In response to the growing demand for sustainable technologies, the e-paper market is expanding rapidly. E Ink, a leader in electrophoretic e-paper technology, faces competition from IRIS Optronics, known for its cholesteric liquid crystal e-paper technology. Despite this, IRIS Optronics Chairman, Albert Liao, argues that e-paper is the Blue Ocean Strategy where the two companies are not competitors but rather partners, with IRIS Optronics expressing gratitude to E Ink for helping to expand the advertising display market.

Touch panel manufacturers in Taiwan are navigating a complex landscape of US tariffs and fluctuating market demands. Young Fast Optoelectronics acknowledges the potential impact of proposed US reciprocal tariffs, though the extent remains unclear. While direct shipments from its Vietnam and Taiwan facilities to the US are minimal, the company faces potential disruption through its customer base, which assembles components for the American market. As of now, order volumes remain stable, making it difficult to quantify the potential disruption.

Following the announcement of the reciprocal tariff policy by US President Donald Trump, South Korean companies are thoroughly reviewing their supply chains and formulating countermeasures. Enterprises with production bases in China and Vietnam may face direct impacts, raising public concern.

E Ink Holdings will debut its new full-color ePaper technology, E Ink Marquee, at Touch Taiwan 2025. Engineered for outdoor displays and digital out-of-home (DOOH) signage, Marquee features a next-generation four-particle color system that delivers sharper, more vibrant visuals and supports a wide temperature operating range.

US equivalent tariffs on imports are creating ripple effects across global supply chains, with Taiwan's display industry preparing strategic responses ahead of the Touch Taiwan 2025 scheduled for April 16-18.

China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large TV segment still sees significant momentum, with shipments possibly reaching 10 million units in 2025.

Television brands started pulling in LCD panel orders in the fourth quarter of 2024 to get ahead of US tariffs under Donald Trump's trade policies and to benefit from China's appliance trade-in program. The frontloading continued into early 2025, making the first quarter unusually strong for what's typically a slow season.

TCL has finalized its acquisition of LG Display's LCD manufacturing plant in Guangzhou, China, officially renaming it "T11" under the management of its subsidiary, TCL China Star Optoelectronics (TCL CSOT). Production at the facility is already underway, strengthening TCL's position in the global display market.

As Apple accelerates efforts to diversify its iPhone component supply chain, LG Group's component subsidiaries are monitoring market developments closely. While LG Display (LGD) and LG Innotek maintain significant positions in Apple's display and camera module supply chains, Chinese vendors are rapidly gaining ground, challenging South Korea's long-standing dominance.

AUO Display Plus, a subsidiary of AUO, and E Ink Holdings have signed a term sheet to form a joint venture focused on scaling up the production of large-format ePaper modules. Backed by an NT$390 million (US$11.75 million) investment, AUO Display Plus will hold a 51% stake and E Ink 49%. The new production line will be built at AUO's Longtan Science Park facility in Taoyuan, with production slated to begin in the fourth quarter of 2025.

Samsung Electronics Chairman Lee Jae-yong was recently joined by senior executives from the company's semiconductor and display departments on a rare visit to China. Industry analysts in South Korea say the joint trip is highly unusual and likely points to a strategic pivot in Samsung Group's China operations.

LG Innotek is expanding its focus beyond camera module manufacturing and is preparing to venture into the field of next-generation glass substrates. The company has revealed its intention to produce sample glass substrates by the end of 2025, with plans to potentially commercialize these products by 2027.

LCD TV panel prices are losing steam following a brief rally that began in late 2024, initially fueled by front-loaded orders. Rising inflation concerns and renewed tariff threats from US President Donald Trump are dampening global trade confidence, prompting consumers to pull back. At the same time, China's trade-in policy is losing momentum, softening demand. As a result, both panel makers and TV brands are slowing their purchasing pace.

While LCD television panel demand falters, IT panel manufacturers maintain optimism fueled by anticipated device replacement trends. Monitor panel markets showed strong March 2025 demand against tight supply conditions, according to industry research firm Sigmaintell.

The electronic paper (e-paper) industry is thriving with innovations in color technology. E Ink Holdings (EIH) and Netronix experienced a successful 2024 and anticipate increased demand for large advertising displays in 2025. Other application growth supports their forecast that the first quarter will be the year's low point, with improvements expected in the second quarter.

E Ink, a global leader in e-paper technology, has made a breakthrough in reducing screen flicker while expanding the color range. Its latest innovation, called Ripple, introduces wave-like transitions to minimize flicker during page turns. Building on its E Ink Spectra platform, the company has also unveiled a new Waveform that mixes existing color ink particles in new ways, unlocking an expanded palette of vibrant hues.

South Korean display makers have surpassed Japanese manufacturers in the global high-end automotive display market for the first time. In the future, LG Display (LGD) and Samsung Display (SDC) will focus on developing high-end products to expand their business.

TCL China Star Optoelectronics Technology (TCL CSOT) is taking over LG Display's (LGD) LCD factory in Guangzhou, China, which may affect the LCD display driver IC (DDI) orders of South Korean IC design house LX Semicon.

The global auto display panel market is expanding rapidly amid rising demand for smart and electric vehicles. China is gaining ground as a major supplier, fueled by its fast-growing new energy vehicle (NEV) sector. Taiwanese makers AUO and Innolux are carving out positions in the high-end segment through advanced display technologies.

Samsung Display (SDC) has won its lawsuit against the Chinese display company BOE for "OLED patent infringement" filed with the US International Trade Commission (ITC). However, the ITC ruled that the case would not have any significant impact on the US display industry, and therefore decided not to impose any ban on the import and sale of BOE products in the US.

The TV market in 2025 will be significantly influenced by political factors, particularly with US President Donald Trump's aggressive tariff policies and China's "trade-in" policy extending from 2024. These developments are causing shifts in the market while also impacting the inventory rhythm of upstream panel manufacturers. Observing the TV market in 2025 reveals five major changes.

The panel industry is monitoring developments closely, as recent improvements in demand have raised concerns about a possible slowdown or even a reversal in market trends starting in the second quarter of 2025.

TCL Technology Group Corporation's (TCL) acquisition of LG Display (LGD)'s Chinese subsidiaries, approved by authorities and slated for completion by 2025, marks a strategic shift in the global display industry. As the Guangzhou plant transitions ownership, LGD reallocates resources to OLED development, strengthening TCL's market share and enhancing its financial prospects amid rising LCD demand.

Japanese company Toppan Holdings has decided to divest all its 53.1% stake in Taiwan-based Giantplus Technology, a manufacturer of small and medium-sized LCD panels, marking its exit from panel production. However, Toppan will continue to procure panels from Giantplus, a move expected to boost the latter's revenue and reinforce optimism for 2025.

Sony has announced the development of a groundbreaking display technology that promises even richer and more vivid colors than traditional Mini LED TVs. By delivering higher color purity and an expanded color gamut, this next-generation display system is expected to enter mass production in 2025, targeting both consumer televisions and professional content creation monitors.