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Omdia: In 2024, the global shipment volume of Autos display panels is expected to grow by 6.3% year-on-year.
In 2024, the Global shipment of automotive display panels reached 0.232 billion units, a year-on-year increase of 6.3%.
Guosen: It is expected that LCD TV panel prices will continue to rise in March. Strongly recommend Boe Technology Group (000725.SZ).
According to TrendForce, the domestic old-for-new policy in March still has a certain stimulating effect on demand. The purchasing momentum for Chinese brands is good, and the demand for Television panels remains stable in March. It is expected that the prices of Television panels will continue to rise in March.
BOE Technology Group Company Limited's (SZSE:000725) Prospects Need A Boost To Lift Shares
The display chip industry is approaching a cyclical turning point, and the anticipated synergy from leading consolidation is promising.
① The display chip Industry is experiencing a recovery this year. Recently, Xinxiang Micro announced its acquisition of Aixiasheng, which is expected to be a key signal for the industry to reach a turning point; ② Both companies focus on the display chip field, and the integration effect after the company restructuring is significant; ③ Peking Electronic Control is an important Shareholder of Xinxiang Micro, and in its "chip-screen" ecosystem, the synergistic effects between Xinxiang Micro and related parties such as Yandong Micro and JD.com will also be stimulated, becoming an important driving force for the industry's recovery.
BOE Technology Kicks Off Mass Production of MLED Displays in Zhuhai
BOE Technology Gets Nod to List Unit to China's NEEQ
102884128 : getting disappointed with this counter. every day drop.