Key Points: The company stated that manufacturers in the industry are implementing an "on-demand production" strategy, adjusting production line utilization rates according to changes in market demand. In the first quarter of 2025, driven by export demand and the "trade-in" policy, end-market demand was strong, leading to a comprehensive rise in prices of mainstream-sized LCD TV panels. However, after the second quarter, changes in the international trade environment caused a cooling in panel procurement demand, with prices edging down in July. Nevertheless, panel stocking demand is expected to gradually recover in August, and the industry's utilization rate will rebound slightly.

On July 30th, BOE A issued an announcement stating that an investor relations activity was conducted via a conference call on July 29, 2025, focusing on discussions about LCD supply and demand, product price trends, progress in flexible AMOLED business, and the industry's future development trends.

The company mentioned that industry manufacturers are adopting an "on-demand production" strategy, adjusting production line utilization rates based on market demand fluctuations. In Q1 2025, robust end-market demand—fueled by export needs and the "trade-in" policy—pushed up prices of mainstream LCD TV panels across the board. However, following the second quarter, shifts in the international trade landscape cooled panel procurement demand, resulting in a slight price drop in July. It is anticipated that stocking demand will recover gradually in August, driving a moderate rebound in industry utilization rates.

In terms of flexible AMOLED, the company has established advantages in production capacity scale and technology. Its shipment target is 140 million units for 2024 and 170 million units for 2025. In the 2024 revenue structure of display device business, TV products, IT products, LCD mobile phones and other products, and OLED products accounted for 26%, 34%, 13%, and 27% respectively. The company has also invested in building an 8.6th-generation AMOLED production line, which is expected to achieve mass production by the end of 2026, further strengthening its competitiveness in the semiconductor display industry.

Regarding the industry's future, the company believes the display industry is entering a rebalancing period. LCD will remain the mainstream application technology in the medium to long term, while the high-end OLED market continues to make breakthroughs.

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