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Tuesday 25 November 2025

Samsung Display vows unbeatable profits for 8.6G OLED production

Samsung Display (SDC) recently declared its commitment to ensuring the profitability of its 8.6-generation IT-use OLED line A6, aiming to reach a level that competitors cannot match. According to South Korean media, including The Elec and Money Today, SDC president Cheong Lee emphasized five key business engines during D-Talks: foldable panels, IT, automotive, monitors, and XR OLEDoS. He pledged to expand competitiveness based on technological barriers.

Tuesday 18 November 2025

AUO's Hsinchu exit comes ahead of a major OLED supply shift in 2026

The wave of panel-factory shutdowns continues, with AUO Corp. confirming the sale of another facility. On November 14, the company said it will dispose of its Hsinchu L3C plant and related assets to Powertech Technology for NT$6.898 billion (approx. US$221.5 million), generating an expected disposal gain of NT$3.85 billion. AUO said the move supports a light-asset operating model, asset activation, and financial optimisation.

Tuesday 18 November 2025

South Korea's OLED giants forecast a strong 2025 on rising TV and monitor demand

The outlook for South Korea's two major display makers—LG Display (LGD) and Samsung Display (SDC)—is strengthening as both companies move toward improved performance in the large-size OLED market. LG Display's white-OLED (WOLED) business is expected to turn an annual profit for the first time, while SDC is narrowing losses in its QD-OLED operations by focusing on the high-margin monitor segment.

Monday 17 November 2025

AUO unveils 1Hz LTPS panel, expands into Micro LED and silicon photonics

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.

Friday 14 November 2025

Edison Opto expects automotive momentum to reboot operations in 2026

LED firm Edison Opto reported weak results for its lighting products in the third quarter of 2025, with shipments to customers in the Middle East and Europe falling short of expectations. The company posted a net loss of NT$23.11 million (US$0.74 million) for the quarter, while automotive product shipments remained stable.

Friday 14 November 2025

Ilitek completes T-Con integration, eyes DDI product synergy in 2026

DDI supplier Ilitek held an earnings call on November 12, 2025, attributing its third-quarter revenue growth to the completion of platform transitions by key customers and the start of OLED DDI product shipments. Early stocking ahead of the long holiday also boosted growth across the company's three main product lines.

Friday 14 November 2025

Mini LED TV market reshuffled: Chinese firms' dominance forces Korean players to retreat

Market researchers now expect Mini LED televisions to ship at nearly twice the volume of OLED sets in 2025 — roughly 1.8 times as many — marking a decisive shift in the premium TV landscape. Much of the momentum comes from Chinese brands TCL and Hisense, which have emerged as the dominant forces in the Mini LED segment, while Samsung's share has slipped as it concentrates more heavily on OLED models.

Thursday 13 November 2025

GIS bets on OLED and optics as the display industry shifts to high-end applications

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.

Tuesday 11 November 2025

The dashboard revolution: how Mini LED and OLED are changing cars

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.

Thursday 6 November 2025

Exclusive: Asus seizes OLED crown from Samsung, VP breaks silence

The global OLED display market is fiercely competitive, becoming a key battleground for major brands. Samsung Display (SDC) and LG Display (LGD) continue to dominate the high-end panel supply chain, while brand leaders such as Asus, MSI, Samsung Electronics, LG Electronics, and Dell aggressively push technology specifications to capture market share in mid- to high-end OLED displays.

Tuesday 4 November 2025

PlayNitride eyes 2026 Micro LED growth as Afeela drives automotive demand

Micro LED supplier PlayNitride reported a trough in operations for the second quarter of 2025, posting an after-tax net loss of NT$370 million (US$12 million) due to foreign exchange valuation losses. The company acknowledged that its performance in the first half of 2025 fell short of expectations but expects shipments to improve quarter-over-quarter through the third quarter and fourth quarter.

Thursday 30 October 2025

Lite-On projects double growth in 4Q25, eyes full-year rebound

Lite-On Technology expects to return to a growth trajectory in 2025 while simultaneously accelerating its global capacity expansion, according to company president Anson Chiu. The company has experienced steady growth since the first quarter of the year, seeing year-over-year and quarter-over-quarter revenue growth in the third quarter of 2025.

Saturday 18 October 2025

ams OSRAM, Nichia expand patent alliance covering GaN LED and laser technologies

Global sensor leader ams OSRAM and LED powerhouse Nichia have expanded their two-decade intellectual property (IP) partnership through a new cross-license agreement. Signed by ams OSRAM CEO Aldo Kamper and Nichia President Hiroyoshi Ogawa, the pact grants mutual access to thousands of patents in gallium nitride (GaN) LED and laser technologies and, for the first time, extends coverage to advanced LED packaging and module designs such as matrix headlamp systems.

