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Friday 31 October 2025
AUO adopts conservative 4Q25 outlook but optimistic for 2026
AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to...
Friday 31 October 2025
LGD posts profit in 3Q25, eyes full-year turnaround
LG Display (LGD) has successfully reversed previous losses for the third quarter of 2025, posting an operating profit of KRW431 billion (US$308 million) in its latest financial report...
Wednesday 29 October 2025
Chinese panel makers' low prices win over shipments but lose out on revenue
Although Chinese panel manufacturers have recently gained market share, their profitability has been weak due to the high proportion of low-priced products. In contrast, South Korean...
Wednesday 29 October 2025
High smartphone panel utilization drives mixed price trends
As holiday seasons approach, including China's Singles' Day and Black Friday in Europe and the US, the smartphone panel market has maintained high utilization rates in the fourth...
Wednesday 29 October 2025
LCD supply chain shift to Vietnam, but still lags behind China
Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president...
Tuesday 28 October 2025
Samsung and LG showcase AI-driven living and retail tech as Chinese rivals close in

At the 2025 Korea Electronics Show (KES), South Korean giants Samsung Electronics and LG Electronics showcased their visions for the...

Monday 27 October 2025
Panel industry earnings calls kick off, with LGD, AUO, Radiant, and BenQ Materials scheduled this week
The third-quarter earnings season for the industry has begun, led by Powertip Technology, followed by Coretronic. The main events are set for October 30, when major names including...
Monday 27 October 2025
China's flock to Vietnam swamps established South Korean companies
Vietnam has grown significantly into a hotspot for companies from South Korea, China, Singapore, and Taiwan to set up factories. The escalation of US-China trade tensions has caused...
Wednesday 22 October 2025
Apple's foldable iPad faces delays amid technical challenges
Apple has hit fresh roadblocks in its ambitious attempt to reinvent the iPad with a giant foldable display, according to multiple reports. The device, internally code-named J312,...
Wednesday 22 October 2025
China's TV sales slump as subsidies fade ahead of holiday season
China's national subsidy program is nearing its end, and consumer spending momentum has slowed down. During the National Day holidays, TV sales volume and prices both declined. With...
Tuesday 21 October 2025
LGD expands Paju OLED line for Apple's next-gen iPhone
LG Display (LGD) is reportedly planning to invest in production line conversion in 2026 for Apple's next-generation iPhone. According to the latest reports from Korean media, LGD...
Monday 20 October 2025
Apple drives OLED adoption in IT panels amid AI demand surge
AI's rise is boosting demand for PC displays and sustaining stable growth across IT panels, including tablets, monitors, and notebooks, with annual panel shipments expected to reach...
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...
Thursday 16 October 2025
China's 10.5 generation panel depreciation to boost TV panel market dominance
China leads in LCD TV panel production, with BOE and TCL CSOT expected to control over 72% of the market by 2026. Over the past decade, global LCD TV panel capacity has become highly...
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...