The Zhitong Finance App learned that Qunzhi Consulting published an article stating that the structural differentiation of the flexible OLED market is prominent. In the second half of the year, orders from panel manufacturers in the Apple supply chain alone were relatively steady, and demand was supported. FOLED prices continued to decline in the third quarter against the backdrop of continued price pressure on terminals and factories seizing share. Sigmaintell (Sigmaintell) predicts that although the third quarter entered the centralized release window for high-end and flagship models, due to the continued rise in prices of upstream components such as memory chips, BOM costs for complete machines rose markedly, terminal sales prices generally faced upward pressure, and consumers' willingness to switch devices was suppressed.

The Zhitong Finance App learned that Qunzhi Consulting published an article stating that the structural differentiation of the flexible OLED market is prominent. In the second half of the year, orders from panel manufacturers in the Apple supply chain alone were relatively steady, and demand was supported. FOLED prices continued to decline in the third quarter against the backdrop of continued price pressure on terminals and factories seizing share. Sigmaintell (Sigmaintell) predicts that although the third quarter entered the centralized release window for high-end and flagship models, due to the continued rise in prices of upstream components such as memory chips, BOM costs for complete machines rose markedly, terminal sales prices generally faced upward pressure, and consumers' willingness to switch devices was suppressed.