---
title: "BOE Technology Group Faces Uncertainty in Emerging Technologies"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287453148.md"
description: "BOE Technology Group announced that its glass-based packaging substrate, perovskite, and optical interconnect businesses are still in the exploration stages and have not yet reached mass production. The company faces significant uncertainty regarding the timeline for achieving production and the expected benefits. It anticipates these areas will not impact operational performance in the next 2-3 years and has not initiated cooperation with NVIDIA. Further capital expenditure is needed for advancement, but the potential return on investment remains uncertain."
datetime: "2026-05-24T07:39:47.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287453148.md)
  - [en](https://longbridge.com/en/news/287453148.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287453148.md)
---

# BOE Technology Group Faces Uncertainty in Emerging Technologies

BOE Technology Group announced on May 24 that its glass-based packaging substrate, perovskite, and optical interconnect businesses are still in the technical exploration and validation stages. These technologies have not yet reached mass production or generated significant revenue. According to Jin10, the company stated that there is significant uncertainty regarding when or if these technologies will achieve mass production and the expected benefits in these fields. Based on current business development, it is anticipated that these areas will not significantly impact the company's operational performance in the next 2-3 years. As of now, BOE Technology Group has not initiated any business cooperation with NVIDIA, and some media speculations lack factual basis. The glass-based packaging substrate, perovskite, and optical interconnect businesses are considered potential next-generation technology routes, but the final choice of technology route by customers and the market outlook remain highly uncertain. To advance these businesses towards large-scale production, further capital expenditure will be required for production line construction, equipment procurement, technology research and development, and process optimization. The company acknowledges that there is significant uncertainty regarding the potential return on investment.

### Related Stocks

- [200725.CN](https://longbridge.com/en/quote/200725.CN.md)
- [000725.CN](https://longbridge.com/en/quote/000725.CN.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

## Related News & Research

- [06:43 ETBOE attends UNESCO Global Conference of the International Decade of Sciences for Sustainable Development in Paris](https://longbridge.com/en/news/293024540.md)
- [Is Bloom Energy in its Nvidia moment?](https://longbridge.com/en/news/294588989.md)
- [Nvidia’s Stock Price Pullback Tests 200-day Moving Average (Again)](https://longbridge.com/en/news/294378013.md)
- [Dan Ives says Nvidia demand is outpacing supply "12 to 1." Here's what that means for the stock's next move](https://longbridge.com/en/news/294603918.md)
- [Famous investor Michael Burry is short Nvidia, Palantir, and Tesla. Why I'd buy 1 of the stocks, hold another, and sell the third.](https://longbridge.com/en/news/294234992.md)