Luxshare, BOE Technology Could Gain From Mixed-Reality Trend -- Market Talk

Dow Jones2023-12-12

0747 GMT - Luxshare and BOE Technology seem poised to gain from the rise of mixed-reality devices, HSBC Qianhai analysts say in a note. Frank He and Steven Wang see the coming launch of Apple's Vision Pro headset as a potential opportunity for Chinese panel makers such as BOE. Given that micro OLED panels account for about 46% of the headset's material costs, Apple could tap Chinese players as low-cost suppliers if it wants to lower prices to make the Vision Pro more accessible, they say. Sony is currently its sole supplier of micro OLEDs, with limited capacity. HSBC has buy calls on BOE and Luxshare, viewing the latter as a key beneficiary as it is a major assembler and component supplier for the headsets. (fabiana.negrinochoa@wsj.com)

(END) Dow Jones Newswires

December 12, 2023 02:47 ET (07:47 GMT)

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Sony is currently its sole supplier of micro OLEDs, with limited capacity. HSBC has buy calls on BOE and Luxshare, viewing the latter as a key beneficiary as it is a major assembler and component supplier for the headsets. (fabiana.negrinochoa@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 12, 2023 02:47 ET (07:47 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Luxshare, BOE Technology Could Gain From Mixed-Reality Trend -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLuxshare, BOE Technology Could Gain From Mixed-Reality Trend -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-12 15:47 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://dowjonesnews.com/newdjn/logon.aspx?AL=N><strong>Dow Jones</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>0747 GMT - Luxshare and BOE Technology seem poised to gain from the rise of mixed-reality devices, HSBC Qianhai analysts say in a note. Frank He and Steven Wang see the coming launch of Apple's Vision...</p>\n\n<a href=\"https://dowjonesnews.com/newdjn/logon.aspx?AL=N\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1580142542.USD","symbol_name":"Blackrock Systematic China A-Share Opportunities A2 USD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2390751346","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2390751346","pubTimestamp":1702367220,"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2023 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4585":"ETF&股票定投概念","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0028":"国家队","BK0109":"智能穿戴","BK1231":"综合性银行","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","BK0108":"虚拟现实","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK1572":"香港银行股","BK4588":"碎股","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0188":"融资融券","LU1997245177.USD":"安联神洲A股基金","HSBA.UK":"汇丰控股有限公司","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","HSBC":"汇丰","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","002475":"立讯精密","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","BK4207":"综合性银行","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK1610":"ETF&股票定投概念","BK0152":"OLED","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK0214":"IT设备","00005":"汇丰控股","BK1601":"香港本地股","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BK0183":"MSCI概念","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0196":"行业龙头","BK0012":"证金概念","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","000725":"京东方A","BK0171":"无线充电","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","03143":"华夏香港银行股","BK4521":"英国银行股","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","BK0072":"苹果"},"translate_title":"Luxshare，BOE技术可以从混合现实趋势中获益——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"000725":0.9,"002475":0.9,"00005":0.71,"HSBC":0.6,"03143":0.6,"HSBA.UK":0.6},"content_text":"0747 GMT - Luxshare and BOE Technology seem poised to gain from the rise of mixed-reality devices, HSBC Qianhai analysts say in a note. Frank He and Steven Wang see the coming launch of Apple's Vision Pro headset as a potential opportunity for Chinese panel makers such as BOE. Given that micro OLED panels account for about 46% of the headset's material costs, Apple could tap Chinese players as low-cost suppliers if it wants to lower prices to make the Vision Pro more accessible, they say. Sony is currently its sole supplier of micro OLEDs, with limited capacity. HSBC has buy calls on BOE and Luxshare, viewing the latter as a key beneficiary as it is a major assembler and component supplier for the headsets. 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