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Jul 7, 07:36

While the overall mobile market outlook for the second half of 2026 is not especially strong, foldable phones are drawing attention because Apple's first foldable phone is finally expected to arrive. Industry watchers broadly believe the move will inject fresh momentum into the foldable phone market, with Samsung Electronics, Google, Huawei, Xiaomi, and other Android brands also expected to join the broader discussion around the segment.

Interview: Corning's GlassBridge points to longer-term packaging shifts, not an immediate FAU replacement

Jul 7, 07:33

Apple plans five iPhone launches to capture market share amid component shortages

Jul 3

China's polarizer makers seek price hikes as material bottlenecks bite

Jul 3

BOE targets AI packaging with Micro LED optical interconnect and glass substrate CPO

Jul 3

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DISPLAY PANELAI PCs, AR glasses, and robots reshape display tech

Jul 5

The rapid expansion of AI applications is redefining what device makers need from display technology.

DISPLAY SYSTEMSmall-home living drives demand for mobile TVs and pico projectors

Jul 3

Smaller homes are reshaping display demand in Taiwan and beyond, with manufacturers repositioning mid-size TVs, mobile TVs and pico projectors for tighter living spaces. The shift is being driven by high housing prices and lower birth rates, according to the Ministry of the Interior's real-estate information platform.

DISPLAY PANELAUO pushes AI-era transformation with executive reshuffle, launch of innovation institute

Jul 2

Taiwanese optoelectronics specialist AUO announced organizational adjustments and senior executive appointments on July 1 as it continues to advance its business transformation. The company is aiming for balanced development across its businesses and accelerating its transition into a key solutions provider centered on display technologies for its long-term growth momentum. The company also unveiled its new Institute of Innovation and New Venture.

DISPLAY PANELBOE, Chinese panel makers' chip push tightens the squeeze on South Korea

Jul 2

China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on South Korea's chip and panel industries.

DISPLAY COMPONENTSGIS pivots to semiconductors and optics as memory shortages hit touch demand

Jul 2

Touch module maker General Interface Solution Holding (GIS) said the second half of 2026 will be more challenging as global memory shortages weaken end-market demand, compounded by the planned year-end closure of Sharp subsidiary Sakai Display Products' (SDP) large-size display panel plant.

DISPLAY PANELSamsung Display to expand OLED capacity as foldable demand builds

Jul 1

Samsung Display (SDC) is preparing to expand 6th-generation OLED capacity at its A4 plant in Asan, South Chungcheong Province, marking its first new capacity move since the 8.6-generation IT OLED investment it announced in 2023, The Elec reported. Maeil Business Newspaper separately reported Samsung's broader KRW67 trillion Asan investment plan.

DISPLAY PANELLCD TV panel makers face a softer peak season as demand weakens and costs climb

Jul 1

Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure on prices. Although early stocking tied to sports events, plus shortages and price hikes in components such as memory, lifted global TV panel shipments in the first half of 2026, the market is now entering the traditional busy season with little sign of a strong rebound.

DISPLAY PANELHKC IPO gives China's display sector a third heavyweight

Jun 30

HKC Corporation has debuted on the Shenzhen Stock Exchange main board, cementing a three-way leadership structure in China's display panel industry alongside BOE and TCL CSOT while securing fresh capital to expand OLED, oxide semiconductor, and Mini LED technologies.

DISPLAY PANELPlayNitride expects 2H26 to outperform 1H26, driven by displays and AI glasses

Jun 30

PlayNitride reported revenue of NT$238 million (approx. US$7.5 million) in the first five months of 2026, down 41% year-over-year. The microLED company said stronger custom design orders and a higher mix of high-margin products will lift second-half revenue and gross margin above the first half, while it aims to improve again in the fourth quarter. Large-format TVs, wearables, and transparent displays remain the company's core businesses. Over the medium to long term, it is targeting high-end displays, AI glasses, and AI optical communications as its three growth engines.

DISPLAY PANELBOE's military designation hands South Korean panel makers a strategic opening

Jun 29

The US government's move to add Chinese panel makers BOE and Tianma to a military-related list is raising concerns that Washington's tech restrictions are spilling beyond semiconductors into the display supply chain. South Korean panel makers are now watching to see whether tighter curbs on China could create a new opening for them.

DISPLAY SYSTEMApple clears Samsung Display and LG Display OLED modules for iPhone 18 Pro series

Jun 29

Apple approved OLED modules from Samsung Display and LG Display for the iPhone 18 Pro and Pro Max, signaling progress toward the company’s 2026 iPhone rollout, according to The Elec. The suppliers received final production approval for vertical OLED modules, and both are producing the modules on backend processing lines in Vietnam, industry sources said.

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Interview: Corning's GlassBridge points to longer-term packaging shifts, not an immediate FAU replacement

Corning has unveiled an early-stage fiber-to-chip connector concept that could reshape optical packaging if it matures, though the company says the technology is still far from commercial use. GlassBridge is aimed at passive alignment in advanced systems, underscoring the convergence of AI infrastructure, photonics, and packaging.

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