今日A股面板板块呈现持续拉升的强劲态势，板块内核心标的表现亮眼，赚钱效应显著。其中，行业龙 头TCL科技强势涨停，成为板块情绪风向标，有效带动产业链整体上行；另一龙头京东方A涨幅超6%， 展现出强劲的上涨动能。此外，彩虹股份此前已实现涨停，深天马A、盛洋科技等一众板块内核心标的 纷纷跟涨，形成多点开花的格局。从交易层面来看，板块整体成交量较前一交易日明显放大，量能的有 效配合为股价拉升提供了坚实支撑，反映出当前市场对面板领域价格回暖、政策红利及产业基本面改善 的高度认可，板块短期关注度持续攀升。 进入2026年1月，面板板块迎来价格回暖、政策支持、海外订单突破多重权威利好密集落地，为行业高 质量发展注入强劲动力： 面板行业作为电子信息产业的核心环节，其景气度回升将对上下游形成显著的带动效应，面板制造、核 心材料、终端应用等多个领域将同步受益： 1. 面板制造行业：直接受益于面板价格上涨与需求提升，尤其是具备技术优势和规模效应的龙头企业。 东北证券研报指出，国内OLED厂商切入三星手机供应链，未来随着海外客户出货量提升，盈利水平将 有显著改善，京东方A、TCL科技等龙头凭借产能、技术与供应链协同优势，将充分享受 ...

三星长期稳居全球智能手机出货量与市占率第一，2025年Q3(IDC数据)出货量6140万台，同比增长 6.3%，市占率达到19%，位居全球第一。中低端A系列贡献约70%销量，高端S系列+Z折叠巩固旗舰和 创新标杆地位。三星手机OLED屏幕之前主要由集团内部SDC来供应。此次与中国OLED厂商合作，主 要有两方面原因：一是三星有进一步降低生产成本的诉求。最近一段时间，处理器、相机传感器和内存 等关键组件价格上涨，三星正在努力削减生产成本，以便其最新设备不会出现大幅价格上涨;二是中国 OLED面板厂商竞争优势跃升。近些年中国面板厂商已经构建起"产能+技术+供应链"协同优势，核心竞 争力显著提升，12月30号京东方提前点亮中国首条8.6代AMOLED生产线，开创全球中尺寸OLED高端 化全新里程碑。从最近京东方和三星的专利和解事件来看，中国厂商已经摆脱对海外技术依赖，未来将 凭借成本和创新优势赢得海外客户的青睐。 智通财经APP获悉，东北证券发布研报称，三星正积极筹备2026年发布的A57手机，计划同时采用三星 显示和TCL华星生产的OLED屏幕。中国OLED厂商切入三星手机供应链意义非凡，从最近京东方和三 星的专 ...

Core Viewpoint - Samsung is preparing to incorporate Chinese OLED manufacturers into its supply chain for the A57 smartphone, marking a significant shift in the industry dynamics and reducing reliance on overseas technology [1][2]. Group 1: Samsung's Strategy - Samsung is actively planning to use OLED screens produced by both Samsung Display and TCL Huaxing for its upcoming A57 smartphone, breaking the long-standing exclusivity of Samsung Display in supplying OLED screens for the A series [1]. - The decision to collaborate with Chinese OLED manufacturers is driven by Samsung's need to reduce production costs amid rising prices of key components like processors and camera sensors [2]. Group 2: Chinese OLED Manufacturers' Competitive Edge - Chinese OLED manufacturers have significantly improved their competitive advantages, establishing a synergy of capacity, technology, and supply chain, which has enhanced their core competitiveness [2]. - BOE has recently launched China's first 8.6-generation AMOLED production line, marking a new milestone in the high-end OLED market [2]. Group 3: Market Dynamics and Future Outlook - The entry of Chinese manufacturers into Samsung's supply chain is expected to fundamentally change the competitive landscape of the domestic OLED market, which has previously focused on local markets and price competition [3]. - As overseas customer shipments increase, the profitability of domestic OLED panel manufacturers is anticipated to improve significantly, alleviating the current overcapacity situation in the domestic market [3].

