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    Home Tech Displays Display components
    Wednesday 20 August 2025
    Foxconn and Nobel Medical join forces to revolutionize AI-driven eye care and AR glasses
    The convergence of artificial intelligence and medical technology is reshaping global healthcare, with digital health applications increasingly transforming patient care. In a significant move to accelerate these innovations, Foxconn and Nobel Medical Group formally signed a memorandum of understanding on August 19, 2025, pledging deep collaboration in key areas, including AI-powered retinal imaging analysis, clinical research on near-eye display technology for visual comfort, and the cross-sector digital health alliance known as Harmony in Medical and Technology HiMEDt.
    Friday 15 August 2025
    E Ink’s record 2Q25 eyed as an upward climb, with capacity expansion underway

    E Ink Holdings is riding a wave of strong demand for its electronic paper displays. During its earnings briefing on August 13, CEO Johnson Lee acknowledged that the company's production capacity has been thoroughly eclipsed by customer demand. He projected that the second quarter would mark the year's revenue peak, with the third quarter likely holding steady, albeit not exceeding the second quarter, and the fourth quarter experiencing some deceleration—possibly pushing some volume into early 2026. Overall, however, Lee assured that 2025 would see solid operational performance, with momentum carrying into 2026.

    Friday 15 August 2025
    U-Best optimistic about operational growth in 2H25
    Taiwan-based polymer materials supplier U-Best Innovative Technology reported a consolidated revenue of NT$356 million (approx. US$11.9 million) in the second quarter of 2025, a 102% increase compared to the same period in 2024. Benefiting from the synergies of group integration, the company continued to optimize its product portfolio and strictly control costs and expenses, driving second-quarter gross profit to NT$80 million.
    Friday 15 August 2025
    E Ink sees 41% YoY revenue increase in 1H25
    Electronic paper giant E Ink Holdings reported a consolidated revenue of NT$10.63 billion (approx. US$355.34 million) in the second quarter of 2025, a year-over-year increase of 39%, benefiting from customers' advanced pull-ins. Operating profit in the second quarter reached NT$4.2 billion, soaring 166% compared to the same period last year, while the net income attributable to the parent company was NT$2.97 billion.
    Thursday 14 August 2025
    Ennostar targets AI optical communication and microLED as future growth drivers
    Facing a stronger New Taiwan dollar and intensified competition in the LED industry, Ennostar reported an expanded loss in the second quarter of 2025. However, its microLED technology is set to enter trial production for end-market applications, with expectations to contribute significantly to revenue over the next two years.
    Thursday 14 August 2025
    Seoul Semiconductor leverages extensive patent portfolio, Wicop technology to accelerate Micro LED growth
    Seoul Semiconductor, South Korea's leading LED manufacturer and the world's third-largest by market share in 2024, is intensifying its push into the fast-expanding micro LED sector. Backed by more than 18,000 patents, the company is deploying its proprietary Wicop technology to secure an edge in next-generation displays.
    Thursday 14 August 2025
    Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
    Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their chip sales revenue from China to the US government. This equally astonishing arrangement secures export licenses from the US government for Nvidia's H20 and AMD's MI308 chips shipping to China.
    Wednesday 13 August 2025
    Taiwan’s backlight trio splits paths in pursuit of post-LCD growth
    The LCD sector continues to face prolonged challenges, prompting transformation across nearly the entire supply chain. In backlight modules, Coretronic Corporation, Radiant Opto-Electronics Corp., and Darwin Precisions Corp. have each forged distinct strategies after years of investment and restructuring. While emerging businesses remain in their early stages, all three companies are betting on strong long-term growth.
    Tuesday 12 August 2025
    Coretronic sees July revenue drop by 23%
    Coretronic posted approximately NT$3.146 billion (approx. US$105 million) in self-reported consolidated revenue for July 2025, marking a 23% drop from NT$4.085 billion (US$136 million) in June and a 13% decline year-over-year. The company's cumulative consolidated revenue in the first seven months of 2025 reached NT$21.477 billion (US$719 million), down by 5% from the NT$22.719 billion (US$760 million) during the same period in 2024.
    Tuesday 12 August 2025
    Taiwan's Univacco hits record 1H25 margin, expands to Vietnam to bypass tariffs
    Taiwan's Univacco Technology posted a record gross margin of 41.61% in the second quarter of 2025, pushing its first-half margin to a historic high of 41.06%. The company attributed its strong profitability to operational gains, despite a sharp New Taiwan dollar surge in May that cut second-quarter EPS to NT$0.73. First-half EPS reached NT$1.93, the highest since its market debut.
    Monday 11 August 2025
    TPK Holding posts profit surge on rush orders, warns of softer 2H25
    TPK Holding reported strong second-quarter earnings as clients pulled in orders ahead of potential tariff changes, fueling a surge in tablet panel demand. Revenue rose more than 30% sequentially, with gross margin climbing to 6.6%. Net profit attributable to shareholders hit NT$430 million (US$14.6 million) — its best quarterly result since late 2020. The company expects second-half revenue in US dollar terms to fall by about 10%, but aims to keep gross margins above 5%.
    Monday 11 August 2025
    Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth
    Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation of the New Taiwan dollar exchange rate and gold prices, Novatek's revenue and profit for the second quarter of 2025 fell short of expectations. The company expects a lackluster peak season for the third quarter due to multiple uncertainties, with all three major product lines unlikely to achieve growth compared to the second quarter.
    Monday 11 August 2025
    GSEO reports 43% revenue surge in July on seasonal demand

    Taiwanese optical lens maker Genius Electronic Optical (GSEO) reported a robust rebound in July 2025, driven by seasonal demand from key clients.

