WitsView睿智显示·2025-09-16 07:24Core Viewpoint - Jilin OLED Materials Co., Ltd. (Aolaide) and BOE Technology Group Co., Ltd. (BOE) have signed a strategic cooperation framework agreement to enhance collaboration in the OLED sector [2][3]. Group 1: Strategic Cooperation Areas - The partnership will focus on four core areas: ensuring the security of evaporation source supply, consolidating competitive advantages, collaborating in OLED materials, and expanding cooperation space [3]. - Aolaide will provide BOE with OLED linear evaporation source equipment and ensure delivery acceptance, while BOE will list Aolaide as a major supplier to maintain production line stability [3]. - Both companies will jointly promote innovation and iteration of key equipment technologies, ensuring the safety of the industrial chain in OLED linear evaporation sources and perovskite deposition [3]. - Aolaide will supply BOE with OLED light-emitting materials, PSPI materials, and TFE Ink, focusing on development, validation, testing, and introduction services [3]. - The two companies will share industry and business information to explore new cooperation opportunities based on industry trends and technological research needs [3]. Group 2: Company Background and Financials - Aolaide was established in 2005 and specializes in the R&D, production, and sales of OLED organic light-emitting materials and evaporation source equipment, serving clients like Visionox, Hehui Optoelectronics, TCL Huaxing, BOE, and Tianma [3]. - In the first half of this year, Aolaide achieved revenue of 281 million yuan and a net profit of 27 million yuan [3]. - Earlier this year, Aolaide signed a 655 million yuan equipment supply contract with BOE and delivered the first batch of 8.6-generation linear evaporation source equipment in August [5]. - Aolaide's key functional materials R&D and industrialization project for OLED displays commenced in July, with a total investment of approximately 300 million yuan, focusing on PSPI materials, film packaging materials, low-temperature color photoresists, and organic light-emitting materials [5].