京东方A：下半年折叠产品出货量预计回落

Core Viewpoint - BOE Technology Group announced that while the OLED market is entering a traditional peak season in the second half of the year, the overall industry still faces an oversupply situation [1] Industry Summary - In the third and fourth quarters, both year-on-year and quarter-on-quarter shipment volumes for OLED products are expected to increase [1] - The shipment volume of foldable products is anticipated to decline in the second half of the year [1] - The demand for LTPO (Low-Temperature Polycrystalline Oxide) from overseas brands is expected to increase, while the shipment of low-end Ramless products is growing rapidly [1] - Competition in the domestic OLED market is becoming increasingly intense [1]