Darwin Precisions, a subsidiary of AUO Group, is actively expanding into the biomedical field while maintaining steady development in the backlight module sector. Chairman Michael Tsai stated that under a dual-axis transformation strategy, Darwin has laid out plans in display optics and biomedical materials. By now, it has cultivated four startups in new business areas, expected to grow by at least 50% by 2026.
To secure its market leadership, Samsung Electronics has positioned MicroLED technology as the exclusive feature for its flagship models. However, Samsung reportedly plans to market an advanced model of Mini LED TVs as "non-self-emissive RGB MicroLED", confusing the original product strategy of MicroLED, which aimed for the very top-tier customers.
Samsung Electronics is reportedly evaluating titanium and carbon fiber-reinforced plastic (CFRP) as potential materials for the backplate of its 2026 flagship foldable, the Galaxy Z Fold 8, according to a report from South Korea's TheElec. The move underscores Samsung's ongoing push to reduce weight and thickness in its foldable lineup while navigating the geopolitical complexities of global sourcing.
Next-generation display technologies continue to grow, and South Korea is struggling to maintain its leadership in the Micro LED industry. It is extremely important for South Korea to secure original technologies from domestic materials, components, and equipment companies; a supportive ecosystem and cooperation system must be established.
LG Display (LGD) is expected to see its OLED TV panel business turn profitable after a challenging twelve-year period. Profits have been gradually improving, with the operating profit for 2025 predicted to hit around KRW186 billion (US$135.7 million).
Business exchanges between Chinese and Taiwanese makers have shown significant increases amid concerns over US tariffs, trade restrictions, and global supply chain restructuring, with China and Hong Kong together remaining the biggest market for Taiwan's exports.
MicroLED manufacturer PlayNitride will establish a Chinese subsidiary in Kunshan Development Zone, Jiangsu Province, as part of its global expansion strategy following its 2023 US operations launch. The Taiwan-based company plans to invest up to US$19 million in the wholly owned subsidiary, targeting production start-up by mid-2026.
Samsung Electronics executives met with BOE Technology leaders in July 2025 to discuss LCD panel procurement, even as the company remains locked in a legal dispute with Samsung Display. After filing a patent infringement suit in Texas in late May 2025, BOE followed up with a second claim against Samsung Display in the same court less than two months later.
Samsung Electronics' Visual Display (VD) division, responsible for Samsung's TV business, has been experiencing internal disorder since May 2025, a negative byproduct of its workplace and organizational restructuring.
Taiwanese microLED manufacturer PlayNitride is confronting its first significant slowdown after years of rapid expansion, with first-half revenue falling 4.64% to NT$504 million (approx. US$17.1 million) amid customer product transitions and global economic headwinds.
In comments after the recent Samsung Unpacked event, Samsung Electronics' acting head of device experience (DX) Tae-moon Roh revealed the company's plans to release a trifold smartphone by the end of the year. For panel supplier Samsung Display (SDC), high-added-value trifold panels could become its next growth driver.
More coverage