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    NEWS TAGGED POLARIZER
    Friday 3 July 2026
    China's polarizer makers seek price hikes as material bottlenecks bite

    Chinese polarizer film suppliers are seeking higher prices from panel makers after raw-material and logistics costs rose in the second...

    Friday 3 July 2026
    Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure

    Cheng Mei Materials is expanding into semiconductor materials to support supply chain adjustments for outsourced chip assembly and...

    Friday 8 May 2026
    BenQ Materials bets on CPO and microLED amid optical communications push
    BenQ Materials is seeing its diversification begin to pay off as it pushes into co-packaged optics (CPO) and microLED. The polarizer maker said its subsidiary Cenefom's chemical mechanical...
    Thursday 23 April 2026
    Taiwan's three major polarizer makers undergo transformation in medical, semiconductor, and automotive businesses
    Growing pressure from capacity expansion in China, price competition, and compressed profit margins for traditional display applications has prompted Taiwan-based polarizer manufacturers...
    Wednesday 8 April 2026
    Middle East conflict disrupts supply chain; polarizer prices set to rise 10% from 2Q26
    Industry sources reveal that polarizer manufacturers are preparing a price hike starting in the second quarter of 2026, with increases beginning at 10%, though final approval remains...
    Monday 16 March 2026
    CMMT pushes ahead into semiconductor materials despite polarizer headwinds
    Cheng Mei Materials Technology (CMMT), a Taiwan-based polarizer manufacturer, remains loss-making but has stepped up efforts to reposition itself as a semiconductor materials supplier...
    Friday 6 March 2026
    Cheng Mei Materials launches semiconductor films with 1Q26 shipments
    Cheng Mei Materials' pivot to semiconductor materials could reshape Taiwan's advanced packaging supply chain, as the company begins shipments and commits new capital to scale production...
    Monday 19 January 2026
    Taiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply
    Large-scale capacity expansions in China have led to severe oversupply and price erosion issues in the global polarizer industry, causing Taiwanese firms to struggle as losses mount...
    Thursday 15 January 2026
    Large-scale shipments unlikely for Samsung as 130-inch Micro RGB TV faces polarizer issues
    At CES 2026, Samsung Electronics revealed the R95H, the world's first 130-inch Micro RGB TV, highlighting its integration of AI in R&D, product development, and user experience...
    Thursday 18 December 2025
    China's polarizer consolidation cools capacity growth, easing price pressure in 2026
    China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed China...
    Monday 3 November 2025
    BenQ Materials eyes steady medical growth, turns cautious on display market
    Leading polarizer BenQ Materials is maintaining a cautious outlook for the display sector in the fourth quarter of 2025 and first half of 2026, due to a sluggish TV market and the...
    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...
    Thursday 21 August 2025
    Taiwan polarizer makers stuck in bleak Q2, face with dim Q3 outlook
    Taiwanese polarizer manufacturers are struggling due to overall capacity oversupply, a downturn in the panel market during the second quarter of 2025, exchange rate fluctuations, and...
    Tuesday 5 August 2025
    BenQ Materials hikes polarizer prices 10% as currency volatility bites
    Polarizer manufacturer BenQ Materials will continue to optimize toward a high-value-added product structure amid a sluggish peak season for the display industry in the third quarter...
    Thursday 17 July 2025
    Taiwan polarizer makers secure price hikes amid cost pressures
    Taiwan's polarizer manufacturers have successfully negotiated price increases exceeding 10% with panel makers as they grapple with currency headwinds and rising raw material costs,...
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook