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Tuesday 17 June 2025
Through robot eyes: A new frontier shaped by optics makers
As humanoid robots emerge as a promising frontier in the AI hardware ecosystem, a growing number of optics companies are moving aggressively to establish an early foothold. Despite low technical thresholds and thin profit margins, the long-term strategic potential has prompted key industry players to scale up investments and expand client portfolios while the market is still in its infancy.
Monday 16 June 2025
Uncertain prospects for China's 618 shopping festival; Pegavision avoids price wars, finds success in Japan and Europe
In recent years, Pegatron has actively invested in new businesses targeting high-value-added industries. Besides expanding its core automotive and AI servers sectors, the company's investment in contact lens manufacturer Pegavision continues to deliver stable high gross margins. Notably, Pegavision achieved six consecutive years of record revenue in 2024, with profits reaching historic highs and gross margins consistently exceeding 50%.
Monday 16 June 2025
Samsung and LG push AI innovation to strengthen South Korea's lead in global TV market
As Samsung Electronics aims to make 2025 the "Year of AI TV," LG Electronics is also leveraging differentiated AI features to solidify South Korea's leadership in the global television market. Both companies are strategically focusing on AI-driven technologies as a means to combat the rising threat of Chinese brands that continue to challenge the market with aggressive, low-price competition.
Friday 13 June 2025
Taiwan's TPK resets post-iPhone: e-readers scale, LiDAR pivots to delivery bots—and what's next?
TPK Holding Co. has landed a major e-reader module order from a European client, signaling progress in the company's strategic shift beyond traditional touch panel markets. Mass production began in early 2025. In parallel, its LiDAR shipments for automotive use have been pushed back from 2026 to 2027 due to a slower-than-expected ramp-up.
Friday 13 June 2025
LG Display nears profitability after years of losses and OLED pivot
After years of mounting losses, LG Display (LGD) appears poised to shed its long-held reputation as a perennial money-loser. Following sweeping cost-cutting measures, strategic restructuring, and a renewed focus on advanced display technologies, the South Korean panel maker is now within striking distance of returning to annual profitability.
Monday 9 June 2025
China picking up in microLED production, challenging Taiwan's lead

The global race toward microLED mass production is heating up, with both Taiwanese and Chinese manufacturers accelerating efforts to carve out leading positions in the next-generation display technology market. While Taiwanese companies were early movers, Chinese players have also been ramping up their investments significantly in both speed and scale - particularly around microLED in package (MIP) products, which are expected to enter mass production between late 2025 and early 2026. These advancements are poised to drive growth in high-end display applications, including ultra-bright commercial displays larger than 90 inches.

Friday 6 June 2025
RiTdisplay rewires its future, pivots from PMOLED displays to energy and assets
RiTdisplay Group, previously focused on PMOLED displays, is undergoing a sweeping transformation aimed at securing long-term sustainability. The company is now building momentum across three core areas: energy solutions, specialty display systems, and asset management.
Wednesday 4 June 2025
Global Lighting Technologies restructures production footprint amid supply chain shifts
Global Lighting Technologies is actively restructuring its global production strategy in response to shifting supply chains and declining demand in traditional display markets. The Taiwan-based manufacturer of light guide plates announced that it is advancing its new Vietnam facility while preparing for long-term expansion in Thailand and phasing out operations in China.
Tuesday 3 June 2025
AUO's pivot to microLED signals long-term shift in display strategy

At AUO's annual shareholder meeting on May 28, a small shareholder referenced a quote from the late Chi Mei Group founder Wen-lung Hsu: The display panel is a once-in-a-century industry. That once-promising era may be fading. Nevertheless, how does AUO Chairman Paul Peng see the industry's future?

Tuesday 3 June 2025
E Ink enters new era with push into large-scale e-paper

E Ink Holdings, the global leader in electronic paper technology, held its annual shareholder meeting on May 28, with all proposals passed smoothly. Chairman Johnson Lee expressed optimism about the company's trajectory, noting that despite ongoing global trade tensions, the performance from January to April suggests 2025 is shaping up to be a strong year.