    Saturday 9 August 2025
    HannStar's 12th straight quarter of losses leaves plant sale uncertain
    Small-to-medium-sized panel maker HannStar Display continued to incur losses in the second quarter of 2025, marking its twelfth consecutive quarter of accumulated losses. To simplify its organizational structure and reduce operating costs, HannStar's board of directors decided to merge three wholly owned subsidiaries: Far Leader, Tong Xin Automation, and Lensme, all of which are investment holding companies. The planned merger is scheduled for October 1, 2025.
    Thursday 7 August 2025
    Samsung Display wins first MacBook order, BOE eyes iPads
    As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply gaps, pushing to become a supplier for OLED panels used in iPads. If successful, this could threaten South Korea's dominance in OLED technology.
    Thursday 7 August 2025
    AUO pushes strategic shift toward asset-light model amid global realignment
    AUO has confirmed that the sale of its Singapore plant is still underway, aligning with its strategy to streamline global operations. The move follows a similar step by Taiwanese peer Innolux, which recently shut down its Fab 5 to adjust capacity.
    Wednesday 6 August 2025
    Largan sees 31% revenue jump in July on new smartphone rollouts, eyes 3Q expansion
    Largan Precision posted July 2025 revenue of NT$5.413 billion (approx. US$181 million), up 31% from June but unchanged from a year earlier. Revenue for the first seven months of 2025 totaled NT$31.665 billion, representing a 14% increase compared to the same period in 2024.
    Tuesday 5 August 2025
    BenQ Materials hikes polarizer prices 10% as currency volatility bites
    Polarizer manufacturer BenQ Materials will continue to optimize toward a high-value-added product structure amid a sluggish peak season for the display industry in the third quarter of 2025. Additionally, to reduce the impact of exchange rates, President Ray Liu confirmed that the company is aiming to raise polarizer prices with customers by 10% in the third quarter.
    Monday 4 August 2025
    iPhone 16 demand powers lens makers, but 4Q25 is the real test
    Apple reported strong iPhone sales in its fiscal third-quarter 2025 earnings, pushing overall revenue higher and triggering a ramp-up in shipments across the optical lens supply chain ahead of the new model cycle.
    Monday 4 August 2025
    Tariff relief? Taiwan's lens makers are watching something else
    Taiwan's optics sector is cautiously optimistic after temporary tariffs were announced, with most firms saying current rates align with expectations. Ability Opto-Electronics Technology (AOET) Chairman Victor Kao said tariffs have never been a major concern, emphasizing that operational fundamentals matter more. Whether Thailand's tariff was 36% or the current 19%, clients have consistently urged AOET to localize production in Thailand. "Business goes on either way," he said.
    Monday 28 July 2025
    Darwin Precisions expects 50% revenue growth by 2026 via underdog startups
    Darwin Precisions, a subsidiary of AUO Group, is actively expanding into the biomedical field while maintaining steady development in the backlight module sector. Chairman Michael Tsai stated that under a dual-axis transformation strategy, Darwin has laid out plans in display optics and biomedical materials. By now, it has cultivated four startups in new business areas, expected to grow by at least 50% by 2026.
    Friday 18 July 2025
    South Korea steps up investment in iLED eyeing global leadership
    South Korea has pledged an investment of approximately US$350 million to develop next-generation inorganic LED (iLED) technology by 2032 to maintain the country's leadership in the display market.
    Thursday 17 July 2025
    Taiwan polarizer makers secure price hikes amid cost pressures
    Taiwan's polarizer manufacturers have successfully negotiated price increases exceeding 10% with panel makers as they grapple with currency headwinds and rising raw material costs, according to industry sources.
    Wednesday 16 July 2025
    Samsung wins early US trade ruling against BOE in iPhone OLED dispute
    The US International Trade Commission (ITC) has issued a preliminary ruling in favor of Samsung Display, backing the South Korean company's allegations that Chinese rival BOE Technology misappropriated OLED trade secrets. If upheld, the decision could disrupt BOE's supply of OLED panels for Apple's iPhones, injecting fresh uncertainty into the global smartphone supply chain.
    Wednesday 16 July 2025
    Taiwan touch panel maker Mildex shifts tariff burden to US military clients
    Taiwan's Mildex Optical, a specialized touch panel manufacturer, has successfully transferred US tariff costs to its military and industrial customers, helping preserve margins as the company pivots toward higher-value niche markets.
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    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
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    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES