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Tuesday 9 September 2025
DDI supply chain shakeup for Apple's iPhone puts LX Semicon at risk

China's BOE Technology is moving to diversify Apple's iPhone display driver IC (DDI) supply chain, a shift that threatens South Korea's...

Tuesday 9 September 2025
BOE reportedly to supply iPhone 17 Pro OLED panels at US$40 each
According to UBI Research, BOE will supply OLED panels for Apple's iPhone 17 Pro. This marks BOE's first time providing LTPO OLEDs to Apple and highlights the growing influence of...
Monday 8 September 2025
Global automotive panel shipments, 2025

Introduction

Monday 8 September 2025
Samsung solidifies lead as Apple's top display supplier

Samsung Display (SDC), LG Display (LGD), and China's BOE are expected to maintain their positions in Apple's iPhone panel supply chain...

Friday 5 September 2025
South Korea doubles down on display research as China tightens grip on global market
South Korea plans to more than double its display research budget to counter China's growing dominance, as industry data indicate China could control up to 75% of global panel production...
Friday 5 September 2025
Analysis: BOE supplies over 40M OLED panels for iPhone, testing supply chain management
For Apple CEO Tim Cook, returning to the White House in early August 2025 and announcing a US$600 billion investment plan over the next four years was a strategic move that pleased...
Thursday 4 September 2025
Walmart drives record growth in electronic shelf label shipments
Electronic shelf labels (ESL) using e-paper technology have experienced rapid growth in the retail industry, propelled by Walmart's large-scale adoption since mid-2024. ESL shipments...
Thursday 4 September 2025
Garmin unveils world's first microLED smartwatch
Garmin will launch a microLED version of its flagship Fēnix 8 Pro smartwatch on September 8, marking a significant milestone as the world's first watch to integrate microLED...
Wednesday 3 September 2025
Korean brands dominate India's TV market as Xiaomi struggles to hold ground
South Korean manufacturers Samsung Electronics and LG Electronics continue to dominate India's television market, consolidating their positions as leading players in one of the world's...
Wednesday 3 September 2025
MicroLED technology opens new opportunities for equipment makers
MicroLED is regarded as the next-generation display technology, with Taiwan leading global development due to strong semiconductor and display integration, plus government support...
Wednesday 3 September 2025
Innolux and NYCU unveil world's first mass-produced LC gradient index glasses
Taiwan's Innolux and National Yang Ming Chiao Tung University (NYCU) have developed the world's first mass-producible liquid crystal gradient-index (LC gradient index) glasses, overcoming...
Tuesday 2 September 2025
LCD monitor panel shipments expected to decline in 3Q25 despite seasonal peak
Industry insiders anticipate a softer third quarter for LCD monitor panels in 2025, with shipments expected to fall about 5% compared to the second quarter, despite this period usually...
Tuesday 2 September 2025
China's urgent TV orders boost panel manufacturers' utilization rates
As China continues to implement dynamic production cuts, the output reduction has stabilized LCD TV panel prices in August. Meanwhile, major Chinese TV brands such as TCL and Hisense...
Tuesday 2 September 2025
Chroma ATE sues GW Instek over ATS 8000 IP infringement
Taiwan's semiconductor automated test equipment (ATE) maker Chroma ATE has filed a lawsuit against Good Will Instrument (GW Instek), accusing the rival instrument maker of infringing...
Monday 1 September 2025
Taiwan's aging panel fabs face extinction as industry shifts
Innolux recently decided to close its fifth-generation fab, while AUO is also implementing a replacement plan. Industry insiders predict that all fifth-generation and below panel...