China's BOE has spent approximately six months trying to resolve recurring glass substrate breakage at its Gen 8.6 OLED plant in Chengdu, raising concerns about production stability as the display maker seeks approval to supply panels for Apple's iPads.
A global memory shortage linked to rising AI infrastructure spending has upended TV manufacturing economics, with semiconductor costs now overtaking display panels in some models. The shift, reported by ET News, could squeeze profitability at major TV makers including Samsung Electronics and LG Electronics.

