产值冲刺8000亿元 全球市场占比近54% 新型显示从"链式生态" 迈向"AI+显示"新纪元 ◎记者 邹传科 车载前挡玻璃实时显示导航和商铺信息；客厅墙面随语音指令瞬间切换为高清巨幕；会议室桌面可直 接"生长"出三维立体模型……2025年，显示技术不断突破传统屏幕的物理形态，深度融合各类介质，成 为无处不在的智慧界面。同时，国内新型显示产业通过融合柔性电子、全息成像等前沿技术，持续推动 产业升级，不仅深刻改变人机交互模式，也为开拓万亿级市场注入新动能。 "十五五"规划建议为产业发展明确了核心方向："加强原始创新和关键核心技术攻关""坚持智能化、绿 色化、融合化方向""构建以先进制造业为骨干的现代化产业体系"。对于新型显示产业而言，如何在上 述方向中锚定坐标，并实现从技术"领先"到生态"引领"的跨越，是必须面对和思考的关键命题。 "屏"实力跻身全球第一梯队 中国新型显示产业经历了从追赶到并跑，再到局部领先的跨越，如今不仅占据全球电视出货量的半壁江 山，更在Mini LED、激光显示、折叠屏等前沿技术领域跻身全球第一梯队。 从让手机轻盈折叠的超薄玻璃，到"隐藏"摄像头的全面屏，再到可卷曲、拉伸的柔性形态——OLE ...

Core Insights - The article discusses the rapid advancements in display technology, predicting a future where displays are integrated into various environments and applications, significantly transforming human-computer interaction and creating new market opportunities [1][2]. Industry Overview - China's new display industry has evolved from catching up to leading in certain areas, now holding over 49% of the global market share and 55% of the panel market share, with a projected industry value of 740 billion yuan in 2024, a 12% increase year-on-year [2]. - The industry is transitioning from a "point model" to a "chain model," establishing a new ecosystem that promotes synergy across the supply chain [2]. Technological Advancements - OLED technology is pushing the boundaries of display capabilities, expanding from mobile devices to larger screens, with significant cost reductions expected in production [4]. - The micro-display technology is anticipated to drive a new wave of industry transformation, particularly in the XR device market, with a projected annual growth rate of 94.11% for silicon-based OLED displays from 2024 to 2030 [4][5]. Strategic Directions - The "14th Five-Year Plan" emphasizes original innovation, key technology breakthroughs, and the establishment of a modern industrial system centered on advanced manufacturing [1]. - Four strategic paths for the new display industry include enhancing top-level design, breaking through common key technologies, strengthening supply chain collaboration, and optimizing intellectual property strategies [8]. Market Dynamics - The display industry is forming clusters in regions like the Yangtze River Delta and the Pearl River Delta, with provinces like Anhui achieving significant revenue and production capacity [3]. - The integration of AI with display technology is expected to create new interactive applications, enhancing user experience and driving the evolution of human-computer interaction [7].

而法案中的一则条款已引起了关注——或将禁止五角大楼从中国或俄罗斯的企业购买显示屏。具体来看，该法案要求五角大楼梳理其直至2040年的电子显示 器需求并在此基础上制定策略，在2030年前结束对中国、俄罗斯等国家显示技术的依赖。 这一新增的条款由美国佐治亚州共和党众议员奥斯汀·斯科特于今年9月发起。该议员炒作称，美军的各类关键设备，包括战斗机驾驶舱显示屏、单兵作战系 统的可穿戴显示设备、手持电子设备等均使用了中国企业生产的OLED显示屏。而依赖中国、俄罗斯等国家的显示技术将对所谓美国的"国家安全"构成风 险。 这并非美国政府首次试图打压中国的显示企业。此前，美国众议院军事委员会于今年7月批准一项修正案，要求五角大楼审查是否将包括京东方、天马在内 的中国公司列入美国的"涉军企业"名单。 据路透社、福克斯新闻网消息，近期，美国国会正就2026财年的国防授权法案举行表决，该法案总额达9010亿美元。当地时间12月10日，美国众议院以312 票赞成、112票反对的表决结果通过这一法案，接下来将由参议院进行审议。 据介绍，美国国会参众两院每年依据宪法通过下一财年国防授权法案，由总统签署成为法律，是美国防务年度开支预算和国防 ...