Core Viewpoint - Samsung Electronics is considering a dual-supplier model for the upcoming Galaxy A57, involving both Samsung Display and TCL Huaxing for OLED screens, to enhance competitiveness and manage costs [1][3][4] Group 1: Supplier Strategy - Samsung is likely to rely more on Samsung Display for OLED supply, given the high demand for the Galaxy A series, which is a hot-selling model [1] - The dual-supplier approach aims to mitigate potential supply shortages and ensure a steady supply of OLED screens for both Galaxy A57 and Galaxy S FE models [1][4] - TCL Huaxing is expected to provide OLED screens at a lower price, which could help Samsung control costs while adopting flexible OLED technology [4][6] Group 2: Product Development - Starting with the Galaxy A57, Samsung plans to replace rigid OLED panels with flexible OLED panels, which offer greater design flexibility but come with higher manufacturing costs [3][4] - The adoption of flexible OLED technology is seen as a way for Samsung to enhance its competitiveness in the mid-range smartphone market, especially as Chinese manufacturers are already using flexible OLED in lower-priced models [3][6] Group 3: Market Dynamics - The increasing competition in the global smartphone market and rising component costs are prompting Samsung to reassess its OLED supply strategy [6][7] - Chinese manufacturers like BOE and TCL Huaxing have improved their technology and production capacity, posing a significant challenge to Samsung Display's market dominance [7] - The shift towards Chinese suppliers for OLED panels may provide Samsung with cost advantages, but it also indicates a potential erosion of its competitive edge in the panel industry [7]

以下文章来源于果壳 ，作者深思 果壳 . 科学和技术，是我们和这个世界对话所用的语言。 说明书上的适宜工作温度， 怎么比宣传片里的更高呢? 文 ｜ 深思 编辑 ｜ Luna 来源｜ 果壳（ID：Guokr42) 封面来源 ｜ 视觉中国 折叠 屏最大的劫数是东北。 12月17日，第27届哈尔滨冰雪大世界正式开放，拉开了新的东北旅游热。当大部分攻略都在教南方人如何保暖的时候，我们亲切地提醒大家：保护好你的折 叠屏手机。 当你被东北的雪景震撼，"啪"地打开折叠屏，准备拍照，这可就完了：你很有可能感觉像掰了一块雪糕脆皮——屏幕怎么就变成这样了？ 一屁股压坏了手机？还是一不留神摔了？ 答案是，被冻着了。 在"冷藏饮料4℃、常温饮料是-20℃"的东北，折叠屏手机遭遇了前所未有的考验。不管是哪个厂商，都不推荐在低温地区使用折叠屏。 折叠手机的低温使用说明，上面那俩失灵的手机就是华为、三星 低温下失灵的折叠手机丨meeco、dcinside 用力捏的后果是碎掉丨Giphy 在低温下，折叠屏的每一次展开，仿佛是在和命运对赌——你猜我裂不裂？为什么折叠屏会有"生命无法承受之冻"呢？ 手机屏幕，越冷越脆 要解释"越冷越脆"，玻璃是 ...

（文章来源：证券日报） 证券日报网讯京东方Ａ11月26日在互动平台回答投资者提问时表示，OLED背板技术方面，公司采用 LTPS和LTPO技术；OLED器件部分，公司采用蒸镀技术，该技术已经在6代线得到很好的验证，所以技 术更为成熟，技术规格也更能满足平板、笔记本、车载等高端中尺寸产品。公司持续关注各技术方向的 发展情况，同时高度重视研发与储备，也具有相应的技术布局。 ...

Core Insights - The release of the new M5 iPad Pro provides insights into the future development direction of Apple's iPad product line, with a clearer roadmap for 2026 [1] Product Development Timeline - In 2026, Apple is expected to launch the next generation iPad Air, which will feature the M4 chip, offering a performance improvement of 10% to 20% compared to the M3 chip [1] - The entry-level iPad, priced at $349, will receive an upgrade with the A18 chip and will introduce Apple Intelligence features for the first time [1] - The iPad mini is set for its first update since 2024, potentially incorporating the A19 Pro chip and a significant upgrade to an OLED display [1] Market Outlook - Overall, 2024 is anticipated to be a relatively quiet year for iPad releases, aside from the iPad mini update [2]

