BOE - TechWire

BOE

2025.09.29

11:44

BOE A: Panel stocking demand has gradually recovered since the third quarter, and the industry's utilization rate has recovered

BOE A stated in an institutional survey that since the third quarter, with the end of manufacturers' destocking trend, the demand for panel stocking during the peak season has gradually recovered. While the industry's utilization rate has recovered, the prices of some sizes of LCD TVs have experienced a slight decline, and the prices of some LCD TV panels have stabilized. In terms of LCD IT, the prices of MNT and NB panels have remained stable overall.

2025.09.18

21:41

2025 China-ROK Business Leaders' Economic Conference held in South Korea

The 2025 China-South Korea Business Leaders' Economic Meeting was held in Seoul, South Korea, from the 17th to the 18th. Business representatives from both countries held in-depth discussions on new energy, new materials, artificial intelligence, robotics, and other areas. The meeting was co-chaired by Son Kyung-sik, Chairman of the Korea Employers Association and Chairman of CJ Group, and Zhang Hui, President of Bank of China. Representatives from Chinese companies such as New Hope Group, Jingye Group, and BOE Technology Group, as well as leaders from major South Korean companies such as Samsung Electronics and LG Chem, attended the meeting. Chinese Ambassador to South Korea Dai Bing and South Korean Vice Minister of Trade, Industry, and Energy Park Jong-won also attended.

2025.09.12

18:24

The China Securities Regulatory Commission severely investigated and dealt with the serious financial fraud case of Oriental Communications

Recently, the China Securities Regulatory Commission (CSRC) issued advance notice of administrative penalties against Beijing Dongfangtong Technology Co., Ltd. (*ST Dongtong), a company listed on the Shenzhen Stock Exchange's ChiNext board, for allegedly falsifying financial data in its periodic reports. An investigation revealed that *ST Dongtong had inflated its revenue and profits for four consecutive years, violating securities laws and regulations. The CSRC intends to fine the listed company 229 million yuan, fine seven individuals responsible a total of 44 million yuan, and ban the actual controller from the securities market for 10 years. *ST Dongtong is suspected of committing major violations that would force delisting, and the Shenzhen Stock Exchange will initiate delisting procedures in accordance with the law. The CSRC will adhere to the principle of transferring all possible criminal leads to the public security authorities in strict accordance with the Criminal Law and the Provisions of the Supreme People's Procuratorate and the Ministry of Public Security on the Standards for Filing and Prosecuting Criminal Cases under the Jurisdiction of Public Security Organs (II).

2025.09.11

19:50

BOE: TV prices are under some pressure and we will consider making appropriate annual maintenance plans based on demand.

BOE stated at its earnings conference on September 11th that LCD prices, particularly those for TVs, have been under pressure since June. Some competitors have announced annual maintenance plans, and BOE will consider implementing appropriate annual maintenance plans based on its own needs. This will allow for internal factory repairs while also ensuring relative market stability.

13:06

BOE Chairman Chen Yanshun: Invest 50 billion yuan in R&D in the next three years

BOE Chairman Chen Yanshun revealed at the BOE Global Innovation Partner Conference on September 11th that BOE will invest 50 billion yuan in R&D and 500 billion yuan in procurement over the next three years to support technological breakthroughs and industrial upgrades across the supply chain. BOE will establish marketing and R&D organizations in multiple locations around the world, strengthen its overseas factory presence, and improve its ecosystem. BOE will also allocate 0.5% of its revenue to AI R&D to promote AI's empowerment of manufacturing, products, and operations. Furthermore, BOE has established a robotics team to manufacture and develop robots specifically for factory scenarios.

2025.09.08

17:38

Liande Equipment: Won the bid for BOE's 8.6th-generation AMOLED production line project worth 201 million yuan

Liande Equipment announced that it has been selected as the top bidder for BOE's Gen 8.6 AMOLED production line project. The winning equipment includes a D-Lami automatic laminator, an A-Lami automatic laminator, a polarizer mounter, an A-Lami automatic laminator, and a RFA laminator, with a bid price of 201 million yuan. The project is still in the public announcement phase, and the company has not yet received a "Notice of Winning Bid." Ultimately, there is uncertainty about whether the bid will be awarded and the contract will be signed. If the project is successfully implemented, it will have a positive impact on the company's future performance.

2025.09.04

12:54

Suntak Technology: The company has not yet directly cooperated with Huawei

Suntak Technology stated on its interactive platform on September 4th that it has not yet directly partnered with Huawei, but has long supplied HDI and FPC products to Huawei for products such as mobile phones, tablets, and wireless earphones through original design manufacturers (ODMs) like Huaqin and clients like BOE. FPCs produced by its subsidiary, Sandeguan, are also indirectly used in Huawei's foldable phones.

2025.08.22

17:44

BOE and Lenovo jointly release flagship monitors

On August 22, BOE (BOE Technology Group Co., Ltd.) and Lenovo held a launch conference for the "Intelligent Display, Life-Creating, Carbon-Clean Environment" flagship display in Nanjing, launching the new Lenovo ThinkVision P series of high-end commercial displays based on BOE's exclusive oxide technology.

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.

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