There is apparently such a thing as being too successful. Look no further than China's display panel behemoth BOE, which is generating record revenues, albeit at razor-thin margins. What's more, this playbook on cutthroat economics might yet repeat with China's upstart memory players, CXMT and YMTC. China's CXMT and YMTC appear destined to follow in BOE's footsteps to a hellscape of cutthroat competition and near-zero margins By some metrics, China's BOE is a commercial success story. After all, it is a major supplier of LTPS OLED panels for Apple's iPhone 17e as well as a host of legacy models such […]

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