Monday 2 June 2025
AI infrastructure bottlenecks drive hardware startup interest
As artificial intelligence (AI) systems strain existing computing infrastructure, a new generation of startups is emerging to address fundamental hardware limitations. At Computex Taipei 2025, four companies showcased early-stage technologies targeting specific bottlenecks, though significant technical and commercial hurdles remain.
Thursday 29 May 2025
AUO sidesteps risky FOPLP investment, eyes Micro LED breakthrough
While rival Innolux accelerates its push into FOPLP with plans for mass production in late 2025, AUO is taking a more cautious path. CEO and President Frank Ko explained that, despite industry-wide interest in FOPLP over the past year, AUO has chosen not to commit significant resources to the technology, at least for now.
Wednesday 28 May 2025
Gtoc bets on Vietnam and ultra-thin glass in push for display dominance
As global display technologies pivot toward thinner, lighter, and more flexible form factors — especially for automotive and smart device applications — Taiwanese glass processor Gtoc Optoelectronics is making a bold move into next-generation materials. The company announced a strategic expansion into the ultra-thin rollable glass cover market, positioning itself as a key supplier for high-end automotive displays and precision glass applications.
Wednesday 28 May 2025
CMMT pursues dual strategy: high-value products and semiconductor expansion
Polarizer manufacturer CMMT held its shareholders meeting on May 27, where chairperson Grace Sung stated that in 2025, the company will continue to strengthen operations in polarizers while developing semiconductor products.
Wednesday 28 May 2025
VisEra eyes AR and silicon photonics with next-gen metasurface tech
VisEra Technologies, the optical component arm of TSMC, announced plans to accelerate development of next-generation optical technologies in 2025, with a focus on metasurfaces and their integration into CMOS image sensors (CIS) and micro-optical elements (MOEs)—the firm's two flagship product lines.
Monday 26 May 2025
Touch panel maker GIS pivots to optics, biometrics, and auto tech, cut legacy reliance by 2029
Taiwan-based General Interface Solution (GIS) Holding Limited returned to profitability in 2024 and is refocusing its business strategy on three core sectors: optics, fingerprint recognition, and automotive electronics. These emerging segments are expected to drive more than 20% of revenue in 2025 and could account for half of the company's top line by 2028–2029, as GIS navigates macroeconomic headwinds including tariff pressures and currency volatility.
Thursday 22 May 2025
E Ink sets sights on 2025 as 'year of large-size color e-paper' despite H5 delay
E Ink Holdings has declared 2025 as its "year of large-size color electronic paper," signaling a major push into the expanding market for large-format displays. However, a key part of this strategy—mass production via its new H5 production line—has been delayed by one quarter. Chairman Johnson Lee called the delay their "most painful issue," noting that initial mass production originally slated for April is now postponed to June due to bottlenecks in the line.
Monday 19 May 2025
Edison Opto holds steady on automotive orders, but strong Taiwan dollar pressures margins
Taiwan-based LED maker Edison Opto said customer orders and shipments remain on track despite mounting uncertainty tied to US tariff policies and currency market volatility. Automotive product lines are operating at a stable 80% utilization rate, supporting the company's full-year growth target.
Friday 16 May 2025
AUO sets the stage for the next era of AI-powered displays
As the global display industry gathers for Display Week 2025, one of its most prominent voices is calling for a redefinition of what screens can be. Dr. Frank Ko, CEO and President of AUO, took center stage at the SID's annual summit, delivering a keynote titled "Redefining Displays: Inspiring New Possibilities." His message was clear: in an age driven by AI, displays are no longer mere windows—they are evolving into gateways to the intelligent, immersive worlds of tomorrow.
Thursday 15 May 2025
China surges in OLED push after LCD triumph, as Samsung, LG escalate tech rivalry
China, having solidified its dominance in the LCD panel market, is now intensifying its push into organic light-emitting diode (OLED) technology. A government-driven "trade-in" program has sparked a surge in the domestic smartphone market, with Chinese manufacturers rapidly expanding into the foldable device sector. This strategic focus has significantly accelerated OLED panel production.
Wednesday 14 May 2025
Imaging specialist Ability unveils new machine vision modules for next-gen automation and edge AI
Taiwan-based optical imaging solutions provider Ability Enterprise is accelerating its diversification strategy by entering the machine vision market. The company has launched two new imaging modules, an infrared (IR)-assisted full-color wide-angle module and an active stereo 3D imaging module, to meet emerging customer needs in high-end sensing and edge computing applications.
Tuesday 13 May 2025
AUO unveils advanced microLED displays with AI integration at Display Week 2025
AUO is showcasing cutting-edge microLED display technology integrated with artificial intelligence (AI) at Display Week 2025, the global industry event hosted by the Society for Information Display.
Tuesday 13 May 2025
HTC's profit masks deeper questions about XR strategy and sustainability

HTC, once a pioneer in smartphones and now a major player in virtual and extended reality (XR), reported a rare return to profitability in the first quarter of 2025 after finalizing a US$250 million deal with Google to transfer a portion of its XR research team and license certain non-exclusive patents.

Thursday 8 May 2025
Qisda delivers robust 1Q25 results amid tariff relief, eyes medical business as next growth driver
Taiwan's tech group Qisda reported solid year-over-year growth in both revenue and profit for the first quarter of 2025, driven by increased customer demand during a 90-day US tariff exemption period. While revenue growth is expected to continue into the second quarter, Chairman Peter Chen warned of rising uncertainties, including the pending expiration of the tariff waiver, currency volatility, and escalating geopolitical risks.
Thursday 8 May 2025
Innolux strengthens leadership as it accelerates transformation beyond display panels

Innolux Corporation, one of the world's leading panel manufacturers, held its annual general meeting this week. During the meeting, shareholders elected a new nine-member board, including five independent directors. Following the meeting, the board reappointed Jim Hung as Chairman and CEO, reinforcing his leadership amid a pivotal moment in the company's transformation.