LED packaging maker Everlight Electronics said it will sell its Tongluo plant in Miaoli to Sinbon for NT$3.458 billion (US$108.5 million), a move expected to strengthen its capital allocation as it shifts investment toward higher-growth businesses. The company also said its new Thailand factory, built partly to reduce geopolitical risk, is scheduled to begin mass production in the second half of 2027.
MicroLED remains a promising next-generation display technology, but industry analysts say its commercial breakthrough still hinges on thin-film transistor (TFT) technology and the participation of South Korean panel makers Samsung Display (SDC) and LG Display (LGD). Yet SDC is reportedly taking a cautious stance on microLED TV applications.
E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said IoT and e-paper signage businesses remain strong. Full-year revenue growth is now expected at 10-15%, down from an earlier forecast of 20-25%, while consumer electronics revenue could fall by double digits.
With global TV demand slowing and panel prices continuing to fall, display makers are facing intensifying profit pressure. Analysts say the industry's bottleneck extends beyond low-priced Chinese competition and reflects a broader reshaping of the consumer electronics value chain, with OLED's next growth phase likely to depend on lower manufacturing costs and wider adoption in IT devices.
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.
