UB Cell 4.0
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京东方与三星全球专利战和解 五年砸超600亿强化研发攻关
Chang Jiang Shang Bao· 2025-11-19 23:45
Core Viewpoint - The patent litigation between BOE Technology Group and Samsung Display, which lasted for three years, has been resolved through a settlement, with both parties submitting a joint request to the U.S. International Trade Commission (ITC) to terminate the investigation [2][3][9]. Group 1: Litigation Background - The dispute began in December 2022 when Samsung Display accused BOE of infringing on four OLED patents related to mobile device display panels [3][4]. - In May 2023, BOE initiated a series of counter-lawsuits against Samsung in China, claiming patent infringement involving OLED technology [4]. - Samsung subsequently filed additional lawsuits in the U.S., including claims of trade secret infringement [4][7]. Group 2: Settlement Details - The settlement was reached before a final court ruling, and both companies agreed to withdraw all pending lawsuits in the U.S., China, and other jurisdictions [9][10]. - Specific terms of the settlement have not been disclosed [10]. Group 3: Company Profile and R&D Investment - BOE, founded in April 1993, is a leading IoT innovation enterprise with a business structure centered around semiconductor displays and various technology solutions [2][11]. - The company has invested over 600 billion yuan in R&D from 2021 to the first three quarters of 2025, with annual R&D expenditures showing consistent growth [11][12]. - As of the end of 2024, BOE has filed over 100,000 patents, with more than 90% of new applications being invention patents [12]. Group 4: Market Position and Financial Performance - BOE is a major player in the semiconductor display market, supplying one in every four display screens for smart terminals globally [13]. - The company has maintained profitability despite low display panel prices, reporting net profits of 25.47 billion yuan in 2023 and 53.23 billion yuan in 2024, with a 39.03% year-on-year increase in the first three quarters of 2025 [13].
京东方前三季度净利润同比增近四成,“屏之物联”发展战略持续深化
Xin Hua Cai Jing· 2025-10-31 09:42
Core Insights - BOE Technology Group reported a strong performance in Q3 2025, with a revenue of 154.55 billion yuan, a year-on-year increase of 7.53%, and a net profit of 4.60 billion yuan, up 39.03% year-on-year [2] - The company continues to lead the global semiconductor display industry, maintaining the top position in display shipments across major applications such as smartphones and TVs [3] - BOE's commitment to innovation is evident through its new high-end LCD technology, UB Cell 4.0, which won a global innovation award, showcasing China's strength in high-end display technology [3] Financial Performance - In Q3 2025, BOE achieved a revenue of 53.27 billion yuan, reflecting a 5.81% year-on-year growth, and a net profit of 1.36 billion yuan, which is a 32.07% increase year-on-year [2] - The overall revenue for the first three quarters reached 154.55 billion yuan, with a significant profit increase indicating robust operational performance [2] Technological Advancements - BOE has made significant strides in technology, launching the UB Cell 4.0 solution, which emphasizes eye protection and won the IFA 2025 global product innovation award [3] - The company has also established a new industry standard for image quality evaluation under real environmental lighting conditions, enhancing user experience [3] Strategic Collaborations - BOE has deepened its strategic partnership with JD.com through the "Double Jing Empowerment Plan," focusing on creating a high-value ecosystem in the display industry [4] - The collaboration aims to shift the industry from price competition to value integration and ecological win-win scenarios [4] New Growth Engines - The sensor business has emerged as a key growth driver, with a 57% year-on-year revenue increase in Q3 2025, indicating strong market demand [5] - BOE's MLED business also saw over 15% revenue growth, expanding its distribution network across all provincial regions in China and entering 32 overseas markets [5] Healthcare Innovations - The smart medical engineering sector reported a 16% increase in outpatient visits, with successful advanced surgeries demonstrating the integration of technology and healthcare [6] - Notable achievements include the first artificial heart implantation and the world's first reverse-folding spine correction surgery [6] Future Strategic Vision - BOE is focusing on AI-driven transformations across its operations, launching an AI factory to optimize production and management processes [7] - The company aims to lead the industry towards intelligent, green, and sustainable development, leveraging AI technology as a core driver [7]
以创新驱动高质量发展 京东方前三季归母净利润增长39%
Zheng Quan Shi Bao Wang· 2025-10-31 02:12
