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Tuesday 8 July 2025
Chinese display maker BOE set to dominate Apple MacBook panel supply in 2025
China's BOE Technology Group is poised to become Apple's largest MacBook panel supplier for the first time in 2025, capturing 51% market share as the iPhone maker shifts orders away from South Korean rival LG Display.
Tuesday 8 July 2025
JDI to rise from ashes with data centers and advanced packaging: Q&A with JDI Taiwan chairman Raymond Sun
Small-to-medium-size panel maker Japan Display (JDI), despite having suffered 11 consecutive years of losses, global layoffs, and the recent resignation of its former CEO Scott Callon, the company is still eyeing to return to profitability in 2026 with the closing of its Mobara factory in Chiba to concentrate production at its Ishikawa plant.
Monday 7 July 2025
Ennostar divests Kfes Lighting in strategic pivot to high-growth sectors

Ennostar, through its subsidiary Epistar JV, announced Monday that it will divest its entire stake in Kfes Lighting, as part of a broader strategic shift to streamline its operations and sharpen its focus on high-growth sectors. The transaction, valued at US$35.73 million, was approved by Ennostar's board and is expected to improve the group's financial flexibility.

Monday 7 July 2025
Samsung's 1H25 performance incentive rates: Samsung foundry bonus drops to 0

Samsung Electronics' Device Solutions (DS) division, which oversees its semiconductor operations, has capped its performance bonus for the first half of 2025 at just 25% of the base monthly salary — the lowest among the company's major business units.

Monday 7 July 2025
Toppan to sell full stake in Taiwan's Giantplus as new owner eyes strategic shift
Japan's Toppan Holdings is offloading its entire 53.1% stake in Taiwanese display maker Giantplus Technology to Ju Yi Investment, with the deal unfolding in two phases and expected to wrap up by late August 2025.
Friday 4 July 2025
Big screens, bigger stakes: LG and Samsung compete in the SDV display market

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.

Friday 4 July 2025
E Ink and Netronix power ahead as E-paper demand surges across segments

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.

Friday 4 July 2025
New US-Vietnam tariff pact prompts display makers to double down in Vietnam
On July 2, 2025, US President Donald Trump announced a tariff agreement with Vietnam. This agreement marks the first trade deal between the Trump administration and an Asian country, excluding China, signaling a shift in US trade policy in the region.
Thursday 3 July 2025
IT panel demand shrinks in China with end of promotions and stimulus plans

With China's annual 618 e-commerce shopping festival coming to an end and government subsidies that helped boost sales earlier this year exhausted in most provinces, several LCD monitor brands are adjusting their panel inventory strategies amid signs of a sharp deceleration in consumer momentum.

Thursday 3 July 2025
LCD TV panel prices slip as brands slash orders, inventories pile up
After a wave of early procurement in the first half of 2025, global demand for LCD TV panels is showing signs of fatigue. With end-market consumption weaker than expected and inventories at major consumer brands climbing steadily, panel makers are now seeing orders slashed — particularly starting in June — marking a clear shift from tight to loose supply-demand dynamics across the sector.
Wednesday 2 July 2025
Innolux to acquire Pioneer for US$1.1 billion in auto cockpit strategy shift
Innolux has announced a bold NT$33.7 billion (US$1.12 billion) acquisition of Japan's Pioneer Corporation, a move that signals a strategic pivot toward the high-growth market for intelligent automotive cockpits. The deal, made through its subsidiary CarUX and in partnership with Sweden-based EQT, is expected to close in the fourth quarter of 2025 and marks one of the largest overseas M&A transactions by a Taiwanese tech firm in recent years.
Wednesday 2 July 2025
Production for iPhone 17 OLED begins; Korean display manufacturers cautious with orders due to Trump storm

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.

