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Tuesday 11 August 2026
Samsung set to double BOE TV panel orders as Korean TV makers reshuffle suppliers

Samsung Electronics is expected to double its purchases of TV LCD panels from BOE in 2026 while cutting orders from CSOT, as Samsung...

Tuesday 11 August 2026
Radiant braces for Apple delays as auto, AI PC lift growth
Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first...
Monday 10 August 2026
High production keeps TV panel prices falling in August

LCD TV panel prices fell across the board in July and have extended their decline in August as high utilization at makers' high-generation...

Saturday 8 August 2026
IT panel demand cools as August prices hold steady
IT panel demand weakened in the third quarter, with both monitors and notebook panels facing a demand correction after early restocking in the first half of the year. But with chip...
Friday 7 August 2026
Raydium sees slower third-quarter momentum after smartphone OLED DDI pull-ins
Raydium Semiconductor said its third-quarter 2026 momentum is likely to ease after customers pulled in orders for smartphone OLED display driver ICs in the second quarter. The Taiwan-based...
Friday 7 August 2026
Panel makers turn old fabs into AI-advanced packaging hubs

AI-driven demand for advanced packaging is giving old-generation panel fabs and equipment new value. As Taiwan's panel makers accelerate...

Friday 7 August 2026
Chinese equipment maker breaks into LG Display's OLED supply chain

A Chinese equipment maker has sold OLED production tools directly to LG Display for the first time, a small order that gives a Chinese...

Thursday 6 August 2026
AUO warns of 2H26 panel demand pressure

AUO said panel demand will come under pressure in the second half. IT channel inventories remain elevated, with notebook inventories...

Monday 3 August 2026
Chinese display makers reportedly double down on large LCDs and OLED expansion

China's leading display manufacturers are stepping up investments across both LCD and OLED technologies, targeting larger TV panels...

Monday 3 August 2026
TCL Technology to take full ownership of TCL CSOT
TCL Technology Group plans to pay CNY9.32 billion (approx. US$1.38 billion) for the 45% of China Star Optoelectronics Semiconductor Display Technology it does not already own, according...
Monday 3 August 2026
Commentary: AUO's stalled transformation comes under fire after Frank Ko's sudden exit

AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets...

Saturday 1 August 2026
Tandem OLED clears key automotive qualification hurdle, wider adoption expected after 2030

LCD panels still account for more than 90% of automotive display shipments, but OLED has now crossed a critical qualification threshold...

Saturday 1 August 2026
Chinese display makers move deeper into Korean cockpits as BOE wins Hyundai's flagship display program

Chinese display suppliers are expanding into South Korea's automotive supply chain as competition shifts beyond televisions and smartphones...

Friday 31 July 2026
AUO names current CFO president as Frank Ko steps down

AUO's board of directors on July 30 approved a change in senior management, appointing Chief Financial Officer Chang Po-Yi as the company's...

Friday 31 July 2026
Automakers shift to larger in-car displays as smaller center screens decline
Global automakers are moving toward larger, more integrated cockpit displays as in-car screens become the main interface between drivers, passengers, and vehicles. According to Counterpoint...