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Monday 1 September 2025
Everlight Electronics reports slight 1H25 revenue decline amid cautious outlook
Everlight Electronics posted a 3.48% year-over-year decline in consolidated revenue for the first half of 2025, totaling NT$10.095 billion (US$330 million). The company's gross margin remained stable at 31.25%, slipping marginally by 0.26% compared with the same period last year. However, cautious customer ordering in the third quarter has tempered the company's earlier projections of modest annual growth.
Monday 1 September 2025
South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25
The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return to the billion-dollar milestone after three years. This growth was primarily driven by increased demand for high-end OLED panels and customers placing early orders due to concerns over US tariffs.
Monday 1 September 2025
Samsung, LG losing TV war to China, bet on microLED revival
Samsung Electronics and LG Electronics' television businesses have fallen from their former status as "flagship divisions" to becoming performance "obstacles," frequently losing ground in competition against Chinese companies. Industry insiders in South Korea are hopeful that the microLED TV market will flourish, helping Samsung and LG reverse their disadvantages in the TV sector.
Monday 1 September 2025
US weighs BOE OLED ban, putting Apple's display supply chain in flux
The US is reportedly moving to impose a long-term sales ban on OLED panels made by China's BOE Technology, raising the prospect of a significant reshuffle in Apple's display supply chain. The measure is expected to ripple upstream through suppliers of display driver ICs (DDI), foundries, and outsourced semiconductor assembly and testing (OSAT) firms in Taiwan.
Friday 29 August 2025
Samsung reportedly explores BOE's WOLED panels for its gaming monitors

BOE Technology is reportedly in talks with Samsung Electronics and other manufacturers to supply white OLED (WOLED) panels for monitors, as Chinese panel makers seek to capture surging demand in the high-end gaming market. Analysts view the effort as BOE's bid to secure a foothold in premium displays.

Wednesday 27 August 2025
Samsung Display restructures OLED business to strengthen Apple ties and fend off Chinese rivals

Samsung Display (SDC) is executing a sweeping organizational overhaul across both its IT and small-to-medium panel businesses, aiming to solidify its leadership in OLED displays while countering growing competition from China.

Wednesday 27 August 2025
South Korean Supreme Court convicts Everlight Electronics of technology theft
South Korea's Supreme Court has upheld a ruling that found Taiwanese manufacturer Everlight Electronics guilty of stealing patented LED technology from South Korean firm Seoul Semiconductor. Everlight was fined KRW60 million (approximately US$43,000), while three former Seoul Semiconductor employees involved received prison sentences with probation.
Wednesday 27 August 2025
LED industry sees profit decline in 2Q25 amid currency challenges
The LED industry experienced notable profit declines in the second quarter of 2025, mainly due to exchange rate effects. Everlight Electronics reported a 44.7% drop in net income to NT$323 million (US$10.57 million), reflecting the broader financial pressures facing sector players.
Thursday 21 August 2025
China LED firms hike prices up to 10%; Taiwan pivots to AI
China's LED industry is facing a new round of price hikes in 2025 as rising raw material costs squeeze margins. MLS Co., Ltd., Kinglight, and Syntec Technology led the move with increases of 5–10%, prompting peers to follow. Taiwanese manufacturers remain skeptical, citing weak end-market demand that makes higher prices difficult to sustain.
Monday 18 August 2025
Samsung debuts world's first 115-inch micro RGB TV, aiming at OLED and mini LED rivals

Samsung Electronics has unveiled the world's first 115-inch micro RGB television, marking a bold step to reinforce its presence in the premium TV segment. Unlike self-emissive microLED displays, this model uses micron-scale RGB backlighting combined with AI image processing to deliver more accurate colors, higher brightness, and enhanced picture quality, giving Samsung an edge in the large-size premium TV market.

Sunday 17 August 2025
Market research predicts staggering growth for microLED TV market starting in 2028
The microLED market—considered a "game changer" in the next-generation display panel industry—is expected to enter a rapid growth phase starting in 2028, according to market researchers. Driven by expansion in high-end TVs and other applications, related companies are also anticipated to aggressively ramp up equipment investments.
Thursday 14 August 2025
MicroLED tech for next-gen car displays targets 2028 mass production

Canadian microLED startup VueReal is advancing the automotive industry’s shift toward digital and lightweight designs through its proprietary microLED technology. The company is collaborating with manufacturers and tier-one suppliers across Asia, targeting commercial mass production by 2028.

