MiniLED-backlit TVs are experiencing explosive growth, with overall shipments surpassing OLED TVs. In China, the penetration rate of miniLED-backlit TVs has rapidly increased, with over 90% of the market dominated by the top-four brand vendors: Hisense, TCL Technology, Skyworth, and Xiaomi.
Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total foldable panel shipments.
As demand slows in consumer electronics, Samsung Electronics is accelerating its expansion into the B2B digital signage market. The company has secured a large-scale order from Toyota Motor to supply about 23,000 smart displays to its global exhibition centers in the first half of 2025.
As the global semiconductor industry eyes the rise of 12-inch silicon carbide (SiC) wafers as potential game-changers in advanced packaging, a surprising development is reshaping the conversation. A Chinese startup has reportedly discovered a high-value application for large-diameter SiC substrates—one that directly aligns with the supply chain of tech giant Meta's AI-powered smart glasses.
Taiwan's first outdoor color electronic paper (e-paper) billboards have demonstrated remarkable resilience, operating reliably under harsh coastal conditions at the Siangshan Wetland in northern Taiwan since their trial launch at the end of 2024. The five solar-powered displays were installed through a May 2024 partnership between Taiwan-based e-paper leader E Ink Holdings and the Hsinchu City Government, marking a milestone in the integration of green technology and ecological conservation.
PlayNitride is positioning its mass transfer process equipment as a key "microLED 3D printer" to accelerate mass production and expand applications beyond current panel customers. Chairman Charles Li revealed plans to extend sales toward automotive OEMs and end users, tapping the growing microLED market following smartwatches.
The Taiwan Panel & Solution Association (TPSA) completed its 12th-term board elections and announced a leadership transition on October 2. Former vice chairman and AU Optronics (AUO) Chief Technology Officer (CTO) Wei-lung Liau succeeded as chairman, while E Ink Holdings Chairman Johnson Lee assumed the vice chairman role. Innolux Chairman and CEO Jim Hung transitioned from chairman to executive supervisor.
Kaynes Technology has opened India's first waveguide manufacturing line in Mysuru in partnership with US-based DigiLens, placing the country in the global supply chain for extended reality (XR) and defense optics.
At the end of August 2025, Jaguar Land Rover (JLR) suffered a cyberattack that crippled all its critical systems in a single day, forcing global factories to stop production. As the UK's largest automaker, JLR faced losses exceeding GBP70 million in just one day, significantly impacting its supply chain. To recover, JLR secured two major funding injections totaling GBP3.5 billion (US$4.7 billion): a GBP1.5 billion government-backed loan to support suppliers and a GBP2 billion syndicated loan from international banks to maintain liquidity.
Amid its legal battle with Samsung Display (SDC), BOE appears unaffected and is taking a more aggressive stance in the OLED market with the support of the Chinese government and Apple. According to Korean media outlet Digital Daily, BOE is building an 8.6-generation AMOLED production line in Chengdu, Sichuan, China, with a total investment of about CNY63 billion (US$8.8 billion), planning to achieve a monthly panel capacity of 32,000 sheets (based on 2290×2620mm) through the construction of Phase 1 to Phase 2.
The MicroLED smartwatch market is expected to grow rapidly over the next five years, with annual shipments expanding to over 3 million units by 2030.
More coverage
