BOE(SZ:000725) Zheng Quan Ri Bao·2025-08-08 11:44Core Viewpoint - BOE Technology Group has established a strong position in the flexible AMOLED market, leveraging its production capacity and technological advantages to meet the demands of major mobile phone brands and explore new applications in automotive and IT sectors [2]. Company Summary - BOE has been investing in the flexible AMOLED sector for several years, building up its production capacity and technical expertise [2]. - The company has developed a solid customer base, covering major top brand clients in the mobile phone industry [2]. - BOE is actively expanding into mid-size innovative applications, such as automotive and IT, to seize market opportunities and align with downstream customer needs [2]. Industry Summary - The flexible AMOLED market is expected to experience significant fluctuations in shipment volumes between the first and second halves of the year due to seasonal demand [2]. - In the second half of the year, the overall shipment volume of AMOLED is anticipated to increase compared to the first half, driven by the concentrated release of new models from downstream brand manufacturers [2].