Core Viewpoint - BOE (京东方) is leveraging AI technology to drive innovation and transformation across its operations, aiming to establish itself as a leader in the "screen and IoT" strategy while enhancing high-quality development in various industries [1][2][4]. Group 1: AI Development and Investment - BOE plans to allocate 0.5% of its revenue annually towards AI research and development, with a total investment of 500 billion yuan over the next three years [2][3]. - The company has established a robotics team focused on developing and manufacturing robots for factory scenarios [2]. Group 2: AI Factory and Applications - The newly launched AI factory by BOE integrates advanced AI technologies across six key operational areas, enhancing overall production efficiency [3]. - BOE's "Blue Whale Display Model" is designed for the display industry, featuring high precision and strong reasoning capabilities, providing intelligent solutions across manufacturing, product services, and enterprise operations [3]. Group 3: "N Curve" Theory and Strategic Focus - The "N Curve" theory has been redefined to emphasize the combination of human intelligence and AI capabilities as the driving force for new growth opportunities [4][5]. - BOE is focusing on four innovative directions: glass-based products, perovskite photovoltaic devices, large-scale integrated intelligent manufacturing, and supply chain enhancement [7]. Group 4: Business Performance and Innovation - BOE has achieved significant milestones in its traditional display business, including the mass production of the 6th generation LTPS/LTPO LCD production line and advancements in OLED and other technologies [6]. - The company’s innovative business segment has consistently surpassed 50 billion yuan in revenue, indicating robust growth [6].

Group 1 - The core message of the conference is that artificial intelligence (AI) is becoming the driving force for the company's industrial upgrade and strategic transformation [1] - The chairman of the company elaborated on the "N-curve" growth theory, emphasizing the shift from a display component supplier to a broader Internet of Things (IoT) field, aiming for high-quality development [1] - The company launched two significant AI initiatives: an AI factory paradigm to enhance operational efficiency across the entire production process and the "Blue Whale Display Model," which aims to provide intelligent solutions for industrial manufacturing and enterprise operations [1] Group 2 - Sustainable development was another major focus of the conference, with the company releasing a comprehensive sustainability strategy encompassing six pillars, and collaborating with key partners to promote green transformation in the industry [2] - The conference itself achieved a "zero-carbon meeting" status by utilizing renewable energy vehicles, biodegradable lunch boxes, and carbon footprint calculation applications [2] - The company showcased its strong R&D capabilities with leading products, including a 110-inch TV using UB Cell 4.0 technology and the world's first 17-inch rollable lightweight terminal, highlighting its influence in the industry ecosystem [2]

在"第N曲线"指导下，京东方"屏之物联"战略发展体系日益完善，为企业穿越周期、高质发展指明航 向。未来在AI技术的加持下，京东方也将以自身实践为范本，树立起能借鉴、可复制的"AI+"应用标杆 典范，以AI焕新之力全面赋能行业高质发展。 9月11日，以"屏之物联 AI焕新"为主题的京东方全球创新伙伴大会2025（BOE IPC 2025）在北京开幕。 京东方去年提出企业升维的"第N曲线"理论。京东方董事长陈炎顺表示，过去的一年，AI迎来了技术跃 迁与产业渗透的双重爆发。在AI赋能持续深化的趋势下，京东方进一步阐释了"第N曲线"的深层内 涵。"第N曲线"理论是指导企业穿越周期、跳出企业兴衰命运的普适规律，是基于企业核心优势，并与 市场机遇契合的自我进化系统，是企业不断进取，迭代增长，实现生态化发展的必由之路。 他表示，依托京东方发布的"ONE"可持续发展品牌，构建一个以"开放创新"为基因、以可持续价值创造 为目标的有机体系。通过"开放创新"赋能并驱动四大基础支柱，不断夯实可持续发展的运营根基和能 力，最终通过"创益未来"实现商业价值与可持续价值的统一，让可持续发展成为京东方的核心竞争力 和"第N曲线"新增长极，推 ...