After three years of legal battles over OLED patents, Samsung Display and Beijing Oriental Electronics (BOE) have settled. According to several South Korean media outlets, including ET News and The Elec, BOE will pay patent royalties to Samsung Display as part of a licensing contract.

The wave of panel-factory shutdowns continues, with AUO Corp. confirming the sale of another facility. On November 14, the company said it will dispose of its Hsinchu L3C plant and related assets to Powertech Technology for NT$6.898 billion (approx. US$221.5 million), generating an expected disposal gain of NT$3.85 billion. AUO said the move supports a light-asset operating model, asset activation, and financial optimisation.

AUO is accelerating its development of artificial intelligence hardware, unveiling what it claims is the world's first ultra-low-power LTPS display panel. The company is simultaneously intensifying its investments in Micro LED and silicon photonics, positioning itself to capitalize on surging AI-driven demand across the information and communications technology (ICT) sector.

LED firm Edison Opto reported weak results for its lighting products in the third quarter of 2025, with shipments to customers in the Middle East and Europe falling short of expectations. The company posted a net loss of NT$23.11 million (US$0.74 million) for the quarter, while automotive product shipments remained stable.

DDI supplier Ilitek held an earnings call on November 12, 2025, attributing its third-quarter revenue growth to the completion of platform transitions by key customers and the start of OLED DDI product shipments. Early stocking ahead of the long holiday also boosted growth across the company's three main product lines.

Market researchers now expect Mini LED televisions to ship at nearly twice the volume of OLED sets in 2025 — roughly 1.8 times as many — marking a decisive shift in the premium TV landscape. Much of the momentum comes from Chinese brands TCL and Hisense, which have emerged as the dominant forces in the Mini LED segment, while Samsung's share has slipped as it concentrates more heavily on OLED models.

Apex Material Technology, a manufacturer specializing in touch panels and optical lamination services, reported revenue and profit growth in the third quarter of 2025, driven by rising shipments for medical applications and a rebound in demand from the industrial control sector. Management anticipates that continued sales growth from US and European medical clients, as well as steady expansion in industrial control and transportation markets, will support performance in the upcoming quarter and throughout 2026.

The rapid adoption of OLED panels in high-end display applications is becoming unstoppable, signaling a structural shift in the display industry. According to General Interface Solution (GIS), a leading touch panel manufacturer, OLED technology is expanding toward larger screen sizes and a broader range of product lines, beginning with premium devices and eventually trickling down to mainstream models.

Samsung Display (SDC) has reportedly started mass production of OLED on silicon (OLEDoS) panels, which will be used in Samsung Electronics' extended reality (XR) headset, the Galaxy XR. As a key component of XR devices, SDC's entry into the OLEDoS market is expected to significantly intensify competition.

South Korea's display industry views Apple's potential 2026 launch of an OLED MacBook as a critical turning point that could ignite explosive growth in the medium- and large-sized OLED market. Industry sources indicate that the market for notebook OLED panels has flattened, prompting players to seek a spark.