京东方A：下半年折叠产品OLED出货量预计回落

Group 1 - The core viewpoint is that BOE A indicates an increase in OLED shipments in the second half of the year, despite an overall oversupply in the industry [2] - The industry is expected to see improved shipment volumes in Q3 and Q4, both year-on-year and quarter-on-quarter [2] - The product structure shows a forecasted decline in foldable product shipments, while the demand for LTPO from overseas brands is expected to increase [2] Group 2 - There is a rapid growth in shipments of low-end Ramless products, indicating a shift in market dynamics [2] - The domestic OLED market is becoming increasingly competitive, highlighting the challenges faced by companies in maintaining market share [2]