Core Viewpoint - The article discusses the recent shift of Apple's OLED panel order for the iPhone 17 Pro from BOE to Samsung Display, highlighting the implications for both companies and the industry as a whole [1][3][5]. Group 1: Order Changes and Technical Issues - Reports indicate that BOE was initially set to supply 10 million OLED panels for the iPhone 17 Pro but faced challenges with LTPO OLED panel reliability and production yield, leading to the order being reassigned to Samsung [3][5]. - The LTPO technology is critical for features like 120Hz adaptive refresh rates, and BOE's panels reportedly had a switching delay of over 15 milliseconds, exceeding Apple's 5 milliseconds requirement, with a production yield of only 32% [3][5]. - Despite claims that BOE resolved these technical issues by mid-November, Apple's supply chain decisions had already been finalized, resulting in Samsung's supply volume increasing from 80 million to approximately 90 million panels for the iPhone 17 series [3][5]. Group 2: BOE's Response and Market Position - BOE responded to the rumors by asserting that its partnerships with global clients remain stable and that all projects are progressing as planned, expressing regret over the misinformation [4][5]. - The company emphasized its commitment to ongoing technology development and collaboration with key clients, indicating a focus on entering the high-end LTPO OLED supply chain [4][5]. - The article notes that Apple's reliance on Samsung and LG Display for OLED panels highlights the challenges faced by Chinese manufacturers like BOE in achieving high-end technology breakthroughs [5].

格隆汇11月21日｜有投资者提问"网上多源消息说公司被某大客户取消LTPO面板订单是否属实？"，京 东方A在互动平台表示，公司始终与全球合作伙伴保持着紧密、稳定、互信的合作关系，所有业务项目 均在按计划有序推进。对于韩媒基于不实信息的报道，我们不予置评，并对其引发的市场传闻深表遗 憾。我们郑重提醒，所有合作信息请以京东方及客户的官方发布为准。谣言止于智者。让我们共同维护 中国显示产业来之不易的良性竞争环境与健康发展态势。 ...

有投资者在互动平台向京东方Ａ提问："网上消息说公司被某大客户取消LTPO面板订单是否属实？"对 此，京东方Ａ回复称："公司始终与全球合作伙伴保持着紧密、稳定、互信的合作关系，所有业务项目 均在按计划有序推进。对于韩媒基于不实信息的报道，我们不予置评，并对其引发的市场传闻深表遗 憾。我们郑重提醒，所有合作信息请以京东方及客户的官方发布为准。谣言止于智者。让我们共同维护 中国显示产业来之不易的良性竞争环境与健康发展态势。"（人民财讯） ...

Core Viewpoint - BOE Technology Group announced the completion of three sixth-generation flexible OLED production lines and plans for phased stabilization of its Chengdu 8.6-generation AMOLED production line and Beijing 6th-generation LCD LTPO/LTPS production line based on ramp-up conditions [1] Group 1 - The company expects depreciation to peak in 2025, after which it will gradually decline [1] - Continuous optimization of product line positioning is planned to enhance operational efficiency and improve profitability [1]

（文章来源：证券日报） 证券日报网讯京东方A11月21日发布公告，在公司回答调研者提问时表示，公司2025年的研发项目重点 专注于无重稀土的开发与应用，以降低对中重稀土的依赖；在生产环节，公司持续开展新项目的工艺优 化和技术开发，提高生产效率和产品性能；在终端应用方面，公司持续深耕消费电子领域，同时聚焦新 能源汽车、高端电机和机器人领域，加强相关技术储备和客户拓展，进一步巩固和扩大在细分市场的竞 争优势。 ...

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]

Core Viewpoint - BOE Technology Group (京东方A) is deepening its collaboration with existing core customers, expanding both the breadth and depth of partnerships [1] Group 1: Collaboration and Partnerships - The company is actively cooperating with its core customers on capacity planning and participating in the development of new projects, while also taking on corresponding orders [1] - The trend of innovation in the industry, such as the popularity of foldable screens, is expected to create value enhancement opportunities for upstream core components [1] Group 2: Product Development and Quality - The company aims to leverage its rapid response R&D system and stable, reliable product quality to further expand its supply categories and scale based on existing collaborations [1]

证券日报网讯京东方A11月21日发布公告，在公司回答调研者提问时表示，少数股东股权收购为公司现 金流重点使用方向，尤其是在资本开支下降、现金流改善的背景下。上半年武汉10.5代线已进行了减 资，未来公司将根据经营情况和现金流情况，择机回购少数股东股权，具体进展请关注公司公告。 （文章来源：证券日报） ...

日本显示公司（JDI）近日宣布，已从一名核心客户处收到预付款项，用于支持其位于茂原工厂的 加速生产与库存建立工作。JDI表示，该工厂预计将在今年内结束生产，因此公司正与客户合作， 在停产前确保相关产品的稳定供应。 随着 茂原工厂 之后全面停厂，JDI工厂数量将从 高峰期的6座缩减至仅剩1座石川 工厂，成为 JDI在日本 的 最后一家面板生产基地 。 而未来， JDI 也 将把石川工厂的发展重心转向汽车显示面板，并拓展传感器、半导体等新兴技术 领域，逐步转向无晶圆厂（fabless）运营模式，专注于研发与设计，以提升整体经营效率。 近日，JDI公布最新财报业绩显示，受产线关闭与业务调整影响，2026年财年上半年公司的销售 额为664亿日元（约合人民币30.54亿元），同比下降35.5%。另一方面，在结构改革和成本削减 推动下，公司经营亏损较上年同期缩小至144亿日元，净亏损收窄至113亿日元。（集邦Display 整理） 【集邦Display显示产业交流群】 根据公告，JDI正为这名主要客户加快生产节奏，并提前建立额外库存。为采购所需材料，JDI已 与该客户及两家为客户供货的一线供应商签署资金协议。根据协议安排 ...

（文章来源：第一财经） 根据Omdia平板与笔电显示及OEM智能服务的最新分析，OLED平板面板出货量预计将在2026年同比增 长39%，达到1500万片。在多年增长不及预期之后，这一强劲的OLED目标将成为推动明年整体平板面 板出货增长的主要动力。 ...