According to the report of ZDNet Korea, as China's largest display manufacturer, Beijing Oriental (BOE) occupies a global leader in the LCD market and quickly narrows the gap between major Korean companies such as Samsung Display and Lejin Display in the OLED field. This part of this is due to the support of China as a local large-scale end-end equipment manufacturer. Now, Beijing East is actively exploring the possibility of entering the military semiconductor business, which has attracted great attention from the industry.

reported that Beijing East recently consulted with partners on the equipment introduction required for establishing a system semiconductor crystal plant. Although Jingdong has invested in semiconductor industry in the past, this time, the direct attempt to build a semiconductor crystal factory is the first time that it has been known to the outside world and also shows Jingdong's ambitions in other business expansion.

It seems that Jingdong may focus on mature processes in the early stages, as the company plans to set up factories for the production of semiconductors of 28 to 65 nanometers. In order to achieve this goal, Beijing East has contacted several equipment manufacturers under the surface in the first half of 2025. Although these discussions are still in the early stages, Beijing East is actively consulting partners on the introduction of related equipment.

The report quoted from an informed source that Beijing Oriental is cooperating with the Beijing Municipal Government and some small mature process semiconductor companies to jointly promote a new construction plan of a 12-inch semiconductor crystal plant. The goal of this project is not only to produce display drive chips, but also to produce diverse products. They are currently building relevant supply chains. Market insiders said that in the context of China's aggressive development of cutting-edge industries such as artificial intelligence (AI) and automatic driving, Beijing East is also preparing to invest in an autonomous effort to respond and participate in the system's semiconductor supply chain. Although initial investment is concentrated in mature process areas, more advanced processes are also targeted.

Reporting emphasizes that if Beijing Oriental really successfully builds a new system semiconductor crystal plant, it is expected to have a significant impact on the global semiconductor supply chain in the medium and long term, and this is also the support behind Beijing Oriental's benefit from the Chinese government. In a fund company held by the Chinese government, Beijing East can obtain huge financial support provided by the fund company in equipment investment and research and development.

At present, the scale of support from the Chinese government can be seen from an example, that is, the 8.6-generation OLED production line that Beijing Oriental is building in Chengdu, with a total investment of up to 63 billion RMB, which is about three times the investment of Samsung that shows the same type. Among this huge investment, Chengdu's investment platform invested 18 billion RMB in Beijing East, while Beijing East invested only 20 billion RMB in its own capital. This fully demonstrates the great support of the Chinese government for the Beijing-East Project.