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Wednesday 1 April 2026
Taiwan panel leaders pivot: AUO targets CPO, Innolux advances FOPLP
Taiwan's panel industry is undergoing a collective transformation, with its two major players adopting distinct technology paths.
Wednesday 1 April 2026
China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks...
Tuesday 31 March 2026
Apple's OLED push sets off supplier race as LG Display tightens grip
Apple's long-term push into OLED displays is beginning to reshape the competitive landscape for panel makers, opening new fronts even as it consolidates others.
Tuesday 31 March 2026
LCD TV panel prices rise on sports-driven stocking and surge in memory costs
Global TV buyers and manufacturers are facing higher prices and tighter availability after leading brands accelerated panel purchases in the first quarter of 2026 to meet sports-driven...
Tuesday 31 March 2026
LCD monitor panel prices rose as notebook panel price drop slowed in March
Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight...
Saturday 28 March 2026
Taiwan pivots toward Europe and global democratic alliances as US-China AI race intensifies
As the global AI arms race intensifies, Taiwan is positioning itself as the primary AI partner for nations besides the US and China. Wedged between these two geopolitical giants, Taiwan...
Friday 27 March 2026
Taiwan weighs response as China expands 'long-arm jurisdiction' reach
More than a decade after Taiwanese display makers were swept up in a global antitrust crackdown, officials in Taipei are again warning of the risks posed by expanding legal reach across...
Wednesday 25 March 2026
China-South Korea panel war escalates: USPTO rejects Tianma patent challenge
The US Patent and Trademark Office has rejected an attempt by Tianma Microelectronics to challenge a patent held by LG Display, citing concerns that the Chinese company may be under...
Tuesday 24 March 2026
Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26
As March nears its end, the smartphone panel market has yet to see a post-Lunar New Year replenishment cycle. With upstream costs rising and end demand softening, overall market conditions...
Tuesday 24 March 2026
Apple supply chain shift and LG price cuts reshape OLED market
Given the escalating geopolitical tensions and intensifying competition in the global display market, recent developments indicate a significant reshaping of supply chains and pricing...
Monday 23 March 2026
Taiwan materials maker Daxin pivots to semiconductors with new display film ramp in 2026
Daxin Materials is expanding its semiconductor materials portfolio while maintaining optimization efforts in display materials. The company expects 2026 display material revenue to...
Friday 20 March 2026
TPK profit jumps as OLED tablets lift touch module pricing
Touch panel maker TPK Holding reported a sharp increase in profitability in 2025, as a shift in product mix and lower depreciation costs lifted margins, while higher-priced touch modules...
Friday 20 March 2026
Commentary: Taiwan's display panel makers are quietly becoming chip companies
Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself.
Wednesday 18 March 2026
Panel makers optimistic about 1Q26 despite February revenue declines
As a result of fewer working days, major Taiwanese panel makers all reported lower revenues in February. However, companies remain optimistic about the first quarter, as customers...
Wednesday 18 March 2026
China price competition hits Samsung Display shipments while Korean OLED makers regain share

South Korean OLED makers face diverging trends across the global display market. Shipments to Chinese smartphone brands are weakening...