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Mar 20, 08:02
Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens
Despite pressure on profits from geopolitical tensions and currency swings in 2025, Taiwan-based LED packaging maker Edison Opto is betting that a strategic pivot toward automotive electronics will drive growth this year.
Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million) in the fourth quarter of 2025, up 8.83% quarter-over-quarter. The company also posted a net profit after tax of NT$86.64 million for the quarter, a surge 2,725% from the previous quarter. This represents a full-year turnaround from losses to profits.

South Korean OLED makers face diverging trends across the global display market. Shipments to Chinese smartphone brands are weakening amid price competition and softer handset demand, while higher-value OLED products are helping Korean suppliers stabilize their market share after years of decline.

Below are the most-read DIGITIMES stories from the week of Mar 9-15, 2026:
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 by supplying OLED panels for Apple MacBook products, but South Korea's display industry is closely watching China's panel makers as BOE, TCL CSOT, and Visionox accelerate construction of 8.6-generation OLED lines, raising the prospect of a shift in competitive dynamics.

Demand for e-paper displays remains strong, with E Ink Holdings expecting both revenue and profit to reach new highs in 2026, according to CEO Johnson Lee.

InnoCare Optoelectronics is expanding its global service network to capture growth from rising regional economies. Chairman James Yang said the company has entered India with localized manufacturing to reduce tariff barriers while addressing demand for healthcare digitalization. In the Americas, InnoCare has established local repair centers to provide immediate technical support and after-sales services, strengthening customer service and market share across regional markets.

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 industry, chairman Jim Hung said.
Japan Display Inc. (JDI) has decided not to establish a new wholly owned subsidiary for its AutoTech automotive display business, the company disclosed on March 12, 2026. The decision is subject to approval at JDI's annual general meeting scheduled for June 24, 2026.
Samsung has reportedly secured an order to supply 12GB LPDDR5X DRAM for Apple's first foldable iPhone, negotiating a sharply higher price than in previous memory contracts.
OLED applications are increasing penetration in IT products, and backlight module manufacturer Coretronic has been shipping OLED tablets and OLED notebooks for the past two years. There was originally only one production line, but in the first quarter of 2026, Coretronic added two new lines to meet demand. Coretronic expects that monitor products in 2026, covering both OLED and LCD technologies, will see overall shipment volumes grow severalfold.
Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments of Chinese smartphones and US-brand notebooks pick up.