11月13日，据韩媒ETnews报道，苹果公司已选定高迁移率氧化物（HMO）作为低温多晶硅氧化 物（LTPO）的替代技术，目前正推进相关研发工作。 据悉，TFT（薄膜晶体管）是显示驱动电路的关键组件，主要分为非晶硅（a-Si）、低温多晶硅 （LTPS）和氧化物三种类型。 其中，LTPO结合了LTPS的高分辨率优势和氧化物的低功耗优势，已成为中小尺寸OLED面板的主 流技术。然而，氧化物TFT电子迁移率较低，HMO技术则可针对这一弱点进行优化。 HMO是在传统氧化物半导体（如IGZO）基础上，通过材料成分、晶体结构或掺杂工艺优化，显著 提升电子迁移率。该技术保留了氧化物TFT低漏电流、低工艺温度的优点，同时弥补了氧化物迁移 率低于LTPS的短板。 此外，与LTPO相比，HMO还具有更低的功耗和更低的制造成本。它在保留氧化物TFT低功耗优势 的同时，所需设备和工艺流程也比LTPO更为简化。 报道称，苹果公司目前正与韩国显示面板厂商就HMO技术的研发展开探讨。尽管具体的应用场景 尚未明确，但外界推测，此举可能是为了将原本在大尺寸显示屏领域占据优势的氧化物技术，拓展 至IT及移动设备等中小尺寸OLED产品中。 回顾往 ...

Core Viewpoint - The smartphone industry is witnessing a shift from a traditional "buyer-supplier" relationship to a collaborative model where manufacturers engage deeply in the definition, development, and production of display technologies, reshaping the competitive landscape of the display panel industry [2][4][8]. Group 1: New Collaboration Paradigm - Smartphone manufacturers are no longer passive purchasers but are becoming strategic partners with panel manufacturers, engaging in joint research and deep customization [2][4]. - OPPO has invested over 1 billion in establishing its own "display science production line," allowing it to control the entire process from design to production [4][5]. - The collaboration between Xiaomi and TCL Huaxing has evolved into a long-term partnership, creating an "innovation display joint laboratory" to streamline technology development and production [5][8]. Group 2: Industry Dynamics - The traditional supply chain structure is being transformed from a linear model to a networked "industry alliance," enhancing the bargaining power of smartphone manufacturers [8][9]. - Chinese panel manufacturers are expected to capture over 70% of the global smartphone panel market by 2025, providing manufacturers with more options and stronger negotiation capabilities [8][10]. - The shift to deep collaboration is accelerating technological iteration and redefining market competition rules, moving the focus from macro parameters to underlying technologies [10][11]. Group 3: Technological Advancements - The competition in the smartphone market is increasingly centered around display technology, with companies like OPPO and Tianma developing advanced features such as precise light control at ultra-low brightness [10][11]. - The joint development model allows manufacturers to align market needs with technological paths early in the research phase, significantly reducing the time from lab to market [10][11]. - The relationship between Apple and Samsung exemplifies a unique "co-opetition," where stringent standards and large orders from Apple drive Samsung to innovate continuously [6][10].

Core Insights - The BOE IPC Esports Carnival and the final of the third BOE Fearless Cup concluded on September 12, with the "Muscle Aim" team winning the championship trophy, marking a significant leap in BOE's esports strategic layout [1][2] - The event showcased BOE's leading technology and ecological influence in the esports display field, serving as an important window for demonstrating innovation and industry integration [1][2] Event Overview - The event attracted global esports enthusiasts, industry partners, and media representatives, featuring high-end competitions, technical forums, ecological displays, and interactive experiences [1] - The BOE Fearless Cup S3, which started on August 15, lasted nearly a month and included over 385 teams and 3,697 participants across three tracks: public, universities, and enterprises [2] Technological Innovations - BOE and TPV Technology jointly launched the Philips EVNIA new eye-care dual-mode monitor 27M2N5801PK, featuring BOE's self-developed dual-mode display panel and Philips' eye-care technology [4] - Advanced technologies such as ADS Pro+Mini LED, circular polarizer, and LTPO were shared, enhancing display clarity, reducing harmful blue light, and providing dynamic refresh rate adjustments [4] Future Directions - BOE aims to continue its "Powered by BOE" ecological philosophy, strengthening collaboration with the "Best of Esports" alliance partners to deepen participation in esports ecosystem construction [8]

Group 1: Car Display Business Development - The demand for in-car display products is expected to continue growing, driven by advancements in smart driving and autonomous driving technologies [2] - The domestic new energy market is experiencing rapid growth, with increasing penetration of smart cockpits and a shift towards personalized, convenient, and multimodal human-machine interaction [2] - Mini-LED technology is gaining traction in the automotive display sector due to its impressive display effects and energy-saving features, meeting the demand for new display technologies [2] - The company aims to leverage its Mini-LED technology advantages to enhance R&D capabilities in automotive display technology and accelerate the commercialization of cutting-edge technologies [2] Group 2: Response to OLED Technology - The global consumer electronics market is projected to maintain growth, prompting the company to innovate in OLED display technologies since 2022 [3] - The LIPO technology, developed over three years, has received high recognition from clients and is now entering mass production, expected to positively impact the company's performance [3] - As products evolve towards higher precision, lighter weight, and greater integration, the market demand for LTPO technology is anticipated to increase [3]