Core Viewpoint - The article highlights the launch of three new devices for the 8.6 generation large-size OLED panel production line at the 2025 World Display Industry Innovation Development Conference in Chengdu, indicating advancements in OLED technology and manufacturing capabilities [1]. Group 1: Device Launch - Three devices were launched: Kateeva G8.6 OLED mass production multi-application inkjet film deposition platform, Lianhe Equipment G8.6 OLED large-area bonding equipment, and EHD dispensing equipment [4]. - The Kateeva platform features a print head combination module that covers the entire process chain from high-precision graphics to pixel deposition [4]. - Lianhe Equipment's two devices are the first domestic sets: the G8.6 OLED large-area bonding equipment reduces panel processing damage risk, while the EHD dispensing equipment achieves 10-micron ultra-narrow line width operations and has unique filling capabilities [4]. Group 2: Company Background - Kateeva specializes in the development and manufacturing of inkjet equipment for OLED applications [4]. - Lianhe Equipment focuses on new semiconductor display intelligent equipment, automotive intelligent cockpit system equipment, semiconductor packaging and testing equipment, and new energy equipment [4]. Group 3: Market Engagement - Kateeva won a bid in August for inkjet printing equipment from Xiamen Tianma Display Technology Co., which operates a 6th generation OLED panel production line [4]. - Lianhe Equipment has secured multiple bids for its devices in BOE's 8.6 generation AMOLED production line project, including automatic bonding machines, film peeling machines, and coating machines [4].

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 Ministry of Industry and Information Technology emphasizes the acceleration of artificial intelligence (AI) to empower new industrialization, focusing on strengthening computing power, algorithms, and data as foundational elements [3][4] - Significant advancements in the display equipment sector have been achieved with the launch of three high-end equipment for the production line of 8.6-generation large-size OLED screens, marking a breakthrough in China's display equipment industry [8][9] AI Industry Developments - The article highlights the need for breakthroughs in core technologies within the AI sector, including high-end chips and high-speed interconnects, to build a collaborative ecosystem for intelligent chip development [3][4] - A policy framework is being developed to promote the integration of AI in manufacturing, with guidelines for AI applications in key industries [3] - The AI stock market has shown strong performance, with several stocks experiencing significant gains, indicating investor confidence in the sector's growth potential [4] Display Equipment Innovations - The launch of the Kediwa G8.6 OLED mass production multi-application inkjet film deposition platform fills a gap in China's high-generation OLED manufacturing equipment, achieving international leading levels in printing precision and production efficiency [8][9] - The introduction of domestically produced large-area bonding equipment and EHD dispensing equipment represents major breakthroughs in critical processes, enhancing the yield and reliability of OLED panels [8][9] - The advancements in display equipment are expected to lead to larger, more efficient, and lower-cost new display products, indicating a shift towards domestic and high-end manufacturing capabilities [9]

Group 1 - The 2025 World Display Industry Innovation Development Conference opened in Chengdu, showcasing three high-end equipment for 8.6 generation large-size OLED production lines, attracting industry attention [1] - The Kediwa G8.6 OLED mass production-level multi-application inkjet film deposition platform fills the gap in domestic high-generation OLED core manufacturing equipment, achieving international leading levels in printing precision and production efficiency [1] - Shenzhen LianDe Automation Equipment Co., Ltd. launched two domestically produced devices, including the G8.6 OLED large-area bonding equipment, which effectively reduces the risk of panel processing damage [1] Group 2 - TCL Huaxing's T8 project, the world's first large-scale production line for 8.6 generation printed OLEDs, officially commenced in Guangzhou with a total investment of 29.5 billion yuan and a designed monthly capacity of 22,500 glass substrates [2] - BOE and Visionox have also initiated their respective 8.6 generation OLED projects, creating a competitive landscape in the industry [2] - Visionox is betting on its self-developed ViP technology, aiming to combine the maturity of evaporation with some advantages of printing [2] Group 3 - The total investment in 8.6 generation OLED production lines by Samsung Display, BOE, Visionox, and TCL Huaxing has approached 170 billion yuan, indicating a strong trend for other manufacturers to actively enter the market [3]

Group 1 - The 2025 World Display Industry Innovation Development Conference opened in Chengdu, showcasing three high-end equipment for the mass production line of 8.6-generation large-size OLED screens, attracting industry attention [1] - The Kediwa G8.6 OLED mass production-level multi-application inkjet film deposition platform fills the gap in domestic high-generation OLED core manufacturing equipment, achieving international leading levels in printing precision and production efficiency [1] - Shenzhen LianDe Automation Equipment Co., Ltd. launched two domestically produced devices: the G8.6 OLED large-area bonding equipment and the EHD dispensing equipment, both achieving significant technological advancements [1] Group 2 - The China Electronic Information Industry Development Research Institute released the "China New Display Industry High-Quality Development Index (2025)," indicating a shift from a point-based model to a chain-based model during the 14th Five-Year Plan period [3] - TCL Huaxing's T8 project, the world's first large-scale production line for 8.6-generation printed OLEDs, officially commenced with a total investment of 29.5 billion yuan and a designed monthly capacity of 22,500 glass substrates [3] - BOE and Visionox have also initiated their respective 8.6-generation OLED projects, creating a competitive landscape in the industry [3] Group 3 - Visionox and Hefei State-owned Assets have jointly invested 55 billion yuan in an OLED 8.6-generation line, which is rapidly progressing and aims to serve the medium and large-size market [4] - The total investment from major panel manufacturers, including Samsung Display, BOE, Visionox, and TCL Huaxing, in 8.6-generation OLED production lines is approaching 170 billion yuan, indicating a strong future interest from other manufacturers [4]