DIGITIMES Displays news

Home Tech Displays

Jan 26, 14:00

Rising precious metal costs prompt Taiwan LED makers to assess price hike

Rising precious metal prices are rippling through the LED industry, prompting Chinese manufacturers to issue price increase notices and pushing Taiwanese suppliers to consider similar moves. Taiwan-based LED maker Edison Opto has already announced broad price increases, while peers including Ennostar and Everlight Electronics are said to be internally evaluating their pricing strategies as cost pressures mount.

AUO shifts US strategy from manufacturing base to market leverage

Jan 26, 13:39

IT applications show potential for OLED DDI adoption, but upgrade pace remains slow

Jan 26, 11:05

Commentary: Metalenses move from lab to market, reshaping optical design

Jan 26, 07:38

Ennostar’s Micro LED bet targets a bottleneck inside AI server racks

Jan 26, 07:37

MORE NEWS

DISPLAY PANELWeekly news roundup: strategy shifts, supply chain realignments, scaling limits

Jan 26, 09:45

Below are the most-read DIGITIMES Asia stories from the week of January 19-25, 2026.

DISPLAY COMPONENTSTaiwanese precision optics reaps benefits of waveguide tech

Jan 26, 07:36

Smart glasses have transitioned from being a concept to practical use and pricing. 2026 is expected to be major for AI wearable devices, especially after the compute power of multimodal AI models is deployed. The lightweighting of hardware carriers has become the core issue determining adoption rates. Waveguide technology, with its high light transmittance and thin-form advantages, is reshaping the value-chain distribution of the global optics industry.

LEDSouth Korea advances OLED and PeLED with higher efficiency and longer perovskite lifespan

Jan 25

The display industry, evolving from LCD to OLED, now faces cost and performance bottlenecks, driving focus on new emissive materials and novel form factors. South Korean research teams recently achieved breakthroughs in stretchable OLEDs and perovskite LEDs (PeLEDs), aiming to maintain the country's leadership in display technology.

DISPLAY PANELBOE production issues with iPhone OLED create opening for South Korean suppliers

Jan 23

China's major panel maker BOE continues to struggle with OLED production for Apple's iPhones, with the problem unresolved since late 2025. During this period, Samsung Display (SDC) has taken over millions of iPhone OLED orders originally assigned to BOE.

DISPLAY SYSTEME Ink Holdings advances electronic shelf labels amid global smart retail growth

Jan 23

Taiwan-based E Ink Holdings is scaling up production of electronic shelf labels (ESLs) as global retailers accelerate adoption. With deployments expanding across the US and Europe, and government backing to push smart retail solutions overseas, Taiwan is positioning itself at the center of the fast-growing global ESL market.

LEDEnnostar partners with Allos to mass-produce 8-inch GaN-on-Si microLED wafers

Jan 23

Ennostar, Taiwan's largest LED manufacturer, said it has entered a strategic partnership with the German epitaxy specialist Allos Semiconductors to bring 8-inch gallium nitride–on–silicon (GaN-on-Si) LED epitaxial wafers into mass production. The collaboration is aimed at accelerating the adoption of microLED displays in highly integrated applications such as augmented reality, while laying the groundwork for a future transition to 12-inch GaN-on-Si technology.

DISPLAY SYSTEMHow Sony-TCL tie-up could chip away at Samsung's OLED advantage

Jan 22

Sony's decision to form a TV joint venture with TCL is being read in South Korea less as a routine corporate reshuffle than as a structural challenge to the country's long-held dominance in premium TVs and OLED panels. The deal has triggered unease not only about Sony's future role in TVs, but about whether Samsung Electronics can continue to dictate the industry's technological and competitive agenda.

DISPLAY SYSTEMWhy Sony finally let go of TVs

Jan 22

Sony Group has decided to spin off its TV business and place it into a joint venture controlled by TCL, marking the company's formal retreat from a segment that once defined Japan's consumer-electronics prowess. The move underscores Sony's strategic pivot toward higher-margin businesses—gaming, music, and film—while reflecting a broader, decades-long withdrawal by Japanese firms from mass-market home appliances.

DISPLAY SYSTEMCommentary: In Bravia's handover, can TCL keep Sony's premium promise?

Jan 22

Sony Corporation and TCL Technology have signed a memorandum of understanding to form a joint venture that will take over Sony's home entertainment business, including TV and audio product R&D, manufacturing, operations, and after-sales services. The new entity is expected to begin operations as early as April 2027, effectively placing the future of the Bravia brand under TCL's operational control.

LEDCommentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo

Jan 22

CES 2026 made it clear that Chinese brands are entering the global consumer electronics industry through concrete operating results. Its leaders are no longer stopping at exposure but are beginning to pursue deeper brand building and market management. From TCL Electronics' plans to form a joint venture with Sony, to Lenovo operating CES almost on par with top-tier international brands, what these moves reflect is not simply an effort to amplify marketing presence. It is a test of whether companies have the product strength, supply chains, and long-term investment capacity required to support global expansion.

DISPLAY COMPONENTSExcellence Opto expands in Mexico to boost auto electronics

Jan 21

As the global automotive market shows signs of recovery in 2026, Excellence Opto has completed a corporate restructuring and opened a new factory in Mexico, positioning the company to launch new products and showcase the impact of its AI-powered automotive electronics transformation. In tandem, Excellence Opto has issued 7,000 secured convertible bonds totaling NT$739 million (approx. US$23.3 million), now listed on the local exchange.

More coverage

TOPICS

FOXCONN-SHARP PARTNERSHIP

ALTERNATIVES TO LCD

INTERVIEWS