CSC: Huawei is about to launch a foldable mass-produced phone, and the demand for hinge MIM structural components is expected to see growth opportunities.
The new folding form drives a substantial increase in demand for flexible oled panels. The tri-fold phone adopts two sets of hinges to connect three shells, doubling the demand for MIM structural components for hinges.
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Chairman Chen Yanshun of jd.com: The OLED industry is facing pressure, but will eventually welcome the rainbow.
On the afternoon of September 4th, the JD.com Global Innovation Partner Conference 2024 (BOE IPC 2024) with the theme of "Screen IoT, Convergence towards the New Era" was held in Beijing. JD.com Chairman Chen Yanshun, in an interview with Sina Technology and other media, said that although "JD.com OLED still faces pressure", "the day will come when we will see the rainbow". Chen Yanshun said, "In terms of semiconductor display, LCD, OLED, and future technologies such as AR, VR, 3D display, and light field display, etc., are clear development trends."
Chen Yanshun, Chairman of JD.com, said that JD.com respects Samsung very much, and although there is competition between JD.com and Samsung, there is more cooperation.
On the afternoon of September 4th, BOE IPC·2024, the JD.com Global Innovation Partner Conference with the theme of "Connecting Screens with IoT, Gathering Wisdom for the New", was held in Beijing. Chen Yanshun, the chairman of JD.com, expressed in an interview with media such as Sina Technology that JD.com respects Samsung very much. Although there is some competition between JD.com and Samsung, they have a more cooperative relationship. He mentioned, "JD.com highly respects Samsung. Although we have some competition with Samsung, we have a more cooperative relationship. In any situation, we are willing to maintain a close cooperation with Samsung."
Chairman Chen Yanshun of jd.com: will focus on the layout of glass-based, calcium titanium and other emerging fields.
Sina Technology reported that the BOE IPC·2024, themed "Screen IoT, Converge Intelligence, Embrace the New," grandly opened at the Beijing Centergate Technologies International Innovation Center on the afternoon of September 4. Looking towards a whole new 30-year journey, BOE released the strategic elevation of enterprise innovation development, the "Nth Curve" theory, at this IPC conference, guiding the development strategy of "Screen IoT" to create a new business growth pole for the company. In the process of fully creating the "Nth Curve," BOE will actively practice corporate responsibility, upgrade the "sustainable development governance" system, and lay
jd.com's chairman talks about Huawei's triple folding: jointly develop products with Huawei, closely linked
Sina Technology News, on the afternoon of September 4th, at the BOE IPC 2024 conference held today, regarding the highly concerned Huawei triple-foldable screen phone Mate XT, jd.com Chairman Chen Yanshun told Sina Technology that jd.com and Huawei have very in-depth cooperation in the folding screen field, "Our joint development of products with Huawei is an unprecedentedly close connection." As for the recent hot topic of the triple-foldable screen, he said that jd.com will bring relevant news after the release of related products. Chen Yanshun said, "Our joint development of products with Huawei is an unprecedentedly close connection."
TrendForce: The estimated shipment volume of AMOLED smartphone panels in 2024 is expected to exceed 0.84 billion units, an increase of nearly 25% year-on-year.
According to the latest statistics from TrendForce, it is estimated that the shipment of AMOLED mobile phone panels will exceed 0.84 billion units in 2024, an increase of nearly 25% compared to 2023.
Sterling Outperforms as Traders Bet on September Interest Rate Hold
The heat is rising! Manufacturers compete for the three-fold mobile phone, and the concept of flexible screens has triggered a surge in stock prices.
There is constant big news in the industry.
BOE Technology Group H1 Profit Triples, Operating Income Up 16%
BOE A: 2024 Semi-Annual Report
BOE A: 2024 Semi-Annual Report Summary
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Gartner: It is expected that by 2025, the penetration rate of mid-to-high-end backboard technology in mobile phones will exceed 60%, driven by foldable screen phones.
oled has become the mainstream display technology for smart phones, driving the penetration rate of mid-to-high-end backplane technologies such as LTPS and LTPO to nearly 57% in the smart phone market in 2024; with yield improvements and effective cost control in 2025, the penetration rate is expected to challenge 60%.
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Why is a large Middle Eastern financial consortium buying assets in China?
Traveling back and forth.
China Galaxy Securities: Panel industry continues to decline, while AMOLED phones are in high demand.
The promotion performance of the panel industry fell short of expectations, and the terminal demand was slightly weak, but the large size of TV panels and the increase in the penetration rate of AMOLED mobile phones continue to be the main driving force for the industry's development.
BOE Se Convierte En La Primera Empresa Tecnológica China En Apoyar El IDSSD
Express News | BOE Signs Partnership Agreement With Unesco to Be the First Chinese Tech Company in Support of the Idssd
LGD's Guangzhou factory trade may land, and the consolidation of the panel industry is accelerating. It is expected that the voice of Chinese-funded manufacturers will be further enhanced.
Recently, it has been rumored in the market that the sale of LGD Guangzhou factory has entered the sprint stage. According to the Korean media ETNews, the buyer's due diligence for the project has been completed, and the two parties involved in the transaction have entered the negotiation stage of bargaining and trading terms. All three companies participating in the acquisition are mainland Chinese manufacturers, and the relevant transactions are accelerating. Market analysts believe that although the identity of the final buyer has not been confirmed yet, it is basically certain to be a mainland Chinese manufacturer; the production capacity of LGD Guangzhou factory is considerable, and the sale of this project means that LGD and other Korean enterprises will completely withdraw from the LCD field and accelerate the further integration of global LCD production capacity into mainland Chinese manufacturers.
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