Visionox disclosed a performance forecast, expecting a net loss attributable to the parent of 1.402 to 1.97 billion yuan in the first half of 2026, compared with a loss of 1.062 billion yuan in the same period last year. The company expects operating revenue of 3.803 to 4.103 billion yuan for the period, with a net loss after deducting non-recurring items of 1.616 to 2.272 billion yuan, compared with a loss of 1.118 billion yuan a year earlier. The announcement said that due to the explosive growth in artificial intelligence demand, the supply of electronic components such as memory chips is tight and prices have risen sharply, causing a phased impact on the OLED display sector, leading to lower product prices and reduced main business gross margins, while inventory write-down provisions increased. The company stated it will respond to the industry impact through measures such as cost reduction and efficiency improvement, product structure optimization, and enhancing production line operational efficiency.
Visionox Technology IncMemory chip supply tightness and price hikes due to AI demand surge cause lower OLED product prices and reduced gross margins.