TCL China Star Optoelectronics Technology (TCL CSOT) will begin building its 8.6G OLED production line in late 2025, aiming to be the first to use inkjet printing on this large substrate size. This move will boost China's presence in the large OLED market, increasing competition with South Korean rivals Samsung Display (SDC) and LG Display (LGD).
E Ink Holdings and Netronix, Taiwan's electronic paper (e-paper) display manufacturers, reported roughly 30% quarter-on-quarter revenue growth in the second quarter as customers accelerated purchases ahead of US trade policies. Currency headwinds masked what could have been even stronger performances, analysts said.
Electronic paper (e-paper) applications are expanding rapidly as environmental concerns boost demand for energy-efficient display alternatives to traditional LCD and OLED screens. The sector's shipment volumes and market value continue climbing steadily, with the industry expected to surpass US$10 billion in scale as manufacturers advance into color displays and larger formats.
Panel demand softened in the second quarter of 2025, dragging down LCD TV panel prices and showing early signs of weakness in the IT segment. A stronger New Taiwan dollar added to the pressure. AUO saw a 4% quarter-over-quarter revenue decline, while Innolux remained flat, both reflecting muted performance.
Despite foreign exchange fluctuations and seasonal factors decreasing June revenue, LED automotive lighting module manufacturer Laster Tech still achieved a record-high consolidated revenue for the first half of 2025.
Taiwanese display solution provider Coretronic reported an unaudited consolidated revenue of NT$4.09 billion (approx. US$140.06 million) for June 2025, up 34% sequentially from NT$3.06 billion the previous month and 17% year over year from NT$3.49 billion in June 2024.
As the 90-day suspension of reciprocal tariffs introduced by President Donald Trump draws to a close on August 1, 2025, the US has announced new tariff rates for 14 countries. These rates range from 25% to 40%, marking a significant development for international trade relations and industries connected to these countries.
Taiwan-based Kinko Optical has strategically avoided low-price competition by expanding its mid- to high-end lens and next-generation product offerings, resulting in nearly 25% revenue growth in the first half of 2025.
China's BOE Technology Group is poised to become Apple's largest MacBook panel supplier for the first time in 2025, capturing 51% market share as the iPhone maker shifts orders away from South Korean rival LG Display.
Small-to-medium-size panel maker Japan Display (JDI), despite having suffered 11 consecutive years of losses, global layoffs, and the recent resignation of its former CEO Scott Callon, the company is still eyeing to return to profitability in 2026 with the closing of its Mobara factory in Chiba to concentrate production at its Ishikawa plant.
Ennostar, through its subsidiary Epistar JV, announced Monday that it will divest its entire stake in Kfes Lighting, as part of a broader strategic shift to streamline its operations and sharpen its focus on high-growth sectors. The transaction, valued at US$35.73 million, was approved by Ennostar's board and is expected to improve the group's financial flexibility.
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