The second half of the year is typically a peak season for substrates. Despite market volatility, strong demand for AI continues to drive the global integrated circuit (IC) substrate market. The Taiwan Printed Circuit Association (TPCA) anticipates that the global substrate market will reach US$15.32 billion in 2024, representing a yearly increase of 14.8%. A slight recovery is expected in 2025; however, due to the still low penetration rate of AI products, the supply-demand gap for substrates remains significant.

进入10月份以来,以旧换新热度高涨。拿大家电市场来说,截至10月15日,全国已有1013.4万名消费者购买八大类家电产品共计1462.4万台,带动销售额690.9亿元。

近日，由天马牵头制定的T/CVIA 143-2024 T/DTIA 006-2024《刚柔混合结构OLED显示屏技术规范》团体标准由中国电子视像行业协会和国家新型显示技术创新中心批准，并正式发布。这一标准的发布，是刚柔混合结构OLED显示屏行业规范化发展的重要里程碑。