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Thursday 12 March 2026
Coretronic monitor shipments show potential, two new production lines added in 1Q26
OLED applications are increasing penetration in IT products, and backlight module manufacturer Coretronic has been shipping OLED tablets and OLED notebooks for the past two years. There was originally only one production line, but in the first quarter of 2026, Coretronic added two new lines to meet demand. Coretronic expects that monitor products in 2026, covering both OLED and LCD technologies, will see overall shipment volumes grow severalfold.
Tuesday 10 March 2026
Coretronic delays some imaging product deliveries due to Middle East conflict
Coretronic Corp. reported consolidated revenue of about NT$2.873 billion (approx. US$90.6 million) for February 2026, down 10% from January but up 12% year-over-year, with cumulative revenue for January and February at NT$6.079 billion, a 12% increase from the same period in 2025.
Tuesday 10 March 2026
Amtran expands beyond displays as networking products begin shipping
Amtran Technology reported consolidated revenue of NT$1.63 billion (approx. US$51.4 million) in February 2026, down 10.6% month-over-month but up 7% year-over-year. The company's cumulative revenue for January-February 2026 reached NT$3.47 billion, an 8% increase compared to NT$3.2 billion in the same period last year, reflecting steady operational growth.
Monday 9 March 2026
LCD TV panel prices rise in 1Q26 as demand stays strong
After the Lunar New Year, LCD TV panel prices have continued to climb, driven by inventory buildup for sports events and rising costs. This momentum pushed February's LCD TV panel prices up by about US$1-2 per unit. Entering March, industry insiders expect sustained strong demand for LCD TV panels, with prices forecast to increase another US$1-3.
Thursday 5 March 2026
GIS eyes mass production of microLED AR glasses in 2H26 amid optical push
Touch panel maker GIS Holding said it has completed key processes and established strategic partnerships for optical and AI/AR device applications and expects some customers' microLED AR glasses to reach mass-production milestones in the second half of 2026.
Wednesday 4 March 2026
Apple introduces Studio Display refresh and new Studio Display XDR for pro workflows
Apple has launched an updated Studio Display and an all-new Studio Display XDR, expanding its external monitor lineup with higher brightness, faster refresh rates, and Thunderbolt 5 connectivity. The new models target users ranging from everyday Mac customers to professional creators and medical specialists.
Wednesday 4 March 2026
Hisense leads 100-inch TV shipments as Chinese brands surge in 2025
The global flat-panel TV market continues to see shifting sales shares, with Samsung Electronics and LG Electronics maintaining overall leadership. However, Chinese brands like TCL and Hisense are rapidly closing the gap, breaking into the top five TV sellers worldwide.
Tuesday 24 February 2026
Panasonic’s restructuring marks another step in China’s television ascent
Several major Japanese electronics firms are scaling back or ending their television businesses in 2025 and 2026, handing market share and operations to Chinese counterparts amid intense global competition and shrinking profit margins.
Tuesday 17 February 2026
LG Display uses Nvidia PhysicsNeMo for digital twin panel tool in South Korea
LG Display (LGD) announced that it has utilized Nvidia's physics artificial intelligence (AI) modeling platform PhysicsNeMo to develop a digital twin panel tool (DPS). At present, LGD is the only company in South Korea to have applied PhysicsNeMo in actual display production.
Saturday 14 February 2026
Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments
Memory chip shortages and soaring prices could constrain shipments of consumer electronics in 2026, including smartphones, PCs, notebooks, and TVs, while Netronix, the world's largest e-reader original design manufacturer (ODM), expects e-reader shipments to hold steady or grow 5–10% if market impacts remain manageable. Hsin-yung Lu, Netronix president, cautioned that significant retail price increases might dampen consumer demand.
Thursday 12 February 2026
Samsung's premium TV discounts reflect pressure from China's expanding mini LED push
Samsung Electronics' pricing for premium televisions is drawing scrutiny in South Korea as significant gaps emerge between official online prices and aggressive in-store promotional bundles, reflecting mounting competitive pressure from Chinese brands.
Wednesday 11 February 2026
TCL narrows gap with Samsung as Chinese TV brands gain ground
Chinese television manufacturers are intensifying pressure on South Korean brands that have long dominated the global market, as shipment growth at companies such as TCL and Hisense contrasts with stagnation at Samsung Electronics and LG Electronics. What began as a volume-driven push is increasingly paired with premium strategies, setting the stage for fiercer competition across the global television industry.
Wednesday 11 February 2026
Coretronic expects February shipments to decline amid off-season, fewer workdays
Taiwanese display solutions provider Coretronic reported consolidated revenue of NT$3.21 billion (US$101.86 million) for January 2026, down 21% from NT$4.06 billion in December 2025, but up 12% compared to NT$2.86 billion in January 2025. The company attributed the decrease primarily to weaker seasonal demand.
Wednesday 11 February 2026
Coretronic warns seasonal dip but sees 10-20% annual growth potential across product lines
Coretronic said shipments of its energy-saving and imaging products will fall in the first quarter of 2026 due to seasonal factors and fewer working days, while projecting 10–20% year-on-year shipment growth for both categories across 2026. The company reported stronger fourth-quarter revenue and modest annual results.
Wednesday 11 February 2026
Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the most critical factors affecting various electronic products, especially smartphones and PCs, in 2026. Aside from traditional DDI products, Novatek has recently made progress in new areas such as system-on-chip (SoC), application-specific ICs (ASICs), imaging, and edge AI. The company plans to continue launching new products and expand into diverse applications.
Friday 6 February 2026
Japan's consumer electronics decline: From mobile phones to TVs
Sony has recently chosen to partner with TCL in managing its Bravia TV brand, reflecting the long-standing downturn of the Japanese vendor's television business. In Japan, once-dominant domestic TV brands have largely been replaced by rising Chinese competitors.
Wednesday 4 February 2026
Defending the crown: Samsung and LG leverage AI and Micro RGB to counter Chinese rivals in appliances and displays
As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across displays and home appliances. Beyond hardware upgrades, their strategies increasingly rely on subscription and leasing models, platform ecosystems, and an expanded Micro RGB TV lineup, signaling a shift toward service-oriented growth and deeper customer engagement.
Monday 2 February 2026
LG shifts TV production to Vietnam, expands webOS reach

LG Electronics is formalizing a shift in its television manufacturing strategy, extending outsourcing beyond China to Vietnam as part of a structural overhaul. The move comes as the company seeks to address intensifying global competition and weakening profitability in the TV market.

Wednesday 28 January 2026
AUO wins landmark US patent lawsuit, marking Taiwan's first victory in 22 years
After more than two years of patent litigation and a two-week trial, Taiwanese display technology giant AUO secured a significant victory in the US District Court for the Eastern District of Texas, Marshall Division. A jury ruled that AUO did not infringe any of the patents claimed by Texas-based Phenix Longhorn and declared one of the asserted patents invalid.
Tuesday 27 January 2026
Samsung, LG turn to RGB Mini-LED as Chinese TV rivals gain ground

Samsung Electronics and LG Electronics unveiled new RGB Mini-LED televisions at the CES 2026 trade show, signaling a strategic bet on refined LCD backlighting to shore up their TV strategies.

Friday 23 January 2026
E Ink Holdings advances electronic shelf labels amid global smart retail growth
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.
Thursday 22 January 2026
How Sony-TCL tie-up could chip away at Samsung's OLED advantage

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.

Thursday 22 January 2026
Why Sony finally let go of TVs

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.

Thursday 22 January 2026
Commentary: In Bravia's handover, can TCL keep Sony's premium promise?

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.

Thursday 22 January 2026
Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo
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.