Coretronic and Radiant Opto-Electronics recorded revenue increases in August compared to July, though their year-over-year performances show declines. Looking ahead to the third quarter of 2025, Coretronic anticipates growth in shipments of energy-saving products but expects imaging product shipments to fall. Radiant projects third-quarter revenue to remain flat relative to the second quarter, with weaker performance forecasted for the second half of the year.

AR glasses represent a revolution for displays that incorporate key technologies such as near-eye displays, microLED, and waveguides, with AI and AR now sharing a symbiotic existence and development, says Jorjin Technologies chairman Tom Liang. These technologies did not emerge overnight, and although Taiwanese companies possess the necessary expertise, they have usually worked independently in the past without proper integration.

Topview Optronics, a subsidiary of Taiwan's Qisda Group, reported that integration efforts in the security control industry are gaining momentum. While customers previously focused on performance and pricing, system integration has now emerged as their primary priority. The company maintains a cautiously optimistic outlook for the second half of 2025 and into 2026.

The Adani Group is reportedly in discussions with Japan's Sharp Corporation and Panasonic to establish a joint LCD fabrication plant in India, marking a strategic pivot after its proposed semiconductor wafer fab in Maharashtra was paused. According to Economic Times sources, the talks have gained momentum, particularly following Prime Minister Modi's recent visit to Japan, which emphasized strategic industrial collaboration between the two nations.

With Apple officially switching the iPad Pro display to OLED technology in 2024, industry speculation has intensified over whether MiniLED backlighting can maintain its position in MacBook Pro displays. The supply chain widely believes that Apple intends to adopt the same dual-layer tandem OLED technology used in the iPad Pro for the MacBook Pro, with OLED integration expected to begin between 2026 and 2027. Additionally, the MacBook Air may transition to OLED by 2029, posing a significant challenge to MiniLED applications in the IT market.

AUO recently announced a collaboration with leading satellite navigation and smart wearable brand Garmin to launch the world's first smartwatch featuring microLED display technology, the Garmin Fenix 8 Pro microLED. The new watch is equipped with a 1.4-inch, 326 PPI high-resolution screen that offers high brightness, ultra-high dynamic contrast, and saturated colors, ensuring clear visibility even under strong light or extreme conditions—making it especially suitable for outdoor sports and adventure needs.

South Korea's display industry has strengthened its global position by advancing dual-layer tandem OLED technology, overcoming years of competition from low-cost Chinese LCD panels. This innovation enhances brightness, lifespan, and performance, allowing South Korean firms to expand their footprint in IT and automotive applications.

After order adjustments in the second quarter of 2024, inventory levels among LCD TV brand vendors have declined. At the same time, panel prices remain at low points, further encouraging brand vendors to increase their procurement efforts.

Taiwan's Ennostar Group has announced a collaboration with international Tier 1 automotive supplier Valeo to co-develop industry-leading Mini LED exterior matrix display products, unveiling them for the first time at Germany's IAA Mobility 2025, running September 9-14.

Suzhou Everbright Photonics is betting on explosive demand from artificial intelligence (AI) and data centers to drive future growth, Chairman Dayong Min said in an interview with DIGITIMES at the China International Optoelectronic Expo (CIOE). The company is also expanding into the European market as a hedge against rising geopolitical tensions.

LCY Chemical is actively expanding into the electronic materials market in its 110th year since the company's founding in 1915. According to CEO Vincent Liu, the company's electronic materials segment currently accounts for roughly 12% of total revenue, with a compound annual growth rate of 26%, significantly higher than the industry average of 7%. Going forward, the company plans to deepen its material portfolio to target demand related to the semiconductor, AI, high-speed communications, and next-generation display industries.