Investment Rating - The report does not explicitly state an investment rating for the smartphone screen production industry Core Insights - The smartphone screen production industry is characterized by high technical barriers and a highly concentrated supply chain, with key materials and equipment dominated by a few international giants [4][12][14] - The market for flexible AMOLED displays is rapidly growing, with a significant increase in shipments and market share [15][40] - The industry is expected to see continued growth driven by advancements in display technologies, including foldable screens and micro-LEDs [42] Summary by Sections Industry Definition - The smartphone screen production process involves the transformation of raw materials like glass substrates, liquid crystal, OLED materials, and conductive layers into high-resolution display modules, requiring expertise in materials science, optics, and electronic engineering [5] Industry Classification - The industry can be classified by display technology (LCD, OLED, Micro-LED) and product form (flat screens, curved screens, foldable screens) [6][9][11] Industry Characteristics - High technical barriers exist due to the complexity of production processes and the need for precision equipment [13] - The supply chain is highly concentrated, with a few companies controlling the majority of the market share in key materials and equipment [14] Development History - The industry has evolved from early LCD technology to the current dominance of OLED and flexible displays, with significant technological breakthroughs expected in the future [16][20] Industry Scale - The market size of the smartphone screen production industry is projected to grow from 742.90 billion RMB in 2025 to 874.45 billion RMB by 2029, with a compound annual growth rate of 4.16% [38] Market Trends - The demand for AMOLED displays is increasing, with sales expected to reach 2,992 billion RMB by 2030, driven by their advantages in quality and energy efficiency [40] - The foldable screen market is also expanding, with a 53.1% year-on-year increase in shipments in Q1 2025 [42] Competitive Landscape - The industry is characterized by high concentration, with major players like Samsung, LG, and BOE leading the market [48][50] - Domestic manufacturers are rapidly increasing their market share, with BOE becoming a key supplier for major brands like Apple [50]

这人类啊，总是矛盾的。 道理听起来很简单，但这其实算是我观察了很久才能够大胆做出的判断。 什么家长自己熬夜刷手机，却指责孩子晚睡"不自律"啊；堵车时骂交警"不作为"，自己闯红灯喊"特殊情况"啊，人性趋利避害的本能，总会驱使着我们以自 我为中心衡量对错。 消费电子，自然也是如此。 我们一边享受着手机、电脑带来的乐趣，一边又在那里摆出一副非常关心眼部健康的姿态，买个手机不仅要关心屏幕调光方式如何，有没有硬件低蓝光，频 闪抑制和亮度适配做得咋样，甚至还会时不时祭出这句终极暴论： "感觉…OLED屏幕不如LCD屏幕啊。" 什么？在OLED已经用上亿色彩、2K分辨率和LTPO自适应刷新率，把手机做得比纸还薄的今天，居然还有人怀念那个需要背光板、漏光是家常便饭、下巴 能停航母的LCD？ 这不，最近科技圈就出了这么一桩奇闻。一群自称"OLED受害者"的用户，因为无法忍受频闪，自发组织了一场声势浩大的"LCD自救签名运动"，他们建 群、拉人、填问卷，准备拿着几千人的签名，去跟手机厂商们"请愿"。 而他们想要的，是厂商们能够为他们再造一台属于LCD党的旗舰手机。 半途而废的请愿 整件事情，其实是从一个不知名网友渣哥开始的。 8 ...