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    Home Tech Displays Display panel
    Friday 15 August 2025
    E Ink’s record 2Q25 eyed as an upward climb, with capacity expansion underway

    E Ink Holdings is riding a wave of strong demand for its electronic paper displays. During its earnings briefing on August 13, CEO Johnson Lee acknowledged that the company's production capacity has been thoroughly eclipsed by customer demand. He projected that the second quarter would mark the year's revenue peak, with the third quarter likely holding steady, albeit not exceeding the second quarter, and the fourth quarter experiencing some deceleration—possibly pushing some volume into early 2026. Overall, however, Lee assured that 2025 would see solid operational performance, with momentum carrying into 2026.

    Friday 15 August 2025
    China's Visionox plots twin-track OLED surge, from Canon Tokki lines to ViP era
    China's Visionox is pursuing a dual-track OLED expansion, ordering new production equipment to increase existing output while fast-tracking its proprietary Visionox Intelligent Pixelization (ViP) technology for future high-generation lines.
    Thursday 14 August 2025
    AUO sees steady 2Q25 panel demand, eyes post-tariff surge in year-end orders
    AUO said TV and IT product demand held steady in the second quarter of 2025, driven by China's extended trade-in program and early orders from customers hedging against US tariff risks. James Chen, senior vice president of AUO's Display Strategy Business Group, noted that TV demand in the typically slow second quarter declined only 3% year over year, with performance varying by region.
    Thursday 14 August 2025
    LG Display turns three-week OLED fixes into two-day process with AI
    LG Display (LGD) has fully deployed a self-developed artificial intelligence platform across its design, manufacturing, and business operations, marking a decisive push into digital and AI transformation (AX). The initiative, unveiled at the company's recent AX online forum, has already generated more than KRW200 billion (US$140 million) in cost savings while lifting productivity and product quality.
    Thursday 14 August 2025
    Samsung secures early ITC win in BOE OLED case amid looming 15-year US import ban
    Samsung Display has secured a significant preliminary victory in its intellectual property battle against Chinese panel giant BOE Technology, with the US International Trade Commission (ITC) recommending a sweeping ban on BOE's OLED panel imports for nearly 15 years.
    Thursday 14 August 2025
    Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
    Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their chip sales revenue from China to the US government. This equally astonishing arrangement secures export licenses from the US government for Nvidia's H20 and AMD's MI308 chips shipping to China.
    Wednesday 13 August 2025
    Samsung Display, LG Display unveil high-brightness OLEDoS, Micro LED innovations at K-Display 2025
    At the K-Display 2025 exhibition in South Korea, Samsung Display (SDC) and LG Display (LGD) presented advancements in microdisplay technologies aimed at future market growth. Both companies introduced innovations across OLED-on-Silicon (OLEDoS) and Micro LED displays, highlighting ongoing research despite current market challenges.
    Wednesday 13 August 2025
    Samsung Display debuts MONT FLEX brand, showcases enhanced durability and reduced creases in foldable panels
    Samsung Display (SDC) recently launched its foldable panel brand, MONT FLEX, at the K-Display 2025, marking an ongoing effort in foldable display innovation. Despite progress, Samsung Display acknowledged that the technology is not yet a finished product.
    Tuesday 12 August 2025
    Panel makers cautious about 3Q25 as early stocking affects demand
    Major panel suppliers AU Optronics (AUO), Innolux Corporation, and HannStar have tempered expectations for the traditional third-quarter peak season in 2025. The cautious outlook is largely driven by customers' advanced inventory buildup in the first half of the year and ongoing tariff uncertainties affecting ordering patterns.
    Tuesday 12 August 2025
    China subsidies and tariff extension spark August rebound in LCD panel demand
    Taiwanese display manufacturers, including AUO Corporation, Innolux, and HannStar, are tempering expectations for the third quarter's traditional high season. After customers front-loaded orders in the first half of the year, suppliers expect seasonal demand to be more dispersed in the months ahead.
    Monday 11 August 2025
    Japan Display reports 42% revenue drop amid plant closure and major restructuring plans
    Japan Display (JDI) reported a 42% on-year revenue drop in the first quarter of fiscal year 2025, ended June 30, 2025, falling to JPY32.4 billion (US$219.43 million). The net loss grew sharply to JPY20.2 billion, significantly higher than the JPY6.5 billion loss from the previous year, report Nikkei and Mynvi.
    Monday 11 August 2025
    Sharp reports net profit after asset sale
    Sharp Corporation reported a net profit of JPY27.2 billion (approx. US$184.21 million) for the April to June 2025 quarter, reversing a loss of JPY1.2 billion in the same period last year despite an 11% decline in revenue. The profit turnaround was partly driven by gains from the sale of assets at its Sakai, Osaka LCD panel factory to KDDI Corporation.
