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Tuesday 9 December 2025
IRIS Optronics debuts full-color electronic paper on Japanese utility poles
IRIS Optronics, a provider of full-color cholesterol liquid crystal display technology, has collaborated with a Japanese electric power company to present smart utility pole displays using full-color electronic paper for the first time in Japan. The demonstration took place along major streets in Hachioji City and the Takao Mountain area.
Monday 8 December 2025
Largan eyes high-end product mix as key to 4Q25 performance
Largan Technology posted November revenue of NT$5.303 billion (approx. US$170 million), reflecting a 15.3% decrease from October and an 11.84% drop compared to November of last year, according to company data. The cumulative revenue for the first 11 months of 2025 totaled NT$55.509 billion, marking a 3.14% increase year-over-year.
Monday 8 December 2025
Taiwan's Kinko Optical sees revenue surge, plans waveguide lenses and LEO satellite products

Kinko Optical reported consolidated revenue of NT$408 million (approx. US$13.1 million) for November 2025, marking a 72.7% increase compared with the same month in 2024 and a 0.64% rise from October. Cumulative revenue for January through November 2025 reached NT$3.243 billion, up 48.1% from the same period last year.

Friday 5 December 2025
Taiwan's GSEO sees double-digit growth on strength in advanced optics
Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.269 billion (US$72.6 million) for November 2025, edging up 0.53% from October's NT$2.257 billion and rising 11.64% from NT$2.032 billion a year earlier.
Thursday 4 December 2025
WiseChip expands display tech into three industries
WiseChip Semiconductor general manager Wen-Qin Ye stated that overall operations have suffered from macroeconomic conditions and tariff impacts, falling short of expectations. However, the company has stabilized operations through inventory management and strengthened organizational efficiency, while actively developing new products. By diversifying its business, the company aims to pursue profitability and hopes that new applications in 2026 will contribute to revenue.
Saturday 29 November 2025
Taiwan optics firms shift to AR glasses as China cuts costs
Taiwan's optical component makers are stepping up spending on augmented reality glasses to capture rising demand worldwide, while Chinese competitors accelerate development of cheaper, integrated AR models. The industry sees AR as the next personal computing device tied closely to smartphones.
Friday 28 November 2025
Samsung Display cautious on OLEDoS ramp as yields stay low
Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR market limit near-term demand, according to people familiar with the matter. Analysts say the supplier is choosing to refine its microdisplay technology while waiting for the market to reach a level that can support larger volumes.
Friday 28 November 2025
Apple's IT demand lifts global OLED material spending 6.2% in 3Q25
Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.
Friday 28 November 2025
Taiwan's Kinko Optical targets US LEO satellite supply chain as infrared business expands

Kinko Optical signaled an ambitious push into space-related components and next-generation optics at an investor briefing on the 25th, with senior executives outlining plans to enter the US low-Earth-orbit (LEO) satellite supply chain and expand aggressively in infrared lenses, waveguides, and optical engines.

