The US International Trade Commission (ITC) has issued a preliminary ruling siding with Samsung Display (SDC) in its trade secrets case against Beijing-based BOE Technology. The decision could bar the Chinese company from the US OLED market for nearly 15 years.
The third quarter, traditionally a peak season for the smartphone supply chain, has brought a mixed picture for display panel pricing. While overall production remains at high utilization levels, market dynamics and pricing trends vary significantly across panel technologies.
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.
