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Wednesday 28 January 2026
Toppan keeps legal options open for Giantplus Technology's share transfer dispute
Giantplus Technology, which focuses on small- and medium-sized panels, recently faced a management rights dispute. The largest shareholder, Japan's Toppan Holdings, had originally agreed with JuYi Investment to transfer 53.1% of Giantplus Technology's shares in two phases. However, the second phase of the transaction has stalled, and reports indicate that Toppan does not rule out resolving the matter through legal channels.
Wednesday 28 January 2026
AUO wins landmark US patent lawsuit, marking Taiwan's first victory in 22 years
After more than two years of patent litigation and a two-week trial, Taiwanese display technology giant AUO secured a significant victory in the US District Court for the Eastern District of Texas, Marshall Division. A jury ruled that AUO did not infringe any of the patents claimed by Texas-based Phenix Longhorn and declared one of the asserted patents invalid.
Wednesday 28 January 2026
LG Display returns to profitability as LCD exit takes effect
LG Display (LGD) announced that it returned to profitability in 2025, marking its first annual profit in four years since 2021. The turnaround was driven by its exit from the large-size LCD business and a shift toward an OLED-centered business structure, with OLED products accounting for 61% of total revenue in 2025, a record high. According to ET News and Seoul Economic Daily, LGD reported 2025 full-year revenue of approximately KRW25.81 trillion (US$18.1 billion) and operating profit of KRW517 billion. In the fourth quarter of 2025, LGD recorded revenue of around KRW7.2 trillion, down 8% year-over-year, while operating profit surged 103% to KRW168.5 billion.
Tuesday 27 January 2026
Ennostar advances optical communication to meet AI-driven data transmission needs
Ennostar Group has rapidly advanced its optical communication technologies since 2021, targeting next-generation AI data transmission markets. In an interview with DIGITIMES, Chang-Da Tsai, deputy director of the Advanced Research Center at Ennostar, said the company has achieved significant milestones in short-, medium-, and long-distance solutions, positioning itself to surpass established industry standards and capture emerging opportunities driven by AI server demand.
Monday 26 January 2026
AUO shifts US strategy from manufacturing base to market leverage
As global industrial landscapes restructure, Taiwanese companies are making record investments in the US, driven by a strategic shift from cost-cutting to resilience in supply chain management. AU Optronics (AUO) chairman and CEO Paul Peng underscored the necessity for Taiwanese firms to transition from passive manufacturing bases toward leveraging the US as a critical market, innovation center, and capital platform.
Monday 26 January 2026
IT applications show potential for OLED DDI adoption, but upgrade pace remains slow
Introducing OLED technology into IT applications has been on the rise over the last couple of years, and display driver IC (DDI) companies expect this segment to provide new incremental growth momentum for OLED DDIs. Major notebook companies have already rolled out high-end product lines equipped with OLED displays, indicating that related projects are already shipping. However, DDI brands say the impact has not been particularly noticeable so far, describing the current situation as having projects but limited shipment volumes.
Monday 26 January 2026
Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

Beyond the closely watched rivalry between Samsung Electronics and Huawei in foldable smartphones—and the shifting balance of market share—another question drawing market attention is whether Apple will launch its first foldable iPhone, tentatively dubbed the iPhone Fold, on schedule in 2026.

Monday 26 January 2026
Weekly news roundup: strategy shifts, supply chain realignments, scaling limits
Below are the most-read DIGITIMES Asia stories from the week of January 19-25, 2026.
Monday 26 January 2026
Ennostar’s Micro LED bet targets a bottleneck inside AI server racks
Ennostar Corp. is advancing its Micro LED technology from display applications to short-distance data transmission within AI server racks, aiming to achieve a significant boost in transmission speeds by 2026. The company plans to raise Micro LED data transfer rates from 1.25 Gbps to 3–4 Gbps and is collaborating with global partners to develop modules for high-speed intra-rack optical communication.
Friday 23 January 2026
BOE production issues with iPhone OLED create opening for South Korean suppliers
China's major panel maker BOE continues to struggle with OLED production for Apple's iPhones, with the problem unresolved since late 2025. During this period, Samsung Display (SDC) has taken over millions of iPhone OLED orders originally assigned to BOE.
Thursday 22 January 2026
How Sony-TCL tie-up could chip away at Samsung's OLED advantage

Sony's decision to form a TV joint venture with TCL is being read in South Korea less as a routine corporate reshuffle than as a structural challenge to the country's long-held dominance in premium TVs and OLED panels. The deal has triggered unease not only about Sony's future role in TVs, but about whether Samsung Electronics can continue to dictate the industry's technological and competitive agenda.

