In response to the growing demand for sustainable technologies, the e-paper market is expanding rapidly. E Ink, a leader in electrophoretic e-paper technology, faces competition from IRIS Optronics, known for its cholesteric liquid crystal e-paper technology. Despite this, IRIS Optronics Chairman, Albert Liao, argues that e-paper is the Blue Ocean Strategy where the two companies are not competitors but rather partners, with IRIS Optronics expressing gratitude to E Ink for helping to expand the advertising display market.

Television brands started pulling in LCD panel orders in the fourth quarter of 2024 to get ahead of US tariffs under Donald Trump's trade policies and to benefit from China's appliance trade-in program. The frontloading continued into early 2025, making the first quarter unusually strong for what's typically a slow season.

TCL has finalized its acquisition of LG Display's LCD manufacturing plant in Guangzhou, China, officially renaming it "T11" under the management of its subsidiary, TCL China Star Optoelectronics (TCL CSOT). Production at the facility is already underway, strengthening TCL's position in the global display market.

As Apple accelerates efforts to diversify its iPhone component supply chain, LG Group's component subsidiaries are monitoring market developments closely. While LG Display (LGD) and LG Innotek maintain significant positions in Apple's display and camera module supply chains, Chinese vendors are rapidly gaining ground, challenging South Korea's long-standing dominance.

Ecocera, a prominent manufacturer of ceramic circuit boards, is experiencing enhanced operational performance as it leverages the increasing demand for automotive lighting substrates. This growth is highlighted by Chairman Wanshun Zhou, who outlined the company's focus on expanding its market share within the lucrative automotive headlamp sector. In addition, Ecocera is making strides in the field of third-generation semiconductor packaging. Despite revenue from this sector comprising only 1% of the current figures, the company anticipates an increase to 10% by the end of 2025. This projected growth comes as new technologies make the transition to small-scale production and begin shipments to packaging clients.

AUO Display Plus, a subsidiary of AUO, and E Ink Holdings have signed a term sheet to form a joint venture focused on scaling up the production of large-format ePaper modules. Backed by an NT$390 million (US$11.75 million) investment, AUO Display Plus will hold a 51% stake and E Ink 49%. The new production line will be built at AUO's Longtan Science Park facility in Taoyuan, with production slated to begin in the fourth quarter of 2025.

Samsung Electronics Chairman Lee Jae-yong was recently joined by senior executives from the company's semiconductor and display departments on a rare visit to China. Industry analysts in South Korea say the joint trip is highly unusual and likely points to a strategic pivot in Samsung Group's China operations.

LG Innotek is expanding its focus beyond camera module manufacturing and is preparing to venture into the field of next-generation glass substrates. The company has revealed its intention to produce sample glass substrates by the end of 2025, with plans to potentially commercialize these products by 2027.

LCD TV panel prices are losing steam following a brief rally that began in late 2024, initially fueled by front-loaded orders. Rising inflation concerns and renewed tariff threats from US President Donald Trump are dampening global trade confidence, prompting consumers to pull back. At the same time, China's trade-in policy is losing momentum, softening demand. As a result, both panel makers and TV brands are slowing their purchasing pace.

While LCD television panel demand falters, IT panel manufacturers maintain optimism fueled by anticipated device replacement trends. Monitor panel markets showed strong March 2025 demand against tight supply conditions, according to industry research firm Sigmaintell.

Corning, a well-established US manufacturer known for its expertise in glass substrates, has launched a new product called Gorilla Glass Ceramic. This innovative glass-ceramic material is both transparent and highly durable, specifically designed to enhance the resilience of mobile devices significantly.