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Thursday 26 June 2025
Radiant Opto reports strong 1H25 results amid Apple orders and global tensions
Radiant Opto-Electronics is off to a strong start in 2025, with early Apple product shipments boosting first-half earnings. But the company said the usual seasonal sales pattern is starting to blur. Radiant expects a 55:45 revenue split between the first and second halves of the year, pointing to a more balanced performance as it navigates macroeconomic headwinds and geopolitical risks.
Wednesday 25 June 2025
Apple's foldable iPhone nears production; Novatek seeks role in OLED chip supply
Apple is reportedly preparing to initiate development of its first foldable smartphone in the second half of 2025, with contract manufacturing partner Hon Hai Precision Industry Co. (Foxconn) accelerating design efforts, according to supply chain sources familiar with the matter.
Tuesday 24 June 2025
Exclusive interview with JDI Taiwan: Is microLED ready to challenge high-generation AMOLED in IT?
With both China and South Korea accelerating the construction of high-generation AMOLED panel production lines to target IT applications, the display panel industry has seen a step-up of competition of the new technology and in respond to the trend, JDI Taiwan CEO Raymond Sun believes the trend of adopting AMOLED in IT is unstoppable, especially after 2027.
Tuesday 24 June 2025
South Korea steps up legal fight as Chinese 'red tech' pushes into key industries
As Chinese companies accelerate their entry into the South Korean market, local tech giants are intensifying efforts to protect their intellectual property (IP). From TV branding disputes to OLED patent wars and semiconductor espionage, South Korea's electronics and display leaders are responding more aggressively to what they describe as growing threats of counterfeiting, trademark abuse, and technology theft.
Monday 23 June 2025
Panel firms up AMOLED investment as Apple eyes MacBook integration
Adoption of AMOLED panels is expanding beyond smartphones into tablets, notebooks and automotive displays, spurring Chinese and South Korean manufacturers to fast-track investments in advanced production facilities.
Tuesday 17 June 2025
Through robot eyes: A new frontier shaped by optics makers
As humanoid robots emerge as a promising frontier in the AI hardware ecosystem, a growing number of optics companies are moving aggressively to establish an early foothold. Despite low technical thresholds and thin profit margins, the long-term strategic potential has prompted key industry players to scale up investments and expand client portfolios while the market is still in its infancy.
Monday 16 June 2025
Samsung and LG push AI innovation to strengthen South Korea's lead in global TV market
As Samsung Electronics aims to make 2025 the "Year of AI TV," LG Electronics is also leveraging differentiated AI features to solidify South Korea's leadership in the global television market. Both companies are strategically focusing on AI-driven technologies as a means to combat the rising threat of Chinese brands that continue to challenge the market with aggressive, low-price competition.
Friday 13 June 2025
Dixon Technologies, Signify to form 50:50 JV for lighting OEM in India
According to a corporate filing, Dixon Technologies and Signify Innovations India have signed an agreement to form a 50:50 joint venture to manufacture lighting products and accessories in India, aimed at strengthening their OEM capabilities and market presence. The proposed transaction is expected to close by November 30, 2025, subject to regulatory approvals and other conditions.
Friday 13 June 2025
LG Display nears profitability after years of losses and OLED pivot
After years of mounting losses, LG Display (LGD) appears poised to shed its long-held reputation as a perennial money-loser. Following sweeping cost-cutting measures, strategic restructuring, and a renewed focus on advanced display technologies, the South Korean panel maker is now within striking distance of returning to annual profitability.
Monday 9 June 2025
China picking up in microLED production, challenging Taiwan's lead

The global race toward microLED mass production is heating up, with both Taiwanese and Chinese manufacturers accelerating efforts to carve out leading positions in the next-generation display technology market. While Taiwanese companies were early movers, Chinese players have also been ramping up their investments significantly in both speed and scale - particularly around microLED in package (MIP) products, which are expected to enter mass production between late 2025 and early 2026. These advancements are poised to drive growth in high-end display applications, including ultra-bright commercial displays larger than 90 inches.

Thursday 5 June 2025
The rationale behind Samsung, BOE's escalating patent battle
Samsung Display (SDC) and BOE have filed patent lawsuits against each other within a single day, highlighting an escalating legal battle between the South Korean and Chinese panel giants.
Tuesday 3 June 2025
BOE's OLED surge stirs déjà vu for South Korea's display sector
BOE Technology Group is fast-tracking its 8.6-generation (8.6G) OLED production line in Chengdu, raising red flags for South Korean display makers. Having already ceded LCD leadership to China, South Korean firms now worry their edge in OLED may also be under threat.
Tuesday 3 June 2025
AUO's pivot to microLED signals long-term shift in display strategy

At AUO's annual shareholder meeting on May 28, a small shareholder referenced a quote from the late Chi Mei Group founder Wen-lung Hsu: The display panel is a once-in-a-century industry. That once-promising era may be fading. Nevertheless, how does AUO Chairman Paul Peng see the industry's future?

