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Wednesday 4 November 2026
TSMC's acquisition of AUO plant reshapes panel supply chain
Taiwan Semiconductor Manufacturing Co. (TSMC) is acquiring AUO Corp.'s second Taichung plant for NT$38.8 billion (approximately US$1.2 billion) pre-tax, a move that is triggering a...
Monday 2 November 2026
AMOLED advances, hitting IT LCD panels
DIGITIMES forecasts that global large-size TFT LCD shipments will reach 910 million units by 2031 as supply expansion slows and panel capacity continues to be restructured. While TV...
Monday 2 November 2026
Samsung to buy TCL CSOT stake from its own display unit for US$960 million
Samsung Electronics plans to acquire Samsung Display's entire 10.16% stake in China's TCL CSOT for KRW1.2718 trillion (approx. US$960 million), moving the investment from its OLED-focused...
Friday 30 October 2026
Dowoo Insys develops rollable OLED UTG for vehicles
South Korean ultra-thin glass (UTG) maker Dowoo Insys is expanding its smartphone glass technology into the automotive market, developing protective glass for rollable OLED displays...
Friday 30 October 2026
AUO returns to a third-quarter loss as panel demand weakens
AUO reported a consolidated net loss attributable to its parent-company owners in the third quarter of 2026 as cautious panel purchasing and weaker consumer electronics demand reduced...
Thursday 29 October 2026
Apple ends its touchscreen holdout with OLED MacBook Pro, with Samsung Display reported as sole panel supplier
Apple's first touchscreen Mac reverses a design stance the company defended for more than a decade and is a premium-priced test of whether touch and tandem OLED can lift Mac demand...
Wednesday 28 October 2026
SFC to keep supplying blue host materials for Apple's OLED MacBook Pro, loses blue dopant orders to rivals
South Korean OLED material specialist SFC will continue supplying blue host materials to Samsung Display (SDC) for the OLED material stack used in Apple's upcoming MacBook Pro, according...
Wednesday 28 October 2026
Transformation in focus as display supply chain kicks off investor briefings
The panel display supply chain's transformation marathon continues as companies begin a week of investor briefings centered on new businesses. CoreIntelligence (CiHC), AUO, Radiant,...
Tuesday 27 October 2026
As iPhone Duo inner screens crack, Samsung capitalizes on foldable surge
Days after the launch of Apple's US$2,000 iPhone Duo, a wave of reports regarding broken inner screens has surfaced across Reddit, TechCrunch, and Forbes. Early buyers...
Friday 23 October 2026
Apple reportedly taps BOE for LCD iMac development, keeps OLED timetable in question
Apple has reportedly asked BOE Technology and other panel makers for technical information on LCD panels for a future iMac, raising questions about the pace of its OLED transition...
Friday 23 October 2026
Chinese phone brands beat Samsung, Apple to high-refresh OLED
Chinese smartphone brands have brought high-refresh-rate OLED displays to market ahead of Samsung Electronics and Apple, with Visionox and BOE supplying 185Hz panels for the iQOO Neo...
Friday 23 October 2026
Monitors take over as LG Display's large OLED growth engine while auto panels stall
LG Display's large OLED business is shifting its growth from televisions to PC monitors, and the change is now large enough for the company to plan restarting idle factory capacity...
Friday 23 October 2026
LG Display sees foldables growing faster than expected, but Apple's first foldable panels reportedly go to a rival
LG Display expects foldable smartphones to grow faster than the market had forecast. That outlook carries a complication: the company reportedly does not make folding phone screens...
Friday 23 October 2026
LG Display returns to profit as OLED mix offsets chipflation drag
LG Display (LGD) returned to an operating profit in the third quarter of 2026, showing how far its OLED shift now drives earnings, and how little room it leaves when currency and component...
Friday 23 October 2026
LG Display pitches mask-free FLiPP as its answer to rivals' 8.6G OLED lines
LG Display is presenting FLiPP, its new OLED patterning process, as its answer to competitors' large IT OLED factories, but it has not yet committed to building a line. On its third-quarter...