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Thursday 14 August 2025
AUO sees steady 2Q25 panel demand, eyes post-tariff surge in year-end orders
AUO said TV and IT product demand held steady in the second quarter of 2025, driven by China's extended trade-in program and early orders from customers hedging against US tariff...
Thursday 14 August 2025
LG Display turns three-week OLED fixes into two-day process with AI
LG Display (LGD) has fully deployed a self-developed artificial intelligence platform across its design, manufacturing, and business operations, marking a decisive push into digital...
Thursday 14 August 2025
Samsung secures early ITC win in BOE OLED case amid looming 15-year US import ban
Samsung Display has secured a significant preliminary victory in its intellectual property battle against Chinese panel giant BOE Technology, with the US International Trade Commission...
Thursday 14 August 2025
Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...
Wednesday 13 August 2025
Samsung Display, LG Display unveil high-brightness OLEDoS, Micro LED innovations at K-Display 2025
At the K-Display 2025 exhibition in South Korea, Samsung Display (SDC) and LG Display (LGD) presented advancements in microdisplay technologies aimed at future market growth. Both...
Wednesday 13 August 2025
Samsung Display debuts MONT FLEX brand, showcases enhanced durability and reduced creases in foldable panels
Samsung Display (SDC) recently launched its foldable panel brand, MONT FLEX, at the K-Display 2025, marking an ongoing effort in foldable display innovation. Despite progress, Samsung...
Tuesday 12 August 2025
Panel makers cautious about 3Q25 as early stocking affects demand
Major panel suppliers AU Optronics (AUO), Innolux Corporation, and HannStar have tempered expectations for the traditional third-quarter peak season in 2025. The cautious outlook...
Tuesday 12 August 2025
China subsidies and tariff extension spark August rebound in LCD panel demand
Taiwanese display manufacturers, including AUO Corporation, Innolux, and HannStar, are tempering expectations for the third quarter's traditional high season. After customers front-loaded...
Monday 11 August 2025
Japan Display reports 42% revenue drop amid plant closure and major restructuring plans
Japan Display (JDI) reported a 42% on-year revenue drop in the first quarter of fiscal year 2025, ended June 30, 2025, falling to JPY32.4 billion (US$219.43 million). The net loss...
Monday 11 August 2025
Sharp reports net profit after asset sale
Sharp Corporation reported a net profit of JPY27.2 billion (approx. US$184.21 million) for the April to June 2025 quarter, reversing a loss of JPY1.2 billion in the same period last...
Sunday 10 August 2025
LCD TV panel prices stabilize amid August market tug-of-war
In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first...
Saturday 9 August 2025
HannStar's 12th straight quarter of losses leaves plant sale uncertain
Small-to-medium-sized panel maker HannStar Display continued to incur losses in the second quarter of 2025, marking its twelfth consecutive quarter of accumulated losses. To simplify...
Friday 8 August 2025
China's equipment market remains elusive as Taiwanese panel makers retreat to Innolux and AUO
China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding...
Thursday 7 August 2025
Samsung Display wins first MacBook order, BOE eyes iPads
As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...
Thursday 7 August 2025
AUO pushes strategic shift toward asset-light model amid global realignment
AUO has confirmed that the sale of its Singapore plant is still underway, aligning with its strategy to streamline global operations. The move follows a similar step by Taiwanese...