Friday 17 October 2025

China's BOE cranks up 8.6G OLED output in a bid to break Samsung's Display dominance

BOE Technology, China's top display maker, is rapidly scaling its OLED presence. In the first half of 2025, BOE shipped 71 million OLED panels, cementing its lead in China and securing second place globally. While strengthening its grip on small-sized displays, BOE is now aggressively expanding into mid- and large-sized IT OLEDs, signaling a direct challenge to Samsung Display's dominance in the premium segment.

Wednesday 15 October 2025

Korea's TV giants confront crisis as Chinese competitors rise and consumer habits shift

The golden age of TV in South Korea is fading fast. Once the indispensable centerpiece of every home, the TV is now fighting for relevance as younger viewers turn to their smartphones and streaming services for entertainment. Korean electronics giants Samsung and LG are now fighting a two-front war: a cultural shift away from traditional viewing at home and a relentless market assault from surging Chinese competitors.

Monday 13 October 2025

South Korean panel makers lead surge in monitor OLED shipments for 2025

The mid-to-large size OLED panel market is set for significant growth in 2025, driven primarily by demand from the monitor and notebook segments. South Korean companies Samsung Display (SDC) and LG Display (LGD), both of which are dominant players in the OLED sector, are expected to see positive revenue impacts from the market expansion.

Friday 10 October 2025

China's top-four TV brands dominate 90% of surging miniLED market

MiniLED-backlit TVs are experiencing explosive growth, with overall shipments surpassing OLED TVs. In China, the penetration rate of miniLED-backlit TVs has rapidly increased, with over 90% of the market dominated by the top-four brand vendors: Hisense, TCL Technology, Skyworth, and Xiaomi.

Wednesday 8 October 2025

GIS teams up with Porotech & Foxconn to mass produce AI glasses by late 2026

The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed from touch panels into new businesses, is focusing its 2025 capital expenditures on emerging applications like AR/VR. It is joining forces with Micro LED start-up Porotech, combining GIS's optical engine key technologies along with Foxconn's mass production capacity to form upstream-downstream strategic integration. They have reportedly obtained cooperation in development with important US clients, and AI glasses could be released as early as the second half of 2026 to 2027.

Tuesday 7 October 2025

Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026

Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total foldable panel shipments.

Thursday 2 October 2025

MicroLED smartwatches to grow tenfold by 2030

The MicroLED smartwatch market is expected to grow rapidly over the next five years, with annual shipments expanding to over 3 million units by 2030.

Wednesday 1 October 2025

Japan's Nichia taps Taiwanese executive for top post as part of semiconductor push

Japanese LED leader Nichia has promoted Taiwan-born executive Tsun-Chia Tai to senior managing director, a move effective October 1 that makes him the highest-ranking Taiwanese manager in the company's history.

Tuesday 30 September 2025

LCD TV panel prices hold steady as China cuts production, rebound expected in Q1 2026

Prices for LCD TV panels stabilized in the third quarter, following months of decline, and remained flat across all sizes in August and September. As the industry moves into the fourth quarter, demand for LCD TV panels is expected to soften. However, Chinese producers are set to scale back output during the National Day holiday. Industry executives anticipate that supply and demand will remain balanced through year-end, limiting price swings; however, a rebound in the first quarter of 2026 cannot be ruled out.

Sunday 28 September 2025

Taiwan's E-Chem expands footprint in semiconductor chemicals, targets global growth

As global demand for advanced semiconductor packaging surges, Taiwanese specialty chemicals and materials maker E-Chem is investing aggressively to seize new market opportunities. The company, known for its semiconductor process chemicals and eco-friendly materials, announced that it has begun shipping products to leading advanced packaging and substrate manufacturers, and will expand exports in Q4 as part of a broader international push.

Friday 26 September 2025

Ennostar advances AI optical communication with X-Celeprint partnership to promote SiPh integration

Ennostar, a Taiwan-based developer of optoelectronic semiconductors, is actively expanding its presence in the AI optical communication market. It has announced a collaboration with European micro-transfer printing (MTP) specialist X-Celeprint, aiming to accelerate the implementation and commercialization of mass transfer technology in silicon photonics (SiPh) applications.

Friday 19 September 2025

China mini LED surge prompts Samsung's first TV review in a decade

Samsung Electronics has reportedly launched a management review of its television business amid increasing pressure from Chinese companies in the global TV market. The move aims to reassess Samsung's existing TV business structure and the competitiveness of its new ventures, to adjust its business organization and product portfolio accordingly.

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