Acer used its next@acer global press conference at IFA 2026 in Berlin, Germany, to unveil non-PC products as part of its strategy to enhance resilience. At the event, the company introduced an e-paper display, a foldable screen, an e-scooter, and its latest gaming handheld, with chairman and CEO Jason Chen noting that Acer will continue making new products to wow consumers.

Ligitek is accelerating its move from LED packaging into silicon photonics (SiPh) and high-speed optical communications, with 1.6T product samples already tested and volume-production equipment due from late 2026 through the first quarter of 2027. Chairman I-hsin Tung said recent optical throughput tests exceeded industry benchmarks, with revenue contribution expected in the second half of 2027.

AI infrastructure expansion is accelerating demand for 800G and 1.6T optical modules, lifting first-half 2026 results across major Chinese suppliers and extending order visibility into 2027.

Micro LED is moving beyond displays into AI optical communications, with PlayNitride targeting commercial deployment within two years if industry standards and supply-chain integration progress as planned.

Samsung Display (SDC) is expected to formally expand mass production of OLED panels for Apple's foldable iPhone starting in September 2026. Although the ramp-up for the foldable iPhone had previously been pushed back because production delays hit some components, including the hinge and substrate, the new OLED mass production schedule suggests SDC can still meet its full-year production target.

Indium phosphide (InP) is emerging as one of the tightest supply constraints in AI data-center optical interconnects. Lumentum CEO Michael Hurlston has said publicly that the supply-demand imbalance for InP has become more severe than the shortages seen in DRAM and NAND memory, making the material a potential bottleneck as data centers scale high-speed optical links.

Micro LED maker PlayNitride Inc. expects the technology to enter commercial optical communications applications within two years, expanding beyond displays into AI devices, data center optical transmission, silicon photonics and co-packaged optics (CPO).

LG Electronics is bolstering sales of home appliances, TVs and other consumer products through innovation and product segmentation. On the 1st, LG said it will launch new air purifiers and edge purifiers to meet air-care demand in small homes and other diverse living spaces.

Qisda has been expanding its display, commercial, and industrial businesses beyond traditional desktop monitors into medical, rugged, automotive, unmanned vehicle, drone, and low-Earth-orbit (LEO) satellite applications. Its Commercial and Industrial Group (CIG) has now made physical AI a core priority. CIG aims to extend Qisda's products from underwater, across land, and into the sky and outer space, building a full physical AI ecosystem.

Samsung Electronics' first passport-style foldable, the Galaxy Z Fold8, is reportedly facing tight display driver IC (DDI) supply as demand exceeds expectations. Samsung has continued to raise component orders, but the related 22nm process capacity at United Microelectronics Corporation (UMC) has reached its limit.