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Monday 14 September 2026

China optical firms target photonics with mixed high-end, lower-cost push

The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest moves in optical communications also attracted strong industry interest.

Monday 14 September 2026

Foldable smartphone panel shipments to grow 23% in 2026

Following the launch of Apple's first foldable iPhone, the iPhone Duo, combined sales momentum from Samsung Electronics, Huawei Technologies, Xiaomi, Oppo, Vivo, and Motorola is expected to drive global foldable smartphone shipments above 27 million units in 2026.

Monday 14 September 2026

CoreIntelligence Holdings posts 6% revenue growth in first 8 months as optical ASP soars and energy-saving products grow

CoreIntelligence Holdings (CiHC) reported unaudited consolidated revenue of NT$3.429 billion (approx. US$108.6 million) for August 2026, representing a slight 3% month-over-month decline from NT$3.535 billion (US$112.1 million) in July, but a 3% year-over-year increase compared to NT$3.342 billion (US$105.8 million) in 2025. Cumulative consolidated revenue for the first eight months of 2026 reached NT$26.36 billion (US$834.8 million), up 6% from NT$24.819 billion (US$786 million) recorded during the same period in 2025.

Thursday 10 September 2026

Navigating economies of scale: how South Korea and China are reshaping the OLED market

Economies of scale occur when a company's average cost per unit falls as overall production volume increases. In the competitive display industry, reaching this state relies on either mass production, technological innovation, or specialization. Currently, South Korean and Chinese display manufacturers are pursuing distinct strategies to achieve cost advantages in the OLED market. While South Korea focuses on advanced process integration and technological upgrades, China leverages massive production infrastructure and upcoming facility amortization.

Thursday 10 September 2026

Analysis: China chases EUV as chipmakers move to High-NA

The extreme ultraviolet (EUV) lithography race is splitting into two tracks. Intel has moved High-NA EUV into production, Samsung Electronics and SK Hynix are targeting DRAM production in 2028, and TSMC plans to introduce the technology into advanced-node high-volume manufacturing in 2030.

Wednesday 9 September 2026

Samsung, LG secure roles as key suppliers for Apple's foldable iPhone

Apple's expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung Display (SDC), LG Innotek, Samsung Electro-Mechanics (Semco), Samsung Electronics, and SK Hynix securing positions across displays, cameras, substrates, passive components, and memory.

Wednesday 9 September 2026

CIOE 2026: Luxshare bets on flat optics to solve AR glasses' weight problem

At its booth at the China International Optoelectronic Expo (CIOE), Luxshare and its camera-module affiliate Luxvisions showcased the components they believe will define the next generation of smart eyewear, pointing to weight and price as among the industry's biggest remaining obstacles.

Wednesday 9 September 2026

LCD supply could tighten by 2028 as Taiwan sells its fabs to chipmakers

LCD panel supply could tighten around 2028 as Taiwan manufacturers exit the segment faster than expected, while China uses profits from LCD to ramp OLED investment. The shift is being driven by shrinking LCD line capacity, rising demand for advanced semiconductor packaging, and continued growth in large-screen TVs.

Tuesday 8 September 2026

CIOE 2026: 5,000 exhibitors gather in Shenzhen to chase AI-driven optics boom

The 27th China International Optoelectronic Exposition (CIOE 2026) will run September 9-11 in Shenzhen, bringing together more than 5,000 exhibitors from over 30 countries and regions as AI infrastructure, high-speed optical communications and AR/VR applications reshape the optoelectronics industry.

Tuesday 8 September 2026

Innolux, AUO take display technology into AI chips with FOPLP, glass substrates, Micro LED CPO

AI demand is accelerating advanced packaging and high-speed optical interconnect development, pushing Taiwan display makers Innolux and AUO deeper into the semiconductor supply chain.

Friday 4 September 2026

Acer broadens lineup with e-paper displays and scooters, ahead of PC industry headwinds

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.

Thursday 3 September 2026

China optical module makers ride AI boom as 800G, 1.6T orders stretch into 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.

Wednesday 2 September 2026

TCL CSOT bets on InP laser chips as supply tightens

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.

