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Jun 24
Exclusive interview with JDI Taiwan: Is microLED ready to challenge high-generation AMOLED in IT?
With both China and South Korea accelerating the construction of high-generation AMOLED panel production lines to target IT applications, the display panel industry has seen a step-up of competition of the new technology and in respond to the trend, JDI Taiwan CEO Raymond Sun believes the trend of adopting AMOLED in IT is unstoppable, especially after 2027.
Apple is reportedly preparing to initiate development of its first foldable smartphone in the second half of 2025, with contract manufacturing partner Hon Hai Precision Industry Co. (Foxconn) accelerating design efforts, according to supply chain sources familiar with the matter.

Panel manufacturer Powertip Technology Corp. held its annual shareholder meeting on June 19, approving all agenda items with ease. Despite foreign exchange losses affecting second-quarter revenue, the company anticipates quarter-over-quarter growth thanks to a steady recovery in customer orders. Revenue is also expected to surpass the same period last year.

Coretronic held its shareholders' meeting on June 18, 2025, successfully passing all proposals. The company expects that under its display business group, shipments of energy-saving, imaging, and immersive products will increase by 10-15% in 2025 year-over-year.

Optical mold manufacturer JMO Corp convened its annual shareholder meeting on June 19, where Chairman Rong-jhou Li and GM Jhih-cheng Syu offered an exclusive interview to DIGITIMES, shedding light on the company's manufacturing progress in Thailand and its expanding footprint in AR glasses.

Adoption of AMOLED panels is expanding beyond smartphones into tablets, notebooks and automotive displays, spurring Chinese and South Korean manufacturers to fast-track investments in advanced production facilities.
Taiwan's semiconductor packaging and testing companies confront three major operational challenges in the second half of 2025 as US President Donald Trump's reciprocal tariff suspension expires in less than a month.
South Korea's Dongjin Semichem has licensed its OLED material patents to major companies, including Germany's Merck and Japan's Idemitsu Kosan, highlighting its technological prowess and strong patent portfolio.
LG Display (LGD) has announced a KRW1.26 trillion (approx. US$918 million) investment aimed at strengthening its OLED technology portfolio. A large portion of the capital is expected to go toward 6th-generation small-to-mid-sized OLED production, a surprising move given the saturated competition in the smartphone display market.
Alongside Apple and Samsung Electronics, Chinese smartphone manufacturers are accelerating the launch of OLED phones, further expanding the influence of OLED technology. Notably, Apple's OLED panel procurement rate for smartphones reached 100% in the first quarter of 2025, drawing significant attention.
LG Display announced a planned investment of approximately KRW1.26 trillion (around US$920 million) to boost its OLED technology capabilities and support its ongoing shift from LCD to OLED business. The investment period will extend through mid-2027.
Dai Nippon Printing (DNP) is set to fully operate its eighth-generation OLED display substrate metal mask factory by the fiscal year 2027, spanning April 2027 to March 2028, with plans for potential capacity expansion. This move aligns with the rising demand for larger OLED panels, as reported by Nikkei Asia.