Electronic Components

Visionox

Visionox released FY2026 Q1 earnings on April 28 After-Market (BJT), actual revenue CNY 1.872 B, actual EPS CNY -0.4493

Visionox released FY2025 earnings on April 28 After-Market (BJT), actual revenue CNY 8.144 B (forecast CNY 8.131 B), actual EPS CNY -1.7106 (forecast CNY -1.505)

Visionox released FY2025 Q4 earnings on April 28 After-Market (BJT), actual revenue CNY 2.093 B (forecast CNY 2.479 B), actual EPS CNY -0.5484

Visionox FY2026 Q1 Earnings Release Scheduled for April 29 After-Market BJT

Visionox to release FY2025 earnings on April 29 After-Market (BJT), forecast revenue CNY 8.153 B, EPS CNY -1.51

Visionox released FY2025 9 Months Earnings on October 30 After-Market (BJT), Actual Revenue CNY 6.051 B, Actual EPS CNY -1.1621

Visionox released FY2025 Q3 earnings on October 30 After-Market (BJT), actual revenue CNY 1.93 B (forecast CNY 1.874 B), actual EPS CNY -0.4018

Visionox to Release FY2025 Q3 Earnings on October 31 After-Market (BJT), Forecast Revenue CNY 1.874 B

Visionox released FY2025 Q2 earnings on August 21 Pre-Market (BJT), actual revenue CNY 2.306 B (forecast CNY 2.322 B), actual EPS CNY -0.3805

Visionox released FY2025 Semi-Annual Earnings on August 21 Pre-Market (BJT), actual revenue CNY 4.121 B, actual EPS CNY -0.7604

Visionox to Release FY2025 Semi-Annual Earnings on August 22, 2025 (BJT)

AMOLED Screens Enter Outdoor Smart Hardware Market

Visionox forecasts net loss of 1 billion to 1.176 billion yuan in first half of 2025

Huazheng Index Releases ESG Rating Results for Visionox

Visionox's Reorganization Review Resumed by Shenzhen Stock Exchange

Visionox Consolidates Smart Wearables Market Leadership with Technological Advantages

Visionox Explains VIP Technology and Future Profit Strategy

Chen Xian Optoelectronics Leads International Standard Proposal for Micro-LED Passing NP Voting

Visionox Plans to Repurchase Shares for Equity Incentives

Visionox Applies for Extension of Reorganization Review Suspension

603578

002387

OLED

SMSN

000100

Chinese and South Korean display makers are intensifying competition in OLED technologies at SID Display Week 2026, with the next few years critical for global market leadership. Chinese firms are expected to gain market share as their 8.6-generation OLED production capacity comes online. Innovations include Visionox's medium-sized 4K notebook display and TCL's foldable OLED desktop display. South Korean companies like Samsung and LG are also advancing OLED technologies for premium applications. Analysts predict a growing market for OLED panels, with China's market reaching CNY100 billion last year, but challenges remain in production and profitability.

Yicai

THREE STARS NEW MATERIALS

Universal Display

Samsung Electronics Co., Ltd. Sponsored GDR

TCL TECH.

Samsung Electronics 

LPL Display

Apple

China’s OLED Push Sets Stage for Critical Showdown With South Korea at SID Display Week

At MWC Barcelona 2026, Visionox showcased its innovative display technologies that enhance user experience in AI-driven devices. Key highlights include an anti-glare AMOLED laptop solution for better visibility in bright environments, a low-refresh smartphone display that improves power efficiency by over 20%, and the pTSF material system that enhances color performance while reducing power consumption. Additionally, Visionox introduced its Intelligent Pixelization Technology (ViP) for higher pixel densities and brightness. The company focuses on developing OLED technologies for various applications, including smartphones and wearables.

fidelity

Visionox at MWC 2026: AI Is Redefining Devices -- and Displays Are Becoming the Experience Layer

000725

According to a report by CINNO Research, the mobile phone market is expected to perform poorly in February 2026 due to the Spring Festival holiday and the traditional off-season. The rise in upstream memory prices has led to an increase in the BOM cost of complete devices, prompting terminal brands to lower their shipment targets to control costs. Against this backdrop, the mobile phone panel market remains weak, with prices of various types of mobile phone panels facing downward pressure

