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Thursday 5 March 2026
GIS eyes mass production of microLED AR glasses in 2H26 amid optical push
Touch panel maker GIS Holding said it has completed key processes and established strategic partnerships for optical and AI/AR device applications and expects some customers' microLED AR glasses to reach mass-production milestones in the second half of 2026.
Monday 2 March 2026
Radiant Optoelectronics pursues AR and metalens growth, aims for 2028 breakthrough
Backlight module supplier Radiant Optoelectronics has invested over NT$10 billion (US$318.16 million) in acquisitions under company chairman Yu-Chao Wang's leadership while advancing three new business lines targeting future growth. Despite a 40% profit decline in 2025, the company remains committed to innovation and expects to ramp up new ventures through 2027 toward significant revenue contributions by 2028.
Monday 2 March 2026
Daxin Materials eyes 30% revenue growth in key raw materials by 2026
Daxin Materials achieved strong gains in semiconductor materials in 2025, expanding its product lineup to 12 items. The company plans to introduce three to five new products in 2026, aiming for high double-digit growth in semiconductor material sales. Meanwhile, sales from display materials are expected to remain flat in 2026, while key raw materials could see annual revenue growth surpassing 30%.
Wednesday 25 February 2026
Korean suppliers brace for Apple's staggered iPhone 18 rollout
Emerging reports suggest that Apple is preparing its most significant shift in iPhone release strategy in more than a decade — a recalibration shaped not only by product ambition but by mounting supply-chain constraints.
Thursday 12 February 2026
Young Optics narrows losses as it shifts toward AI-focused products

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.

Wednesday 11 February 2026
Coretronic expects February shipments to decline amid off-season, fewer workdays
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.
Wednesday 11 February 2026
Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the most critical factors affecting various electronic products, especially smartphones and PCs, in 2026. Aside from traditional DDI products, Novatek has recently made progress in new areas such as system-on-chip (SoC), application-specific ICs (ASICs), imaging, and edge AI. The company plans to continue launching new products and expand into diverse applications.
Wednesday 11 February 2026
LGD to sell Nanjing automotive LCD module business

LG Display (LGD) agreed on February 9 to sell its automotive LCD module business in Nanjing, China, to Toprun Total Solution, according to a regulatory filing reported by ZDNet Korea. The transaction is valued at approximately KRW104.1 billion (approx. US$71 million) and is scheduled to close on July 30.

Friday 6 February 2026
Largan posts 11% yearly revenue gain despite seasonal slowdown

Largan Precision, Taiwan's leading manufacturer of optical lenses, reported January 2026 revenue of NT$5.499 billion (approx. US$173.4 million), down 2% from the previous month but up 11% year-over-year.

Monday 2 February 2026
Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display
Demand for smart glasses is climbing. Alongside established players such as Meta, Rokid, RayNeo, and Xreal, heavyweight brands including Samsung Electronics and Apple are preparing to enter the market, raising the stakes across the supply chain. In Taiwan's optical industry, several suppliers have emerged as focal points.
Saturday 31 January 2026
LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its position in the increasingly competitive OLED market. Despite that, the company is proceeding cautiously on one of the industry's most closely watched questions: whether and when to commit to large-scale production of next-generation OLED panels for IT devices.

Friday 30 January 2026
AsiaTech Imaging expects strong first-quarter revenue growth following difficult 2025 performance
Asia Optical's subsidiary AsiaTech Imaging forecasts a 20-30% sequential revenue increase in the first quarter of 2026, signaling a recovery from a difficult 2025, President Iris Wu said during an online earnings call on January 28. Full-year revenue is expected to surpass 2025 levels.
Thursday 29 January 2026
Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and intense price competition. Industry sources indicate that the sector's difficulties are unlikely to abate in the coming year due to persistent market and macroeconomic pressures.
Wednesday 28 January 2026
AUO wins landmark US patent lawsuit, marking Taiwan's first victory in 22 years
After more than two years of patent litigation and a two-week trial, Taiwanese display technology giant AUO secured a significant victory in the US District Court for the Eastern District of Texas, Marshall Division. A jury ruled that AUO did not infringe any of the patents claimed by Texas-based Phenix Longhorn and declared one of the asserted patents invalid.
Monday 26 January 2026
Commentary: Metalenses move from lab to market, reshaping optical design
As optical technology continues to push toward ever more extreme miniaturization, metalenses are emerging as one of the optical industry's most closely watched inflection points heading into 2026. At the Consumer Electronics Show early this year, companies including MetaOptics and Kyocera showcased a range of wearable devices incorporating metalens technology, signaling that the long-promised shift from laboratory research to commercial deployment may finally be underway.
Monday 26 January 2026
Taiwanese precision optics reaps benefits of waveguide tech
Smart glasses have transitioned from being a concept to practical use and pricing. 2026 is expected to be major for AI wearable devices, especially after the compute power of multimodal AI models is deployed. The lightweighting of hardware carriers has become the core issue determining adoption rates. Waveguide technology, with its high light transmittance and thin-form advantages, is reshaping the value-chain distribution of the global optics industry.
Friday 23 January 2026
Ennostar partners with Allos to mass-produce 8-inch GaN-on-Si microLED wafers

