Core Viewpoint - Sunic System has signed a supply contract worth approximately 20.576 billion KRW (about 97.786 million RMB) with Anhui Hongxi Weixian Technology Co., LTD for OLEDoS display production equipment, indicating strong demand for advanced display technologies in the market [1][3]. Group 1: Contract Details - The contract is fixed and amounts to 20,575,800,000 KRW, which represents 18.22% of Sunic System's total sales in the latest fiscal year of 112,925,047,956 KRW [2]. - The contract period is from February 4, 2026, to September 15, 2026, with payment terms including 50% payment within 30 days of contract signing, 40% within 15 days before shipment, and 10% within 30 days after installation and inspection [2][3]. Group 2: Market and Technology Insights - OLEDoS technology, which involves the deposition of organic materials on silicon wafers to achieve ultra-high resolution, is a core component for next-generation AR and XR devices [1][3]. - Sunic System is one of the few global suppliers of OLEDoS production equipment, and the recent contract reflects the trust of global display manufacturers in Sunic System's production solutions as industry standards [3]. - The demand for OLEDoS equipment is expected to surge as global tech giants accelerate the launch of XR devices, positioning Sunic System to further solidify its market leadership [3]. Group 3: Related Developments - In early January, Sunic System also signed a contract for OLEDoS display production equipment with Jinan Goerpixel Technology Co., Ltd, indicating a growing footprint in the Chinese display manufacturing sector [3]. - Anhui Hongxi Weixian Technology's 12-inch OLEDoS project in Chuzhou, Anhui, has been capped with an investment of 2 billion RMB, expected to achieve an annual output of 72,000 12-inch wafers and generate an annual output value of 3 billion RMB [4].

Core Viewpoint - Sunic System has signed a supply contract with BOE's subsidiary, Chuangyuan Technology, for OLEDoS deposition equipment worth $25 million, aimed at mass production of OLEDoS technology by January 2026 [1][3][4]. Group 1: Equipment Supply and Contract Details - The contract involves the provision of deposition equipment specifically designed for 12-inch silicon substrates, enabling large-scale production of OLEDoS technology [3][4]. - The total order amount is $25 million (approximately 180 million RMB), with the contract execution period set until January 25, 2026 [1][4]. Group 2: OLEDoS Technology and Market Implications - OLEDoS technology, which utilizes organic light-emitting materials deposited on silicon wafers, is seen as a key display technology for XR (AR/VR/MR) headsets, offering miniaturization and ultra-high resolution [3][4]. - Chuangyuan Technology has recently achieved full-scale production of a new semiconductor display production line in Beijing, with a total investment of 29 billion RMB and a monthly capacity of 50,000 sheets [4]. Group 3: Industry Trends and Collaborations - Chinese companies are actively expanding their equipment capacity to prepare for mass production of XR devices, with Huawei and Lenovo already launching XR devices using OLEDoS panels [4]. - International companies like Meta are also in discussions with Chinese panel manufacturers regarding the adoption of OLEDoS technology [4].