India hits bottlenecks in its efforts toward developing a display manufacturing ecosystem. Tata Electronics is making progress in acquiring Pegatron India and reportedly talking with Android smartphone vendors for contract manufacturing collaboration.

As AI embraces rapid developments, the future of AI-driven lifestyles will rely heavily on display technology. According to Taiwan's Industrial Technology Research Institute (ITRI), display technology is becoming integral to three key AI edge devices: TVs, AR/VR glasses, and smart cockpits. Leveraging the technological advantages of Micro LED, the emerging era of "AI of Things" (AIoT) is set to position Taiwan's display and sensor industries at the forefront of a new market.

Apple's 2024 decision to halt Micro LED smartwatch development drew significant attention and cast doubt on the technology's future. However, CES 2025 demonstrated Micro LED's resilience, with companies unveiling innovations and products that highlight its ongoing growth.

In mid-2024, Apple unveiled its first tablet featuring an OLED display, the iPad Pro. There were high expectations that the new OLED iPad would dominate the market and overshadow the LCD models. Contrary to the predictions, the outcome has been quite different. Rather than eclipsing the LCD lineup, the introduction of the OLED iPad has inadvertently led to a boost in overall iPad shipments.

Boosted by the rising demand for automotive LEDs and invisible light LEDs, the leading LED packaging company Everlight Electronics delivered impressive results for 2024. Despite challenges such as a high growth baseline and uncertainties in the global market, Everlight is optimistic about market recovery becoming clearer by March. Growth in invisible light LEDs is projected to outperform the industry average, and while the share of power semiconductors remains relatively small, it is expected to become a significant driver of growth. The company anticipates stable gross margins heading into 2025.

Apple is reportedly set to launch a screen-equipped HomePod in 2025, though contrary to earlier speculation about OLED technology, it will feature an LCD panel exclusively supplied by Tianma Microelectronics in China. Taiwan's Radiant Optoelectronics will handle backlight module production. Industry insiders expect shipment volumes to remain modest throughout 2025.

Lextar Electronics has disclosed its collaboration with European automotive brands to develop smart vehicle miniLED displays, with mass production expected to begin in the next two to three years.

As 2025 approaches, with Donald Trump potentially returning to the White House, global economic uncertainties remain prevalent. However, the cyclical replacement of devices, coupled with anticipated growth in the US and Chinese markets, is expected to drive moderate growth in the display panel sector by 2025.

Corning Incorporated recently filed a patent infringement investigation with the United States International Trade Commission (USITC), targeting several TV and panel manufacturers, including LG Electronics, over alleged violations of its LCD glass substrate patents. Industry analysts link this move to Corning's recent struggles with declining market share and profitability.

China continues to expand its production capacity for polarizers, resulting in a market oversupply and making it hard for polarizer prices to rise. To cope, Taiwanese manufacturers such as BenQ Materials, Cheng Mei Materials Technology (CMMT), and Optimax Technology are transforming, with each taking a different path.

CES, one of the world's most influential technology events, once again showcased groundbreaking innovations. Although electronic paper wasn't the main highlight of this year's event, companies like PocketBook and Continental AG introduced fresh, eye-catching applications, all powered by E Ink's technology.