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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
Google’s AI reset: I/O 2025 marks a turning point

Following years of trailing its competitors and facing mounting skepticism, Google appeared to turn a corner at this year's I/O developer conference. Unlike previous events where the tech giant labored to explain the power of its AI models—often to the detriment of product clarity—this year's showcase offered a focused, product-forward strategy that resonated with both developers and market watchers.

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.
Friday 23 May 2025
Iris Optronics installs full-color ePaper on hydrogen-solar vessel in green tech first

Iris Optronics, a pioneer in cholesteric liquid crystal display technology, has partnered with Porrima to integrate its full-color ePaper display into the Porrima P111—a cutting-edge, zero-emission vessel engineered for sustainable maritime exploration.

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.
Thursday 22 May 2025
Samsung Display makes Computex debut, eyes OLED edge in post-LCD era
Samsung Display made its first appearance at Computex 2025, showcasing a range of IT OLED products as the South Korean panel maker seeks to capitalize on the industry's transition from LCD to OLED technology.
Wednesday 21 May 2025
Computex 2025: Samsung Display makes debuts, showcases UT One and QD-OLED tech for IT market shift
Samsung Display debuted at Computex 2025, highlighting its advanced OLED technology. The company presented a range of IT OLED products, such as notebooks, tablets, monitors, and other devices.
Tuesday 20 May 2025
United Radiant Technology reconsiders supply chain strategy amid tariff and carbon cost risks
United Radiant Technology's (URT) shareholder meeting on May 19 saw all proposals approved. The company noted that US President Donald Trump's tariffs on countries with significant trade surpluses pose challenges for the global market by taxing imports. Furthermore, the EU will implement the Carbon Border Adjustment Mechanism (CBAM) in 2026, using carbon emission data from 2025, potentially increasing import costs for exports to the EU.
Tuesday 20 May 2025
Samsung enters crisis mode: TV market lead under threat as TCL CSOT, Hisense close in
Samsung Electronics' Visual Display (VD) Business has reportedly entered "emergency management" mode in response to falling global TV market share and rising LCD panel costs—two critical factors driving the company's internal shakeup. According to The Korea Economic Daily, Yonhap News Agency, and Korea Daily News, Yong Seok-woo, President and Head of the VD Business, recently told executives the division would adopt tighter operational policies as part of a broader crisis response strategy.
Saturday 17 May 2025
Innolux warns of muted 2Q25 outlook amid ongoing tariff uncertainty
Taiwanese display manufacturer Innolux has sustained its profitability into the first quarter of 2025, achieving four consecutive quarters of positive earnings after recovering from losses in the second quarter of 2024. Despite this overall financial improvement, the company's core operations have faced challenges, having recorded losses for three straight quarters.
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.
Friday 16 May 2025
Panel giant Innolux reorganizes leadership amid power struggle
Innolux Corporation reappointed Jim Hung as chairman and CEO at its May 7 shareholders' meeting, while promoting Executive Vice President Jeffrey Yang to general manager. Former General Manager Zhu-Xiang Yang will now focus exclusively on leading subsidiary InnoCare Optoelectronics and serving as an Innolux director.
Friday 16 May 2025
Innolux promotes Hung-wen Yang to president; James Yang appointed InnoCare Optoelectronics chairman
Taiwanese panel giant Innolux has initiated an operational handover in response to the company's pace of transformation and mid- to long-term succession planning, promoting executive vice president Hung-wen Yang to president, fully responsible for operational management.
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.
Thursday 15 May 2025
JDI to cut over 1,000 jobs in major restructuring, close Mobara plant by 2026
Japan Display Inc. (JDI) confirmed plans on May 15 to lay off over 1,000 employees in Japan as part of a large-scale restructuring, according to reports from Nikkei Asia and Asahi Shimbun. With approximately 2,700 domestic employees as of March 2025, the move could slash the company's Japanese workforce by nearly half and reduce its global headcount—currently around 4,100—by nearly one-third.
Wednesday 14 May 2025
Chinese panel makers scale back LCD production as tariffs bite
Chinese panel manufacturers BOE Technology and TCL China Star Optoelectronics (TCL CSOT) have reportedly begun scaling back their LCD panel production in response to the tariff policies imposed by the Trump administration since January 2025, which have effectively blocked their export channels to the US. Despite strategic efforts to expand into alternative markets across Europe and Asia, these companies face significant challenges securing new customers in the short term. Compounding their difficulties, the Chinese government has reduced subsidies, leaving production cuts as their only viable recourse.
Tuesday 13 May 2025
Display Week 2025: LGD showcases leading P2P panels and stretchable OLEDs
LG Display (LGD) is set to participate in the Society for Information Display's (SID) Display Week 2025 with a major focus on next-generation automotive displays. Highlights include a 50% stretchable display, the world's largest 57-inch full cockpit width point-to-point (P2P) panel, and an 18-inch slidable OLED.
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
CarUX, arm of Taiwan's Innolux, plots US listing, unveils innovative windshield display tech
Innolux Corporation's automotive display subsidiary CarUX plans to list on the US stock market, marking the Taiwanese display manufacturer's first overseas public offering.
Monday 12 May 2025
Sharp offloads iconic LCD factory to Foxconn amid deepening losses
Sharp plans to sell its Kameyama No. 2 factory in Japan's Mie Prefecture to its parent company, Hon Hai Technology Group (Foxconn), as the company continues to scale back its once-dominant liquid crystal display business, according to a May 12 report by Nikkei.
Thursday 8 May 2025
Novatek's mobile OLED TDDI mass production boosts 2Q25; no negative impact from tariffs thus far
Display driver IC giant Novatek held an investor conference on May 7 and shared its outlook for the market. Novatek vice chairman and president Steve Wang announced that revenue in the first quarter of 2025 grew compared to the previous quarter and increased year-over-year. This growth was mainly driven by China's provincial subsidies for device upgrades and early tariff-driven stockpiling, which led consumer applications to outperform past periods and pushed revenue toward the upper end of guidance. Gross margin also reached the high end of forecasts, primarily due to effective cost control in wafer fabrication.
Thursday 8 May 2025
TPK turns 1Q25 profit on better margins despite revenue dip; April sales rebound 27%
Touch panel maker TPK Holding Co. reported consolidated revenue of NT$13.7 billion (US$453 million) for the first quarter of 2025, down 13.5% quarter-over-quarter and 10.6% year-over-year due to seasonal fluctuations.
Thursday 8 May 2025
AI blooms as Powertip Image advances into machine vision applications
Powertip Image (PTIC), a subsidiary of STN LCD panel manufacturer Powertip Technology, achieved a revenue milestone in April 2025 by surpassing NT$100 million (approx. US$3.3 million), marking the highest April revenue on record. The company's cumulative revenue for the first four months of 2025 reached NT$356 million, representing a year-over-year increase of 28.22%.
Wednesday 7 May 2025
Chinese panel makers cut output amid weak demand and US tariffs
A combination of rising US tariffs, reduced benefits from China's "trade-in" subsidy program, and mounting inventory challenges has prompted Chinese panel makers to scale back production during the five-day May Day holiday. This measure aims to support prices, which have remained relatively flat since the end of April, preventing a sharp drop amid slowing purchasing activity from television brands.
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