Thursday 22 January 2026
Why Sony finally let go of TVs

Sony Group has decided to spin off its TV business and place it into a joint venture controlled by TCL, marking the company's formal retreat from a segment that once defined Japan's consumer-electronics prowess. The move underscores Sony's strategic pivot toward higher-margin businesses—gaming, music, and film—while reflecting a broader, decades-long withdrawal by Japanese firms from mass-market home appliances.

Thursday 22 January 2026
Commentary: In Bravia's handover, can TCL keep Sony's premium promise?

Sony Corporation and TCL Technology have signed a memorandum of understanding to form a joint venture that will take over Sony's home entertainment business, including TV and audio product R&D, manufacturing, operations, and after-sales services. The new entity is expected to begin operations as early as April 2027, effectively placing the future of the Bravia brand under TCL's operational control.

Wednesday 21 January 2026
Sony and TCL move toward joint venture in home entertainment
Sony Corporation and TCL Electronics Holdings have agreed to deepen cooperation in the home entertainment market, announcing plans to explore a strategic partnership that would reshape Sony's television and home audio operations. The two companies have signed a memorandum of understanding to discuss forming a joint venture to assume Sony's home entertainment business, with TCL holding a 51% stake and Sony retaining a 49% stake.
Tuesday 20 January 2026
Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets
Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable impacts. The surge in memory costs is not only driving up production expenses but also compressing profit margins for vendors and system integrators globally.
Monday 19 January 2026
Cost pressures push China LED price hike despite soft markets
Even as end-market demand shows little sign of a sustained recovery, China's LED display industry has begun a fresh round of price increases, underscoring mounting cost pressures across the supply chain.
Monday 19 January 2026
India roundup: Acer bets on growing PC penetration
Acer and Lenovo are optimistic about India's consumer electronics sector as the global market slows due to rising memory prices.
Saturday 17 January 2026
Apple's LCD demand gives Radiant room to expand into AR and OLED
Radiant, a key supplier of Apple's backlight modules, is positioning itself to benefit from both legacy and emerging display technologies. While Apple continues to push toward OLED products as a long-term strategy, LCD devices remain in demand through 2026, giving Radiant room to expand into new business lines.
Thursday 15 January 2026
Large-scale shipments unlikely for Samsung as 130-inch Micro RGB TV faces polarizer issues
At CES 2026, Samsung Electronics revealed the R95H, the world's first 130-inch Micro RGB TV, highlighting its integration of AI in R&D, product development, and user experience. The 130-inch Micro RGB TV uses micron-scale red, green, and blue LEDs as independent light sources and features the Micro RGB AI Engine Pro for color control. It incorporates a narrow bezel design to reduce visual distractions and integrates Vision AI Companion (VAC) technology, enabling cross-device operations such as sending information to The Freestyle's new devices or kitchen appliances.
Thursday 15 January 2026
Smartphone panel prices hit by memory price surge
Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak period, the effects of higher memory prices are beginning to surface. Pull-in momentum from end-device makers has slowed, leading to across-the-board declines in smartphone panel prices across different technology types.
Wednesday 14 January 2026
E-paper industry moves toward color as E Ink Holdings and Netronix report strong growth in 2025
The e-paper market is undergoing a significant transformation, shifting from traditional black-and-white displays to color technology, driven by device replacement cycles and expanding application areas. This trend has contributed to robust performances by key industry players E Ink Holdings and Netronix in 2025, with both companies poised to achieve record results in 2026.
Wednesday 14 January 2026
Car displays evolve into vehicle-home connectivity hub
At CES 2026, leading global panel makers focused on microLED and OLED technologies while showcasing AI-driven smart cockpits. The event revealed a shift in automotive display roles from mere entertainment accessories to becoming the core of vehicle-to-home connectivity.
Wednesday 14 January 2026
Samsung unveils groundbreaking 140-inch bezel-less microLED TV alongside 130-inch Micro RGB model at CES 2026
At CES 2026, Samsung Electronics publicly showcased its first 130-inch Micro RGB large display, highlighting the limits of LCD panel sizes. However, the event's technical standout emerged behind closed doors: a 140-inch self-emissive microLED TV featuring an innovative bezel extension enabled by AI analysis, which breaks traditional screen border constraints.
Tuesday 13 January 2026
Taiwan's top panel makers will diversify in 2026
Taiwan's two major panel makers posted their highest combined revenue in four years in 2025, with December showing both month-over-month and year-over-year growth. As China now dominates the global LCD panel market, both companies have spent recent years pushing transformation initiatives. Market expectations for 2026 suggest that AU Optronics' (AUO) display revenue could drop below 50% of total revenue.
Monday 12 January 2026
AUO and FIH showcase AI-powered smart cockpit concepts at CES 2026
CES has increasingly become a key platform for the automotive industry, often dubbed an alternative auto show in recent years due to the rising presence of car-related technologies. From concept vehicles and autonomous driving to electrification, automakers' displays frequently outshine traditional consumer electronics.