BOE announced to the financial authorities in China, and some institutional investors, that it plans to reduce its capital expenditures (CAPEXX) next year. 2026 will be a peak year for BOE, but next year its spending will drop "substantially".
It is expected, though, that BOE will stay on course for the first two phases of its B16 8.6-Gen flexible AMOLED line (see more on this below).
BOE is not alone, it seems as if all OLED makers in China are slowing down their plans to expand production, as they fear a slowdown in the OLED industry.
BOE's planned investment slowdown may be bad news for OLED equipment vendors, as BOE is the company that has been investing the most in new OLED production equipment for the past years.
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