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Friday 18 July 2025
Inside Innolux’s retreat from a fading LCD battlefield
With China's domination in the global LCD panel industry, coupled with long-term overcapacity in panel production and the fact that higher-generation fabs are more efficient and cost-effective...
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...
Thursday 17 July 2025
Taiwan polarizer makers secure price hikes amid cost pressures
Taiwan's polarizer manufacturers have successfully negotiated price increases exceeding 10% with panel makers as they grapple with currency headwinds and rising raw material costs,...
Thursday 17 July 2025
Polarizer makers face mounting cost pressures as PET shortages persist
Polyethylene terephthalate (PET) shortages continue to squeeze polarizer manufacturers as Japanese suppliers announce consecutive price increases effective in 2025. Industry sources...
Wednesday 16 July 2025
Samsung wins early US trade ruling against BOE in iPhone OLED dispute
The US International Trade Commission (ITC) has issued a preliminary ruling in favor of Samsung Display, backing the South Korean company's allegations that Chinese rival BOE Technology...
Wednesday 16 July 2025
Taiwan touch panel maker Mildex shifts tariff burden to US military clients
Taiwan's Mildex Optical, a specialized touch panel manufacturer, has successfully transferred US tariff costs to its military and industrial customers, helping preserve margins as...
Tuesday 15 July 2025
US DOOH market drives strong order visibility for SAVC through 2025 despite global challenges
Since its spin-off from TASC in 2022, the rising star Star Asia Vision Corporation (SAVC) has focused on digital display systems. President Vincent Lee stated that order visibility...
Tuesday 15 July 2025
Samsung Display reportedly secures exclusive OLED deals for Apple's first foldable iPhone
Samsung Display is reportedly gearing up to become the exclusive supplier of OLED panels for Apple's first foldable iPhone, signaling a deepening partnership between two of the biggest...
Monday 14 July 2025
TCL CSOT to build 8.6G OLED line with inkjet printing technology
TCL China Star Optoelectronics Technology (TCL CSOT) will begin building its 8.6G OLED production line in late 2025, aiming to be the first to use inkjet printing on this large substrate...
Sunday 13 July 2025
Panel slowdown hits AUO, Innolux as front-loaded demand clouds 2H outlook
Panel demand softened in the second quarter of 2025, dragging down LCD TV panel prices and showing early signs of weakness in the IT segment. A stronger New Taiwan dollar added to...
Friday 11 July 2025
Innolux completes management overhaul as plant closure accelerates
Taiwan's Innolux has completed a senior management restructuring following the departure of key executives, with the company accelerating plans to close its fifth-generation display...
Friday 11 July 2025
China's 'trade-in' subsidy policy aims to stabilize panel prices amid funding crunch concerns
The Chinese government has been vigorously promoting the "trade-in" subsidy policy since the second half of 2024, positioning it as a key tool to stimulate consumption and stabilize...
Thursday 10 July 2025
Stay or relocate: Taiwan makers weigh exodus amid weak government support
The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing...
Thursday 10 July 2025
Samsung updates 2025 supplier list, signals strategic shift in displays and China partnerships
Samsung Electronics has released its 2025 Sustainability Report, unveiling an updated list of 112 official suppliers—seven companies have been removed since 2024, while six...
Thursday 10 July 2025
Foldable smartphone market awaits Apple's entry as growth stalls
Samsung Electronics and Vivo's recent foldable smartphone launches have rekindled interest in a segment that had lost momentum. Yet supply chain executives view these 2025 releases...