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Monday 30 June 2025
With SpaceX pulling back, TTMC retools its strategy for the chip supply chain
ThinTech Materials Technology (TTMC), a subsidiary of China Steel Corporation, experienced conservative shipment momentum in the first quarter of 2025 due to delays in customer verification...
Monday 30 June 2025
Toppan's equity transfer in progress; Giantplus expands cooperation beyond procurement
Giantplus, a small- and medium-sized panel manufacturer, is undergoing an equity transfer as its parent company, Toppan, plans to transfer its 53.1% stake to JuYi Investment. This...
Monday 30 June 2025
BOE ramps up iPhone OLED production, challenging Samsung and LG

Chinese display manufacturer BOE has secured production capacity of roughly 100 million OLED panels annually for Apple's iPhones, according...

Saturday 28 June 2025
Panel makers brace for uncertain Q3 due to cooling demand and tariff risks

After an unexpectedly strong first quarter driven by front-loaded demand, the global LCD panel industry is now showing signs of cooling...

Friday 27 June 2025
Innolux subsidiary CarUX acquires Japanese manufacturer Pioneer
CarUX, a tier 1 supplier of smart cockpit integration solutions and subsidiary of Taiwanese panel giant Innolux, announced on June 26, 2025 that it has signed a formal agreement with...
Thursday 26 June 2025
TSMC, ASE close ranks on PLP, 310x310mm emerges as the format to watch
Taiwanese chipmakers TSMC and ASE Holdings are quietly positioning themselves at the forefront of panel-level packaging (PLP), an emerging advanced packaging format poised to succeed...
Tuesday 24 June 2025
Exclusive interview with JDI Taiwan: Is microLED ready to challenge high-generation AMOLED in IT?
With both China and South Korea accelerating the construction of high-generation AMOLED panel production lines to target IT applications, the display panel industry has seen a step-up...
Tuesday 24 June 2025
A warning shot to Apple: South Korean OLED patent lawsuits target Tianma and BOE
Following Samsung Display's (SDC) patent lawsuits against BOE and TCL CSOT, LG Display (LGD) recently filed seven technical patent infringement lawsuits against Tianma. This move...
Friday 20 June 2025
BOE's OLED misfire: iPhone panel orders tip toward South Korea's display giants
LG Display (LGD) has announced a KRW1.26 trillion (approx. US$918 million) investment aimed at strengthening its OLED technology portfolio. A large portion of the capital is expected...
Tuesday 17 June 2025
LG Display sues Tianma, escalating the latest round of China-South Korea display patent battle
South Korean display technology firms have intensified patent litigation against Chinese competitors, reflecting growing tensions in the sector. Following Samsung Display's ongoing...
Friday 13 June 2025
LG Display nears profitability after years of losses and OLED pivot
After years of mounting losses, LG Display (LGD) appears poised to shed its long-held reputation as a perennial money-loser. Following sweeping cost-cutting measures, strategic restructuring,...
Tuesday 10 June 2025
Tariffs drive 2Q25 panel market volatility: Innolux and AUO May revenues show slight fluctuations
The two leading panel manufacturers reported mixed consolidated revenue results for May 2025. AUO saw a modest increase of 4.5%, while Innolux experienced a slight decline of 1.44%...
Saturday 7 June 2025
TV panel market cools amid tariff uncertainty and early inventory buildup
Uncertainty over US tariffs is weighing heavily on the global LCD TV panel market, with sluggish demand prompting TV brands to revise their panel procurement plans for the second...
Thursday 5 June 2025
Weakening demand halts LCD monitor panel price surge
IT panels have been more affected by tariffs than TV panels. Beyond China's "trade-in" policy, stimulating some inventory buildup, certain brands in North America continue to increase...
Thursday 5 June 2025
The rationale behind Samsung, BOE's escalating patent battle
Samsung Display (SDC) and BOE have filed patent lawsuits against each other within a single day, highlighting an escalating legal battle between the South Korean and Chinese panel...