Core Insights - Apple is transitioning its iPad and MacBook Air to OLED screens, with the iPad Air expected to launch in Spring 2026 and the MacBook Air in 2028, marking a significant shift in its product lineup [3][4][12] - The move to OLED is driven by competitive pressure from Android manufacturers, which have been offering high-refresh-rate screens and advanced features at lower price points [5][6][7] - The change to OLED screens is not just a hardware upgrade but a strategic response to market demands and user expectations for better display quality [7][10] Market Dynamics - In 2024, Huawei leads the Chinese tablet market with a 32.3% share, while Apple's share has dropped to 26.6%, down from 33.6% in 2023, indicating a need for Apple to reassess its competitive strategy [6] - The overall tablet market in China is expected to grow by 4.3% in 2024, highlighting the competitive landscape that Apple must navigate [6] Product Strategy - The introduction of OLED screens will redefine the positioning of Apple's iPad lineup, with the iPad Air becoming a key player in the mid-range segment, while the Pro models will cater to professional users [12][13] - Apple's strategy involves maintaining a clear distinction between its iPad and Mac product lines, despite the increasing overlap in functionality and performance [15][16][18] - The company aims to enhance the user experience through software updates and ecosystem integration, while still prioritizing touch functionality over a full merger with macOS [18][19]

Core Viewpoint - Apple is preparing significant upgrades for its MacBook Air, iPad mini, and iPad Air product lines, transitioning to high-end OLED displays, which offer richer colors and deeper contrast compared to current LCDs [1][3] Group 1: Product Upgrades - The iPad mini is expected to be the first among the three devices to receive the OLED upgrade, with a potential launch as early as next year [1] - The upgraded iPad mini, codenamed J510, may see a price increase of $100 due to the higher costs associated with OLED technology [1] - The new iPad Air will continue to use LCD screens but is planned to switch to OLED in future iterations [3] Group 2: Technical Developments - Apple is exploring a new speaker system using vibration-related technology to eliminate speaker openings, enhancing water resistance [2] - The next redesign of the MacBook Pro will be the first Mac to feature an OLED screen, while the MacBook Air is also in early development for a future OLED upgrade, expected no earlier than 2028 [3] Group 3: Industry Context - The transition to OLED technology is still in its early stages within the industry, with most tablets and laptops still relying on LCD screens [3] - Apple first adopted OLED technology in the Apple Watch in 2015 and expanded its use to smartphones with the iPhone X in 2017 [4]

Core Viewpoint - The article discusses the launch of the REDMI K90 and K90 Pro Max smartphones, highlighting their specifications, features, and pricing. Group 1: Display and Design - The REDMI K90 standard version features a 6.59-inch OLED screen with a resolution of 2510 × 1156 and a pixel density of 419 PPI [2] - The Pro Max version has a larger 6.9-inch display with a resolution of 2608 × 1200, supporting a peak brightness of 3500 nits and a low brightness of 1 nit [2] - Both models utilize M10 luminescent materials and support a maximum refresh rate of 120Hz [2] Group 2: Performance - The standard version of the REDMI K90 is powered by the Snapdragon 8 Gen 1 processor, while the Pro Max version features the fifth-generation Snapdragon 8 Gen 1 processor along with a D2 independent graphics chip [4] - Storage configurations include LPDDR5X and UFS 4.1 [4] Group 3: Camera Features - The standard version includes a 50MP main camera, a 50MP telephoto lens (first time featuring a 2.5X telephoto lens), and an 8MP ultra-wide camera, supporting lossless five focal lengths [4] - The Pro Max version boasts a 50MP main camera with a large sensor size of 1/1.31", a 50MP ultra-wide camera, and a 50MP 5X periscope telephoto lens, marking it as REDMI's first phone to support 5X optical zoom and 10X lossless zoom with OIS optical stabilization [5] Group 4: Battery and Charging - Both models are equipped with Xiaomi's Jinsha River battery technology, supporting 100W wired fast charging and 22.5W reverse charging [5] - The standard version has a battery capacity of 7100mAh, while the Pro Max version features a larger 7560mAh battery, also supporting 50W wireless fast charging and 22.5W wireless reverse charging [5] Group 5: Pricing - Pricing for the REDMI K90 starts at 2599 yuan for the 12GB+256GB version, going up to 3999 yuan for the 16GB+1TB version [6] - The REDMI K90 Pro Max starts at 3999 yuan for the 12GB+256GB version and goes up to 5299 yuan for the 16GB+1TB version [6]