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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...
Wednesday 29 October 2025
Chinese panel makers' low prices win over shipments but lose out on revenue
Although Chinese panel manufacturers have recently gained market share, their profitability has been weak due to the high proportion of low-priced products. In contrast, South Korean...
Wednesday 29 October 2025
High smartphone panel utilization drives mixed price trends
As holiday seasons approach, including China's Singles' Day and Black Friday in Europe and the US, the smartphone panel market has maintained high utilization rates in the fourth...
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...
Monday 27 October 2025
Panel industry earnings calls kick off, with LGD, AUO, Radiant, and BenQ Materials scheduled this week
The third-quarter earnings season for the industry has begun, led by Powertip Technology, followed by Coretronic. The main events are set for October 30, when major names including...
Monday 27 October 2025
Darwin Precisions eyes new growth with 2026 business transformation
Darwin Precisions will remain as a key player in the display industry even amid challenges resulting from tariffs and exchange rates, according to company chairman Kuo-hsin Tsai....
Thursday 23 October 2025
China's polarizer push leaves Taiwan rivals fighting for survival
China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...
Wednesday 22 October 2025
China's TV sales slump as subsidies fade ahead of holiday season
China's national subsidy program is nearing its end, and consumer spending momentum has slowed down. During the National Day holidays, TV sales volume and prices both declined. With...
Tuesday 21 October 2025
LGD expands Paju OLED line for Apple's next-gen iPhone
LG Display (LGD) is reportedly planning to invest in production line conversion in 2026 for Apple's next-generation iPhone. According to the latest reports from Korean media, LGD...
Friday 17 October 2025
Garmin expands Taiwan investment amid record 2Q25 revenue
Garmin's second quarter 2025 financial report hit a new record, with total revenue reaching US$1.815 billion, up 20% from the same period in 2024. Operating profit grew 38% year-over-year...
Friday 17 October 2025
Demand surge for AI and AR smart glasses in China accelerates microLED adoption despite challenges
The rapidly growing demand for AI and augmented reality (AR) smart glasses in China has sparked a tenfold increase in sales during the first half of 2025, significantly accelerating...
Wednesday 15 October 2025
Apacer partners with IRIS Optronics to power Japan's green transformation
Memory module manufacturer Apacer Technology has, in recent years, been actively expanding into full-color cholesteric liquid crystal electronic paper (ChLCD ePaper). Recognizing...
Monday 13 October 2025
South Korean panel makers lead surge in monitor OLED shipments for 2025
The mid-to-large size OLED panel market is set for significant growth in 2025, driven primarily by demand from the monitor and notebook segments. South Korean companies Samsung Display...
Monday 13 October 2025
E-paper industry gains momentum as E Ink and Netronix capitalize on color display demand
The global e-paper industry is entering a new growth phase, fueled by rising demand for color displays and the proliferation of consumer and commercial applications. Leading players—Taiwan's...
Monday 13 October 2025
Coretronic expects 10% drop in October shipments amid China holiday impact
Coretronic has reported consolidated revenue of about NT$3.461 billion (US$113.4 million) for September 2025, up 4% from August's NT$3.342 billion and 1% from that of the same month...