According to BOE today disclosed the record of investor relations activities, BOE A recently in the institutional research, said that in 2022, by the influence of many aspects, the global economic growth is weak, consumption continues to be weak, consumer electronics terminal brand customers are particularly affected, the semiconductor display industry continued the downward trend in the second half of 2021, the industry performance throughout the year continued downward. At present, the overall crop rate of the industry is still at a low level, coupled with the current low inventory situation, the price increase demand is strong, LCD products will have the opportunity to usher in the volume and price increase.
BOE points out that, in terms of market share, the concentration of market share of LCD IT products is high, and the company has achieved a leading position in LCD IT field with good product and technology strength. In terms of downstream customer demand, the downstream brands of LCD IT products are relatively concentrated and relatively clear in terms of product positioning, especially as the penetration rate of high-end IT display products such as gaming gradually increases, the company’s high refresh rate, ultra-high definition, ultra-wide, curved products, etc., can present the ultimate gorgeous picture to meet the diversified needs of customers.
The 8.X generation line has flexible product structure adjustment capability and efficiency advantage, which can cover the full-size segment from MBL to TV, and mainly corresponds to IT-type products. BOE said that different 8.X generation lines have different focus according to their technology and production line characteristics, and continue to optimize the product structure within the group to improve the profitability of products.
BOE said that in the face of market competition, the company will give full play to its first-mover advantage to build technological barriers; rely on good customer relationships and strengthen its in-depth cooperation with strategic customers; with the advantage of rich product portfolio of production lines, facing the changing market environment, flexible deployment of production capacity to give full play to competitive advantages.
