Under accelerating AI-driven industrial transformation, displays are emerging as critical human-machine interfaces enabling broader intelligent applications and deeper user interaction. AUO will launch its 2026 campus recruitment program in March, with total group hiring expected to reach approximately 1,000 employees.
Samsung Electronics' pricing for premium televisions is drawing scrutiny in South Korea as significant gaps emerge between official online prices and aggressive in-store promotional bundles, reflecting mounting competitive pressure from Chinese brands.
After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and higher capacity utilization. The Taiwanese optical components maker reported a full-year net loss of about NT$9 million (approx. US$284,600), a dramatic improvement from the year before.
Samsung Display (SDC) is reviewing additional investment to expand production capacity for foldable organic light-emitting diode (OLED) panels intended for Apple's first foldable iPhone, as Apple prepares to launch the device in the fall of 2026 and advances plans for subsequent models, according to industry sources.
LED automotive lighting module maker Laster said it expects China's car purchase subsidies and trade-in programs to stimulate domestic demand in the first quarter of 2026, and that overall end-market automotive demand should remain relatively robust.
Taiwan's display supply chain earnings season is starting, led by AUO and Coretronic, followed by BenQ Materials, Radiant Opto-Electronics, and Daxin Materials. Intensifying competition is pushing the sector into broad structural transformation, with new business execution and commercialization progress becoming the central focus.
Chinese television manufacturers are intensifying pressure on South Korean brands that have long dominated the global market, as shipment growth at companies such as TCL and Hisense contrasts with stagnation at Samsung Electronics and LG Electronics. What began as a volume-driven push is increasingly paired with premium strategies, setting the stage for fiercer competition across the global television industry.
Sharp said on February 10, 2026, that the planned sale of its Kameyama No. 2 liquid crystal display factory in central Japan to its Taiwanese parent, Foxconn, had collapsed after the contract manufacturer withdrew, citing persistent weakness in LCD panel prices.
AUO is overhauling its business model to make Vertical Solution and Mobility Solution the dominant revenue sources, targeting a combined 70% share of sales by 2030 while expanding into AI, chip-scale optical packaging, waveguide optics, and low-Earth orbit (LEO) satellite hardware.
Taiwanese display solutions provider Coretronic reported consolidated revenue of NT$3.21 billion (US$101.86 million) for January 2026, down 21% from NT$4.06 billion in December 2025, but up 12% compared to NT$2.86 billion in January 2025. The company attributed the decrease primarily to weaker seasonal demand.
Coretronic said shipments of its energy-saving and imaging products will fall in the first quarter of 2026 due to seasonal factors and fewer working days, while projecting 10–20% year-on-year shipment growth for both categories across 2026. The company reported stronger fourth-quarter revenue and modest annual results.
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