Wallstreetcn

Micron Tech

VanEck Semiconductor ETF

iShares Semiconductor ETF

Guotai CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

GF Fund CNI Semiconductor Chips ETF

First Trust Nasdaq Food & Semicon

China Merchants CSI Semiconductor Industry ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Guotai CES Semiconductor Chip Industry ETF

Invesco Semiconductors ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ChinaAMC Guozheng Semiconductor Chip ETF

SPDR S&P Semicon

Direxion Semicon Bull 3X

Harvest CSI All Share Integrated Circuit ETF

Invesco PHLX Semiconductor ETF

Harvest SSE STAR Chip ETF

Institution: Off-season combined with high costs, February mobile phone panel prices decline across the board

The micro-LED industry is at a critical juncture as production ramps up at AUO, with the first commercial displays set for low-volume production in 2025. Market analysts from Yole Group highlight the need for micro-LED technology to prove its viability by matching OLED costs while enhancing performance. Despite a 20% increase in funding for startups, challenges such as process standardization and manufacturing complexities persist. The sector is seeing clearer supply chains and strategic alignments, particularly in LED-on-Silicon applications, driven by demand for AR glasses and high-performance displays.

SemiConductor

Micro-LED reaches make-or-break phase as first production lines ramp at AUO

Shares of Visionox Technology surged by the daily trading limit after the Hefei government’s investment arm agreed to take control of the OLED maker. Visionox closed 10% up at CNY9.32 following a trading halt since Nov. 3. The company will issue 419 million new shares at CNY7.01 each to Hefei Jianshu Investment, raising over CNY2.9 billion. This will increase Hefei Jianshu's stake to 31.9%. The funds will be used for working capital and debt repayment. Visionox has faced losses, reporting a net loss of CNY1.6 billion in the first three quarters of 2023.

Visionox Soars by Limit After Hefei Gov’t Investment Arm Agrees to Take Over Troubled OLED Maker

Hefei Jianshu Investment Co., Ltd. plans to issue 419 million A shares to Visionox, raising no more than 2.937 billion yuan, with the controlling stake changing to the People's Government of Shushan District, Hefei City. Visionox has incurred losses of nearly 10 billion yuan over the past three years, with projected revenue of 7.929 billion yuan in 2024. Hefei State-owned Assets has invested in Visionox as early as 2018, and its shareholding ratio will increase to 31.89%

The "Hefei System" state-owned assets have taken action, investing over 2.9 billion yuan in cash to gain control of a display screen giant! The investment target has incurred nearly 10 billion yuan in losses over the past three years

According to the Zhitong Finance APP, Visionox announced that the company is planning to issue A shares to specific targets, which may lead to a change in the company's control. The specific plan still needs further verification and negotiation. Upon the company's application to the Shenzhen Stock Exchange, the company's stock will be suspended from trading starting from November 3, 2025 (Monday), with the suspension expected to last no more than 2 trading days

Zhitong

Visionox plans to change company control, suspended from trading starting November 3

200725

In 2025, the global display panel industry's competitive focus will shift to medium-sized OLEDs. Data shows that Samsung Display, BOE, Visionox, and TCL Huaxing have invested nearly 170 billion yuan in the 8.6-generation OLED production lines. Industry insiders point out that China's OLED industry has transitioned from the "follower" stage in small and medium sizes to the "parallel runner" and even "partial leader" stage in medium sizes. Although challenges remain, the trend of collective breakthroughs has become irreversible

The technological iteration ignites the demand for mid-sized OLEDs, domestic display panel companies are competing to expand production to strive for upstream

Visionox announced that its revenue for the third quarter was 1.93 billion yuan, a year-on-year increase of 0.85%; the net profit loss was 561 million yuan. Revenue for the first three quarters was 6.051 billion yuan, a year-on-year increase of 3.50%; the net profit loss was 1.623 billion yuan

Visionox: Net loss of 561 million yuan in the third quarter

Visionox(002387.SZ)