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Mar 13
JDI abandons plan to form AutoTech subsidiary, approval still subject to June 24 shareholder vote
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.

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.
Amtran Technology reported consolidated revenue of NT$1.63 billion (approx. US$51.4 million) in February 2026, down 10.6% month-over-month but up 7% year-over-year. The company's cumulative revenue for January-February 2026 reached NT$3.47 billion, an 8% increase compared to NT$3.2 billion in the same period last year, reflecting steady operational growth.

Ennostar widened its loss in the fourth quarter of 2025 as seasonal weakness, softer demand, and customer inventory adjustments weighed on performance. The LED maker reported a net loss attributable to shareholders of NT$780 million (approx. US$24.8 million) for the quarter.

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 moves may appear aimed at stemming losses in the low-margin LCD market, they actually represent a strategic retreat designed to reposition assets toward the booming AI chip packaging sector.
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 heavily on Chinese demand for growth.
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 on Chinese display supply chains amid Beijing's tightening grip on the global LCD market.
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 prices up by about US$1-2 per unit. Entering March, industry insiders expect sustained strong demand for LCD TV panels, with prices forecast to increase another US$1-3.
As LCD TV panel prices climb, LCD monitor panel prices have also seen a modest rebound. Although brand vendors are placing orders at different rates, overall demand for LCD monitors remained steady in first quarter 2026, with prices expected to continue rising slightly in March. Meanwhile, notebook panels are still declining in price but show signs of stabilization.
Samsung Display (SDC) has reportedly secured the largest share of orders supplying OLED panels for Apple's latest budget smartphone, the iPhone 17e. This development overturns earlier industry forecasts that predicted BOE Technology Group (BOE) would be the primary OLED supplier for the iPhone 17e.