智通财经APP获悉，根据群智咨询(Sigmaintell)最新有关全球笔电面板出货数据监测研究，尽管2025年OLED市场成长面临挑战，但预计其市场规模将能实 现全球出货量达1270万片，市场渗透率进一步提升到6%。其中，ROLED出货规模约为1210万片，占比高达95%，同比增长31%。柔性OLED(FOLED)则通 过打造明星机型，以华为18英寸折叠PC为主要拉动力，2025年FOLED NB出货规模预计约60万片。而Hybrid OLED因仅有以戴尔为代表的高端机种少量需 求，今年出货规模相对较小。 回顾2019~2025年OLED的技术在PC市场的发展过程，可以发现其成长逻辑：初期阶段(2019~2020)：专注高端笔电屏幕解决方案，以高规格为主要产品策 略在高端商务本市场取代LCD。增长阶段(2021~2024)：扩容中高端轻薄型笔电市场，以高性价比14英寸WQ+标品为主要产品策略在中高端轻薄本市场取 代LCD。成熟阶段(2025~)：下沉主流轻薄本市场，并拓展中高端游戏本市场。以高性价比14/16英寸WU标品以及16英寸WQ+ Gaming标品为主要产品策略 在主流笔电以及机会型笔电市场逐渐取代一 ...

以下文章来源于TrendForce集邦 ，作者TrendForce TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构，研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源（含太阳能光伏、储能和电池）、AI机器人及汽车 科技等，提供前瞻性行业研究报告、产业分析 三星显示 三星显示 于2023年宣布启动8.6代线投资计划，使用的制程为传统FMM蒸镀，为延长屏幕寿命， 三星显示 也计划导入Tandem OLED制程。目前已完成设备装机，且Tandem OLED制程获得 Apple（苹果）青睐，预计产品将导入2026年即将发表的新MacBook Pro系列，有望最快在 2026年第二季开始量产。 京东方 紧接在 三星显示 之后，京东方于2023年底也宣布启动8.6代OLED产线投资，同样采取FMM蒸镀 制程以及导入Tandem OLED技术的配置。其设备进厂已自2025年第二季起陆续完成，产线有望 在2026年上半年进行点亮。另外，由于 京东方 已经以六代线供应OLED笔电面板给陆、台系品 牌，也为2026年8.6代产线量产后的客户出 ...

Market Review - The overseas AI chip index increased by 2.90% this week, with all constituent stocks showing upward movement, particularly MPS which rose over 10% [1] - The domestic AI chip index fell by 6.1%, influenced by the tense China-U.S. trade relations, with only Cambricon showing a slight increase of less than 1% [1] - The Nvidia mapping index decreased by 8.7% due to U.S. export controls, resulting in Nvidia losing its market share in China's data-centric GPU market, leading to declines in related industry stocks [1] - The server ODM index rose by 1.1%, with significant performance differences among constituent stocks; Wiwynn increased by over 10%, while Wistron fell by nearly 10% [1] - The storage chip index declined by 2.1%, with short-term supply-demand dynamics causing varied stock performance among constituents [1] - The power semiconductor index dropped by 3.2%, and both the Guoyuan A-share and Hong Kong fruit chain indices fell by 10% and 10.1% respectively [1] Industry Data - Global wearable wristband device shipments grew by 13% year-on-year in Q2 2025, with Xiaomi (61% growth) and Huawei (47% growth) leading the market significantly [2] - Global smartphone shipments increased by 4% year-on-year in Q3 2025, with Samsung maintaining the top position due to its A series and foldable models, while Apple became the fastest-growing brand among the top five, driven by demand in emerging markets [2] - High-end PC panel and OLED laptop panel shipments are expected to grow by approximately 9% in 2025, with the OLED laptop market projected to enter a high growth phase in 2026, driven by Apple's launch of the OLED MacBook Pro, with an expected annual growth rate of 30% [2] Major Events - Micron plans to cease supplying server chips to Chinese data centers while retaining its automotive and mobile business, creating market opportunities for competitors like Samsung and SK Hynix, and accelerating the replacement process for local Chinese storage chip companies such as Yangtze Memory Technologies [3] - Due to U.S. export controls, Nvidia's CEO confirmed a complete exit from the advanced AI chip market in China, resulting in a market share drop from 95% to zero, which he believes will facilitate the rise of Chinese manufacturers like Huawei and lead to a split in the global AI ecosystem [3] - Apple plans to launch its first touchscreen MacBook Pro in 2026-2027, featuring the M6 chip and an OLED display [3]

Market Overview - The overseas AI chip index increased by 2.90% this week, with all constituent stocks showing upward movement, particularly MPS which rose over 10% [2] - The domestic AI chip index fell by 6.1%, influenced by the tense US-China trade relations, with only Cambricon showing a slight increase of less than 1% [2] - The Nvidia mapping index decreased by 8.7% due to US export controls, resulting in Nvidia losing its market share in China's data-centric GPU market [2] - The server ODM index rose by 1.1%, with significant performance differences among constituent stocks; Wiwynn increased by over 10%, while Wistron fell by nearly 10% [2] - The storage chip index declined by 2.1%, reflecting varied stock performance due to short-term supply-demand dynamics [2] - The power semiconductor index dropped by 3.2%, and both the Guoyuan A-share and Hong Kong fruit chain indices fell by 10% and 10.1% respectively [2] Industry Data - Global wearable wristband device shipments grew by 13% year-on-year in Q2 2025, with Xiaomi (61% growth) and Huawei (47% growth) leading the market [3] - Global smartphone shipments increased by 4% year-on-year in Q3 2025, with Samsung maintaining the top position and Apple being the fastest-growing brand, driven by demand in emerging markets [3] - High-end PC panel and OLED laptop panel shipments are expected to grow by approximately 9% in 2025, with a projected annual growth rate of 30% for OLED laptops starting in 2026 [3] Major Events - Micron plans to cease supplying server chips to Chinese data centers while retaining its automotive and mobile business, creating market opportunities for competitors like Samsung and SK Hynix, and accelerating the replacement process for local Chinese storage chip companies [4] - Due to US export controls, Nvidia's CEO confirmed a complete exit from the Chinese advanced AI chip market, reducing its market share from 95% to zero, which may facilitate the rise of Chinese manufacturers like Huawei and lead to a split in the global AI ecosystem [4] - Apple plans to launch its first touchscreen MacBook Pro in 2026-2027, featuring the M6 chip and an OLED display [5]