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May 5, 12:48
TCL reportedly in talks to sell majority stake in India display plant
China's TCL Electronics is reportedly in advanced discussions to sell a majority stake in its Indian display manufacturing business. The move underscores accelerating localization pressure on foreign electronics firms in India and the ongoing restructuring of Chinese supply chain presence in the country.
PlayNitride's sharp first-quarter loss and strategic Singapore expansion carry implications for international Micro LED supply chains and partnerships, signaling industry consolidation as the company relies on customer ramps, China deployments, and new collaborations in optical communications to drive recovery and future growth across wearables, automotive, and AR markets through 2027 and beyond.
Siliconware Precision Industries Co., Ltd. (SPIL), a subsidiary of ASE Technology Holding, acquired two Nanke-area plants in 2026 from HannStar Display and its affiliate HannsTouch Technology as part of a broader push to expand advanced packaging capacity for artificial intelligence workloads.

Taiwan backlight module maker Coretronic swung to a first-quarter loss and warned of continued pressure in the second quarter, with currency swings, geopolitical risks, raw material costs, and soft demand clouding visibility. A recovery is expected only in the second half, when peak season demand returns.

South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise in a decade and drawing widespread attention. According to Chosun Biz, the Korea Display Industry Association (KDIA) cited Omdia data showing South Korean companies regained ground in the OLED sector after years of decline.
More than 70 years after its founding, China Electric Manufacturing Corporation has built a steady market position under its "TOA" lighting brand. Now, the company is turning to artificial intelligence in an effort to revive growth.

For more than a decade, the global imaging market has been defined by a clear divide: on one side, rugged, lightweight action cameras built for stability and portability; on the other, professional DSLR and mirrorless systems designed to push the limits of optical physics and image quality. In 2026, that boundary is beginning to collapse.

AU Optronics reported first-quarter 2026 consolidated revenue of NT$69.03 billion (US$2.19 billion) and a net loss attributable to parent shareholders of NT$1.14 billion, the firm announced at an investor briefing on April 30. Revenue fell 1.6% sequentially from the fourth quarter of 2025 and declined 4.3% year-on-year, while basic earnings per share were a loss of NT$0.15.
Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate. The company's chip unit delivered an operating profit of approximately KRW53.7 trillion (US$360 billion), accounting for the vast majority of group earnings and marking a significant expansion from the prior year.

Coretronic has reported its first quarterly loss since the 2008 global financial crisis, even as revenue reached a multi-year high, underscoring margin pressure and shifting product dynamics across its business.

Optical communication technology is shifting from traditional pluggable optics toward co-packaged optics (CPO) architectures. Advanced packaging technologies are extending from wafer-level to panel-level, bringing fan-out panel-level packaging (FOPLP) into the spotlight. At the intersection of these trends, Taiwan's panel manufacturers are actively entering the semiconductor packaging field in search of new growth momentum.
Radiant Opto-Electronics will wait two to three years before accelerating investment in optical communications and co-packaged optics (CPO), as uncertainties around industry structure and business models persist, chairman Justin Wang said.