Global sensor leader ams OSRAM and LED powerhouse Nichia have expanded their two-decade intellectual property (IP) partnership through a new cross-license agreement. Signed by ams OSRAM CEO Aldo Kamper and Nichia President Hiroyoshi Ogawa, the pact grants mutual access to thousands of patents in gallium nitride (GaN) LED and laser technologies and, for the first time, extends coverage to advanced LED packaging and module designs such as matrix headlamp systems.

The golden age of TV in South Korea is fading fast. Once the indispensable centerpiece of every home, the TV is now fighting for relevance as younger viewers turn to their smartphones and streaming services for entertainment. Korean electronics giants Samsung and LG are now fighting a two-front war: a cultural shift away from traditional viewing at home and a relentless market assault from surging Chinese competitors.

Memory module manufacturer Apacer Technology has, in recent years, been actively expanding into full-color cholesteric liquid crystal electronic paper (ChLCD ePaper). Recognizing that Japan has a strong demand for sustainable solutions, the company has joined forces with IRIS Optronics for CEATEC 2025 in Japan, showcasing the latest applications that combine low power consumption, reflective display, and outdoor visibility.

The mid-to-large size OLED panel market is set for significant growth in 2025, driven primarily by demand from the monitor and notebook segments. South Korean companies Samsung Display (SDC) and LG Display (LGD), both of which are dominant players in the OLED sector, are expected to see positive revenue impacts from the market expansion.

The global e-paper industry is entering a new growth phase, fueled by rising demand for color displays and the proliferation of consumer and commercial applications. Leading players—Taiwan's E Ink Holdings, the world's largest producer of electronic paper displays, and Netronix, a major manufacturer of e-reader devices—are both projecting strong momentum through 2025 and into 2026.

Coretronic has reported consolidated revenue of about NT$3.461 billion (US$113.4 million) for September 2025, up 4% from August's NT$3.342 billion and 1% from that of the same month in 2024. For the third quarter of 2025, consolidated revenue reached NT$9.948 billion, up 1% sequentially but down 7% year over year. Cumulative revenue for the first three quarters of 2025 totaled NT$28.28 billion, marking a 5% decline compared to the same period in 2024.

Taiwan's top two panel makers have reported their revenues for the third quarter of 2025, with AU Optronics (AUO) and Innolux seeing quarter-on-quarter increases of 1% and 2.82% respectively. In contrast to forecasts predicting lackluster performance during the traditional third-quarter peak season, both companies ended with modest growth over the previous quarter, buoyed mostly by rush orders and stable panel prices.

Global TV shipments have been declining due to lifestyle changes, but large-area panel shipments have continued to grow as consumers increasingly prefer larger screen sizes. However, as TV sizes cannot expand indefinitely, the industry expects growth to begin slowing from 2026, signaling that a key driver of panel capacity absorption is fading, and manufacturers will need to think ahead to adapt.

MiniLED-backlit TVs are experiencing explosive growth, with overall shipments surpassing OLED TVs. In China, the penetration rate of miniLED-backlit TVs has rapidly increased, with over 90% of the market dominated by the top-four brand vendors: Hisense, TCL Technology, Skyworth, and Xiaomi.

Global Lighting Technologies (GLT) has liquidated its Zhongshan factory in Guangdong, China and has plans to start trial production at its new facility in Vietnam facility in the fourth quarter of 2025. GLT chairman Mang-shiang Lee said the company has reduced display segment revenue to below 5% of its overall sales and is expanding into the biomedical sector for stable future growth.

Taiwan's semiconductor and panel industries were once two of the government-favored sectors with technological advantages. However, China's rapid rise in the panel industry, driven by massive investments leading to overcapacity, has pressured Taiwan's panel sector to transform. Meanwhile, Taiwan's semiconductor industry, led by TSMC's advanced technology, dominates orders for cutting-edge processes, leaving China far behind.