According to a report from Korea, China's BOE has reached out to LG Display and Samsung Display (and other Korean companies), seeking to establish an OLED joint venture in China.
It's not clear if BOE aims to establish an OLED production fab, or an OLED technology joint venture - or that they may seek to simply use LGD's and SDC's OLED panels in their own products (several Chinese TV makers already adopt LG's OLED panels in their own TVs). According to the report, BOE says they can guarantee OLED sales in China, which probably means they aim to help the Korean companies distribute their OLED panels in China.
On the other hand, BOE apparently proposed to establish the joint venture in China - which means that it's not just a supply deal. This probably makes the Korean companies a bit uneasy - as they stated several times they are afraid of Chinese OLED technology leakage. According to the report, if the Korean companies refuse, BOE aims to approach Japanese OLED developers.
BOE Display is stepping up its OLED program - the company is constructing a 5.5-Gen LTPS fab in Ordos, which will also produce both LCDs and AMOLED displays, it is starting to build a $3.5 billion Gen-6 LTPS LCD/AMOLED production line in Chengdu, and it is also planning a 8.5 OLED TV fab in Hefei Xinzhan. BOE may gain a lot of technical experience and information if they team up with LGD and SDC.
