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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...
Thursday 18 December 2025
Apple's 20th-anniversary iPhone sets off quiet display race in Korea

Apple is widely expected to mark the 20th anniversary of the iPhone in 2027 with a redesigned model, and South Korea's two dominant display...

Wednesday 17 December 2025
Memory shortages threaten to cut panel demand in 2026
Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable,...
Tuesday 16 December 2025
China's BOE fast-tracks 8.6G OLED expansion, closing in on Korean rivals
China's BOE Technology is rapidly advancing its 8.6-generation IT OLED production, signaling an aggressive push to close the gap with South Korean rivals. Reports indicate the company...
Tuesday 16 December 2025
OLED demand surges, lifting South Korea's display makers to record outlook
The global market for OLED display panels is entering its seasonal peak in the second half of 2025, and South Korea's leading panel makers—Samsung Display and LG Display—are...
Monday 15 December 2025
EDT to start automotive display production in India, eyes growth amid shifting product mix
Emerging Display Technologies (EDT), a panel module manufacturer specializing in mid- to small-size displays, is expanding its high-value product offerings and forming a joint venture...
Friday 12 December 2025
LCD TV panel market defies 4Q25 slowdown on 2026 demand bets
As 2025 draws to a close, the LCD TV panel market is showing unexpected resilience. Despite the industry's traditional fourth-quarter slowdown, panel prices have stabilized in December,...
Wednesday 10 December 2025
Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure
Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure...
Wednesday 10 December 2025
Novatek turns to ASIC as weak device demand drags November revenue
Novatek posted NT$7.618 billion (US$244 million) in November 2025 revenue, a drop of 3.3% month on month and 7.23% year over year. Revenue for the first eleven months of 2025 came...
Wednesday 10 December 2025
Micro LED's moment: Asia races to dominate the next display revolution
As display technology continues to advance, Micro LED has emerged as the next star after LCD and OLED—drawing intense interest and investment from panel makers worldwide.
Friday 5 December 2025
BOE reportedly secures Apple's budget iPhone display order
China's BOE Technology has reportedly secured the largest share of display orders for Apple Inc.'s upcoming budget model, the iPhone 17e, even as South Korean rivals Samsung Display...
Thursday 4 December 2025
IT panel makers lock prices as memory prices surge
IT demand has entered the fourth quarter off-season, but panel makers are coping by balancing supply and demand. AI demand has driven up prices for upstream materials such as memory,...
Wednesday 3 December 2025
LCD TV panel prices to hold steady in December despite weak Single's Day
As China's Singles' Day TV sales fell short of expectations, international brands have increased early procurement ahead of major 2026 sports events, supporting stable LCD TV panel...
Monday 1 December 2025
Automotive OLED adoption stuck below 5% as LCD dominates; 8.6G fabs may close cost gap
OLED has yet to secure a meaningful foothold in the large-sized automotive display market, where stringent performance requirements and cost pressures keep LCDs firmly in the lead...
Friday 28 November 2025
Apple's IT demand lifts global OLED material spending 6.2% in 3Q25
Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.