Tuesday 1 September 2026

LGD launches PFAS exit roadmap, targets full phaseout by 2035

LG Display (LGD) has introduced a new "PFAS-free" component verification process for suppliers as it prepares for expected European Union (EU) restrictions on PFAS, aiming to eliminate the so-called "forever chemicals" across all products by 2035.

Monday 31 August 2026

Samsung Galaxy Z Fold8 demand surges, straining UMC 22nm DDI supply

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.

Monday 31 August 2026

China optical display investment shrinks 80% in 1H26

China's optical display industry is cooling after years of aggressive panel fab construction that has reshaped the global display landscape. Investments in China's optical display sector fell 80.3% year-on-year in the first half of 2026, underscoring a slowdown in capacity expansion with capital now shifting toward optical materials and mini/micro LED (MLED) displays.

Friday 28 August 2026

AI chip demand squeezes capacity, Data Image secures 1-year supply

As strong AI demand continues to soak up semiconductor capacity, some ICs and passive components are seeing shortages and longer lead times. Qisda's display maker Data Image has stepped up policy-driven inventory buildup, with some industrial control products now carrying supply lead times of as long as one year and materials for the first and second quarters of 2027 already secured in advance.

Thursday 27 August 2026

Tri-fold, rollable foldables intensify materials supply chain battle

Samsung Electronics' first tri-fold handset of 2025, the Galaxy Z TriFold, has repeatedly sold out, but with global shipments of only about 30,000 units, it functioned more as a technology showcase. A second-generation model is expected in the second half of 2027, with thinner designs, durability, and mass production capability as the next focus.

Thursday 27 August 2026

China OLED buildout lifts Korean equipment sales as backlogs grow

Chinese panel makers' investment in next-generation OLED production is beginning to translate into reported sales at South Korean equipment suppliers, with several vendors posting sharp first-half revenue gains and large order backlogs providing further visibility as new Chinese fabs move through installation and ramp-up.

Tuesday 25 August 2026

Smartphone lens maker Largan spends US$179m on four Taichung plants in two months

Largan Precision, the world's largest maker of smartphone camera lenses and a longtime supplier of lenses for Apple's iPhone, said on August 25 it would buy land and buildings in Taichung's Nantun district for NT$3.08 billion (approx. US$98 million). It is the company's fourth industrial property purchase in two months.

Friday 21 August 2026

Iris Optronics upgrades solar-powered ChLCD e-paper series, expands outdoor and indoor displays

Iris Optronics, a manufacturer of cholesteric liquid crystal display (ChLCD) e-paper, announced upgrades to its Infinity solar-powered ChLCD e-paper series, including a mass-producible 31.5-inch large-format outdoor commercial display. It has also developed an embedded perovskite-powered ChLCD e-paper solution for indoor commercial display applications.

Thursday 20 August 2026

Asia Optical eyes Metalens, CPO, and AI cooling opportunities; digital camera shipments to surpass 4 million units

Asia Optical delivered strong second-quarter financial results while accelerating its strategic expansion across optical technologies. Key growth drivers include Metalens and Co-Packaged Optics (CPO), with digital camera shipments confirmed to top 4 million units in 2026.

Wednesday 19 August 2026

NSTC's unmanned vehicle revenue tops 40% as semiconductor AOI and CPO fuel growth

Optical imaging technologies company New Smart Technology (NSTC) is moving beyond traditional optical and image inspection into semiconductor high-end automated optical inspection (AOI), co-packaged optics (CPO) optoelectronic modules, and unmanned vehicle vision systems, with a clear change in its revenue structure, according to chairman Stone Shih and president Phil Chen.

Tuesday 18 August 2026

Daxin Materials accelerates semiconductor push with 12 products in mass production

Daxin Materials is expanding its semiconductor footprint, with semiconductor materials accounting for nearly 23% of revenue in the second quarter of 2026. The company expects the segment to reach 25% to 26% of full-year revenue, driven by 12 products already in mass production and a further 14 under customer validation.

Tuesday 18 August 2026

MicroLED still lacks key LTPO TFT tech

MicroLED remains a promising next-generation display technology, but industry analysts say its commercial breakthrough still hinges on thin-film transistor (TFT) technology and the participation of South Korean panel makers Samsung Display (SDC) and LG Display (LGD). Yet SDC is reportedly taking a cautious stance on microLED TV applications.

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