BOE(SZ:000725) Zheng Quan Ri Bao Zhi Sheng·2025-09-29 09:04Core Viewpoint - BOE Technology Group has established a strong position in the flexible AMOLED market, with significant production capacity and technological advantages, while also expanding into automotive and IT applications to meet market demands [1] Group 1: Market Position and Performance - The company has built a comprehensive customer base covering major top smartphone brands in the flexible AMOLED sector [1] - BOE's OLED market share continues to increase, with shipments expected to exceed 71 million units in the first half of 2025, representing a year-on-year growth of 7.5% [1] - The company ranks first in domestic shipments and second globally in the OLED market [1] Group 2: Challenges and Opportunities - Despite the growth in shipments, the company faces challenges related to market competition and short-term depreciation pressures, which may impact profitability [1] - The company is actively pursuing opportunities in mid-size innovative applications to align with downstream customer needs [1]