京东方A,关于LCD/OLED的发展趋势、资本开支、技术布局等

11月3日消息,京东方A(000725)发布投资者关系活动表。在记录表中,京东方A谈及了显示行业的发展和未来趋势,总结了公司的经营表现,并回应了投资者关于LCD/OLED领域、资本开支规划、技术布局及未来展望等问题。京东方A认为,在今年,LCD和OLED全球出货量仍有望实现增长,但整体供过于求,市场增长有所放缓。2026年换机潮、AI应用、世界杯等将带动需求,预计2027年实现供需平衡。

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涉嫌财务数据虚假记载被证监会立案,清越科技或引发强制退市

10月31日,清越科技披露公告称,公司于近日收到证监会出具的《立案告知书》。因公司涉嫌定期报告等财务数据虚假记载,根据法律法规,证监会决定对公司立案。公告显示,若后续经证监会行政处罚认定的事实,触及《上海证券交易所科创板股票上市规则》规定的重大违法强制退市情形,清越科技将被实施重大违法强制退市。

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AI, satellites, and 6G drive Taiwan’s next wave of telecom innovation

With 5G deployment expanding worldwide and 6G research accelerating, the global communications industry is entering a new era defined by speed, intelligence, and ubiquitous connectivity. The rise of low Earth orbit (LEO) satellites, cloud computing, and artificial intelligence is reshaping how the world connects—and Taiwan aims to position itself at the center of that transformation.

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Research Insight: LiDAR goes mainstream as prices plunge and China tightens grip on market

Once reserved for luxury autonomous vehicles, LiDAR technology is rapidly making its way into midrange and even budget car models as costs fall sharply. Global shipments of automotive LiDAR units are projected to surpass 2 million units in 2025, signaling the industry’s transition from early validation to large-scale commercialization.

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LG AI Research sees low risk of AI bubble, accelerates business transformation with EXAONE model

Amid the intensifying global artificial intelligence (AI) race, LG AI Research has expressed confidence that the risk of an AI bubble remains low, outlining plans to further transform corporate operations and R&D through AI agents. At the KES 2025, the company showcased its large language model “EXAONE,” designed to enhance expert capabilities and enable general employees to perform at specialist levels. The model is being expanded across various industries through a growing network of partnerships.

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