The global automotive industry is rapidly pivoting toward software-defined vehicles (SDVs), fueling a parallel surge in demand for large in-car displays. Market research firm Omdia forecasts that displays larger than 10 inches will account for a staggering 81% of automotive display sales by 2027, nearly doubling their market share from 2021.
With customers pulling in orders ahead of schedule, E Ink Holdings expects the second quarter of 2025 to be its strongest second quarter on record — traditionally, its peak performance has come in the third or fourth quarters. The company remains optimistic about the third quarter while the fourth quarter will depend in part on clarity around global tariff policies. Nevertheless, E Ink has dubbed 2025 the "first year of large-format e-paper," with digital signage projected to become its largest revenue stream in the near future.
South Korea's leading display manufacturers have officially begun production of OLED panels for Apple's upcoming iPhone 17, according to industry sources. While Samsung Display (SDC) and LG Display (LGD) have secured the initial batch of orders, the total volume appears to be lower than that for the iPhone 16, reflecting geopolitical and economic uncertainties.
Panel manufacturer Powertip Technology Corp. held its annual shareholder meeting on June 19, approving all agenda items with ease. Despite foreign exchange losses affecting second-quarter revenue, the company anticipates quarter-over-quarter growth thanks to a steady recovery in customer orders. Revenue is also expected to surpass the same period last year.
Optical mold manufacturer JMO Corp convened its annual shareholder meeting on June 19, where Chairman Rong-jhou Li and GM Jhih-cheng Syu offered an exclusive interview to DIGITIMES, shedding light on the company's manufacturing progress in Thailand and its expanding footprint in AR glasses.
The global race toward microLED mass production is heating up, with both Taiwanese and Chinese manufacturers accelerating efforts to carve out leading positions in the next-generation display technology market. While Taiwanese companies were early movers, Chinese players have also been ramping up their investments significantly in both speed and scale - particularly around microLED in package (MIP) products, which are expected to enter mass production between late 2025 and early 2026. These advancements are poised to drive growth in high-end display applications, including ultra-bright commercial displays larger than 90 inches.
