Samsung Electronics is reportedly shifting a significant portion of its mid-range smartphone OLED panel orders to China Star Optoelectronics Technology (CSOT) as rising memory prices intensify cost pressure, according to The Elec.
The global CMOS image sensor (CIS) supply chain faces a major disruption as HiSilicon, Huawei's core semiconductor subsidiary, officially enters the high-end CIS market with its first self-developed sensor chip. Partnering with strategic collaborator Gkuvision, an imaging solution provider, HiSilicon launched the new generation sports camera "Xiaotu S7PRO MAX" equipped with its proprietary sensor.
Touch panel maker TPK Holding reported a sharp increase in profitability in 2025, as a shift in product mix and lower depreciation costs lifted margins, while higher-priced touch modules for OLED tablets are expected to continue supporting revenue.
Despite pressure on profits from geopolitical tensions and currency swings in 2025, Taiwan-based LED packaging maker Edison Opto is betting that a strategic pivot toward automotive electronics will drive growth this year.
LG Display (LGD) is reportedly supplying panels for TCL's first OLED monitor, marking a notable instance of South Korean OLED technology entering the Chinese market.
As a result of fewer working days, major Taiwanese panel makers all reported lower revenues in February. However, companies remain optimistic about the first quarter, as customers have pulled in panel orders earlier to prepare for upcoming sporting events, while surging memory costs have also prompted earlier procurement. Prices for LCD TV panels and LCD monitor panels have both risen in the first quarter, and despite the monthly revenue decline, industry players are not pessimistic.
Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million) in the fourth quarter of 2025, up 8.83% quarter-over-quarter. The company also posted a net profit after tax of NT$86.64 million for the quarter, a surge 2,725% from the previous quarter. This represents a full-year turnaround from losses to profits.
South Korean OLED makers face diverging trends across the global display market. Shipments to Chinese smartphone brands are weakening amid price competition and softer handset demand, while higher-value OLED products are helping Korean suppliers stabilize their market share after years of decline.
Below are the most-read DIGITIMES stories from the week of Mar 9-15, 2026:
Visionox has reportedly begun equipment procurement for an 8.6-generation OLED production line, a move that could challenge Samsung Display's (SDC) early lead. SDC gained an advantage by supplying OLED panels for Apple MacBook products, but South Korea's display industry is closely watching China's panel makers as BOE, TCL CSOT, and Visionox accelerate construction of 8.6-generation OLED lines, raising the prospect of a shift in competitive dynamics.
Demand for e-paper displays remains strong, with E Ink Holdings expecting both revenue and profit to reach new highs in 2026, according to CEO Johnson Lee.
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