Core Insights: > Multiple Factors Weigh Down Utilization Rate of Domestic FOLED Fabs. > Global smartphone panel shipments stayed stable in Q1 2026. The transformation of set strategies has unleashed new growth momentum for FOLED panels. Multiple Factors Weigh Down Utilization Rate of Domestic FOLE......
2026-6-15Core Insights： > Accelerated restructuring of the global supply chain and upgraded strategy for independent control of OLED materials > Demand structure iteration: Coexistence of total volume growth and slowing growth; short-term pressure does not alter long-term resilience > Global scale exce......
2026-5-25Core Insights： > Explosive market growth: PTZ cameras emerge as a new growth engine, while classic action cameras underpin sales volume > Complicated competitive landscape: Smartphone makers enter cross-border, ushering the market into a new phase of competition > Clear technology innovation t......
2026-5-15Foreword： Driven by the sustained pass-through effect of memory chip price increases to overall handset manufacturing costs, global demand for smartphone Socs contracted in the first quarter of 2026. Against this backdrop, the market witnessed a notable structural divergence: leading players with in-house chip d......
2026-5-14Core Insights: > Global Tablet Panel Shipments in Q1 2026: A marginal YoY increase masks deep structural divergence beneath an apparently stable surface > Declined approximately 21% YoY, with the downside cycle set to extend further > South China tablet-like products posted YoY growth, ......
2026-5-13In early May, the CEO of global leading AI company Anthropic publicly announced that the company's revenue and usage increased 80-fold in the first quarter on an annualized basis. This growth rate significantly exceeded the company's previously set target of 10-fold growth and was accompanied by mention of severe......
2026-5-11