Thursday 14 August 2025
Ennostar targets AI optical communication and microLED as future growth drivers
Facing a stronger New Taiwan dollar and intensified competition in the LED industry, Ennostar reported an expanded loss in the second quarter of 2025. However, its microLED technology is set to enter trial production for end-market applications, with expectations to contribute significantly to revenue over the next two years.
Thursday 14 August 2025
Seoul Semiconductor leverages extensive patent portfolio, Wicop technology to accelerate Micro LED growth
Seoul Semiconductor, South Korea's leading LED manufacturer and the world's third-largest by market share in 2024, is intensifying its push into the fast-expanding micro LED sector. Backed by more than 18,000 patents, the company is deploying its proprietary Wicop technology to secure an edge in next-generation displays.
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.
Thursday 14 August 2025
Laster Tech reports 2Q25 loss amid expansion plans in North America
LED automotive lighting module manufacturer Laster Tech announced consolidated revenue of NT$2.27 billion (US$76.1 million) for the second quarter of 2025 but recorded a net loss after tax of NT$106 million. The loss marks a reversal from previous quarters despite maintaining operating profitability.
Tuesday 12 August 2025
Ennostar names new chairman, focuses on 3+1 high-value applications for breakthrough
The board of directors at Ennostar Inc. has approved a significant personnel decision. Starting October 1, 2025, incumbent Lextar Electronics chairman Patrick Fan will assume the role of chairman at Ennostar Corp., a new entity to be created after a major restructuring of the Ennostar Group.
Tuesday 5 August 2025
China's Sanan Optoelectronics to acquire Dutch LED company Lumileds for US$239 million
On August 4, 2025, Sanan Optoelectronics partnered with Malaysia's Inari Amertron Berhad to acquire Dutch LED company Lumileds for US$239 million, expanding Sanan's presence in the high-end LED market.
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.
Thursday 31 July 2025
Taiwan's Coretronic sees mixed Q325 outlook on tariff uncertainty, currency volatility
Coretronic Corporation expects a divergence in performance across its two core product segments in the third quarter of 2025, with energy-saving solutions projected to rebound while imaging systems face continued headwinds from tariff uncertainty and currency volatility.
Monday 28 July 2025
Samsung's marketing of 'non-self-emissive MicroLED' sparks confusion over flagship TVs
To secure its market leadership, Samsung Electronics has positioned MicroLED technology as the exclusive feature for its flagship models. However, Samsung reportedly plans to market an advanced model of Mini LED TVs as "non-self-emissive RGB MicroLED", confusing the original product strategy of MicroLED, which aimed for the very top-tier customers.
Friday 25 July 2025
South Korea looks to replicate Taiwan's ecosystem in its Micro LED industry
Next-generation display technologies continue to grow, and South Korea is struggling to maintain its leadership in the Micro LED industry. It is extremely important for South Korea to secure original technologies from domestic materials, components, and equipment companies; a supportive ecosystem and cooperation system must be established.
Tuesday 22 July 2025
PlayNitride faces revenue decline as microLED growth streak ends
Taiwanese microLED manufacturer PlayNitride is confronting its first significant slowdown after years of rapid expansion, with first-half revenue falling 4.64% to NT$504 million (approx. US$17.1 million) amid customer product transitions and global economic headwinds.
Friday 18 July 2025
South Korea steps up investment in iLED eyeing global leadership
South Korea has pledged an investment of approximately US$350 million to develop next-generation inorganic LED (iLED) technology by 2032 to maintain the country's leadership in the display market.
Sunday 13 July 2025
Despite exchange rates hurting June revenue, Laster Tech's 1H25 still posts record high
Despite foreign exchange fluctuations and seasonal factors decreasing June revenue, LED automotive lighting module manufacturer Laster Tech still achieved a record-high consolidated revenue for the first half of 2025.