12月9日，据《朝鲜日报》报道，三星显示已与包括日本Cannon Tokki在内的主要OLED设备公司签订 订单，并计划从明年开始全面安装设备，实现稳定量产。 三星显示已确认购买的Cannon Tokki蒸镀设备，每台价值约1万亿韩元（约合人民币48亿元）。 业界分析认为，三星显示选择向Canon Tokki下单，主要因其设备在第6代OLED面板生产工艺中 表现最为稳定，获得三星显示最大客户苹果公司的青睐。 图片来源：三星显示 ▶ 关于集邦 上下滑动查看 #三星显示 #OLED #显示设备 当OLED产线从6代迭代至8.6代，Cannon Tokki能否保持其在第8.6代蒸镀机市场的全球领导者 地位，引发外界关注。特别是自去年以来，Sunic System与京东方建立了稳固的合作关系，今年 更是成功赢得了更多订单。 如果京东方明年顺利实现高难度技术的"双堆串联"OLED面板量产， Sunic System的市场地位将进一步巩固。 业内分析指出，不仅京东方，其他中国显示企业也有可能影响Cannon Tokki与Sunic System的 竞争态势。维信诺、TCL华星等企业正陆续推进8.6代生产线投资，未来LG ...

Core Viewpoint - The termination of major asset restructuring by companies such as Koyuan Pharmaceutical and Guokewi adds to the growing list of failed restructuring attempts in the A-share market, with 56 companies having announced the failure of their restructuring plans this year, indicating significant operational pressures within the market [1][3]. Group 1: Restructuring Terminations - Koyuan Pharmaceutical and Guokewi announced the termination of their restructuring plans on November 28, 2025, with Guokewi specifically stating the inability to reach consensus on transaction-related matters [3][4]. - The total number of companies that have terminated restructuring plans in the A-share market this year has reached 56, including notable firms like Meng Tian Home and Binhai Energy [5][6]. - Among the terminated restructuring cases, several companies were involved in cross-industry mergers, highlighting the challenges and complexities associated with such transactions [8][9]. Group 2: Financial Performance - Over 44% of the 56 companies that terminated their restructuring plans reported net losses in the first three quarters of 2025, with 25 companies experiencing significant financial difficulties [6][7]. - Notably, Huangting International reported the largest net loss of approximately -2.444 billion yuan, while Weixinno also faced substantial losses of around -1.623 billion yuan [6][7]. - The financial struggles of these companies are compounded by a general decline in revenue, with Guokewi reporting a 2.5% decrease in revenue to approximately 1.172 billion yuan and a staggering 89.42% drop in net profit [4][6].

Group 1: Consumer Electronics and After-Sales Service - A consumer rights movement has emerged due to the "green line" issue affecting multiple smartphone brands, including OPPO, OnePlus, vivo, Samsung, Xiaomi, and Huawei, highlighting dissatisfaction with after-sales policies [2] - Consumers are facing difficulties in obtaining free screen replacements, with varying responses from different service centers, leading to a crisis of trust in the brands [2] - Users are demanding a transparent and fair after-sales system rather than just free repairs, emphasizing the need for respect and clarity in consumer service [2] Group 2: Display Technology and Intellectual Property - BOE and Samsung have reached a settlement regarding OLED patent disputes, which will help promote healthy development in the global display industry [3] Group 3: Semiconductor Industry - Intel's CEO expressed optimism about long-term opportunities in the Chinese market, emphasizing collaboration with over 15,000 partners and adapting to local demands [4] - Intel is shifting from large, complex chip designs to smaller, modular designs, which may impact its competitive position in China [4] Group 4: Gaming Industry Innovations - Ubisoft announced its first generative AI game project, enhancing NPC interactions in first-person shooter games, which aims to improve player immersion [5] - Unity and Epic Games have formed a partnership to integrate Unity games into the Fortnite ecosystem, allowing developers to reach 500 million registered users [6] Group 5: AI and Research Development - The Zhiyuan Research Institute unveiled its research layout in the field of embodied intelligence, focusing on creating a collaborative and standardized ecosystem for technology advancement [7] - Physical Intelligence (PI) completed a $600 million funding round, raising its valuation to $5.6 billion, indicating strong investor interest in its technology [9] Group 6: Data and AI in Urban Development - Neusoft Group has established a data value research center in Fuzhou, aiming to integrate data and AI to enhance urban infrastructure and economic development [8] Group 7: Environmental Standards in Appliances - A new national standard for the use of recycled materials in home appliances has been approved, set to take effect in May 2026, promoting green and low-carbon development in the industry [10]

Core Insights - The high-generation OLED capacity is a focal point for leading companies in the global semiconductor display industry [1][2] - China's investment in 8.6-generation OLED production lines is progressing, with significant developments reported from major players [1][2][3] Company Developments - BOE Technology Group Co., Ltd. announced the investment in an 8.6-generation AMOLED production line, targeting high-end touch OLED displays for laptops and tablets, with initial equipment installation completed ahead of schedule [1] - TCL Technology Group's subsidiary, TCL Huaxing Optoelectronics Technology Co., Ltd., has commenced construction on its 8.6-generation printed OLED production line, with a total investment of approximately 29.5 billion yuan [1][2] - Visionox Technology Co., Ltd. plans to invest 55 billion yuan in an 8.6-generation flexible AMOLED production line in Hefei, with a recent announcement to raise up to 2.937 billion yuan through A-share issuance [2] Market Trends - The t8 project by TCL Huaxing is expected to reach mass production within 24 months, focusing initially on mid-size applications such as monitors and laptops, with future expansion into TVs and smartphones [2] - As of the first half of this year, Chinese companies have captured nearly 50% of the global OLED market share, with projections indicating that this share will exceed 50% as new production lines come online [3]

