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Thursday 18 December 2025
Apple's 20th-anniversary iPhone sets off quiet display race in Korea

Apple is widely expected to mark the 20th anniversary of the iPhone in 2027 with a redesigned model, and South Korea's two dominant display makers—LG Display (LGD) and Samsung Display (SDC)—are already positioning themselves for the project. But industry watchers in South Korea say the two companies are doing so with noticeably different levels of commitment.

Thursday 18 December 2025
InnoCare eyes steady growth in 2026 as AI accelerates medical applications
InnoCare Optoelectronics held an investor conference on December 16, 2025, where company chairman James Yang pointed out that while the global medical device market grows annually by about 5–8%, InnoCare maintains a double-digit growth rate, outperforming the overall market. The company expects to sustain stable growth through 2026.
Tuesday 16 December 2025
Ledtech strengthens global cold chain lighting position, eyes 2026 growth
LED packaging and lighting module manufacturer Ledtech has reinforced its operational foundation in recent years, reporting a pre-tax profit of NT$19.67 million (US$627,730.56) in November 2025 and is expected to maintain consecutive profitability. Chairman Shou-Hsiung Liu stated the company will continue focusing on niche markets, consolidating its market share in low-temperature lighting across the Americas while actively expanding into Europe.
Monday 15 December 2025
EDT to start automotive display production in India, eyes growth amid shifting product mix
Emerging Display Technologies (EDT), a panel module manufacturer specializing in mid- to small-size displays, is expanding its high-value product offerings and forming a joint venture with Nippon Seiki to launch mass production of automotive thin-film transistor liquid crystal display (TFT LCD) modules in India by 2027. This initiative underscores the strategic importance of automotive displays as a future revenue pillar amid stable yet challenging growth prospects in 2026.
Wednesday 10 December 2025
Micro LED's moment: Asia races to dominate the next display revolution
As display technology continues to advance, Micro LED has emerged as the next star after LCD and OLED—drawing intense interest and investment from panel makers worldwide.
Sunday 7 December 2025
Taiwan emerges as leading supplier of medical displays and X-ray sensors
Taiwan has become the world's top supplier of medical displays and X-ray sensors as AUO and Innolux accelerate expansion in healthcare technologies and boost shipments to global customers. Shih-Hong Liao, general manager of AUO's Smart Healthcare Business Group, said Taiwan now holds nearly 60% of the global medical display market and about 70% of the X-ray sensor market.
Thursday 4 December 2025
WiseChip expands display tech into three industries
WiseChip Semiconductor general manager Wen-Qin Ye stated that overall operations have suffered from macroeconomic conditions and tariff impacts, falling short of expectations. However, the company has stabilized operations through inventory management and strengthened organizational efficiency, while actively developing new products. By diversifying its business, the company aims to pursue profitability and hopes that new applications in 2026 will contribute to revenue.
Monday 1 December 2025
PVD set to enter US military supply chain with tank night vision displays
Geopolitical tensions and regional conflicts have heightened attention on the defense industry. Taiwan-based PowerView Display (PVD), leveraging its expertise in military-grade display technology and international patent portfolio, has developed a night vision imaging system (NVIS) LCD module poised to enter the US military supply chain.
Thursday 27 November 2025
Data Image enters drone market with new Taoyuan production line

Data Image, Qisda Group's display subsidiary, is moving into the drone market and is preparing a new production line in Taoyuan to support growing demand. President Phil Yu said the company is developing high-brightness, ruggedized screens for drone controllers and outdoor consoles, with the line currently in trial production.

