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Tuesday 1 July 2025
Chinese TV brands surge as LG adopts three-pronged strategy to stabilize market share
Despite the growing competitive threat from Chinese brands such as Hisense, TCL, and Xiaomi in recent years within the TV and end-display industry, South Korean companies continue to optimize OLED and other technologies to differentiate themselves from competitors. From LG Electronics' perspective, there are three main strategic approaches it is employing.
Monday 30 June 2025
JDI raises funds from Ichigo, sells patents and factory to develop sensors and semiconductors for restructuring
Japan Display Inc. (JDI) announced it will issue new stock subscription rights to its parent company, Ichigo Trust, to raise JPY95.6 billion (US$664.4 million). The company also plans to sell patents related to LCD and OLED displays, along with the land and buildings of its Mobara factory.
Monday 30 June 2025
With SpaceX pulling back, TTMC retools its strategy for the chip supply chain
ThinTech Materials Technology (TTMC), a subsidiary of China Steel Corporation, experienced conservative shipment momentum in the first quarter of 2025 due to delays in customer verification schedules from IDM giants and panel manufacturers, as well as the recycling use of FOPLP (Fan-Out Panel Level Packaging) carriers.
Monday 30 June 2025
Toppan's equity transfer in progress; Giantplus expands cooperation beyond procurement
Giantplus, a small- and medium-sized panel manufacturer, is undergoing an equity transfer as its parent company, Toppan, plans to transfer its 53.1% stake to JuYi Investment. This equity transfer will be conducted in two phases, with the first phase completed in January and the entire transfer expected to conclude by late August.
Monday 30 June 2025
BOE ramps up iPhone OLED production, challenging Samsung and LG

Chinese display manufacturer BOE has secured production capacity of roughly 100 million OLED panels annually for Apple's iPhones, according to industry sources. While BOE still lags behind South Korean giants Samsung Display (SDC) and LG Display (LGD) in technology, its rapid expansion is expected to undermine the bargaining power of the Korean suppliers in future negotiations with Apple.

Saturday 28 June 2025
Panel makers brace for uncertain Q3 due to cooling demand and tariff risks

After an unexpectedly strong first quarter driven by front-loaded demand, the global LCD panel industry is now showing signs of cooling. The momentum, boosted by US tariff exemptions and China's "trade-in" subsidies for home electronics, is fading fast as those tailwinds weaken heading into the second half of 2025.

Friday 27 June 2025
Innolux unit to buy Pioneer for US$1 billion in automotive tech push
Innolux's automotive subsidiary, CarUX Technology, agreed to acquire Japan's Pioneer for JPY163.6 billion (approx. US$1.03 billion) from private equity firm EQT, marking Taiwan's largest automotive technology deal.
Wednesday 25 June 2025
ChLCD cuts energy use by 90% in DB collab, AUO Display Plus targets European green transport market
AUO Display Plus, a subsidiary of AUO specializing in vertical field display solutions, has partnered with S-Bahn Hamburg, a subsidiary of Germany's largest railway operator Deutsche Bahn AG (DB). At the 2025 International Association of Public Transport (UITP) Global Public Transport Summit, they showcased a new concept train featuring AUO Display Plus's industry-exclusive HiRaso display technology. Utilizing cholesteric liquid crystal displays (ChLCD) with reflective and bistable properties, this innovation achieves zero power consumption for information display, supporting DB's transition to greener transportation.
Wednesday 25 June 2025
Apple's OLED iPad pipeline fuels Samsung, LG production ramp; BOE left in the dust
Apple is set to release new iPad Pro models in the latter half of 2025, continuing its transition to OLED displays across its tablet portfolio. As reported by ZDNet Korea, Samsung Display (SDC) and LG Display (LGD) began mass production of OLED panels for the new iPads in June 2025.
Wednesday 25 June 2025
Advertising billboards pioneer new environmental chapter with E Ink's color e-Paper and Oricom collaboration
E Ink, a leading e-Paper manufacturer, has partnered with Japan's Oricom to jointly develop the next-generation advertising display billboard "Sustainable Board," featuring the latest color ePaper technology, E Ink Spectra 6.
Wednesday 25 June 2025
Apple's foldable iPhone nears production; Novatek seeks role in OLED chip supply
Apple is reportedly preparing to initiate development of its first foldable smartphone in the second half of 2025, with contract manufacturing partner Hon Hai Precision Industry Co. (Foxconn) accelerating design efforts, according to supply chain sources familiar with the matter.
Wednesday 25 June 2025
Powertip tech sees recovery in orders, eyes growth in industrial and AI-driven display solutions

Panel manufacturer Powertip Technology Corp. held its annual shareholder meeting on June 19, approving all agenda items with ease. Despite foreign exchange losses affecting second-quarter revenue, the company anticipates quarter-over-quarter growth thanks to a steady recovery in customer orders. Revenue is also expected to surpass the same period last year.

