BOE – Display Daily

The Smartphone Panel Market Faces a Reality Check in 2026

by Joseph Bryans

After last year’s euphoria what else did you expect.

Display’s Big Six Post Strongest Results in Years as OLED Shift Pays Off

by Joseph Bryans

Korean incumbents Samsung Display and LG Display have leveraged their OLED technology leadership to rebuild margins, while Chinese scale players BOE, TCL CSOT, and HKC have used aggressive capacity utilization and cost discipline to generate strong cash flows.

AR Finally Arrives

by Sweta Dash

Bay Area SID’s one-day AR/VR conference “Seeing Is Believing” in November gave a glimpse of the current state of the technology and requirements for future development.

The High-Stakes Legal Battle That Could Reshape the Global OLED Market

by Emory Kale

The BOE-Samsung dispute ultimately represents more than a bilateral legal battle, it’s a defining moment for the global display industry’s competitive future.

Tags:Apple| BOE| OLED| Samsung| showcase

BOE Files New OLED Patent Lawsuit Against Samsung

by Joseph Bryans

Apple is said to be evaluating contingency plans, including diversifying suppliers to reduce legal risk.

Tags:Apple| BOE| OLED| Patents| Samsung

LG Display Positioned for Strong Q3 Recovery on iPhone 17 and iPad OLED Production Ramp

by Emory Kale

Despite the volume decline, LG Display maintains a revenue advantage through its focus on higher-priced LTPO panels.

MicroLEDs Are Not Ready for Prime Time

by Barry Young

Very little has changed over the past 10 years.

Display Week 2025: Automotive Drives Innovation While Blue EL-QLED Remains the Holy Grail

by Peter Palomaki

The industry’s main show has once again come and gone. I was there to live it, see it, and dare I say feel it too.

Displays Are More Strategic Than You Think

by Chris Chinnock

What you see at Display Week can show up as products at CES next year and provide clues into the competitive struggles among a range of new and existing display.

BOE Profits Surge 108%

by Emory Kale

In 2024, BOE reported total revenue of ¥198.38 billion ($27.75 billion), marking a 13.66% YoY increase from ¥174.54 billion ($24.41 billion) in 2023. The company’s net profit attributable to shareholders surged to ¥5.32 billion …

Tags:BOE| financials| LCD| OLED

BOE Record Q1 Net Profit to Surge 63%

by Emory Kale

The LCD segment delivered particularly strong results, benefiting from China’s continued trade-in policy incentives and inventory building by overseas customers.

Tags:AMOLED| BOE| financials| LCD

OLED Automotive Displays Projected to Reach 40% Growth Rate

by Emory Kale

Despite currently holding only about 7% of the automotive display market, OLEDs are expected to dramatically increase their market share.

Tags:Automotive| BOE| LCD| LG| Market Data| OLED| omdia