In less than a month, after 11.5 billion yuan was invested in the 6th generation new semiconductor display device project and 2.1 billion yuan was held by Huacan Optoelectronics, BOE, the leader of 1 billion panels, further extended downstream, making a strategic investment to honor the terminal.

in terms of smart terminals, at present, BOE's independent research and development projects for notebooks and tablets have been mass-produced, and only glory 8 tablets are available.

BOE strategic investment glory terminal

Tianyancha's latest industrial and commercial information shows that Glory Terminal Co., Ltd. has obtained the strategic investment from BOE, the leader of LCD panels.

In addition, Zhongjin Qizhi (Shanghai) Equity Investment Co., Ltd. (Limited Partnership), Comprehensive Reform Win (Hangzhou) Equity Investment Fund Partnership (Limited Partnership), Guoxin Capital Co., Ltd. and Shenzhen Baoan Investment Management Group Co., Ltd. have also become new shareholders of Glory Terminal.

the history of glory can be traced back to September 211, when glory operated as a sub-brand of Huawei. It was not until the end of 213 that glory began to operate independently.

HONOR's shipments once accounted for about half of Huawei's total mobile phone shipments before the United States sanctioned Huawei.

On November 17th, 22, as one of the leaders in the global mobile phone industry, Glory brand was jointly acquired by Shenzhen Zhixin New Information Technology Co., Ltd. and became an independent large enterprise under the State-owned Assets Supervision and Administration Commission of Shenzhen, which opened the road to transformation.

At present, the products of Glory brand include smart phones, tablets and smart homes.

In August, 221, Zhao Ming, CEO of Glory, said in an exclusive interview with Xinhua News Agency that after the transformation, Glory has taken a series of measures in re-integrating the supply chain, speeding up the channel layout and re-planning products, and completed the development of new products in a short time by relying on the team of scientific and technological personnel accounting for more than half of the total staff of the enterprise, thus stabilizing its position.

the launch of new products has supported the steady and rapid recovery of glory market share. By the end of May 221, the market share of Glory China had recovered to 9.5%, and by the end of July, the market share had rebounded to 14.6%.

after the second quarter of p>221, glory's partners have started to build a large number of glory experience stores, and at the same time, glory has resumed its market operation in more than 5 overseas countries and regions.

According to Zhao Ming, in the future, Glory will "strategically focus on the fields of mobile phones, tablets, notebooks, smart screens, routers, clothes, audio, etc., and never distract its energy until it becomes the first in this field"; "The first does not mean market share, which is not our goal. Our goal is to have world-class innovation capabilities. "

For the global market, Zhao Ming said at that time that the future competition is both known and unknown, and the known directions include screen display, key core technology of folding screen, image processing technology, chip application, development of Internet vertical application, etc. However, there are still some unknown areas in front of global mobile phone companies, such as the in-depth application of AI technology, personal information security and privacy protection, among which AI will be the core development direction. With the in-depth application of AI, the extension ability of mobile phones will continue to expand, and the future mobile phones will no longer be a single product, but more like a set of solutions.

At the same time, it extends upstream and downstream.

Unlike this extension to the downstream, on November 6th, JD.COM extended upstream to fully subscribe for the fixed share of Huacan Optoelectronics, a listed A-share company, for 2.1 billion yuan. After the transaction is completed, BOE will become the controlling shareholder of Huacan Optoelectronics, holding 23.8% of its shares and controlling 26.6% of the voting rights.

this is another LED chip company targeted by BOE after losing the equity competition with Hisense Video for Ganzhao Optoelectronics.

at the end of October, JD.COM also announced the construction of the 6th generation new semiconductor display device production line project, with a total investment of about 29 billion yuan, of which BOE is responsible for raising 11.5 billion yuan.

At present, BOE is positioned as an Internet of Things company that provides smart port products and professional services for information interaction and human health.

from the basic business structure of the company, display and sensing are the core technologies on which the company depends, and semiconductor display is the origin of the company's main business and the source of technology. Based on this, the company has identified four main development directions, including MLED, smart medical workers, IoT innovation, sensors and solutions.

Over the years, BOE has continuously laid out its layout in the semiconductor display industry. At present, it has 17 semiconductor display production lines with product sizes ranging from 1 inch to 11 inches. In addition, there are two innovation centers and four digital hospitals.

in terms of revenue structure, in the third quarter of 222, BOE TV revenue accounted for 2%, IT revenue accounted for 47%, and MBL&; Other income accounted for 33%, of which OLED income accounted for 21%, an increase of nearly 1 percentage points compared with the end of 221. In terms of investment in research and development, BOE's research and development expenses in the first three quarters exceeded 8 billion, maintaining a year-on-year growth.

in terms of market share, according to the data of third-party consulting organizations, in the first three quarters of 222, BOE maintained the top market share of the five traditional mainstream LCD products in the world, with TV market share nearly 25% and MNT and NB market share exceeding 3%. In terms of flexible OLED, nearly 5 million pieces were shipped in the first three quarters of 222, ranking second in the world in market share.

in terms of vehicle display, BOE's vehicle display shipments have increased substantially, and its market share has increased rapidly. According to the data of third-party consulting organizations, the global market share ranked first in the first three quarters of 222, reaching 15.38%.

in the first three quarters of p>222, BOE's innovative business of Internet of Things continued to make breakthroughs. In terms of smart terminals, the independent research and development projects of notebooks and tablets are mass-produced, and only for glory 8 tablets.

under the combined effect of * * * at both ends of supply and demand, the recent oversupply of LCDTV panels has been greatly alleviated, and the price of LCDTV panels has been falling continuously for 14 months. Since October, mainstream size products have ushered in a full-line increase. Related reports

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