China's BOE Technology Group is poised to become Apple's largest MacBook panel supplier for the first time in 2025, capturing 51% market share as the iPhone maker shifts orders away from South Korean rival LG Display.
Small-to-medium-size panel maker Japan Display (JDI), despite having suffered 11 consecutive years of losses, global layoffs, and the recent resignation of its former CEO Scott Callon, the company is still eyeing to return to profitability in 2026 with the closing of its Mobara factory in Chiba to concentrate production at its Ishikawa plant.
Ennostar, through its subsidiary Epistar JV, announced Monday that it will divest its entire stake in Kfes Lighting, as part of a broader strategic shift to streamline its operations and sharpen its focus on high-growth sectors. The transaction, valued at US$35.73 million, was approved by Ennostar's board and is expected to improve the group's financial flexibility.
With China's annual 618 e-commerce shopping festival coming to an end and government subsidies that helped boost sales earlier this year exhausted in most provinces, several LCD monitor brands are adjusting their panel inventory strategies amid signs of a sharp deceleration in consumer momentum.
After a wave of early procurement in the first half of 2025, global demand for LCD TV panels is showing signs of fatigue. With end-market consumption weaker than expected and inventories at major consumer brands climbing steadily, panel makers are now seeing orders slashed — particularly starting in June — marking a clear shift from tight to loose supply-demand dynamics across the sector.
Innolux has announced a bold NT$33.7 billion (US$1.12 billion) acquisition of Japan's Pioneer Corporation, a move that signals a strategic pivot toward the high-growth market for intelligent automotive cockpits. The deal, made through its subsidiary CarUX and in partnership with Sweden-based EQT, is expected to close in the fourth quarter of 2025 and marks one of the largest overseas M&A transactions by a Taiwanese tech firm in recent years.
South Korea's leading display manufacturers have officially begun production of OLED panels for Apple's upcoming iPhone 17, according to industry sources. While Samsung Display (SDC) and LG Display (LGD) have secured the initial batch of orders, the total volume appears to be lower than that for the iPhone 16, reflecting geopolitical and economic uncertainties.
E Ink Holdings, a leading manufacturer of electronic paper displays, has announced the creation of a new notebook (NB) e-paper touchpad solution. It integrates color e-paper with notebook touchpads by utilizing Intel Corporation's Smart Base technology, Innovation Platform Framework (IPF), and AI Assistant Builder. The combined technology offers a visualized, AI-assisted human-machine interface tailored for notebook users.
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.
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.
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.
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