Despite approaching the end of the year and the promotional peak season coming to an end, overall utilization rates in the smartphone panel market have remained relatively high. Additionally, differences in market conditions and structures among panel technologies have led to mixed price movements.
The 8K TV market, once seen as the hallmark of premium products, is rapidly fading as major manufacturers cease launching new models. Currently, Samsung Electronics remains the primary player in the 8K TV space, while the 8K Association, which it spearheads, is shrinking swiftly.
Taiwan's Amtran Technology is reshaping its growth trajectory, pivoting from scale-driven contract manufacturing to a profit-focused strategy built around high-value products—a shift now clearly reflected in its financial performance and product mix.
Apple has reportedly kicked off an OLED panel development program for the iMac, with South Korean outlet The Elec citing industry sources saying the company has sent Requests for Information (RFI) to Samsung Display (SDC) and LG Display (LGD).
Taiwan's display solutions provider Winstar Display anticipates at least 10% order growth in 2026, driven by applications across up to 173 industries. While US tariff policies and cautious customer sentiment created market uncertainty in the first half of 2025, demand began a steady recovery in the second half of the year, giving the company confidence in its sustained growth trajectory.
Wah Hong Industrial, a leading Taiwanese optical film and advanced materials maker, remains focused on product upgrades and structural adjustments to enhance overall competitiveness, despite tariff-related uncertainties and conservative demand in 2025, according to the company's president, Chih-Ming Lin.
Facing intensifying competition in the traditional LED lighting market, Incheon-based Korea Lighting is repositioning itself as a supplier of bio-optical semiconductor solutions, targeting high-value applications across healthcare, hygiene, beauty, and agriculture.
China's BOE Technology is rapidly advancing its 8.6-generation IT OLED production, signaling an aggressive push to close the gap with South Korean rivals. Reports indicate the company has begun procuring equipment for the second phase of its B16 production line, including the third and fourth lines, marking a strategic acceleration in scaling manufacturing capacity.
The global market for OLED display panels is entering its seasonal peak in the second half of 2025, and South Korea's leading panel makers—Samsung Display and LG Display—are emerging as the biggest beneficiaries of renewed demand for high-end smartphones. Analysts say shipments and revenue are set to accelerate, with the fourth quarter of 2025 likely to mark a record-breaking period for the industry.
The Taipei Computer Association (TCA), which organizes the influential Computex tradeshow—one of Asia's largest technology exhibitions—is set to elect a new chairman on December 17, 2025, with Acer chairman Jason Chen emerging as the frontrunner. Chen is positioned to replace Paul Peng, who is stepping down after six years leading the influential industry body.
LED packaging and lighting module manufacturer Ledtech has reinforced its operational foundation in recent years, reporting a pre-tax profit of NT$19.67 million (US$627,730.56) in November 2025 and is expected to maintain consecutive profitability. Chairman Shou-Hsiung Liu stated the company will continue focusing on niche markets, consolidating its market share in low-temperature lighting across the Americas while actively expanding into Europe.
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