京东方Ａ：产品结构方面，下半年折叠产品出货量预计回落，海外品牌LTPO需求占比进一步提升

Core Viewpoint - The industry is experiencing pressure in overall supply and demand, with increasing competition in the domestic OLED market, particularly in the small-size segment [1] Group 1: Industry Dynamics - The competition in the small-size segment has intensified, leading to a situation where some companies are innovating through technology and segment differentiation to avoid price wars [1] - The overall supply-demand situation in the industry is under pressure, indicating potential challenges for manufacturers [1] Group 2: Product Trends - The shipment volume of foldable products is expected to decline in the second half of the year [1] - There is an increasing demand for LTPO products from overseas brands, which is becoming a significant part of the product mix [1] - The shipment volume of low-end Ramless products is rapidly increasing, reflecting shifts in consumer preferences and market dynamics [1]