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Apr 30

South Korea's OLED share rebounds to 68.7% in 2025

South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise in a decade and drawing widespread attention. According to Chosun Biz, the Korea Display Industry Association (KDIA) cited Omdia data showing South Korean companies regained ground in the OLED sector after years of decline.

China Electric manufacturing bets on AI to revive growth

Apr 30

Commentary: Taiwan’s optics industry finds a new role in the AI imaging boom

Apr 30

AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders

Apr 30

Samsung Electronics' record chip profits signal strengthening AI memory supercycle

Apr 30

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DISPLAY SYSTEMSamsung reshuffles TV leadership amid Chinese rivalry and service pivot

May 4, 11:25

Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the television market.

DISPLAY PANELPlayNitride reports wider first-quarter loss and plans Singapore unit to boost global ties

May 4, 11:11

PlayNitride's sharp first-quarter loss and strategic Singapore expansion carry implications for international Micro LED supply chains and partnerships, signaling industry consolidation as the company relies on customer ramps, China deployments, and new collaborations in optical communications to drive recovery and future growth across wearables, automotive, and AR markets through 2027 and beyond.

DISPLAY PANELSPIL buys multiple Nanke plants to boost advanced packaging capacity for AI demand

May 4, 08:27

Siliconware Precision Industries Co., Ltd. (SPIL), a subsidiary of ASE Technology Holding, acquired two Nanke-area plants in 2026 from HannStar Display and its affiliate HannsTouch Technology as part of a broader push to expand advanced packaging capacity for artificial intelligence workloads.

DISPLAY COMPONENTSCoretronic swings to loss in 1Q26, flags 2Q pressure before seasonal rebound

May 4, 04:13

Taiwan backlight module maker Coretronic swung to a first-quarter loss and warned of continued pressure in the second quarter, with currency swings, geopolitical risks, raw material costs, and soft demand clouding visibility. A recovery is expected only in the second half, when peak season demand returns.

DISPLAY COMPONENTSCoretronic posts first quarterly loss since 2008, plans holding company overhaul

Apr 29

Coretronic has reported its first quarterly loss since the 2008 global financial crisis, even as revenue reached a multi-year high, underscoring margin pressure and shifting product dynamics across its business.

DISPLAY PANELAnalysis: Taiwan's two major panel makers enter semiconductor packaging; CPO and FOPLP become key

Apr 29

Optical communication technology is shifting from traditional pluggable optics toward co-packaged optics (CPO) architectures. Advanced packaging technologies are extending from wafer-level to panel-level, bringing fan-out panel-level packaging (FOPLP) into the spotlight. At the intersection of these trends, Taiwan's panel manufacturers are actively entering the semiconductor packaging field in search of new growth momentum.

DISPLAY COMPONENTSRadiant Opto-Electronics delays optical communications push by 2–3 years

Apr 28

Radiant Opto-Electronics will wait two to three years before accelerating investment in optical communications and co-packaged optics (CPO), as uncertainties around industry structure and business models persist, chairman Justin Wang said.

DISPLAY PANELLG Display posts strongest 1Q26 profit in five years, signals end to job cuts

Apr 28

LG Display reported its strongest first-quarter operating profit in half a decade and signaled an end to years of workforce restructuring, as it continues to shift toward high-end OLED panels.

DISPLAY COMPONENTSApple's OLED transition tests backlight makers, with 2027 seen as turning point

Apr 27

Adoption of OLED by Apple is becoming inevitable, with Radiant Opto-Electronics Corp. (ROEC) chairman Justin Wang expecting the most visible impact to emerge by 2027.

LEDEverlight ramping up in optical communications, supported by automotive and invisible light

Apr 27

As global companies race to capture opportunities in AI optical communications and co-packaged optics (CPO), Taiwanese LED and optoelectronics firms are actively transforming and entering the field. Everlight Electronics, a leading LED packaging company, has also begun low-profile positioning, considering investments in related startups and leveraging its strengths in high-end optocouplers to play a key role in optical signal transmission and coupling.

DISPLAY PANELJDI accelerates exit from LTPS, reshaping automotive display panel landscape

Apr 26

Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal expected to close by September 30, 2026. The Tottori factory stopped production in March 2025, following the closure of the Mobara plant in November 2025.

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