Jin Rong Jie·2025-08-07 05:07Core Viewpoint - BOE Technology Group (京东方精电) has seen its stock price increase by 7.72% to HKD 6.56, with a trading volume of HKD 77.41 million, following news that it will supply OLED panels for the iPhone 17 Pro series, specifically for the domestic market in China [1]. Group 1: Company Performance - BOE Technology's stock rose over 7% amid reports of its involvement in the iPhone 17 series supply chain [1]. - The company has established an OLED product line for the iPhone, although its supply volume is the lowest among the three suppliers [1]. Group 2: Market Position - The three suppliers for the iPhone 17 series screens are Samsung, LG, and BOE, with Samsung being the primary supplier expected to provide 70 million OLED panels, while LG is set to supply 43 million [1]. - In the second quarter, LG held a 21.3% market share in Apple's OLED supply, BOE had 22.7%, and Samsung dominated with 56.0% [1]. - BOE previously supplied about 20% of the OLED displays for the iPhone 16 series, with an annual production capacity of 100 million panels [1].