Ennostar, Taiwan's largest LED manufacturer, said it has entered a strategic partnership with the German epitaxy specialist Allos Semiconductors to bring 8-inch gallium nitride–on–silicon (GaN-on-Si) LED epitaxial wafers into mass production. The collaboration is aimed at accelerating the adoption of microLED displays in highly integrated applications such as augmented reality, while laying the groundwork for a future transition to 12-inch GaN-on-Si technology.

Thursday 22 January 2026
Advanced lenses become critical as drones move beyond photography
As the global drone market enters a new growth curve in 2026, an "airspace revolution" driven by military reconnaissance, industrial inspection, and logistics delivery is emerging as the next strategic frontier for the optical-lens industry after smartphones. For optics manufacturers, drones are no longer simply cameras that happen to fly; they are complex optoelectronic systems that integrate high-precision imaging, environmental sensing, and edge computing.
Wednesday 21 January 2026
Excellence Opto expands in Mexico to boost auto electronics

As the global automotive market shows signs of recovery in 2026, Excellence Opto has completed a corporate restructuring and opened a new factory in Mexico, positioning the company to launch new products and showcase the impact of its AI-powered automotive electronics transformation. In tandem, Excellence Opto has issued 7,000 secured convertible bonds totaling NT$739 million (approx. US$23.3 million), now listed on the local exchange.

Wednesday 21 January 2026
Asia Optical bets on humanoid robots as its next growth engine

Asia Optical is positioning itself for what its chairman believes could be the next major consumer technology wave: humanoid robots. I-Jen Lai, the company's chairman, said Asia Optical has already entered the supply chains of humanoid robot makers in the US, Japan, and Europe, betting that the technology could eventually become as commonplace as household appliances.

Wednesday 21 January 2026
Sony and TCL move toward joint venture in home entertainment
Sony Corporation and TCL Electronics Holdings have agreed to deepen cooperation in the home entertainment market, announcing plans to explore a strategic partnership that would reshape Sony's television and home audio operations. The two companies have signed a memorandum of understanding to discuss forming a joint venture to assume Sony's home entertainment business, with TCL holding a 51% stake and Sony retaining a 49% stake.
Tuesday 20 January 2026
AUO turns Suzhou plant into 'Talent Lighthouse' with AI at the core

AUO Corporation has transformed its Suzhou manufacturing facility into what it calls a "Talent Lighthouse Factory," a first for the global display industry. The designation underscores how AI has become central not only to the company's digital transformation, but also to a parallel reinvention of how talent is recruited, managed, and retained.

Monday 19 January 2026
Cost pressures push China LED price hike despite soft markets
Even as end-market demand shows little sign of a sustained recovery, China's LED display industry has begun a fresh round of price increases, underscoring mounting cost pressures across the supply chain.
Monday 19 January 2026
Taiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply
Large-scale capacity expansions in China have led to severe oversupply and price erosion issues in the global polarizer industry, causing Taiwanese firms to struggle as losses mount. In response, Taiwanese polarizer makers are pivoting toward high-value products as the local industry transitions toward new ventures.
Saturday 17 January 2026
Apple's LCD demand gives Radiant room to expand into AR and OLED
Radiant, a key supplier of Apple's backlight modules, is positioning itself to benefit from both legacy and emerging display technologies. While Apple continues to push toward OLED products as a long-term strategy, LCD devices remain in demand through 2026, giving Radiant room to expand into new business lines.