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.
BOE Technology has advanced its 8.6-generation OLED production line after South Korea's Sunic System passed BOE's highest-level stability assessment for its deposition equipment, prompting BOE to proceed with Phase Two expansion for Lines 3 and 4.
Apple is reportedly set to equip its 2026 iPad mini with an OLED display for the first time, with Samsung Display slated as the exclusive supplier, according to ET News. The move is expected to support the expansion of the medium-to-large OLED segment, which has seen modest growth in recent years.
South Korean electronics giants Samsung Electronics and LG Electronics are expanding their television product offerings beyond their traditional core focus areas to counter fierce pricing competition from Chinese companies. Both firms are diversifying into each other's market segments in an effort to sustain sales and market share in a challenging global environment.
TCL CSOT began mass production of 21.6-inch inkjet-printed OLED medical monitor panels in November 2025 and is expanding the technology to notebooks and tablets, while Samsung and LG are cautiously evaluating its market potential.
Samsung Display (SDC) recently declared its commitment to ensuring the profitability of its 8.6-generation IT-use OLED line A6, aiming to reach a level that competitors cannot match. According to South Korean media, including The Elec and Money Today, SDC president Cheong Lee emphasized five key business engines during D-Talks: foldable panels, IT, automotive, monitors, and XR OLEDoS. He pledged to expand competitiveness based on technological barriers.
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