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Dec 3, 11:23

LCD TV panel prices to hold steady in December despite weak Single's Day

As China's Singles' Day TV sales fell short of expectations, international brands have increased early procurement ahead of major 2026 sports events, supporting stable LCD TV panel prices in November and suggesting steady or slightly rising prices in December.

AOT and Epileds bet on automotive LED growth in 2025

Dec 2

Samsung Display maps out OLED expansion in Vietnam's Bac Ninh hub

Dec 2

PVD set to enter US military supply chain with tank night vision displays

Dec 1

Automotive OLED adoption stuck below 5% as LCD dominates; 8.6G fabs may close cost gap

Dec 1

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DISPLAY COMPONENTSSamsung Display cautious on OLEDoS ramp as yields stay low

Nov 28

Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR market limit near-term demand, according to people familiar with the matter. Analysts say the supplier is choosing to refine its microdisplay technology while waiting for the market to reach a level that can support larger volumes.

DISPLAY COMPONENTSApple's IT demand lifts global OLED material spending 6.2% in 3Q25

Nov 28

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.

LEDFitTech targets 2Q26 profits with goal to become Taiwan's largest foundry

Nov 28

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.

DISPLAY COMPONENTSTaiwan's Kinko Optical targets US LEO satellite supply chain as infrared business expands

Nov 28

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.

DISPLAY COMPONENTSWalmart's electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown

Nov 27

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.

DISPLAY SYSTEMData Image enters drone market with new Taoyuan production line

Nov 27

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.

DISPLAY PANELContrel eyes 30% semiconductor revenue share by 2026 with PLP, microLED, and TGV

Nov 27

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.

DISPLAY PANELSunic's deposition tools clear top rating, enabling BOE's 8.6-gen OLED expansion

Nov 27

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.

DISPLAY PANELApple's 2026 iPad mini to get OLED display, Samsung exclusive supplier

Nov 27

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.

DISPLAY SYSTEMSamsung and LG shift TV strategies amid rising competition from Chinese manufacturers

Nov 26

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.

LEDSamsung and LG cautiously observe TCL CSOT's inkjet printed OLED production

Nov 25

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.

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