智通财经网·2025-08-07 03:54Core Viewpoint - BOE Technology Group (京东方精电) has seen a significant stock price increase of 7.72%, reaching HKD 6.56, following news of its involvement in the iPhone 17 series as an OLED panel supplier [1] Group 1: Company Performance - BOE is one of three screen suppliers for the iPhone 17 series, alongside Samsung and LG, specifically supplying OLED panels for the iPhone 17 Pro series, but only for the domestic market [1] - The company has recently established an OLED product line for the iPhone, although its supply volume is the lowest among the three suppliers [1] - In the second quarter, BOE held a 22.7% share of Apple's OLED panel supply, while LG had 21.3% and Samsung dominated with 56.0% [1] Group 2: Market Context - Samsung is expected to supply 70 million OLED panels for the iPhone 17 series this year, while LG is projected to supply 43 million [1] - BOE previously supplied approximately 20% of the OLED displays for the iPhone 16 series, with an annual production capacity of up to 100 million panels [1] - The OLED panels for the iPhone 17 series are set to begin mass production in the third quarter [1]