CDC - Micro LED vs. OLED: AI Redraws the Battle Lines

 

Date: Wednesday, March 25, 2026
Time: 09:00-17:30
Venue: Shanghai Ballroom 3, 3F, Kerry Hotel Pudong, Shanghai
Simultaneous Interpretation will be provided.


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The global display industry sees fierce competition, with AI-display integration driving restructuring. Competition for large-size OLED capacity intensifies: Samsung Display's 8.6G OLED line will mass-produce in Q2 2026; BOE Chengdu 8.6G line accelerates commissioning; TCL CSOT and Visionox advance high-generation lines. Meanwhile, AR giants make efforts: Meta plans LCoS AR devices in 2026 and Micro LED products in 2027; Apple's first Apple Glasses (low-cost AR headset) is expected in 2026.

Three core themes:
1. AR+AI Glasses Product Roadmap: Core technology implementation and scenario expansion led by Meta, Apple;
2. Emerging Display Tech Breakthroughs: Large-size OLED mass production, Micro LED cutting-edge applications to solve capacity bottlenecks;
3. Display Innovation Ecosystem & Supply Chain: Seizing global supply chain restructuring opportunities.

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Agenda / 议程
   
09:00-09:25 Registration 来宾登记
   
09:25-09:30
Moderator 主持人:
Gang Dong, Chairman & CEO, Toray Engineering (Shanghai) Co., Ltd.
董刚,董事长兼总经理,东丽先端工程技术(上海)有限公司
   
09:30-09:45 Opening 开幕致辞
   
09:30-09:35
Lily Feng, President, SEMI China
冯莉,SEMI 中国总裁
   
09:35-09:40
Xinqing Liang, Chairman, CODA
梁新清,常务副理事长,中国光学光电子行业协会液晶分会
   
09:40-09:45 Senior Vice-president, BOE Technology Group Co., Ltd.
高级副总裁,京东方科技集团股份有限公司
   
09:45-11:05 Keynote 主旨报告
   
09:45-10:05 Goertek
歌尔股份有限公司
   
10:05-10:25 VP,BOE Technology Group Co., Ltd.
副总裁,京东方科技集团股份有限公司
   
10:25-10:45
Pushing the limits of high-definition technology using inkjet technology
Dr.Hidehiro Yoshida,General Manager,Panasonic Production Engineering
   
10:45-11:05 Reserved
   
11:05-11:25
Leping Huang,Chief Technology Analyst, Huatai Securities
黄乐平,全球科技战略首席分析师,华泰金融控股(香港)有限公司
   
11:25-12:25 Section 1: AR+AI Glasses Product Roadmap
AR+AI眼镜产品规划
   
11:25-11:45
Ruby Yan,Business Unit Director, GlobalFoundries
   
11:45-12:05
National Intelligent Sensor Innovation Center Featured 3D Heterogeneous Wafer Reconfiguration Process
国家智能传感器创新中心特色三维异质晶圆重构工艺

潘代强,中试线负责人,国家智能传感器创新中心
   
12:05-12:25
张波,闪极科技创始人&CEO
   
14:00-17:00
Moderator 主持人:
River Zhang, Sr. LCOS Operation Director, OmniVision Group
张江元,LCOS高级营运总监,豪威半导体(上海)有限责任公司
   
14:00-15:20 Section 2: Innovative Breakthroughs in Emerging Display Technologies
新型显示技术创新突破
   
14:00-14:20
梁博,OLED技术企划总监,TCL华星
   
14:20-14:40 The Innovative Application of VIP Technology in OLED
Vip技术在OLED创新应用

维信诺 Visionox
   
14:40-15:00
Micro LED display,Make AI Visible to the World
Micro LED微显示,让世界“看见”AI

Devin Chen,Marketing Director,STARKSEMI SEMICONDUCTOR CO.LTD
陈叠峰,市场总监,星钥半导体(武汉)有限公司
   
15:00-15:20 META(reserved)
   
15:20-17:00 Section 3: Innovation Ecosystem Supply Chain for Display
显示创新生态供应链
   
15:20-15:40 Chao Han,Director,Bestechnic Shanghai Co. Ltd
韩超,研发总监,恒玄科技
   
15:40-16:00
Ultra-Thin and Lightweight Prescription Lenses based on SiC Lightguide Chips
基于SiC光波导芯片的超轻薄近远视镜片

史瑞,CTO&联合创始人,广纳四维(广东)光电科技有限公司
   
16:00-16:20
Benoit Dupont, Senior Marketing Director Sensors & Displays, Tower Semiconductor
   
16:20-16:40 纳米压印技术最新突破
Xavier Su,CEO/Co-founder Puyu Technology(Suzhou)Co.,Ltd.
苏兴才,总经理/联合创始人,普雨科技(苏州)有限公司
   
16:40-17:00
High-quality SiC Substrates Power AR Displays
高质量SiC衬底助力AR显示

欧阳鹏根,常务副总经理,浙江晶瑞电子材料有限公司
   
17:00-17:20 Closing Keynote / 闭幕演讲
Reserved
   
* Agenda is subject to change 会议议程更新中,以会议现场资料为准。