Jeffrey Zhu

updatetime:2026-08-04

Speech theme:

Reshaping Display Technology in the AI Era: Next-Generation AMOLED Innovation Driving Industrial Upgrading

Speech summary:

As we trace the evolution of the display industry from CRT and LCD to OLED, the industrial landscape has shifted from a single dominant path to diversified coexistence. Driven by the AI wave, new human-machine interaction paradigms are enabling sensory enhancement, carving out entirely new value tracks for display terminals. We have deep expertise in three core OLED technologies: high-performance TFT processes, emissive device solutions, and integrated sensing. After long-term process iteration, existing technologies are approaching their performance limits, making technology roadmap selection a core industry proposition. Across the full industrial chain—spanning upstream materials, manufacturing processes, and core equipment—we explore whether the development path needs to be reshaped in the face of technological bottlenecks, and jointly explore paths for innovative breakthroughs.