Boe Zhangyu: Folding Screen Is Just One Of The Forms Of Flexible Screen

Boe's zhang yu: does not understand the logic behind the flexible screen skeptics.
Since the beginning of the lunar calendar in 2019, one of the biggest highlights of a-shares is undoubtedly the concept of flexible screen shares.
Solstice from February 12 to February 25, nearly 40 flexible OLED screen concept stocks received two trading limit tide, leading company boe A (000725.sz) in A week up nearly 50%.
With the launch of folding screen products by samsung, huawei and other companies, flexible screen has become a hot topic among the public, with the emergence of skeptics.Sohu technology spoke to zhang yu, senior vice President of boe, a flexible panel supplier, about the challenges in the industry and beyond."I've seen a lot of articles lately where people are questioning, and I don't know what the logic is behind that."
In his view, external concerns about the current situation and prospects of flexible screen technology seems to be "overreaction", evaluation of a technology's application prospects should "grasp the essence of the mainstream".He said it may have been due to the high demand for "fold-screen phones" and the psychological gap between the speed of the market and expectations."Now that samsung and huawei are able to launch folding screens, it means that the industry chain has initially formed a scale or is in its infancy," said zhang.On "yield underperformance" : it's rising very fastIn addition to boe, shentianma, TCL (China star optoelectronics) and vicino, which are well-known for their share prices, China's equipment manufacturers have preliminarily established a complete supply chain covering panels, equipment, materials and printed circuit boards: