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手机厂商下场造屏,意味着什么?
晚点LatePost· 2025-09-20 15:40
Core Viewpoint - OPPO has taken a significant step upstream by establishing its own screen manufacturing lines, aiming to enhance display technology and user experience in the smartphone industry [2][4]. Group 1: Industry Context - As smartphone component performance approaches physical limits, the evolution of core hardware like screens, imaging, and batteries is shifting from reliance on upstream suppliers to active involvement from terminal brands [2]. - Many smartphone brands are now opting for collaborative R&D to tackle technical bottlenecks in various scenarios [2]. Group 2: OPPO's Initiative - On September 19, OPPO announced the establishment of China's first self-researched screen "dual production line," marking it as the first smartphone brand in the country to directly engage in screen manufacturing [2][3]. - OPPO's initiative aims to overcome common technical bottlenecks in the industry and create the next generation of foundational user experiences [2][4]. Group 3: Technical Challenges - The "Mura" issue, characterized by uneven brightness and color on OLED screens, has long plagued the industry, affecting user experience [3]. - OPPO's dual production lines include a custom line with top-tier screen manufacturer Tianma and a self-researched display science production line, costing 1 billion yuan, to address these challenges [3]. Group 4: Technological Advancements - OPPO has achieved breakthroughs in screen uniformity and display performance, particularly in low-light environments, allowing for clear display and eye protection [4]. - The company has developed a "dark light color model" to compensate for color perception at extremely low brightness levels, stabilizing the minimum brightness to a comfortable "1 nit" [4]. Group 5: Industry Impact - OPPO's advancements provide an opportunity for other screen manufacturers and terminal brands to improve display uniformity and advance technologies like higher refresh rates and under-display cameras [5]. - By investing in screen manufacturing, OPPO aims to enhance industry capabilities and establish new standards that benefit the entire sector [5]. - The initiative represents a shift from merely reducing costs to empowering the entire industry through foundational innovation [5].