Wednesday 26 November 2025
Samsung and LG shift TV strategies amid rising competition from Chinese manufacturers
South Korean electronics giants Samsung Electronics and LG Electronics are expanding their television product offerings beyond their traditional core focus areas to counter fierce pricing competition from Chinese companies. Both firms are diversifying into each other's market segments in an effort to sustain sales and market share in a challenging global environment.
Thursday 20 November 2025
LG Display expects profit surge as panel prices rise and new automotive orders arrive
LG Display (LGD) is accelerating the transformation of its revenue structure by focusing on high-value products such as large-size panels and OLEDs, amid a significant rise in average unit area selling prices and increased area demand, which has thus also raised expectations for improved profits at LGD.
Monday 17 November 2025
AUO unveils 1Hz LTPS panel, expands into Micro LED and silicon photonics
AUO is accelerating its development of artificial intelligence hardware, unveiling what it claims is the world's first ultra-low-power LTPS display panel. The company is simultaneously intensifying its investments in Micro LED and silicon photonics, positioning itself to capitalize on surging AI-driven demand across the information and communications technology (ICT) sector.
Thursday 13 November 2025
Apex Material Technology reports 3Q25 revenue and profit gains on medical and industrial demand
Apex Material Technology, a manufacturer specializing in touch panels and optical lamination services, reported revenue and profit growth in the third quarter of 2025, driven by rising shipments for medical applications and a rebound in demand from the industrial control sector. Management anticipates that continued sales growth from US and European medical clients, as well as steady expansion in industrial control and transportation markets, will support performance in the upcoming quarter and throughout 2026.
Tuesday 11 November 2025
With consumer spending slump, home appliance and display vendors pivot to commercial and rental models
Geopolitical tensions, inflation, and a sluggish housing market have dampened global consumer demand for home appliances and display terminals in recent years. Despite weaker B2C purchasing power, companies are turning to new business models and strategic alliances to sustain growth in the commercial market, seeking to offset the shortfall from shrinking consumer spending.
Monday 10 November 2025
AUO and Innolux expect operating losses to continue into 4Q25 off-season
During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan dollar and falling panel prices. On the bright side, both companies were overall profitable in the first three quarters of the year. However, in the fourth quarter, both AUO and Innolux expect demand to further weaken as the market enters the traditional off-season.
Monday 10 November 2025
GSEO posts 14.3% YoY revenue growth, strong demand to boost 4Q25
Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.257 billion (approx. US$72.8 million) in October 2025, down NT$400 million or 15.07% from September's NT$2.657 billion, but up NT$282 million or 14.3% year-over-year from October 2024's NT$1.974 billion.
Monday 10 November 2025
E Ink and Wistron extend smart dialysis solutions to Taiwan's primary care clinics
E Ink Holdings and Wistron Medical Technology, together with industry partners, have introduced smart medical cross-domain solutions into newly opened primary care clinics. Traditionally focused on large hospitals, smart display technology is now reaching the community level, embedding digital healthcare directly into the frontline of everyday patient care.
Friday 7 November 2025
TPK beats 3Q25 profit forecast on surging E-reader demand
Touch panel maker TPK Holding posted stronger-than-expected earnings for the third quarter of 2025, driven by a better product mix and rising e-reader demand.
Friday 7 November 2025
TPK to acquire 23.83% stake in Ilitek, entering semiconductor sector
Touch panel maker TPK Holding announced plans to acquire a 23.83% stake in IC design firm Ilitek for NT$5.807 billion (approx. US$188 million), at NT$49.5 per share, making TPK the largest shareholder of Ilitek. The board approved signing a share transfer agreement with MagiCapital and Achi Capital, with the transaction to be settled in equivalent US dollars through offshore transfers. Completion is expected by January 2026.
Thursday 6 November 2025
E Ink and C3 co-launch Pixel Paper Labs in Sri Lanka
C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper products for both local and international markets.
Thursday 6 November 2025
Exclusive: Asus seizes OLED crown from Samsung, VP breaks silence
The global OLED display market is fiercely competitive, becoming a key battleground for major brands. Samsung Display (SDC) and LG Display (LGD) continue to dominate the high-end panel supply chain, while brand leaders such as Asus, MSI, Samsung Electronics, LG Electronics, and Dell aggressively push technology specifications to capture market share in mid- to high-end OLED displays.
Wednesday 5 November 2025
AR glasses get cheaper as the next platform race begins
Augmented reality (AR) glasses could become the next mainstream computing platform after smartphones. AR glasses are the core hardware of AR technology, but rely heavily on the integration of key components such as display modules, sensors, batteries, and optical lenses. The complex optical design requirements and the need to balance display quality, human visual characteristics, and device miniaturization all contribute to high total production costs. Additionally, if waveguide technology is used, costs may rise even higher.
Friday 31 October 2025
AUO adopts conservative 4Q25 outlook but optimistic for 2026
AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to be weaker than usual, with the traditional off-season in the fourth quarter, but 2026 has the potential to bring positive developments.
Friday 31 October 2025
StellarLink taps into e-paper signage market with support from E Ink, AUO Display Plus
E Ink Holdings, a leading Taiwanese electronic paper (e-paper) manufacturer, has partnered with Japanese IT solutions provider StellarLink to jointly launch sustainable digital signage solutions featuring the full-color E Ink Spectra 6 display technology.
Wednesday 29 October 2025
LCD supply chain shift to Vietnam, but still lags behind China
Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president of Coretronic Corporation, stated that the influx of Chinese component and module suppliers building capacity in Vietnam has created a major test for Vietnam's factory construction speed, human resources, and local culture. After building a new factory in the first half of 2025, Lin believes that Vietnam's manufacturing efficiency is lower than China's.