BOE - TechWire

BOE

2025.08.21

06:25

Institutions conduct intensive research on Apple industry chain companies

Data shows that since the third quarter, institutions have conducted intensive research on over 30 companies in the Apple supply chain, including Crystal-Optech, Foxconn Industrial Internet, Avionics Holdings, Unimicron Electronics, Lens Technology, Han's Laser, BOE, and Dongshan Precision. Ten companies in the Apple supply chain, including Crystal-Optech, Foxconn Industrial Internet, Avionics Holdings, and Unimicron Electronics, have received research from more than 50 institutions. Reporters have learned that Apple's iPhone 17 has entered mass production. Institutions believe that as Apple prepares to stock its new phone, companies in the supply chain are expected to benefit.

2025.08.20

20:04

BOE Materials Research Institute project starts construction

On August 20, 2025, the groundbreaking ceremony for the BOE (BOE Oriental) Materials Research Institute project was successfully held in the Bajiao area of the Huangbohai New Area in Yantai City, Shandong Province. The Yantai BOE Materials Research Institute, covering 33,000 square meters with a total construction area of 55,000 square meters, is planned to integrate a research and development center, advanced testing and analysis platforms, administrative offices, and comprehensive living facilities. It is expected to be operational by the end of 2026. By developing four major technology platforms: AI+-based automated synthesis, fully automated analysis and testing, intellectual property, and material verification, the institute is committed to establishing an industry-leading, fully automated closed-loop system for materials R&D and industrialization, achieving efficient, precise, and commercialized materials R&D.

2025.08.08

09:30

BOE A: LCD TV panel prices are expected to stabilize or rise again in the third quarter

BOE A stated in an institutional survey that in the third quarter, manufacturers' destocking trend continued. After a slight decline in prices of some sizes of LCD TVs, prices of some LCD TV panels began to stabilize in August as demand for panel stocking for the peak season gradually recovered. Looking ahead to the third quarter, the industry's utilization rate is expected to recover, and LCD TV panel prices are expected to stabilize overall or rise again.

2025.07.17

18:08

JD.com responds to the "0 Yuan Purchase" war for takeout: It is not involved at all

On July 17, JD.com responded to the First Financial Daily regarding the recent subsidy war in the food delivery industry, saying that the "0 Yuan Purchase" and "18-18" and other vicious subsidies for food delivery are manifestations of serious internal competition and vicious competition, and JD.com has not participated in them at all. JD.com said that it has focused on three aspects since March this year: reducing industry commissions; paying five insurances and one housing fund for riders and signing formal labor contracts; and promoting quality food delivery so that everyone can eat with peace of mind.

2025.07.15

13:15

BOE A: Will submit a review to the ITC regarding the preliminary ruling of the 337 investigation on trade secrets

An investor asked BOE A: According to Korean media reports, the ITC has preliminarily ruled that the company infringed Samsung and banned the sale of some products in the United States. If true, what is the impact on business objectives? BOE responded on the interactive platform on July 15 that in response to the preliminary ruling of the administrative judge of the US International Trade Commission (ITC) on the 337 investigation of trade secrets, BOE will actively request a review from the ITC, and will also actively safeguard the company's rights and interests. BOE has always advocated a cooperative and win-win attitude of competition and actively safeguarded the healthy development of the global semiconductor display industry. Previously, in the final ruling of the patent 337 investigation, the ITC had determined that BOE did not violate the 337 clause.

2025.07.14

21:37

BOE will file a review with the ITC and resolutely counter the preliminary ruling on the US International Trade Commission's 337 trade secrets investigation.

On July 14, it was learned that BOE will file a review with the ITC in response to the preliminary ruling of the administrative judge of the U.S. International Trade Commission (ITC) on the 337 investigation of trade secrets. At the same time, BOE has also filed a patent lawsuit against Samsung Display in the United States to counter Samsung's recent continuous suppression and actively safeguard BOE's rights and interests. Recently, Samsung Display filed a lawsuit against China's BOE for infringement of organic light-emitting diode (OLED) trade secrets with the U.S. International Trade Commission. The ITC's preliminary ruling decided to recognize that BOE infringed Samsung Display's trade secrets and took import ban measures. In response to Samsung's continuous escalation of disputes in the past two years, BOE has also taken corresponding countermeasures, including filing multiple patent infringement lawsuits against Samsung in courts in China and the United States. According to industry insiders, in November 2024, the Chongqing No. 1 Intermediate People's Court of China has made a first-instance judgment, determining that Samsung Display's OLED panel infringed BOE's patent rights.

21:18

BOE will file a review with the ITC and resolutely counter the preliminary ruling of the Section 337 investigation into trade secrets by the U.S. International Trade Commission

In response to the preliminary ruling of the administrative judge of the U.S. International Trade Commission (ITC) on the 337 investigation of trade secrets, BOE will file a review with the ITC. At the same time, BOE has also filed a patent lawsuit against Samsung Display in the United States to counter Samsung's recent continuous suppression and actively safeguard BOE's rights and interests. Recently, Samsung Display filed a lawsuit against China's BOE for infringement of organic light-emitting diode (OLED) trade secrets with the U.S. International Trade Commission. The ITC's preliminary ruling decided to recognize that BOE infringed Samsung Display's trade secrets and took import ban measures. In response to Samsung's continuous escalation of disputes in the past two years, BOE has also taken corresponding countermeasures, including filing multiple patent infringement lawsuits against Samsung in courts in China and the United States. According to industry insiders, in November 2024, the Chongqing No. 1 Intermediate People's Court of China has made a first-instance judgment, determining that Samsung Display's OLED panel infringed BOE's patent rights.

