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Jun 17, 15:27
BOE starts production at China's first 8.6G AMOLED line
BOE Technology Group has begun mass production at its Chengdu high-tech zone facility, a move that could reshape the supply of OLED displays for notebooks and tablets, while intensifying competition in a market where manufacturers across Asia are racing to expand higher-generation panel capacity for global electronics buyers.

Chinese OLED panel maker Visionox is accelerating the commercialization of its proprietary Visionox intelligent Pixelization (ViP) technology even as utilization rates at China's flexible OLED fabs continue to decline amid weaker smartphone demand and lingering inventory pressure.

Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.

The demand boost that came from World Cup-related television purchases and China's annual "618" shopping festival is beginning to fade, exposing a familiar challenge for Taiwan's display industry: how to grow when the panel cycle turns against it.
Global video solutions provider Aver is accelerating its expansion in South Korea, planning to formally establish a local subsidiary in June 2026 to meet rising demand from companies and educational institutions. The move could strengthen its access to corporate collaboration, professional AV, and hybrid learning markets.
LG Display (LGD) has settled OLED- and LCD-related patent disputes with China-based Tianma Microelectronics, including cases in the US, and signed a patent licensing agreement. LGD could begin recognizing licensing revenue as early as the second quarter of 2026.

Coretronic reported consolidated revenue of about NT$3.243 billion for May 2026, up 2% from April and 6% from a year earlier, supported by shipment growth in its imaging and energy-saving product businesses.

LED packaging maker Everlight Electronics said first-quarter 2026 earnings fell to NT$0.91 (US$0.03) per share from NT$1.32 a year earlier, reflecting a sharp increase in metal raw material prices. Chairman Yin-Fu Ye said the company is leaning on cost optimization, manufacturing improvements, and a new Thailand plant to restore profitability later in the year.
Global TV shipments rose 6% year-over-year to 50.3 million units in the first quarter of 2026, driven by retailer inventory build-ups ahead of the FIFA World Cup and resilient consumer demand outside China, according to market research firm Omdia.
Apple's anticipated adoption of OLED screens in MacBook Pro models is set to lift demand for notebook panels, as Samsung Display and BOE prepare to begin mass production of 8.6-generation OLED panels.
Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed views on the industry, technology, and Largan's own operations. His comments showed clear optimism toward the company's development of fiber array units (FAUs).
At COMPUTEX 2026, e-paper moved beyond e-readers and electronic shelf labels, finding new applications in vehicles, signage, and smart mobility. The technology's expansion signals a widening role in low-power displays as AI and transport applications continue to grow.