BOE(SZ:000725)2025-07-30 00:50Group 1: LCD Market Trends - The industry is adopting a "production on demand" strategy, adjusting production rates based on market demand fluctuations [1] - In Q1, driven by strong export demand and the "old-for-new" policy, the overall terminal demand was robust, leading to a comprehensive price increase for mainstream LCD TV panel sizes [1] - Since July, a trend of inventory reduction has continued, resulting in a slight price decrease for certain LCD TV sizes [1] Group 2: Flexible AMOLED Business Progress - The company has established a capacity scale and technological advantage in the flexible AMOLED sector, covering major top brand clients in mobile phones with a significant increase in high-end product share [3] - The flexible AMOLED shipment target for 2025 is set at 170 million units, following a projected shipment of 140 million units in 2024, reflecting continued growth despite competitive market pressures [3] Group 3: Revenue Structure for Display Devices - In 2024, the revenue structure for the company's display devices is projected to be: TV products (26%), IT products (34%), LCD mobile phones and others (13%), and OLED products (27%) [4] Group 4: OLED Technology in IT Sector - Flexible AMOLED products are expected to gain market share in high-end IT products due to their superior display quality and lightweight design [5] - The company announced an investment in an 8.6-generation AMOLED production line, aimed at producing high-end touch OLED displays for laptops and tablets, with mass production expected by the end of 2026 [6] Group 5: Future Industry Trends - The display industry is entering a rebalancing phase, shifting from a focus on scale and market share to high profitability, technology, and added value [7] - LCD technology will remain the mainstream application in the medium to long term, while OLED is expected to capture more opportunities in high-end segments and mid-size markets [7]