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存储涨价冲击消费电子,面板厂突围押注低功耗、大尺寸
第一财经· 2026-03-03 16:19
2026.03. 04 本文字数:1516,阅读时长大约3分钟 作者 | 第一财 经 郑栩彤 封图 | AI生成 春节后首个行业大展MWC(世界移动通信大会)上,国内面板厂商展示了主推的新技术,将AI应用 所需的低功耗作为卖点之一,并重点展示了OLED产品。 看向全年的大尺寸面板需求,赵军告诉记者,冬奥会、美加墨世界杯所在的2026年是体育赛事大 年,赛事有望拉动大尺寸电视消费。从第三方机构预测看,今年电视整机需求有望增加1%~2%,面 积有望增长3%以上。公司在海外布局方面也有计划。在去年实现印度工厂稳定生产、越南工厂量产 的基础上,目前在考虑新的海外投资布局,包括拓展制造基地和供应链,今年还将加大欧洲车载业务 拓展。 站在春节后新一年的开端,面板行业实际上面临多重复杂的影响因素。一方面,AI技术加速在电 脑、手机等终端上普及,面板厂商积极推出相关的产品,体育大年也给电视面板市场空间带来想象 力。另一方面,存储涨价抑制了部分终端出货,也影响面板需求。 近期多家市场研究机构都对存储涨价的影响作出预判。 Omdia报告称,内存价格涨幅已逼近甚至超过手机显示面板的成本。手机厂商应对内存供应短缺及 价格上涨纷纷下调 ...
维信诺趋势案例:协同产业链打造全生命周期绿色低碳创新解决方案——以技术革新与生态协同引领新型显示产业可持续发展
Huan Qiu Wang· 2025-12-08 08:34
Core Insights - Visionox Technology Co., Ltd. is leveraging its full industry chain collaborative innovation capabilities to create comprehensive green low-carbon solutions across manufacturing, supply chain, and consumer ends in the context of the "dual carbon" strategy and global consensus on green development [1][2] Group 1: Manufacturing Innovations - Visionox is addressing high energy consumption and non-degradable materials in the new display industry by introducing PFAS Free materials, a liquid recovery system, and low-power display technologies [1][3] - The company has completed the development of over 20 PFAS Free materials by 2025, eliminating the use of "permanent chemicals" in key production materials, thus setting a benchmark for green manufacturing upgrades [3][4] Group 2: Industry Chain Collaboration - Visionox is acting as a bridge within the industry chain, promoting resource recycling and establishing a collaborative green ecosystem with upstream and downstream partners [6] - The company has initiated a standardized recycling process for packaging materials, significantly increasing the recycling rate and reducing carbon emissions in the logistics phase [6] Group 3: Consumer-End Energy Efficiency - Visionox is focusing on low-power solutions to meet consumer demands for energy efficiency, launching the world's first LTPS 20Hz mobile low-refresh solution, which reduces power consumption by over 20% compared to traditional technologies [7][8] - The company has developed a flexible AMOLED low-reflection COE technology that reduces power consumption by over 20% while achieving 100% DCI-P3 color gamut coverage [8] Group 4: Global Impact and Future Directions - Visionox aims to share its green low-carbon solutions as a replicable industry template, promoting sustainable development in the global new display industry [8] - The company plans to expand the application of green innovations and deepen industry chain collaboration to further embed low-carbon principles across various sectors [8][9]