As a leading name in China's OLED industry, BOE has made significant progress by announcing that its 6th-generation flexible AMOLED production line in Chengdu has entered mass production ahead of schedule. This facility is not only the first fully flexible AMOLED line in China but also the second globally to adopt 6th-generation technology. The production line is set to power smart devices, mobile terminals, wearables, and even smart TVs. Recently, BOE has partnered with China Mobile, signaling a potential expansion into the smart TV market.
A recent document labeled as a "smart TV" from China Mobile Communications Group Terminal Co., Ltd. caught attention, suggesting that the telecom giant is stepping into the smart TV space. Based on previous 3C certification timelines, this new smart TV from China Mobile is expected to launch before year-end. It’s likely to be a joint venture between China Mobile and BOE, combining BOE’s expertise in display panels and complete machine R&D with China Mobile’s strengths in services, distribution, and content.
BOE isn’t just focusing on mobile screens—its vision includes building a broader ecosystem. With the release of the iPhone X, more manufacturers are shifting from traditional LCDs to OLED panels. According to IHS Market, 36% of smartphones will feature flexible OLED screens this year, rising to 53% by 2020, with an estimated market value of $71.7 billion. Major brands like Huawei, OPPO, and Vivo are already shipping over a million units monthly, but supply remains tight due to limited production capacity. This has prompted BOE to expand its industrial layout.
Recently, BOE Chairman Wang Dongsheng emphasized the company’s focus on becoming an IoT provider, offering intelligent port products and professional services for information interaction and human health. Under CEO Chen Yanshun, BOE is pushing forward in four core areas: display, sensing, AI, and big data. The collaboration with China Mobile aims to leverage the telecom giant’s user base to explore new markets.
Looking at China Mobile’s move, it’s clear that smart TVs are no longer just a trend—they’re becoming a necessity. As internet technology advances, traditional home entertainment systems are being redefined to meet growing consumer demands. Smart TVs are now seen as the next big screen after PCs and smartphones, playing a key role in bringing users back to the living room.
Moreover, the smart TV market is evolving, with younger audiences taking center stage. Data shows that the 30-39 age group uses smart TVs the most, at 51.14%, while the 20-29 age group has grown to 25.63%. These young users are the future audience, and China Mobile sees a huge opportunity here. By integrating hardware and software, they aim to deliver a seamless user experience.
However, not everyone is convinced. Some netizens have questioned whether China Mobile’s entry into the smart TV market is driven by future subscription models, joking that “a blink of an eye and the house is gone.†What do you think? Is this a smart move or just another tech gamble?
WiFi 4 ONU
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