50 billion yuan in R&D and 500 billion yuan in procurement over the next three years to support technological breakthroughs and industry upgrades [1] - The company will allocate 0.5% of its revenue for AI research to enhance AI's role in manufacturing, products, and operations [1] - BOE has established a robotics team focused on manufacturing and R&D of robots for factory scenarios [1] Financial Performance - In the first half of 2025, BOE reported revenue of 101.278 billion yuan, an increase of 8.45% year-on-year [1] - The net profit attributable to shareholders was 3.247 billion yuan, reflecting a year-on-year growth of 42.15% [1] Strategic Initiatives - BOE introduced the concept of the "N Curve," which serves as a guideline for companies to navigate cycles and achieve ecological development through self-evolution based on core advantages and market opportunities [1] - The company officially launched its AI factory, with the first batch of AI factories already operational [1] - BOE has previously announced its sustainable development brand "ONE" [1]

Group 1 - The core theme of the IPC Conference 2025 is "Screen IoT AI Renewal," where BOE Technology Group emphasizes the significance of the "N Curve" theory for enterprise strategic elevation [2] - The "N Curve" theory is described as a universal rule guiding enterprises to navigate cycles and achieve iterative growth by aligning core advantages with market opportunities [2] - BOE's sustainable development strategy includes six strategic pillars: open innovation, environmental sustainability, win-win ecology, people-oriented approach, ethical management, and future value creation [3] Group 2 - BOE officially launched its AI factory, which leverages next-generation artificial intelligence to enhance production efficiency across six application areas [3] - The company showcased a series of Blue Whale display models aimed at industry applications during the conference [3] - BOE collaborated with well-known brands such as Skyworth, Lenovo, and Red Magic to display various smart terminal products, highlighting the innovation ecosystem in the industry [3]

Group 1 - The core message of the conference is that artificial intelligence (AI) is becoming the driving force for the company's industrial upgrade and strategic transformation [1] - The chairman of the company elaborated on the "N-curve" growth theory, emphasizing the shift from a display component supplier to a broader Internet of Things (IoT) field, aiming for high-quality development [1] - The company launched two significant AI initiatives: an AI factory paradigm to enhance operational efficiency across the entire production process and the "Blue Whale Display Model," which aims to provide intelligent solutions for industrial manufacturing and enterprise operations [1] Group 2 - Sustainable development was another major focus of the conference, with the company releasing a comprehensive sustainability strategy encompassing six pillars, and collaborating with key partners to promote green transformation in the industry [2] - The conference itself achieved a "zero-carbon meeting" status by utilizing renewable energy vehicles, biodegradable lunch boxes, and carbon footprint calculation applications [2] - The company showcased its strong R&D capabilities with leading products, including a 110-inch TV using UB Cell 4.0 technology and the world's first 17-inch rollable lightweight terminal, highlighting its influence in the industry ecosystem [2]

在"第N曲线"指导下，京东方"屏之物联"战略发展体系日益完善，为企业穿越周期、高质发展指明航 向。未来在AI技术的加持下，京东方也将以自身实践为范本，树立起能借鉴、可复制的"AI+"应用标杆 典范，以AI焕新之力全面赋能行业高质发展。 9月11日，以"屏之物联 AI焕新"为主题的京东方全球创新伙伴大会2025（BOE IPC 2025）在北京开幕。 京东方去年提出企业升维的"第N曲线"理论。京东方董事长陈炎顺表示，过去的一年，AI迎来了技术跃 迁与产业渗透的双重爆发。在AI赋能持续深化的趋势下，京东方进一步阐释了"第N曲线"的深层内 涵。"第N曲线"理论是指导企业穿越周期、跳出企业兴衰命运的普适规律，是基于企业核心优势，并与 市场机遇契合的自我进化系统，是企业不断进取，迭代增长，实现生态化发展的必由之路。 他表示，依托京东方发布的"ONE"可持续发展品牌，构建一个以"开放创新"为基因、以可持续价值创造 为目标的有机体系。通过"开放创新"赋能并驱动四大基础支柱，不断夯实可持续发展的运营根基和能 力，最终通过"创益未来"实现商业价值与可持续价值的统一，让可持续发展成为京东方的核心竞争力 和"第N曲线"新增长极，推 ...