Saturday 31 May 2025
Everlight maintains cautious outlook for first half of 2025, eyes second half recovery
Everlight Electronics, a leading Taiwanese LED manufacturer, is adopting a cautious stance for the first half of 2025, projecting that second-quarter revenues will remain close to those of the same period in 2024. The company anticipates that the peak season in the latter half of the year will be driven by demand in the invisible light and automotive sectors, which are expected to support stable gross margins. However, the company notes that escalating geopolitical uncertainties may necessitate a revision of its previously forecasted single-digit annual growth target.
Thursday 29 May 2025
AUO sidesteps risky FOPLP investment, eyes Micro LED breakthrough
While rival Innolux accelerates its push into FOPLP with plans for mass production in late 2025, AUO is taking a more cautious path. CEO and President Frank Ko explained that, despite industry-wide interest in FOPLP over the past year, AUO has chosen not to commit significant resources to the technology, at least for now.
Thursday 29 May 2025
Leadframe maker CWTC upbeat about market, with capacity expansion on track in Malaysia
Taiwan-based leadframe maker Chang Wah Technology (CWTC) is upbeat about 2025 as demand recovers, and will continue to expand its production capacity in Malaysia, according to company chairman Chuen-Sing Hung.
Wednesday 28 May 2025
CMMT pursues dual strategy: high-value products and semiconductor expansion
Polarizer manufacturer CMMT held its shareholders meeting on May 27, where chairperson Grace Sung stated that in 2025, the company will continue to strengthen operations in polarizers while developing semiconductor products.
Wednesday 21 May 2025
Computex 2025: Samsung Display makes debuts, showcases UT One and QD-OLED tech for IT market shift
Samsung Display debuted at Computex 2025, highlighting its advanced OLED technology. The company presented a range of IT OLED products, such as notebooks, tablets, monitors, and other devices.
Tuesday 20 May 2025
United Radiant Technology reconsiders supply chain strategy amid tariff and carbon cost risks
United Radiant Technology's (URT) shareholder meeting on May 19 saw all proposals approved. The company noted that US President Donald Trump's tariffs on countries with significant trade surpluses pose challenges for the global market by taxing imports. Furthermore, the EU will implement the Carbon Border Adjustment Mechanism (CBAM) in 2026, using carbon emission data from 2025, potentially increasing import costs for exports to the EU.
Monday 19 May 2025
Edison Opto holds steady on automotive orders, but strong Taiwan dollar pressures margins
Taiwan-based LED maker Edison Opto said customer orders and shipments remain on track despite mounting uncertainty tied to US tariff policies and currency market volatility. Automotive product lines are operating at a stable 80% utilization rate, supporting the company's full-year growth target.
Friday 16 May 2025
AUO sets the stage for the next era of AI-powered displays
As the global display industry gathers for Display Week 2025, one of its most prominent voices is calling for a redefinition of what screens can be. Dr. Frank Ko, CEO and President of AUO, took center stage at the SID's annual summit, delivering a keynote titled "Redefining Displays: Inspiring New Possibilities." His message was clear: in an age driven by AI, displays are no longer mere windows—they are evolving into gateways to the intelligent, immersive worlds of tomorrow.
Friday 16 May 2025
Panel giant Innolux reorganizes leadership amid power struggle
Innolux Corporation reappointed Jim Hung as chairman and CEO at its May 7 shareholders' meeting, while promoting Executive Vice President Jeffrey Yang to general manager. Former General Manager Zhu-Xiang Yang will now focus exclusively on leading subsidiary InnoCare Optoelectronics and serving as an Innolux director.
Friday 16 May 2025
AI powers breakthrough in Micro LED manufacturing by Rayleigh Vision Intelligence
As Micro LED technology approaches mass production, high costs remain a major barrier to broader market adoption. However, a breakthrough from Taiwanese startup Rayleigh Vision Intelligence (RVI) could mark a turning point. The company has built the world's first AI-driven pilot line for Micro LED manufacturing, targeting four long-standing challenges: low yield, poor production efficiency, high costs, and the complexity of mass transfer and measurement.
Thursday 15 May 2025
China surges in OLED push after LCD triumph, as Samsung, LG escalate tech rivalry
China, having solidified its dominance in the LCD panel market, is now intensifying its push into organic light-emitting diode (OLED) technology. A government-driven "trade-in" program has sparked a surge in the domestic smartphone market, with Chinese manufacturers rapidly expanding into the foldable device sector. This strategic focus has significantly accelerated OLED panel production.
Wednesday 14 May 2025
Chinese panel makers scale back LCD production as tariffs bite
Chinese panel manufacturers BOE Technology and TCL China Star Optoelectronics (TCL CSOT) have reportedly begun scaling back their LCD panel production in response to the tariff policies imposed by the Trump administration since January 2025, which have effectively blocked their export channels to the US. Despite strategic efforts to expand into alternative markets across Europe and Asia, these companies face significant challenges securing new customers in the short term. Compounding their difficulties, the Chinese government has reduced subsidies, leaving production cuts as their only viable recourse.