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Thursday 29 May 2025
AUO sidesteps risky FOPLP investment, eyes Micro LED breakthrough
While rival Innolux accelerates its push into FOPLP with plans for mass production in late 2025, AUO is taking a more cautious path. CEO and President Frank Ko explained that, despite...
Thursday 29 May 2025
Trade court blocks Trump's global tariffs, calls emergency claim unlawful
The bulk of President Donald Trump's global tariffs were deemed illegal and blocked by the US trade court, dealing a major blow to a pillar of his economic agenda.
Wednesday 28 May 2025
CMMT pursues dual strategy: high-value products and semiconductor expansion
Polarizer manufacturer CMMT held its shareholders meeting on May 27, where chairperson Grace Sung stated that in 2025, the company will continue to strengthen operations in polarizers...
Thursday 22 May 2025
South Korea panel maker business status

Introduction

Thursday 22 May 2025
Samsung Display makes Computex debut, eyes OLED edge in post-LCD era
Samsung Display made its first appearance at Computex 2025, showcasing a range of IT OLED products as the South Korean panel maker seeks to capitalize on the industry's transition...
Tuesday 20 May 2025
Samsung enters crisis mode: TV market lead under threat as TCL CSOT, Hisense close in
Samsung Electronics' Visual Display (VD) Business has reportedly entered "emergency management" mode in response to falling global TV market share and rising LCD panel costs—two...
Friday 16 May 2025
Innolux promotes Hung-wen Yang to president; James Yang appointed InnoCare Optoelectronics chairman
Taiwanese panel giant Innolux has initiated an operational handover in response to the company's pace of transformation and mid- to long-term succession planning, promoting executive...
Thursday 15 May 2025
China surges in OLED push after LCD triumph, as Samsung, LG escalate tech rivalry
China, having solidified its dominance in the LCD panel market, is now intensifying its push into organic light-emitting diode (OLED) technology. A government-driven "trade-in" program...
Wednesday 14 May 2025
Chinese panel makers scale back LCD production as tariffs bite
Chinese panel manufacturers BOE Technology and TCL China Star Optoelectronics (TCL CSOT) have reportedly begun scaling back their LCD panel production in response to the tariff policies...
Tuesday 13 May 2025
Display Week 2025: LGD showcases leading P2P panels and stretchable OLEDs
LG Display (LGD) is set to participate in the Society for Information Display's (SID) Display Week 2025 with a major focus on next-generation automotive displays. Highlights include...
Thursday 8 May 2025
TPK turns 1Q25 profit on better margins despite revenue dip; April sales rebound 27%
Touch panel maker TPK Holding Co. reported consolidated revenue of NT$13.7 billion (US$453 million) for the first quarter of 2025, down 13.5% quarter-over-quarter and 10.6% year-over-year...
Thursday 8 May 2025
Innolux strengthens leadership as it accelerates transformation beyond display panels

Innolux Corporation, one of the world's leading panel manufacturers, held its annual general meeting this week. During the meeting, shareholders...

Wednesday 7 May 2025
Chinese panel makers cut output amid weak demand and US tariffs
A combination of rising US tariffs, reduced benefits from China's "trade-in" subsidy program, and mounting inventory challenges has prompted Chinese panel makers to scale back production...
Tuesday 6 May 2025
Taiwan's display players navigate economic minefield of currency chaos and tariff tremors
A surging New Taiwan dollar (NT$) is squeezing Taiwan's display panel makers, cutting into revenues and shrinking profit margins. In response, leading manufacturers and upstream suppliers...
Tuesday 6 May 2025
Tariffs support sustained price increases for LCD monitor panels
Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight...
Research Report Database
Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES