Dataset

China Panel and Optical Chip Q3 2026 Dataset: BOE vs Yuanjie (October 2026)

Compares BOE's Q3 swing to a loss and Yuanjie Tech's Q3 net profit up 598.96%, showing divergence across China's panel and optical-chip supply chains.

One-sentence summary

This dataset compares two Chinese electronics chains: BOE Q3 revenue RMB 48.677B swinging to a RMB 996M net loss, while optical-chip maker Yuanjie posted Q3 revenue RMB 684M up 283.55% and net profit RMB 417M up 598.96%.

Notes ​

  • Figures in RMB.
  • Both BOE and Yuanjie disclosed Q3 reports around October 30, 2026.
  • YoY compares with the same period of 2025.

Core Data ​

modelBOE Q3 2026Yuanjie Q3 2026
RevenueRMB 48.677B (-8.62%)RMB 684M (+283.55%)
Attributable net profit-RMB 996M (prior +RMB 1.355B)RMB 417M (+598.96%)
Basic EPS-RMB 0.03RMB 3.36
Nine-month revenueRMB 151.809B (-1.77%)RMB 1.609B (+319.83%)
Nine-month net profitRMB 4.251B (-7.61%)RMB 1.024B (+866.88%)

Field Notes ​

  • BOE pressure: Memory shortages and price hikes hit consumer electronics; small/medium panel shipments suffered.
  • Yuanjie surge: Datacenter revenue grew sharply and gross margin improved significantly.
  • Chain divergence: Mature-panel weakness coexists with optical-chip (datacenter optics) strength.

Sources ​