    Sunday 10 August 2025
    LCD TV panel prices stabilize amid August market tug-of-war
    In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first half of 2025 compared to the same period in 2024. However, after a demand surge in the first quarter of 2025, demand began to cool in the second quarter, prompting end-market players to adjust inventories and panel manufacturers to follow suit by adjusting capacity utilization rates, resulting in price corrections for LCD TV panels.
    Saturday 9 August 2025
    HannStar's 12th straight quarter of losses leaves plant sale uncertain
    Small-to-medium-sized panel maker HannStar Display continued to incur losses in the second quarter of 2025, marking its twelfth consecutive quarter of accumulated losses. To simplify its organizational structure and reduce operating costs, HannStar's board of directors decided to merge three wholly owned subsidiaries: Far Leader, Tong Xin Automation, and Lensme, all of which are investment holding companies. The planned merger is scheduled for October 1, 2025.
    Friday 8 August 2025
    China's equipment market remains elusive as Taiwanese panel makers retreat to Innolux and AUO
    China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding high-generation production lines such as 8.5G, 8.6G, and 10.5G, or directly increasing capacity and market share through mergers and acquisitions. For example, TCL CSOT took over LG Display's Guangzhou 8.5G fab.
    Thursday 7 August 2025
    Samsung Display wins first MacBook order, BOE eyes iPads
    As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply gaps, pushing to become a supplier for OLED panels used in iPads. If successful, this could threaten South Korea's dominance in OLED technology.
    Thursday 7 August 2025
    AUO pushes strategic shift toward asset-light model amid global realignment
    AUO has confirmed that the sale of its Singapore plant is still underway, aligning with its strategy to streamline global operations. The move follows a similar step by Taiwanese peer Innolux, which recently shut down its Fab 5 to adjust capacity.
    Wednesday 6 August 2025
    Monitor & NB panel prices remain stable through August
    Supply and demand in the LCD monitor panel market remain weak, keeping prices stable in July 2025 and resulting in an expected similar trend for August 2025.
    Wednesday 6 August 2025
    China's rise is closing in on Samsung's TV dominance
    Samsung Electronics has long dominated the global TV market, but Chinese TV brands have grown rapidly in recent years, steadily challenging Samsung's top spot. As of the first half of 2025, second-place TCL's global TV shipments trailed behind Samsung by less than 3 million units, stepping up to challenge to the global leader.
    Tuesday 5 August 2025
    Innolux posts wider 2Q25 loss, cautions on weaker second-half demand due to tariff risks
    Taiwanese display manufacturer Innolux reported a net loss in the second quarter of 2025, with core operations remaining in the red for the fourth consecutive quarter. The company warned of a more subdued demand outlook for the second half of the year, citing trade uncertainties and an early inventory pull-in by customers during the first half.
    Monday 4 August 2025
    BOE faces Pentagon review over possible Chinese military ties under new US defense bill
    The US Congress has added a new clause to the National Defense Authorization Act (NDAA), requiring the Pentagon to evaluate whether BOE Technology — China's top display panel manufacturer — should be labeled a "Chinese military company" (CMC).
    Monday 4 August 2025
    Innolux starts mass production of FOPLP, eyes monthly shipments surge by 2H25
    Taiwanese display maker Innolux has officially entered volume production of its fan-out panel-level packaging (FOPLP) technology, a cornerstone of its broader transformation strategy. Chairman and CEO Jim Hung announced during an August 1, 2025, earnings call that shipments reached over 2 million units in a single month during the second quarter of 2025, with output projected to scale into the tens of millions by the end of 2025.
    Monday 4 August 2025
    How will Taiwan's panel giants adapt to the 20% tariffs?
    On July 31, 2025, US President Donald Trump signed an executive order slapping Taiwan with a 20% reciprocal tariff. Taiwanese President William Lai stated that this is a "temporary" tariff rate announced by the US to Taiwan and could be reduced if subsequent agreements are reached.
    Monday 4 August 2025
    Innolux edges past HKC in global LCD TV panel race, 1H25 shipments reshuffle rankings
    Early panel procurement, fueled by US tariffs and China's "trade-in" incentives, drove up global LCD TV panel shipments and total shipment area in the first half of 2025. Taiwan's Innolux overtook China's HKC in unit shipments, rising to the third position globally and reshaping the competitive landscape.
    Saturday 2 August 2025
    Samsung Display loses foldable OLED top spot to BOE; 1Q25 revenue rises 2% on non-phone demand
    Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses, automotive displays, smartwatches, TVs, and monitors. However, in a significant market shift, Samsung Display (SDC) lost its leadership position in the foldable OLED segment to Chinese rival BOE Technology Group, according to Chosun Biz and News1, citing data from Counterpoint Research.
    More Display panel coverage
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    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES