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Thursday 7 August 2025
AUO pushes strategic shift toward asset-light model amid global realignment
AUO has confirmed that the sale of its Singapore plant is still underway, aligning with its strategy to streamline global operations. The move follows a similar step by Taiwanese peer Innolux, which recently shut down its Fab 5 to adjust capacity.
Wednesday 6 August 2025
Largan sees 31% revenue jump in July on new smartphone rollouts, eyes 3Q expansion
Largan Precision posted July 2025 revenue of NT$5.413 billion (approx. US$181 million), up 31% from June but unchanged from a year earlier. Revenue for the first seven months of 2025 totaled NT$31.665 billion, representing a 14% increase compared to the same period in 2024.
Tuesday 5 August 2025
BenQ Materials hikes polarizer prices 10% as currency volatility bites
Polarizer manufacturer BenQ Materials will continue to optimize toward a high-value-added product structure amid a sluggish peak season for the display industry in the third quarter of 2025. Additionally, to reduce the impact of exchange rates, President Ray Liu confirmed that the company is aiming to raise polarizer prices with customers by 10% in the third quarter.
Monday 4 August 2025
iPhone 16 demand powers lens makers, but 4Q25 is the real test
Apple reported strong iPhone sales in its fiscal third-quarter 2025 earnings, pushing overall revenue higher and triggering a ramp-up in shipments across the optical lens supply chain ahead of the new model cycle.
Monday 4 August 2025
Tariff relief? Taiwan's lens makers are watching something else
Taiwan's optics sector is cautiously optimistic after temporary tariffs were announced, with most firms saying current rates align with expectations. Ability Opto-Electronics Technology (AOET) Chairman Victor Kao said tariffs have never been a major concern, emphasizing that operational fundamentals matter more. Whether Thailand's tariff was 36% or the current 19%, clients have consistently urged AOET to localize production in Thailand. "Business goes on either way," he said.
Monday 28 July 2025
Darwin Precisions expects 50% revenue growth by 2026 via underdog startups
Darwin Precisions, a subsidiary of AUO Group, is actively expanding into the biomedical field while maintaining steady development in the backlight module sector. Chairman Michael Tsai stated that under a dual-axis transformation strategy, Darwin has laid out plans in display optics and biomedical materials. By now, it has cultivated four startups in new business areas, expected to grow by at least 50% by 2026.
Friday 18 July 2025
South Korea steps up investment in iLED eyeing global leadership
South Korea has pledged an investment of approximately US$350 million to develop next-generation inorganic LED (iLED) technology by 2032 to maintain the country's leadership in the display market.
Thursday 17 July 2025
Taiwan polarizer makers secure price hikes amid cost pressures
Taiwan's polarizer manufacturers have successfully negotiated price increases exceeding 10% with panel makers as they grapple with currency headwinds and rising raw material costs, according to industry sources.
Wednesday 16 July 2025
Samsung wins early US trade ruling against BOE in iPhone OLED dispute
The US International Trade Commission (ITC) has issued a preliminary ruling in favor of Samsung Display, backing the South Korean company's allegations that Chinese rival BOE Technology misappropriated OLED trade secrets. If upheld, the decision could disrupt BOE's supply of OLED panels for Apple's iPhones, injecting fresh uncertainty into the global smartphone supply chain.
Wednesday 16 July 2025
Taiwan touch panel maker Mildex shifts tariff burden to US military clients
Taiwan's Mildex Optical, a specialized touch panel manufacturer, has successfully transferred US tariff costs to its military and industrial customers, helping preserve margins as the company pivots toward higher-value niche markets.
Tuesday 15 July 2025
China's TPV slips into the red in 1H25 on weak margins, FX headwinds

TPV Technology, a leading manufacturer of smart display terminals, expects to post a net loss of CNY450 million to CNY490 million (approx. US$62 to 68 million) for the first half of 2025, according to a July 11 earnings forecast. The projected loss marks a significant swing from a CNY53.39 million profit in the same period last year.

Monday 14 July 2025
E-paper makers E Ink Holdings, Netronix post 30% quarterly revenue surge on tariff rush
E Ink Holdings and Netronix, Taiwan's electronic paper (e-paper) display manufacturers, reported roughly 30% quarter-on-quarter revenue growth in the second quarter as customers accelerated purchases ahead of US trade policies. Currency headwinds masked what could have been even stronger performances, analysts said.
Monday 14 July 2025
E-paper industry set to reach US$10 billion as ESG trends drive adoption
Electronic paper (e-paper) applications are expanding rapidly as environmental concerns boost demand for energy-efficient display alternatives to traditional LCD and OLED screens. The sector's shipment volumes and market value continue climbing steadily, with the industry expected to surpass US$10 billion in scale as manufacturers advance into color displays and larger formats.
Friday 11 July 2025
Taiwanese DDI makers report June revenue declines amid currency and policy challenges
Several leading Taiwanese display driver IC (DDI) manufacturers reported notable revenue declines for June, highlighting ongoing market headwinds as early demand surges from the first half of 2025 taper off. Key players, including Novatek Microelectronics Corp., Raydium Semiconductor Corporation, Fitpower Integrated Technology, FocalTech Systems, and Ilitek, all recorded either significant month-over-month or year-over-year decreases in revenue, signaling a broader weakening in market momentum.
Thursday 10 July 2025
Samsung updates 2025 supplier list, signals strategic shift in displays and China partnerships
Samsung Electronics has released its 2025 Sustainability Report, unveiling an updated list of 112 official suppliers—seven companies have been removed since 2024, while six new names have been added. The most notable changes occurred within the display sector, hinting at a strategic pivot in Samsung's LCD business and a subtle realignment of its relationships with Chinese suppliers.
Thursday 10 July 2025
Coretronic sees June revenue surpass NT$4 billion; uncertainties result in conservative July shipments
Taiwanese display solution provider Coretronic reported an unaudited consolidated revenue of NT$4.09 billion (approx. US$140.06 million) for June 2025, up 34% sequentially from NT$3.06 billion the previous month and 17% year over year from NT$3.49 billion in June 2024.
Wednesday 9 July 2025
Kinko Optical avoids price war, achieves 25% revenue surge in 1H25 with premium lens strategy
Taiwan-based Kinko Optical has strategically avoided low-price competition by expanding its mid- to high-end lens and next-generation product offerings, resulting in nearly 25% revenue growth in the first half of 2025.
Monday 7 July 2025
Ennostar divests Kfes Lighting in strategic pivot to high-growth sectors

Ennostar, through its subsidiary Epistar JV, announced Monday that it will divest its entire stake in Kfes Lighting, as part of a broader strategic shift to streamline its operations and sharpen its focus on high-growth sectors. The transaction, valued at US$35.73 million, was approved by Ennostar's board and is expected to improve the group's financial flexibility.

Monday 7 July 2025
Samsung's 1H25 performance incentive rates: Samsung foundry bonus drops to 0

Samsung Electronics' Device Solutions (DS) division, which oversees its semiconductor operations, has capped its performance bonus for the first half of 2025 at just 25% of the base monthly salary — the lowest among the company's major business units.

Monday 7 July 2025
Toppan to sell full stake in Taiwan's Giantplus as new owner eyes strategic shift
Japan's Toppan Holdings is offloading its entire 53.1% stake in Taiwanese display maker Giantplus Technology to Ju Yi Investment, with the deal unfolding in two phases and expected to wrap up by late August 2025.
Friday 4 July 2025
Big screens, bigger stakes: LG and Samsung compete in the SDV display market

The global automotive industry is rapidly pivoting toward software-defined vehicles (SDVs), fueling a parallel surge in demand for large in-car displays. Market research firm Omdia forecasts that displays larger than 10 inches will account for a staggering 81% of automotive display sales by 2027, nearly doubling their market share from 2021.

Friday 4 July 2025
E Ink and Netronix power ahead as E-paper demand surges across segments

With customers pulling in orders ahead of schedule, E Ink Holdings expects the second quarter of 2025 to be its strongest second quarter on record — traditionally, its peak performance has come in the third or fourth quarters. The company remains optimistic about the third quarter while the fourth quarter will depend in part on clarity around global tariff policies. Nevertheless, E Ink has dubbed 2025 the "first year of large-format e-paper," with digital signage projected to become its largest revenue stream in the near future.

Friday 4 July 2025
New US-Vietnam tariff pact prompts display makers to double down in Vietnam
On July 2, 2025, US President Donald Trump announced a tariff agreement with Vietnam. This agreement marks the first trade deal between the Trump administration and an Asian country, excluding China, signaling a shift in US trade policy in the region.
Thursday 3 July 2025
Radiant merges three companies in two years to fuel meta-optics expansion
Radiant Opto-Electronics, a major manufacturer of backlight modules, acquired Finnish optics company Nanocomp in August 2023. Just over a year later, in September 2024, Radiant fully acquired Danish meta-optics firm NIL Technology ApS (NILT).
Thursday 3 July 2025
LCD TV panel prices slip as brands slash orders, inventories pile up
After a wave of early procurement in the first half of 2025, global demand for LCD TV panels is showing signs of fatigue. With end-market consumption weaker than expected and inventories at major consumer brands climbing steadily, panel makers are now seeing orders slashed — particularly starting in June — marking a clear shift from tight to loose supply-demand dynamics across the sector.