Even though economic uncertainties have clouded the automotive market in 2025, LED makers Advanced Optoelectronic Technology (AOT) and Epileds Technologies are aggressively pursuing growth in automotive LED applications. AOT expects overall operations to improve in 2026, fueled by rising shares of high-margin mini LEDs for vehicles and AR/VR optical modules. Meanwhile, Epileds projects a 20% year-over-year increase in automotive LED revenue for 2025, banking on growing market demand and customer loyalty as key growth drivers.
Samsung Display (SDC) is preparing to reposition Vietnam's Bac Ninh Province as a core base for its next-generation OLED business under a plan that shifts the facility from a general production site to a center for high-value display technologies. The blueprint was outlined during a November 24 meeting between Bac Ninh People's Committee chairman Pham Hoang Son and SDC Vietnam executive director Kang Ui-sik, according to local outlet Cafe Land and Korean media G-enews.
Geopolitical tensions and regional conflicts have heightened attention on the defense industry. Taiwan-based PowerView Display (PVD), leveraging its expertise in military-grade display technology and international patent portfolio, has developed a night vision imaging system (NVIS) LCD module poised to enter the US military supply chain.
OLED has yet to secure a meaningful foothold in the large-sized automotive display market, where stringent performance requirements and cost pressures keep LCDs firmly in the lead. Despite years of development, industry forecasts suggest OLED penetration will remain limited in the near term, with South Korean manufacturers shipping only modest volumes in 2025.
Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR market limit near-term demand, according to people familiar with the matter. Analysts say the supplier is choosing to refine its microdisplay technology while waiting for the market to reach a level that can support larger volumes.
Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.
FitTech has had weak performance since 2023. It posted a net loss attributable to the parent of NT$290 million (approx. US$9.2 million) for the first three quarters of 2025, although a sharp improvement from 2024. The company has started in LED testing and is optimistic about its DFB and FEL foundry testing business in optical communications for 2026. Strong customer demand has clarified order visibility, and 2026 is expected to see multiple-fold growth. With new product layouts entering the harvesting stage, FitTech aims to turn profitable as early as the second quarter.
Kinko Optical signaled an ambitious push into space-related components and next-generation optics at an investor briefing on the 25th, with senior executives outlining plans to enter the US low-Earth-orbit (LEO) satellite supply chain and expand aggressively in infrared lenses, waveguides, and optical engines.
Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart's installation project is slated to finish by 2026, E Ink Holdings remains confident about continued demand. The company highlights Walmart's deployment as a driving force behind North American retail sector adoption and expects ongoing expansion in ESL and digital signage shipments.
Data Image, Qisda Group's display subsidiary, is moving into the drone market and is preparing a new production line in Taoyuan to support growing demand. President Phil Yu said the company is developing high-brightness, ruggedized screens for drone controllers and outdoor consoles, with the line currently in trial production.
Responding to growing demand in AI and high-performance computing (HPC), Contrel's advanced packaging business is set to expand its revenue share significantly by 2026. Director Tsan-Jen Chen said the company aims for semiconductor-related sales to reach around 30% of total revenue that year, up from 2025 levels.
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