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.

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.

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.

At Zhong Yang Technology's investor conference on November 21, 2025, General Manager Chih-Cheng Hsu stated that after undergoing significant adjustments over the past two to three years and improving its business structure, the company began seeing results in 2025. Structural growth is expected in 2026, and Zhong Yang is optimistic about automotive, drones, and AR as its most growth-oriented businesses. Additionally, its Thailand plant is expected to start contributing more revenue in 2026.

Contact lens manufacturer Visco Vision is ramping up production to meet growing demand, aiming to increase its monthly capacity to 49 million pieces in the fourth quarter of 2025 and 52 million pieces in the third quarter of 2026.

During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated that development of variable-aperture smartphone lenses is progressing smoothly, and the company is aiming for customer certification in 2026. Driven by smartphone lenses, AR, and VR, Chen hopes 2026 revenue and profit will outperform 2025.

AUO's newly established subsidiary, AUO Mobility Solutions Corporation (AMSC), will make its debut at CES 2026 under the theme "Together, We Drive the New Era," showcasing its integrated capabilities in smart cockpit solutions.

AUO is accelerating its development of artificial intelligence hardware, unveiling what it claims is the world's first ultra-low-power LTPS display panel. The company is simultaneously intensifying its investments in Micro LED and silicon photonics, positioning itself to capitalize on surging AI-driven demand across the information and communications technology (ICT) sector.

The rapid adoption of OLED panels in high-end display applications is becoming unstoppable, signaling a structural shift in the display industry. According to General Interface Solution (GIS), a leading touch panel manufacturer, OLED technology is expanding toward larger screen sizes and a broader range of product lines, beginning with premium devices and eventually trickling down to mainstream models.

As cars become rolling digital platforms, the display has become one of the most fiercely contested frontiers for screen makers. Much like the evolution of televisions, the auto industry is now witnessing a duel between two advanced display technologies—Mini LED backlighting and OLED panels—each finding loyal allies among global automakers.

Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance on DDI revenue, which currently accounts for 57.34% of total sales, down from a higher proportion earlier this year.

Optical component and module assembler Ability Enterprises reported October 2025 revenue of NT$1.16 billion (approx. US$370 million), marking its highest monthly level in nearly nine years. The figure represented a 9.04% increase from September's NT$1.06 billion and a 114.96% surge compared with the same month in 2024.

During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan dollar and falling panel prices. On the bright side, both companies were overall profitable in the first three quarters of the year. However, in the fourth quarter, both AUO and Innolux expect demand to further weaken as the market enters the traditional off-season.

Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.257 billion (approx. US$72.8 million) in October 2025, down NT$400 million or 15.07% from September's NT$2.657 billion, but up NT$282 million or 14.3% year-over-year from October 2024's NT$1.974 billion.

Kinko Optical posted record October 2025 revenue of NT$405 million (approx. US$13.16 million), up 95.9% from a year earlier and 10.1% from September, the highest level in nine years. Consolidated revenue for the first ten months climbed 45.1% to NT$2.835 billion, driven by robust demand for thermal imaging and IoT lenses.

China's leading display manufacturer, BOE, is accelerating its deployment of 8.6-generation OLED production. The first phase of investment is nearly complete, and the company is preparing for the second phase of equipment procurement. By speeding up its investment timeline, BOE is positioning itself to catch up with Samsung Display (SDC) and potentially challenge its market dominance in the OLED sector.

End-market performance is expected to reflect improving demand for automotive chips in the second to third quarters of 2026. The optical industry has benefited significantly, with companies including CALIN, Asia Optical (AO), and Canon focusing on automotive lenses.

C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper products for both local and international markets.

Hinge and mechanical component manufacturer Syncmold Enterprise posted weak revenue performance in the first three quarters of 2025, mainly due to geopolitical and macroeconomic uncertainties. However, the company stated that with the gradual results from new products and new customers emerging, it remains cautiously optimistic about future development.

Between 2014 and 2023, Google launched its smart glasses, Google Glass, which was once seen as a technological innovation with strong potential in both the enterprise and consumer markets. However, limited by the hardware and software capabilities of the time, along with its distinctive appearance and limited functionality, the product struggled to gain market acceptance and was eventually discontinued.

Augmented reality (AR) glasses could become the next mainstream computing platform after smartphones. AR glasses are the core hardware of AR technology, but rely heavily on the integration of key components such as display modules, sensors, batteries, and optical lenses. The complex optical design requirements and the need to balance display quality, human visual characteristics, and device miniaturization all contribute to high total production costs. Additionally, if waveguide technology is used, costs may rise even higher.

Leading polarizer BenQ Materials is maintaining a cautious outlook for the display sector in the fourth quarter of 2025 and first half of 2026, due to a sluggish TV market and the impact of the upcoming Lunar New Year holiday, according to Chairman Dr. ZC Chen during the company's latest earnings call.

AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to be weaker than usual, with the traditional off-season in the fourth quarter, but 2026 has the potential to bring positive developments.

Although Chinese panel manufacturers have recently gained market share, their profitability has been weak due to the high proportion of low-priced products. In contrast, South Korean companies are improving their business structure by focusing on OLED and high-end panel products.