Core Insights - BOE Technology Group reported a revenue of 154.55 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 7.53%, with a net profit attributable to shareholders of 4.601 billion yuan, up 39.03% year-on-year [1] - In Q3 2025, the company achieved a revenue of 53.27 billion yuan, reflecting a 5.81% year-on-year growth, and a net profit of 1.355 billion yuan, which is a 32.07% increase compared to the same period last year [1] Business Performance - As of Q3 2025, BOE maintained the global leading position in shipment volumes across major applications such as smartphones, tablets, laptops, monitors, and TVs [2] - The company achieved significant breakthroughs in technology innovation, including the award of the "IFA 2025 Global Product Technology Innovation Award" for its new high-end LCD display technology solution, UB Cell 4.0 [2] - BOE's sensor business revenue grew by 57% year-on-year in Q3, with successful mass production and delivery of self-developed 3D line spectral products [3] Strategic Developments - Under the "Screen IoT" strategy, BOE is implementing the "1+4+N+Ecosystem" strategy, achieving breakthroughs in various innovative businesses, including perovskite photovoltaic efficiency improvements and advancements in automotive displays [4] - The company launched its sustainable development strategy, focusing on making sustainability a core competitive advantage and a new growth driver [5] - BOE has introduced AI capabilities into its operations, launching the BOE Blue Whale Display Model and AI Factory, enhancing production efficiency across various operational scenarios [5]
“智创生活”新叙事,从“解忧实验室”开始写起
经济观察报· 2025-09-22 11:18
Core Viewpoint - The article emphasizes the integration of technology and culture through the fourth season of the "BOE Relief Laboratory," showcasing how advanced display technologies like LCD, OLED, and MLED are applied in various cultural contexts, enhancing public awareness of technological innovation's impact on daily life [2][11][14]. Summary by Sections Program Overview - The "BOE Relief Laboratory" has evolved from a mere variety show into a platform that connects the public with technological innovations, reflecting the growing interest in how technology can improve everyday life [2][5][9]. Technological Integration - The fourth season utilized a narrative approach that combines on-site exploration with expert explanations, linking technology, culture, and human experiences [6][8]. - The program focused on five key areas: LCD, OLED, automotive technology, digital art, and sustainable development, presenting each in a way that highlights their real-world applications [6][8]. Cultural Context - The show creatively integrated Chinese landmarks with technological advancements, making high-tech innovations accessible and relatable to the audience [8][12]. - Each episode featured cultural sites like the Forbidden City and the Temple of Heaven, enhancing the narrative with a rich cultural backdrop [8][12]. Brand and Innovation Strategy - BOE aims to reshape its brand perception from a display supplier to a leading IoT innovation enterprise, emphasizing its commitment to R&D, with approximately 7% of annual revenue reinvested into technological advancements [22][25]. - The company has established a comprehensive ecosystem that combines display technology with IoT applications, showcasing its leadership in the industry [14][20]. Sustainability Efforts - The program highlighted BOE's commitment to sustainable development, including the establishment of green factories and a pledge to achieve carbon neutrality by 2050 [15][23][25]. - BOE's sustainable development brand "ONE" focuses on open innovation and ecological sustainability, reflecting the company's social responsibility and cultural confidence [22][23]. Audience Engagement - The show has successfully engaged a broad audience, transforming complex technological concepts into relatable narratives that resonate with everyday experiences [14][19]. - By utilizing popular figures as hosts, the program has fostered a deeper connection between technology and the public, making it a significant cultural phenomenon [5][9].
“智创生活”新叙事,从“解忧实验室”开始写起
Jing Ji Guan Cha Wang· 2025-09-22 10:42
Core Viewpoint - The article highlights the successful conclusion of the fourth season of "BOE Relief Laboratory," emphasizing its evolution from a mere variety show to a platform that connects technology innovation with the public, showcasing how technology can improve everyday life [1][3][5]. Group 1: Program Overview - "BOE Relief Laboratory" has become a symbol linking enterprises and consumers, utilizing a unique "technology + humanities" approach to attract a large audience [3][4]. - The fourth season featured a diverse range of innovative formats, focusing on five key areas: LCD, OLED, automotive technology, digital art, and sustainable development, with each episode presenting a different technological theme [4][6]. - The program's narrative style combined on-site revelations with expert explanations, creating a deep connection between technology, culture, and humanity [3][4]. Group 2: Technological Integration - The fourth season showcased advanced display technologies such as LCD/UB CELL, OLED, and MLED, applied in various cultural contexts, highlighting the integration of technology and cultural heritage [6][7]. - Each episode demonstrated how technology can enhance cultural storytelling, with specific examples including the restoration of classic films and the digitalization of cultural artifacts [7][8]. - The program effectively communicated the unique advantages of BOE's display technologies, transforming public perception of screens from mere hardware to interactive emotional interfaces [8][9]. Group 3: Corporate Strategy and Innovation - BOE aims to reshape its brand perception from a "display supplier" to a "global leading IoT innovation enterprise," focusing on consumer needs and technological advancements [9][12]. - The company has committed approximately 7% of its annual revenue to research and development, leading to significant technological breakthroughs in areas like eye-care displays and smart cockpit solutions [10][11]. - BOE's sustainable development initiatives include the establishment of 18 national-level green factories and a commitment to achieving carbon neutrality by 2050, reflecting its dedication to environmental responsibility [11][12].