Wednesday 2 July 2025
E Ink develops e-paper solution using Intel technology, eyeing notebook market
E Ink Holdings, a leading manufacturer of electronic paper displays, has announced the creation of a new notebook (NB) e-paper touchpad solution. It integrates color e-paper with notebook touchpads by utilizing Intel Corporation's Smart Base technology, Innovation Platform Framework (IPF), and AI Assistant Builder. The combined technology offers a visualized, AI-assisted human-machine interface tailored for notebook users.
Tuesday 1 July 2025
Chinese TV brands surge as LG adopts three-pronged strategy to stabilize market share
Despite the growing competitive threat from Chinese brands such as Hisense, TCL, and Xiaomi in recent years within the TV and end-display industry, South Korean companies continue to optimize OLED and other technologies to differentiate themselves from competitors. From LG Electronics' perspective, there are three main strategic approaches it is employing.
Monday 30 June 2025
JDI raises funds from Ichigo, sells patents and factory to develop sensors and semiconductors for restructuring
Japan Display Inc. (JDI) announced it will issue new stock subscription rights to its parent company, Ichigo Trust, to raise JPY95.6 billion (US$664.4 million). The company also plans to sell patents related to LCD and OLED displays, along with the land and buildings of its Mobara factory.
Monday 30 June 2025
With SpaceX pulling back, TTMC retools its strategy for the chip supply chain
ThinTech Materials Technology (TTMC), a subsidiary of China Steel Corporation, experienced conservative shipment momentum in the first quarter of 2025 due to delays in customer verification schedules from IDM giants and panel manufacturers, as well as the recycling use of FOPLP (Fan-Out Panel Level Packaging) carriers.
Monday 30 June 2025
Toppan's equity transfer in progress; Giantplus expands cooperation beyond procurement
Giantplus, a small- and medium-sized panel manufacturer, is undergoing an equity transfer as its parent company, Toppan, plans to transfer its 53.1% stake to JuYi Investment. This equity transfer will be conducted in two phases, with the first phase completed in January and the entire transfer expected to conclude by late August.
Monday 30 June 2025
BOE ramps up iPhone OLED production, challenging Samsung and LG

Chinese display manufacturer BOE has secured production capacity of roughly 100 million OLED panels annually for Apple's iPhones, according to industry sources. While BOE still lags behind South Korean giants Samsung Display (SDC) and LG Display (LGD) in technology, its rapid expansion is expected to undermine the bargaining power of the Korean suppliers in future negotiations with Apple.

Saturday 28 June 2025
Panel makers brace for uncertain Q3 due to cooling demand and tariff risks

After an unexpectedly strong first quarter driven by front-loaded demand, the global LCD panel industry is now showing signs of cooling. The momentum, boosted by US tariff exemptions and China's "trade-in" subsidies for home electronics, is fading fast as those tailwinds weaken heading into the second half of 2025.

Friday 27 June 2025
Innolux unit to buy Pioneer for US$1 billion in automotive tech push
Innolux's automotive subsidiary, CarUX Technology, agreed to acquire Japan's Pioneer for JPY163.6 billion (approx. US$1.03 billion) from private equity firm EQT, marking Taiwan's largest automotive technology deal.
Wednesday 25 June 2025
ChLCD cuts energy use by 90% in DB collab, AUO Display Plus targets European green transport market
AUO Display Plus, a subsidiary of AUO specializing in vertical field display solutions, has partnered with S-Bahn Hamburg, a subsidiary of Germany's largest railway operator Deutsche Bahn AG (DB). At the 2025 International Association of Public Transport (UITP) Global Public Transport Summit, they showcased a new concept train featuring AUO Display Plus's industry-exclusive HiRaso display technology. Utilizing cholesteric liquid crystal displays (ChLCD) with reflective and bistable properties, this innovation achieves zero power consumption for information display, supporting DB's transition to greener transportation.
Wednesday 25 June 2025
Apple's OLED iPad pipeline fuels Samsung, LG production ramp; BOE left in the dust
Apple is set to release new iPad Pro models in the latter half of 2025, continuing its transition to OLED displays across its tablet portfolio. As reported by ZDNet Korea, Samsung Display (SDC) and LG Display (LGD) began mass production of OLED panels for the new iPads in June 2025.
Wednesday 25 June 2025
Advertising billboards pioneer new environmental chapter with E Ink's color e-Paper and Oricom collaboration
E Ink, a leading e-Paper manufacturer, has partnered with Japan's Oricom to jointly develop the next-generation advertising display billboard "Sustainable Board," featuring the latest color ePaper technology, E Ink Spectra 6.
Wednesday 25 June 2025
Apple's foldable iPhone nears production; Novatek seeks role in OLED chip supply
Apple is reportedly preparing to initiate development of its first foldable smartphone in the second half of 2025, with contract manufacturing partner Hon Hai Precision Industry Co. (Foxconn) accelerating design efforts, according to supply chain sources familiar with the matter.
Wednesday 25 June 2025
Powertip tech sees recovery in orders, eyes growth in industrial and AI-driven display solutions

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.