Thursday 27 November 2025
Walmart's electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown
Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart's installation project is slated to finish by 2026, E Ink Holdings remains confident about continued demand. The company highlights Walmart's deployment as a driving force behind North American retail sector adoption and expects ongoing expansion in ESL and digital signage shipments.
Tuesday 25 November 2025
Zhong Yang's 2026 growth driven by automotive, drone, and AR
At Zhong Yang Technology's investor conference on November 21, 2025, General Manager Chih-Cheng Hsu stated that after undergoing significant adjustments over the past two to three years and improving its business structure, the company began seeing results in 2025. Structural growth is expected in 2026, and Zhong Yang is optimistic about automotive, drones, and AR as its most growth-oriented businesses. Additionally, its Thailand plant is expected to start contributing more revenue in 2026.
Monday 24 November 2025
Visco Vision monthly capacity to reach 52 million contact lenses in 3Q26
Contact lens manufacturer Visco Vision is ramping up production to meet growing demand, aiming to increase its monthly capacity to 49 million pieces in the fourth quarter of 2025 and 52 million pieces in the third quarter of 2026.
Friday 21 November 2025
GSEO aims for variable aperture certification in 2026 after strong smart glasses demand
During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated that development of variable-aperture smartphone lenses is progressing smoothly, and the company is aiming for customer certification in 2026. Driven by smartphone lenses, AR, and VR, Chen hopes 2026 revenue and profit will outperform 2025.
Wednesday 19 November 2025
AUO Mobility Solutions to debut smart cockpit solutions at CES 2026
AUO's newly established subsidiary, AUO Mobility Solutions Corporation (AMSC), will make its debut at CES 2026 under the theme "Together, We Drive the New Era," showcasing its integrated capabilities in smart cockpit solutions.
Monday 17 November 2025
AUO unveils 1Hz LTPS panel, expands into Micro LED and silicon photonics
AUO is accelerating its development of artificial intelligence hardware, unveiling what it claims is the world's first ultra-low-power LTPS display panel. The company is simultaneously intensifying its investments in Micro LED and silicon photonics, positioning itself to capitalize on surging AI-driven demand across the information and communications technology (ICT) sector.
Thursday 13 November 2025
GIS bets on OLED and optics as the display industry shifts to high-end applications
The rapid adoption of OLED panels in high-end display applications is becoming unstoppable, signaling a structural shift in the display industry. According to General Interface Solution (GIS), a leading touch panel manufacturer, OLED technology is expanding toward larger screen sizes and a broader range of product lines, beginning with premium devices and eventually trickling down to mainstream models.
Tuesday 11 November 2025
The dashboard revolution: how Mini LED and OLED are changing cars
As cars become rolling digital platforms, the display has become one of the most fiercely contested frontiers for screen makers. Much like the evolution of televisions, the auto industry is now witnessing a duel between two advanced display technologies—Mini LED backlighting and OLED panels—each finding loyal allies among global automakers.
Monday 10 November 2025
Fitipower eyes AIoT chip surge in 2026 to cut DDI revenue share
Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance on DDI revenue, which currently accounts for 57.34% of total sales, down from a higher proportion earlier this year.
Monday 10 November 2025
Ability Enterprises posts nine-year high in October revenue on strong product mix and AI-driven demand
Optical component and module assembler Ability Enterprises reported October 2025 revenue of NT$1.16 billion (approx. US$370 million), marking its highest monthly level in nearly nine years. The figure represented a 9.04% increase from September's NT$1.06 billion and a 114.96% surge compared with the same month in 2024.
Monday 10 November 2025
AUO and Innolux expect operating losses to continue into 4Q25 off-season
During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan dollar and falling panel prices. On the bright side, both companies were overall profitable in the first three quarters of the year. However, in the fourth quarter, both AUO and Innolux expect demand to further weaken as the market enters the traditional off-season.
Monday 10 November 2025
GSEO posts 14.3% YoY revenue growth, strong demand to boost 4Q25
Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.257 billion (approx. US$72.8 million) in October 2025, down NT$400 million or 15.07% from September's NT$2.657 billion, but up NT$282 million or 14.3% year-over-year from October 2024's NT$1.974 billion.
Friday 7 November 2025
Kinko Optical hits 9-year record on soaring infrared lens sales
Kinko Optical posted record October 2025 revenue of NT$405 million (approx. US$13.16 million), up 95.9% from a year earlier and 10.1% from September, the highest level in nine years. Consolidated revenue for the first ten months climbed 45.1% to NT$2.835 billion, driven by robust demand for thermal imaging and IoT lenses.
Friday 7 November 2025
BOE ramps up 8.6-gen OLED mass production to challenge SDC
China's leading display manufacturer, BOE, is accelerating its deployment of 8.6-generation OLED production. The first phase of investment is nearly complete, and the company is preparing for the second phase of equipment procurement. By speeding up its investment timeline, BOE is positioning itself to catch up with Samsung Display (SDC) and potentially challenge its market dominance in the OLED sector.
Friday 7 November 2025
Automotive lenses drive growth for optical companies
End-market performance is expected to reflect improving demand for automotive chips in the second to third quarters of 2026. The optical industry has benefited significantly, with companies including CALIN, Asia Optical (AO), and Canon focusing on automotive lenses.
Thursday 6 November 2025
E Ink and C3 co-launch Pixel Paper Labs in Sri Lanka
C3 Labs, headquartered in Sri Lanka, has announced the establishment of a new business unit called Pixel Paper Labs, focusing on the development, design, and manufacturing of e-paper products for both local and international markets.