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Thursday 13 March 2025
E Ink eyes expansion as demand for large-format displays surge
E Ink, a dominant player in electronic paper technology, has designated 2025 as the "Year of Large-Size Color E-Paper," signaling a strategic pivot toward the burgeoning market for...
Wednesday 12 March 2025
Taiwan takes measured approach in reviewing TSMC's US expansion
Taiwan Semiconductor Manufacturing Company (TSMC) has announced plans for a US$100 billion expansion investment in the United States, marking a significant escalation in the global...
Tuesday 11 March 2025
Panel makers HannStar and Giantplus report strong revenue growth in February
Small and medium-sized panel manufacturers, HannStar and Giantplus, reported strong revenue performances in February, with both companies showing month-over-month and year-over-year...
Tuesday 11 March 2025
Taiwanese panel makers show resilience amidst geopolitical uncertainty
Despite the traditionally slow month of February, the panel industry has demonstrated remarkable resilience, with both AUO and Innolux reporting substantial year-over-year revenue...
Friday 7 March 2025
TSMC's US investment highlights Taiwan's equipment dependency
Taiwan has historically attained significant self-sufficiency in panel production equipment and materials; however, its self-sufficiency in semiconductor equipment and materials is...
Tuesday 4 March 2025
TV panel prices surge: When will purchasing momentum reverse?
As panel manufacturers normalize production cuts, traditional seasonal dynamics have reversed over the past two years. Following US President Donald Trump's inauguration in January...
Tuesday 4 March 2025
LCD monitor panel prices on an upward tear, set for steeper gains in March
Although the first quarter is typically slow, LCD monitor panel prices are rising, fueled by persistent increases in LCD TV panel prices. Since LCD TV and monitor panels share production...
Tuesday 25 February 2025
Apple's iPhone 16e boosts OLED demand, SDC and LGD adjust strategies for stronger sales and recovery
Apple recently unveiled the iPhone 16e, its first budget iPhone model that features an OLED display. Analysts now speculate that Samsung Display (SDC), once less invested in the affordable...
Monday 24 February 2025
AUO enhances transparency through business group transformation
AUO's multi-year dual-axis transformation strategy has begun showing tangible results. The company has reorganized its operations into three core business pillars, preparing for their...
Thursday 20 February 2025
Innolux expects lower costs 'thanks' to tariff impact
Innolux president James Yang noted that US tariffs could lead to more factories in Asia, thus lowering costs and improving logistics efficiency. This strategy would enhance response...
Wednesday 19 February 2025
China's subsidy boosts flat-screen TV sales, while chipmakers face mixed demand
China recently unveiled a series of subsidy policies targeting consumer electronics and home appliances to stimulate domestic consumption. Beyond the central government's efforts,...
Tuesday 18 February 2025
'Giant screen storm' hits TV market, bringing end to panel production cuts
A 'giant screen storm' is currently underway as a result of the market's surge in ultra-large TVs, which will greatly contribute to the reduction in production capacity. If this trend...
Tuesday 18 February 2025
DeepSeek to boost growth in AI PCs and the panel industry in 2025
Currently, there are over 30 million active users of DeepSeek's large language model (LLM), making it the most popular LLM in China. This has sparked predictions that AI PCs will...
Friday 14 February 2025
CDIL Semiconductors launches India's first Indigenous solar bypass diodes
CDIL Semiconductors has announced the development and launch of India's first indigenously produced solar bypass diodes. The company states the new product is designed to improve...
Friday 14 February 2025
AUO posts profit on factory sale, forecasts stable growth in 2025 display sector
Taiwanese panel maker AUO held an earnings call on February 13h, revealing that its consolidated revenue for the fourth quarter of 2024 was NT$68.69 billion (US$2.09 billion), a decrease...