2025.07.07

12:37

Agency: BOE is expected to become the largest supplier of Apple MacBook displays this year

Omdia's latest report said that Apple transferred its MacBook Air display orders to BOE, and BOE's expected share of MacBook panel supply in 2025 is 51%, an increase of 12% over the same period last year. LG Display's share will drop to 35% in 2025, a decrease of 9% from last year.

2025.06.30

19:34

BOE A: Repurchased 20.583 million shares with a total capital of 82.3753 million yuan

BOE A announced that on June 30, 2025, the company repurchased the company's shares for the first time through a dedicated securities account in a centralized bidding manner. The number of A shares repurchased was 20.583 million shares, accounting for approximately 0.056% of the company's A shares and approximately 0.055% of the company's total share capital. The highest transaction price for this repurchase was 4.02 yuan/share, the lowest transaction price was 3.99 yuan/share, and the total payment amount was 82.3753 million yuan (excluding transaction fees).

16:04

Liande Equipment: Won the bid for BOE AMOLED production line project worth RMB 157 million

Liande Equipment announced that the company recently received a "Notice of Winning Bid" from China Electronics Business (Beijing) Co., Ltd., confirming that the company has become the winning bidder for BOE's 8.6th generation AMOLED production line project, with a total bid amount of 157 million yuan. The winning equipment for the project is an automatic laminating machine (D-lami). The implementation of the project will have a positive impact on the company's future operating performance, but it should be noted that the implementation of the project will occupy a certain amount of the company's funds, and there is still uncertainty in the contract terms.

2025.06.26

18:20

Liande Equipment: Becomes the first candidate for BOE's 8.6th-generation AMOLED production line project

Liande Equipment announced that the company has become the first candidate for the 8.6th generation AMOLED production line project of BOE. The winning equipment is the automatic lamination machine (D-lami) with a bid price of 157 million yuan. The public announcement period is from June 23, 2025 to June 26, 2025. If a formal contract can be signed and implemented smoothly, it will have a positive impact on the company's future operating performance.

2025.06.24

18:21

BOE A: Plans to acquire 30% equity of Rainbow Optoelectronics at a transaction price of RMB 4.849 billion

BOE A announced that the company intends to acquire 30% of the equity of Rainbow Optoelectronics held by Rainbow Shares at a price not lower than the listing price. As of the date of disclosure of this announcement, the company has signed the "Equity Transfer Agreement" with Rainbow Shares. According to the agreement, the transfer price of the target equity is RMB 4.849 billion. The payment method is: in the first phase, within 5 working days after the agreement takes effect, pay 30% of the equity transfer price, including the paid deposit of RMB 1.455 billion; in the second phase, within 5 working days from the date of the industrial and commercial change registration of the target equity to the company's name, pay 60% of the equity transfer price of RMB 2.909 billion; in the third phase, within 1 year after the agreement takes effect, pay the remaining price of RMB 485 million.

2025.06.19

11:10

JD.com: Stablecoin is being tested in the Hong Kong Monetary Authority and is expected to be launched in the fourth quarter of this year

According to foreign media reports, Liu Peng, CEO of JD Technology's JD Coin Chain Technology, recently stated that the company is testing compliant stablecoins anchored to the Hong Kong dollar and other currencies in the Hong Kong Monetary Authority's "sandbox". It is planned to be launched as early as the fourth quarter of this year, and will first be used in JD Global's Hong Kong and Macau settlement scenarios. Liu Peng pointed out that JD's stablecoin will focus on the traditional cross-border trade market, connecting the real payment needs in Asia Pacific, the Middle East, Africa and other regions with its compliance, security, and auditability. On June 19, JD responded to reporters that the relevant statement was accurate, but the previous time point had a clear premise: the specific timetable depends on supervision, "We expect to obtain a license in the early fourth quarter of this year and launch JD's stablecoin at the same time. JD's stablecoin will be issued on the public chain, and anyone can publicly view data such as the issuance volume at that time."

00:22

JD.com released 618 data: the number of users placing orders increased by 100% year-on-year, and the order volume exceeded 2.2 billion

JD.com announced that as of 23:59 on June 18, 2025, JD.com's 618 sales hit a new high, with the number of users placing orders increasing by more than 100% year-on-year, and the total number of orders for JD.com's online retail business, offline formats and JD.com's takeaway business exceeded 2.2 billion. At the same time, the DAU of JD.com App hit a record high, and the transaction volume of JD.com's procurement and sales live broadcast increased by 285% year-on-year.

2025.06.17

13:54

BOE and Shanghai Film Group established a joint venture to promote the digital development of the film industry

On June 16, during the Shanghai International Film Festival, BOE and Shanghai Film Group jointly announced that the two parties will jointly invest to establish the "Shanghai Film Oriental" joint venture to jointly explore innovative applications in the fields of immersive experience and smart display terminals, and promote the film industry to accelerate the pace of digital development.

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