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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...

Monday 16 March 2026
Visionox starts 8.6-gen OLED equipment orders, intensifying China–Korea race for IT displays
Visionox has reportedly begun equipment procurement for an 8.6-generation OLED production line, a move that could challenge Samsung Display's (SDC) early lead. SDC gained an advantage...
Saturday 14 March 2026
Innolux puts Fab 2 and Fab 5 on sale as panel glut bites
Taiwanese flat-panel maker Innolux is seeking buyers for its Fab 2 and Fab 5 facilities as part of a consolidation strategy aimed at addressing persistent oversupply in the display...
Wednesday 11 March 2026
Japan's investment list targets AI, quantum computing, and semiconductors
Japan selected 61 products and technologies for priority investment, including 27 items already under early review, such as physical AI systems, regenerative medicine, quantum computing,...
Tuesday 10 March 2026
Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging
Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these...
Tuesday 10 March 2026
BOE capex slowdown raises concerns for Korean display equipment suppliers
Chinese display maker BOE has signaled that its capital spending will decline in the coming years, raising concerns among South Korean display equipment suppliers that have relied...
Monday 9 March 2026
Japan reportedly weighs US display plant with JDI to counter China's LCD dominance
Japan is in talks with Japan Display Inc. (JDI) to include a US display factory in a broader US$550 billion investment package for the US, a move aimed partly at reducing reliance...
Monday 9 March 2026
LCD TV panel prices rise in 1Q26 as demand stays strong
After the Lunar New Year, LCD TV panel prices have continued to climb, driven by inventory buildup for sports events and rising costs. This momentum pushed February's LCD TV panel...