Revenue distribution by industry:

• Display and screen solutions: approx. 60%
• IoT and Smart Systems: approx. 25%
• Healthcare and others: approx. 15%

TOP 3 markets and their percentage shares:

• China: approx. 50%
• USA: approx. 20%
• Europe: approx. 15%

BOE Technology Group Company Limited generates the majority of its revenue from the display and screen solutions industry, which is attributed to its strong position in LCD and OLED technologies. The Chinese market remains the largest revenue contributor, followed by the USA and Europe, which are also significant sales markets. The company benefits from the growing demand for high-quality display solutions in various applications, including smartphones, televisions, and other electronic devices.

Production sites of BOE Technology Group:

• China: Multiple production facilities in cities such as Beijing, Chengdu, Hefei, Chongqing, and Wuhan.
• International: Production sites in countries like Germany, Japan, and the USA.

BOE Technology Group is one of the world's leading providers of display technologies. The company has expanded its production capacities both in China and internationally to meet the increasing demand for high-quality displays. The strategic placement of the production sites enables BOE to efficiently respond to global market requirements while also leveraging logistical advantages.

Revenue Growth: 10% (estimated 2024)
R&D Investments: 8% of revenue (estimated 2024)

BOE Technology Group Company Limited pursues a growth strategy that heavily relies on innovation and technological development. The company continuously invests in research and development to expand its product range and integrate new technologies. This includes particularly the advancement of display technologies, which are applied in various industries such as consumer electronics, automotive, and healthcare.

Another focus is on global expansion. BOE Technology aims to strengthen its market presence in international markets, especially in regions with high growth potential. This is supported by strategic partnerships and joint ventures to facilitate access to new markets.

Additionally, the company emphasizes sustainability and efficiency improvements in production to reduce costs and minimize the ecological footprint. These measures are intended to secure the company's competitiveness and profitability in the long term.

Main raw materials: Glass, liquid crystals, semiconductors, rare earths

Countries of origin:

• Glass: Japan, South Korea
• Liquid crystals: Germany, Japan
• Semiconductors: Taiwan, USA
• Rare earths: China (local), USA

BOE Technology Group Company Limited imports a variety of raw materials necessary for the production of displays and other electronic components. Glass and liquid crystals are essential materials for the production of LCD panels and are mainly sourced from Japan and Germany, where the technology and quality are particularly high.

Semiconductors, required for controlling the displays, come from technologically advanced countries such as Taiwan and the USA. Rare earths, used for the production of phosphors and other specialized components, are imported both locally from China and from the USA.

Market Share in the Display Sector: 25% (estimated for 2025)
Research and Development Investments: 8% of revenue (2024)
Patents: Over 10,000 active patents (2024)

BOE Technology Group Company Limited has a significant competitive advantage in the field of display technology, especially due to its strong market presence and innovation capabilities. With an estimated market share of around 25% in the display sector, BOE is one of the leading providers worldwide.

The company continuously invests in research and development, amounting to approximately 8% of its revenue. These investments enable BOE to achieve technological advancements and introduce new products to meet changing customer requirements.

Additionally, BOE has an extensive portfolio of over 10,000 active patents, highlighting its innovation capability and creating a strong barrier against competitors. These factors together significantly strengthen BOE's competitive advantage and position the company well for future growth.

Institutional Investor Share: Estimated around 30-35% (2025)

Insider Purchases/Sales: No specific current data available (2025)

The institutional investor share in BOE Technology Group Company Limited is estimated to be between 30% and 35%. This is typical for large publicly traded companies in China, which are often held by institutional investors such as pension funds, investment funds, and other major financial institutions.

Regarding insider purchases and sales, no specific current data is available for 2025. Typically, such transactions are disclosed in annual reports or through regulatory filings. It is advisable to consult the company's latest reports or regulatory announcements for detailed information.

Market share of BOE Technology Group: 20% (2025, estimated)

Top competitors and their market shares:

1. Samsung Display: 25%
2. LG Display: 18%
3. Innolux Corporation: 15%
4. AU Optronics: 12%
5. TCL China Star Optoelectronics Technology: 10%

Economic moat of BOE Technology Group: BOE Technology Group has a significant economic moat due to its strong position in the field of display technologies, especially in LCD and OLED production. The company benefits from extensive investments in research and development as well as strategic partnerships and a wide range of products, ranging from small mobile displays to large televisions.

Compared to its competitors, Samsung Display has the strongest economic moat, especially due to its leading role in OLED technology and strong brand presence. LG Display follows with a solid portfolio in OLED and innovative display solutions.

BOE's advantage lies in its ability to reduce production costs while delivering high quality, allowing it to remain competitive in various market segments. However, they must continue to invest in innovations to keep pace with the technological advancements of Samsung and LG.

Revenue Growth: 10% (2024) Net Income Growth: 8% (2024) R&D Expenses: 7% of revenue (2024)

BOE Technology Group Company Limited recorded a revenue growth of 10% in 2024, driven by strong demand in the display technology and innovative products sectors. The company continuously invests in research and development, with 7% of revenue allocated to this area. This demonstrates BOE's commitment to developing new technologies and maintaining its competitiveness.

Net income grew by 8% in 2024, indicating efficient cost controls and operational improvements. These financial metrics suggest that BOE Technology is well positioned to capitalize on future market opportunities.

In the long term, investing in BOE Technology could benefit from advancing digitization and increasing demand for high-quality display solutions. The ongoing investments in R&D could also lead to innovative products that further support growth.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Regular payouts in recent years

BOE Technology Group Company Limited has regularly distributed dividends in recent years. The estimated dividend yield for 2025 is around 2.5%, indicating a stable dividend policy.

The reliability of the payout can be considered relatively high, as the company has a solid financial foundation and has maintained its dividend policy in the past. Analysts expect BOE Technology to continue to be able to pay dividends unless significant negative market changes occur.