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Jul 16, 13:41

Samsung turns to titanium to reduce screen creases in next foldables

Samsung Electronics unveiled a new titanium-based display structure on July 15, designed to reduce screen crease visibility while improving durability and preserving a slim profile in its next generation of Galaxy foldable devices.

Everlight shifts automotive product production to Thailand, sells Taiwan Tongluo site

Jul 16, 13:40

Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

Jul 14

Chinese AI glasses startups gain momentum, raising pressure on Taiwan's supply chain

Jul 14

Innolux 1H26 revenue hits 5-year high on auto, advanced packaging

Jul 14

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DISPLAY PANELTV panel prices fall in July as weak demand expected to hit 3Q26

Jul 11

The global LCD TV panel market moved into a down cycle in July after prices held flat in the second quarter of 2026. With pre-build demand cooling among brands, sales from China's 618 Shopping Festival coming in weaker than expected, and panel factory utilization gradually recovering, the supply-demand relationship has shifted from tight to loose, dragging down prices across all LCD TV panel sizes and dimming what is usually a peak season in the third quarter.

DISPLAY PANELChina's display makers raise billions to close the OLED gap — and South Korea is watching

Jul 11

Chinese display panel and materials companies are tapping capital markets to fund next-generation OLED, oxide and Mini LED technologies, drawing close attention from South Korea's display industry.

DISPLAY COMPONENTSAmtran posts 13% 1H26 revenue growth citing product mix shift

Jul 11

Amtran Technology reported a June 2026 consolidated revenue of NT$2.5 billion (US$78.0 million), up 23% from a year earlier, as the Taiwanese display and peripherals maker said its product mix transformation continued to support growth. The company also said that every month in the first half of 2026 delivered year-over-year gains.

DISPLAY PANELJapan Display to close HK sales subsidiary as part of overseas operations restructuring

Jul 10

Japan Display Inc. (JDI) said it will close its wholly owned Hong Kong subsidiary, JDI Hong Kong Limited (JDIH), as part of a broader reorganization of its overseas sales operations aimed at improving operational efficiency.

DISPLAY PANELBOE profit surges on LCD recovery and 8.6G OLED AI PC ramp

Jul 10

BOE Technology expects first-half 2026 net profit to rise sharply as China's largest display panel maker benefits from a stronger LCD cycle, higher-end AMOLED shipments, and the start of mass production at its 8.6-generation OLED line for medium-sized panels.

DISPLAY COMPONENTSEnnostar's stake sale in Global Communication Semiconductors could lift 2Q results

Jul 10

Ennostar's planned gain from selling Global Communication Semiconductors shares may help the Taiwanese company return to profit in the second quarter, a development that would matter to investors tracking the wider semiconductor cycle. The transaction also highlights how capital allocation decisions can reshape earnings and cash flow across global chip supply chains.

DISPLAY PANELSamsung Display reportedly scraps cheaper Apple XR panel as focus turns to AI smart glasses

Jul 9

The quiet death of a display program says more about where Apple is heading than any product launch: the company's ambition to sell an affordable, lightweight successor to the Vision Pro is dissolving into the supply chain, as a key panel effort is shelved and Apple's mixed-reality talent migrates toward AI-powered smart glasses.

DISPLAY COMPONENTSApple reportedly broadens iPad OLED driver supply, chipping at Samsung's grip as foldables enlarge the pie

Jul 8

Apple's supply chain for OLED display driver ICs (DDI) — the chips that control how a screen's pixels light up — is diversifying, loosening Samsung's exclusive hold on the segment, while a wave of new premium devices, including Apple's upcoming foldable devices, promises to expand the overall market.

DISPLAY COMPONENTSKinko Optical sales jump 73% as smart glasses push takes shape

Jul 8

Kinko Optical reported June revenue of NT$430 million (approx. US$13.39 million) on July 7, up 5.89% from May and 73.31% from a year earlier.

LEDEnnostar and Everlight turn up growth in 2Q26

Jul 8

LED makers Ennostar and Everlight both posted year-over-year, month-over-month, and quarter-over-quarter revenue growth in June and in the second quarter of 2026, as the industry entered its traditional shipment peak season. Ennostar's quarterly revenue reached about NT$6.324 billion (approx. US$197.1 million), up more than 20% quarter-over-quarter, with profits also set to benefit from a NT$1.173 billion gain on the earlier sale of its Miaoli Zhunan plant.

DISPLAY SYSTEMApple foldable to lift OLED TDDI demand

Jul 7

While the overall mobile market outlook for the second half of 2026 is not especially strong, foldable phones are drawing attention because Apple's first foldable phone is finally expected to arrive. Industry watchers broadly believe the move will inject fresh momentum into the foldable phone market, with Samsung Electronics, Google, Huawei, Xiaomi, and other Android brands also expected to join the broader discussion around the segment.

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Interview: Corning's GlassBridge points to longer-term packaging shifts, not an immediate FAU replacement

Corning has unveiled an early-stage fiber-to-chip connector concept that could reshape optical packaging if it matures, though the company says the technology is still far from commercial use. GlassBridge is aimed at passive alignment in advanced systems, underscoring the convergence of AI infrastructure, photonics, and packaging.

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