There are reports that BOE Display "considers" building a 5.5-Gen AMOLED fab in a $3.44 billion investment. According to the reports, the location will by Ordos (Inner Mongolia).
It seems that people from China's panel industry are questioning the feasibility of this project, as Ordos does not have a panel supply chain. BOE is also trying to get into the coal business and wants to get coal excavating right in the region - so some speculate that this project is simply a gimmick to help the company get those rights from the local government.
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Posted: Aug 16,2011 by Ron Mertens