Tuesday 24 June 2025
Exclusive interview with JDI Taiwan: Is microLED ready to challenge high-generation AMOLED in IT?
With both China and South Korea accelerating the construction of high-generation AMOLED panel production lines to target IT applications, the display panel industry has seen a step-up of competition of the new technology and in respond to the trend, JDI Taiwan CEO Raymond Sun believes the trend of adopting AMOLED in IT is unstoppable, especially after 2027.
Tuesday 24 June 2025
A warning shot to Apple: South Korean OLED patent lawsuits target Tianma and BOE
Following Samsung Display's (SDC) patent lawsuits against BOE and TCL CSOT, LG Display (LGD) recently filed seven technical patent infringement lawsuits against Tianma. This move also appears to carry an implicit warning to Apple.
Monday 23 June 2025
Panel firms up AMOLED investment as Apple eyes MacBook integration
Adoption of AMOLED panels is expanding beyond smartphones into tablets, notebooks and automotive displays, spurring Chinese and South Korean manufacturers to fast-track investments in advanced production facilities.
Friday 20 June 2025
South Korea's Dongjin Semichem licenses OLED material patents to Merck and Idemitsu Kosan
South Korea's Dongjin Semichem has licensed its OLED material patents to major companies, including Germany's Merck and Japan's Idemitsu Kosan, highlighting its technological prowess and strong patent portfolio.
Friday 20 June 2025
BOE's OLED misfire: iPhone panel orders tip toward South Korea's display giants
LG Display (LGD) has announced a KRW1.26 trillion (approx. US$918 million) investment aimed at strengthening its OLED technology portfolio. A large portion of the capital is expected to go toward 6th-generation small-to-mid-sized OLED production, a surprising move given the saturated competition in the smartphone display market.
Friday 20 June 2025
LCD iPhone phased out as Apple's OLED procurement rate hits 100% in 1Q25
Alongside Apple and Samsung Electronics, Chinese smartphone manufacturers are accelerating the launch of OLED phones, further expanding the influence of OLED technology. Notably, Apple's OLED panel procurement rate for smartphones reached 100% in the first quarter of 2025, drawing significant attention.
Thursday 19 June 2025
LG Display plans huge investment to boost OLED technology through 2027
LG Display announced a planned investment of approximately KRW1.26 trillion (around US$920 million) to boost its OLED technology capabilities and support its ongoing shift from LCD to OLED business. The investment period will extend through mid-2027.
Tuesday 17 June 2025
LG Display sues Tianma, escalating the latest round of China-South Korea display patent battle
South Korean display technology firms have intensified patent litigation against Chinese competitors, reflecting growing tensions in the sector. Following Samsung Display's ongoing patent infringement lawsuits against Chinese companies BOE Technology Group and TCL China Star Optoelectronics Technology (TCL CSOT), LG Display has also initiated legal action targeting Chinese panel manufacturer Tianma in the US.
Monday 16 June 2025
Samsung and LG push AI innovation to strengthen South Korea's lead in global TV market
As Samsung Electronics aims to make 2025 the "Year of AI TV," LG Electronics is also leveraging differentiated AI features to solidify South Korea's leadership in the global television market. Both companies are strategically focusing on AI-driven technologies as a means to combat the rising threat of Chinese brands that continue to challenge the market with aggressive, low-price competition.
Monday 16 June 2025
Netronix gears up for growth in large displays and AI-driven demand besides color e-paper momentum
Netronix Group expects replacement demand for color e-paper, which began to take off in 2024, to continue picking up in 2025 and is also pushing into the development of new large-size e-paper signage devices, eyeing the new business opportunity brought by AI and cloud computing. At its annual shareholders' meeting on June 13, the company announced an 11.46% year-on-year increase in consolidated revenue and a 26.08% rise in net profit. The company's overall performance in 2024 was also stronger than in 2023.
Friday 13 June 2025
LG Display nears profitability after years of losses and OLED pivot
After years of mounting losses, LG Display (LGD) appears poised to shed its long-held reputation as a perennial money-loser. Following sweeping cost-cutting measures, strategic restructuring, and a renewed focus on advanced display technologies, the South Korean panel maker is now within striking distance of returning to annual profitability.
Friday 13 June 2025
Samsung launches 32-inch color e-paper signage with ultra-low power consumption
Samsung Electronics has introduced a digital signage display that can retain images without a continuous power supply, marking a major advancement in energy-efficient display technology. The new product—Samsung's Color E-Paper—was recently honored with the "Best New Creative Digital Signage Product" award at the ISE 2025 exhibition in recognition of its innovation.
Thursday 12 June 2025
Coretronic expects June shipment surge amid quarter-end demand spike
Taiwanese display solution provider Coretronic Corp. reported unaudited consolidated revenue of NT$3.058 billion (approx. US$100 million) in May 2025, marking a 13% month-over-month increase from April's NT$2.715 billion. However, the figure was still down 6% year-over-year compared with NT$3.261 billion in May 2024. For the first five months of 2025, cumulative revenue totaled NT$14.247 billion, a 9% decline from the same period a year ago.