Core Viewpoint - Recent announcements from two South Korean companies regarding new OLED business orders highlight the growing demand for OLED manufacturing equipment and functional film materials for flexible OLED panels [1]. Group 1: FINETEK's OLED Equipment Contract - FINETEK signed a contract worth 15 billion KRW (approximately 73.05 million RMB) with Samsung Display Vietnam for OLED manufacturing equipment, valid until September 30, 2026 [2]. - The new order represents 21.16% of FINETEK's sales from the previous year, indicating significant growth potential [4]. - FINETEK has faced challenges in the first half of the year due to tariff issues but anticipates continued orders related to OLED equipment as tariff negotiations conclude and the downstream industry enters a major investment phase [4]. Group 2: JK Materials' Functional Film Materials Order - JK Materials, a subsidiary of Hanul Materials Science, received an order for functional film materials for flexible OLED panels from a major Chinese OLED manufacturer [5]. - The company previously secured its first order for OLED panel film materials in September, which helped a large panel manufacturer in China significantly reduce production costs [5]. - JK Materials focuses on high-specification film materials for flexible OLEDs, advanced packaging materials, and semiconductor patterning and thermal management materials, breaking the exclusive supply chain previously dominated by Japanese manufacturers [5][6]. Group 3: Production Capacity Expansion - JK Materials is constructing a semiconductor and electronic composite materials factory in Sejong, South Korea, covering approximately 18,000 square meters [6]. - The completion of this project will allow JK Materials to transition from an R&D outsourcing model to direct large-scale production, ensuring stable supply to meet global order demands [6].