Core Insights - The China International Import Expo (CIIE) has significantly amplified its spillover effects over the past eight years, providing a platform for companies like Samsung to showcase innovations and connect global innovations with Chinese consumer demands [1] Group 1: Innovation and Technology - Samsung showcased its advancements in various fields including display technology, smart home appliances, semiconductors, mobile communication, and the Internet of Things (IoT) at this year's CIIE, emphasizing AI-driven innovations that transform future living into tangible experiences [1] - The company introduced the latest foldable smartphone W26, which has evolved from a concept to a popular choice among Chinese consumers since its first launch in 2019 [2] - Samsung's new 115-inch Micro RGB TV and AI Home solutions were also highlighted, demonstrating the company's commitment to enhancing consumer experiences through advanced display technologies and smart home integration [2] - The Galaxy AI feature, which will be expanded to over 400 million devices by the end of 2025, enhances user interaction and daily life convenience [2] Group 2: Consumer-Centric Approach - Samsung is focused on meeting the evolving needs of Chinese consumers by launching products tailored to local market characteristics, including AI capabilities for smart responses and document assistance [3] - The Galaxy Ring, a smart health monitoring device, and an AI washing and drying machine were showcased, reflecting the growing consumer interest in smart home appliances [3] Group 3: Investment and Supply Chain - Over the past eight years, Samsung has adjusted its investment strategy in China, with a total investment nearing $55 billion by the end of 2024, of which nearly 90% is directed towards advanced industries [4] - The establishment of a leading MLCC factory in Tianjin and subsequent investments in OLED production lines and battery manufacturing have strengthened Samsung's position in high-end manufacturing [5] - Samsung plays a pivotal role in enhancing the local supply chain by collaborating with suppliers to improve production capabilities and promote green supply chain initiatives [5]

Core Insights - The 2025 World Display Industry Innovation Development Conference was held in Chengdu, showcasing the latest products, technologies, and application scenarios from 48 domestic and international new display industry chain enterprises [1][3] - The integration of AI with the display industry is accelerating, leading to a shift from hardware manufacturing to smart terminals and ecosystem development, creating new demands and applications [2][5] - Chinese panel companies are taking on innovation responsibilities in future display technologies, with a focus on high-generation lines and OLED technology advancements [6][7] Group 1: AI Integration - AI is driving the transformation of the display industry, enhancing production and design processes through big data and advanced computing power [2] - Companies like BOE Technology Group are implementing "AI+ strategies" to create intelligent systems across the display supply chain [2] Group 2: Technological Advancements - OLED technology is expanding from mobile devices to larger screens, with significant investments in high-generation production lines [6] - The introduction of new high-end domestic display equipment marks a shift towards localization and high-end manufacturing in China's display industry [7] Group 3: Industry Collaboration - China's new display industry has formed significant industrial clusters, with a complete supply chain from raw materials to applications, achieving over 45% industry matching rate [9] - The conference saw the signing of 13 new display industry cooperation projects with a total investment of 15.74 billion yuan, indicating strong collaborative efforts within the industry [9]

Core Insights - The release of three high-end equipment for the mass production line of 8.6-generation large-size OLED screens marks a significant breakthrough in China's display equipment sector [1][3] Group 1: Equipment Release - Three high-end display equipment were officially launched in Chengdu, including a multi-application inkjet film deposition platform, the first domestic large-area bonding equipment, and the first domestic EHD dispensing equipment [3] - These equipment are specifically designed for the mass production of 8.6-generation large-size OLED screens [3] Group 2: Industry Impact - The introduction of these high-end domestic display equipment is expected to facilitate the mass production of new display products that are larger, more efficient, and lower in cost [3] - The Chinese optical and optoelectronic industry is transitioning towards a new stage of domestic and high-end manufacturing equipment [3] Group 3: Industry Development - According to the "China New Display Industry High-Quality Development Index (2025)" released by the China Electronic Information Industry Development Research Institute, the new display industry chain in China has upgraded from a point-based model to a chain-based model during the 14th Five-Year Plan period [3] - This transformation is characterized by a "point-to-surface, interactive symbiosis" approach, significantly boosting the growth of upstream materials and equipment in the new display sector [3]