Financial Highlights
Q1-Q3 2025: Revenue RMB 154.548B (+7.53% YoY); Net profit attributable to shareholders RMB 4.601B (+39.03% YoY).
Q3 Alone: Revenue RMB 53.27B (+5.81% YoY); Net profit RMB 1.355B (+32.07% YoY).
Guided by the "N-Curve" theory and "Display of Things" strategy, BOE drives synergy between core display and emerging ecosystems, achieving a leap from tech leadership to sustainable growth.
1. Display Business – Global Leader
Market Position: #1 global shipments in smartphones, tablets, laptops, monitors, and TVs (Omdia).
Tech Breakthroughs:
UB Cell 4.0 (based on ADS Pro) won IFA 2025 Gold Award for intelligent eye protection.
Co-led China's first ambient-light TV image quality grading standard.
Oxide & LTPO tech deployed in flagship devices from Lenovo, OPPO, vivo.
Ecosystem Upgrade:
August: 3rd anniversary of "BOE-JD Empowerment Plan" – launched 100-inch "True Quality, Experience, Service" commitment.
Co-founded High-Value Ecosystem Alliance with top brands to shift industry from price wars to value co-creation.
2. Sensor Business – 57% Revenue Surge
Suzhou Sensor: First mass production of self-developed 3D line-spectrum sensor.
Shengshi Tech: Named "Innovative SME"; flexible light curtain won 2025 DIC Silver Award.
Micro-Nano: First micro-differential pressure sensor certified & shipped (million-unit order).
FPXD: Secured top Korean client, achieved mass production with "Three New" certifications.
3. MLED – Over 15% YoY Growth
Direct View: Full COG/COB/SMD/MPD tech commercialization.
Zhuhai Jingxin: COB mass production; capacity to 10,000 m²/month by YE.
V1/Pro/Ultra series deployed in energy, exhibitions, 3D art museums.
Mini Backlight: Optimized performance & cost; strong growth in gaming, automotive, commercial displays.
Channel Expansion: 196 domestic dealers (full provincial coverage); overseas in 32 countries.
4. Smart Healthcare – 16% Outpatient Growth
Hefei BOE Hospital: Hosted national cardiac conference; performed China's first artificial heart implant.
Chengdu BOE Hospital: World's first reverse-fold spinal deformity correction.
Suzhou BOE Hospital: Launched Refractive Cataract Center (+20% multifocal lens use); Jiangsu's first in-hospital remote notarization service.
5. N-Curve Innovations
Perovskite PV: Rigid >18.6%, flexible >15.1% efficiency (TÜV certified).
Automotive: Vietnam plant lit up first full-process display; launched AI digital amp & CDR radio.
Digital Culture: Yiyun Tech delivered 6 benchmark projects, incl. Palace Museum 3D naked-eye exhibit.
Smart Energy: Secured Chongqing virtual power plant license; entered NEEQ Innovation Layer.
6. AI & Sustainability Leadership
BOE IPC 2025: Unveiled upgraded "N-Curve" framework and "ONE" sustainability brand.
AI Factory: First in industry; deployed across production, quality, energy, safety.
Blue Whale Display Large Model: First industrial LLM with CESI & CNAS certification.
AI solutions: Auto-follow-up (healthcare), smart scheduling, supply chain risk control, AI interviews.
Outlook BOE continues to lead with innovation as the engine and scenario applications as the lever, driving the display industry toward intelligent, green, and high-quality development.
