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Jul 2, 11:14

BOE, Chinese panel makers' chip push tightens the squeeze on South Korea

China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on South Korea's chip and panel industries.

AUO pushes AI-era transformation with executive reshuffle, launch of innovation institute

Jul 2, 15:33

GIS pivots to semiconductors and optics as memory shortages hit touch demand

Jul 2, 07:53

Samsung Display to expand OLED capacity as foldable demand builds

Jul 1

LCD TV panel makers face a softer peak season as demand weakens and costs climb

Jul 1

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DISPLAY PANELHKC IPO gives China's display sector a third heavyweight

Jun 30

HKC Corporation has debuted on the Shenzhen Stock Exchange main board, cementing a three-way leadership structure in China's display panel industry alongside BOE and TCL CSOT while securing fresh capital to expand OLED, oxide semiconductor, and Mini LED technologies.

DISPLAY PANELPlayNitride expects 2H26 to outperform 1H26, driven by displays and AI glasses

Jun 30

PlayNitride reported revenue of NT$238 million (approx. US$7.5 million) in the first five months of 2026, down 41% year-over-year. The microLED company said stronger custom design orders and a higher mix of high-margin products will lift second-half revenue and gross margin above the first half, while it aims to improve again in the fourth quarter. Large-format TVs, wearables, and transparent displays remain the company's core businesses. Over the medium to long term, it is targeting high-end displays, AI glasses, and AI optical communications as its three growth engines.

DISPLAY PANELBOE's military designation hands South Korean panel makers a strategic opening

Jun 29

The US government's move to add Chinese panel makers BOE and Tianma to a military-related list is raising concerns that Washington's tech restrictions are spilling beyond semiconductors into the display supply chain. South Korean panel makers are now watching to see whether tighter curbs on China could create a new opening for them.

DISPLAY SYSTEMApple clears Samsung Display and LG Display OLED modules for iPhone 18 Pro series

Jun 29

Apple approved OLED modules from Samsung Display and LG Display for the iPhone 18 Pro and Pro Max, signaling progress toward the company’s 2026 iPhone rollout, according to The Elec. The suppliers received final production approval for vertical OLED modules, and both are producing the modules on backend processing lines in Vietnam, industry sources said.

DISPLAY COMPONENTSCalin Tech eyes low-altitude economy opportunities, expands auto customer base in Europe, US, and Asia

Jun 25

Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below economies of scale, Calin has demonstrated a strong commitment to transformation in recent years by actively developing higher-value products and gradually optimizing its product mix, laying a critical foundation for long-term growth.

DISPLAY SYSTEMFoxconn and Sharp sign strategic pact to prioritize AI servers and smart infrastructure

Jun 25

Foxconn announced on June 24 that it signed a memorandum of strategic cooperation with Japan's Sharp Corp., with both companies centering the partnership on complementary strengths and resource integration under Foxconn's "3+3+3" strategic framework.

DISPLAY PANELFlexible AMOLED phone panel prices face pressure amid ongoing memory cost rise

Jun 24

Global smartphone buyers may see continued pricing pressure across display supply chains as a weak handset recovery and rising memory costs weigh on panel makers. In China and other markets, aggressive promotions have not revived replacement demand, leaving flexible AMOLED panels under the heaviest pressure into the third quarter.

DISPLAY PANELVFT targets semiconductors, foldable display, energy materials

Jun 24

Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor processes, foldable displays, and key new-energy materials — as it deepens R&D and product deployment to capture emerging opportunities in the global supply chain.

LEDFoldable iPhone centers on South Korean OLEDs for supply in 2026

Jun 24

Samsung Display (SDC) has reportedly won Apple's production approval for the OLED modules used in its first foldable iPhone and has officially begun production for initial shipments. Along with LG Display (LGD), the two South Korean makers will handle OLED orders across Apple devices in the second half of 2026.

DISPLAY COMPONENTSLG's space bet targets 2030 gains, with SpaceX talks adding lift

Jun 24

LG Group is expanding into the space industry, using affiliate-made components, rover concepts, and CubeSat systems to enter satellite supply chains and validate its technologies in orbit. At South Korea's NextRise 2026 startup expo, LG outlined a space business strategy that links its terrestrial technologies to future space applications and potential SpaceX cooperation.

DISPLAY PANELThe car that changes color: Behind BMW's five-year journey from prototype to production

Jun 22

Among the highlights of COMPUTEX 2026 was a color-changing e-paper concept car jointly developed by BMW and E Ink Holdings. With its surreal, sci-fi appearance, the vehicle drew the attention of tech enthusiasts in droves.

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