BOE(SZ:000725) Zheng Quan Ri Bao Zhi Sheng·2025-09-30 09:14Core 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: Company Performance - BOE has built a comprehensive customer base covering major top smartphone brands in the flexible AMOLED sector [1] - The company'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] - BOE maintains the leading position in domestic shipments and ranks second globally in the OLED market [1] Group 2: Market Challenges - Despite the growth in shipments, the company faces challenges related to competitive market conditions and short-term depreciation pressures, which may impact profitability [1]