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Friday 10 October 2025
China's top-four TV brands dominate 90% of surging miniLED market
MiniLED-backlit TVs are experiencing explosive growth, with overall shipments surpassing OLED TVs. In China, the penetration rate of miniLED-backlit TVs has rapidly increased, with over 90% of the market dominated by the top-four brand vendors: Hisense, TCL Technology, Skyworth, and Xiaomi.
Wednesday 8 October 2025
GIS teams up with Porotech & Foxconn to mass produce AI glasses by late 2026
The integration of Micro LED into AI glasses research has entered the competitive landscape as market interest in AI glasses continues to rise. GIS, which in recent years transformed from touch panels into new businesses, is focusing its 2025 capital expenditures on emerging applications like AR/VR. It is joining forces with Micro LED start-up Porotech, combining GIS's optical engine key technologies along with Foxconn's mass production capacity to form upstream-downstream strategic integration. They have reportedly obtained cooperation in development with important US clients, and AI glasses could be released as early as the second half of 2026 to 2027.
Tuesday 7 October 2025
Samsung Display to lead exclusive OLED supply for foldable iPhone in 2026
Apple is set to launch a 7.6-inch folding iPhone in 2026, with Samsung Display (SDC) expected to be the exclusive supplier of its OLED panels, capturing about 40% of Samsung's total foldable panel shipments.
Thursday 2 October 2025
MicroLED smartwatches to grow tenfold by 2030
The MicroLED smartwatch market is expected to grow rapidly over the next five years, with annual shipments expanding to over 3 million units by 2030.
Wednesday 1 October 2025
Japan's Nichia taps Taiwanese executive for top post as part of semiconductor push
Japanese LED leader Nichia has promoted Taiwan-born executive Tsun-Chia Tai to senior managing director, a move effective October 1 that makes him the highest-ranking Taiwanese manager in the company's history.
Tuesday 30 September 2025
LCD TV panel prices hold steady as China cuts production, rebound expected in Q1 2026
Prices for LCD TV panels stabilized in the third quarter, following months of decline, and remained flat across all sizes in August and September. As the industry moves into the fourth quarter, demand for LCD TV panels is expected to soften. However, Chinese producers are set to scale back output during the National Day holiday. Industry executives anticipate that supply and demand will remain balanced through year-end, limiting price swings; however, a rebound in the first quarter of 2026 cannot be ruled out.
Sunday 28 September 2025
Taiwan's E-Chem expands footprint in semiconductor chemicals, targets global growth

As global demand for advanced semiconductor packaging surges, Taiwanese specialty chemicals and materials maker E-Chem is investing aggressively to seize new market opportunities. The company, known for its semiconductor process chemicals and eco-friendly materials, announced that it has begun shipping products to leading advanced packaging and substrate manufacturers, and will expand exports in Q4 as part of a broader international push.

Friday 26 September 2025
Ennostar advances AI optical communication with X-Celeprint partnership to promote SiPh integration
Ennostar, a Taiwan-based developer of optoelectronic semiconductors, is actively expanding its presence in the AI optical communication market. It has announced a collaboration with European micro-transfer printing (MTP) specialist X-Celeprint, aiming to accelerate the implementation and commercialization of mass transfer technology in silicon photonics (SiPh) applications.
Friday 19 September 2025
China mini LED surge prompts Samsung's first TV review in a decade
Samsung Electronics has reportedly launched a management review of its television business amid increasing pressure from Chinese companies in the global TV market. The move aims to reassess Samsung's existing TV business structure and the competitiveness of its new ventures, to adjust its business organization and product portfolio accordingly.
Thursday 18 September 2025
BOE loses ground to LGD as Apple reconfigures OLED supply chain

The global market for small-sized OLED displays is on a path of steady expansion through the end of the decade, fueled primarily by the rising demand from smartphones, particularly Apple's iPhone lineup. However, with demand expected to outpace supply, analysts are warning of a potential OLED panel shortage as early as 2028.

Wednesday 17 September 2025
AUO GPS 2025 focuses on tech innovation, supply chain transformation, sustainability
Taiwanese optoelectronics specialist AUO held its Global Partner Summit (GPS) 2025 under the theme "Together, Unlimited Possibilities" on September 12. The event brought together 116 companies and more than 300 supply chain partners from North America, Europe, and the Asia-Pacific region. Through sharing strategies and achievements in technology and value innovation, AUO and its partners explored ways to create value and advance sustainable development.
Wednesday 17 September 2025
Apple taps BOE for iPhone 17 Pro displays, disrupting Samsung-LG duopoly
Apple has reshaped its display supply chain with the launch of the iPhone 17, adding BOE Technology to the Pro model supplier lineup for the first time. This long-anticipated move highlights Apple's push to diversify its suppliers and could prompt South Korean rivals Samsung Display (SDC) and LG Display (LGD) to refine their strategies.
Tuesday 16 September 2025
TCL CSOT unveils landmark investment plan to build world's first 8.6G inkjet-printed OLED line
Chinese display panel manufacturer TCL China Star Optoelectronics Technology (TCL CSOT) has announced plans to invest CNY29.5 billion (approximately US$4.14 billion) to build the world's first 8.6-generation OLED production line using inkjet printing technology in Guangzhou.
Monday 15 September 2025
MiniLED's golden era in high-end IT applications fades as OLED MacBook Pro approaches
With Apple officially switching the iPad Pro display to OLED technology in 2024, industry speculation has intensified over whether MiniLED backlighting can maintain its position in MacBook Pro displays. The supply chain widely believes that Apple intends to adopt the same dual-layer tandem OLED technology used in the iPad Pro for the MacBook Pro, with OLED integration expected to begin between 2026 and 2027. Additionally, the MacBook Air may transition to OLED by 2029, posing a significant challenge to MiniLED applications in the IT market.
Sunday 14 September 2025
Taiwan's OtO Photonics gains edge in China's semiconductor market with spectrometer focus
At the packed China International Optoelectronic Exposition (CIOE) held at the Shenzhen World Exhibition & Convention Center, Taiwan's OtO Photonics stood out for its specialized focus on spectrometers. With over 3,800 exhibitors in attendance, OtO has carved out a leading role in the industry.
Friday 12 September 2025
Commentary: MicroLED is lighting up display industry, but can it open new doors?
AUO recently announced a collaboration with leading satellite navigation and smart wearable brand Garmin to launch the world's first smartwatch featuring microLED display technology, the Garmin Fenix 8 Pro microLED. The new watch is equipped with a 1.4-inch, 326 PPI high-resolution screen that offers high brightness, ultra-high dynamic contrast, and saturated colors, ensuring clear visibility even under strong light or extreme conditions—making it especially suitable for outdoor sports and adventure needs.
Friday 5 September 2025
South Korea doubles down on display research as China tightens grip on global market
South Korea plans to more than double its display research budget to counter China's growing dominance, as industry data indicate China could control up to 75% of global panel production capacity by 2028.
Wednesday 3 September 2025
MicroLED technology opens new opportunities for equipment makers
MicroLED is regarded as the next-generation display technology, with Taiwan leading global development due to strong semiconductor and display integration, plus government support. Despite high costs slowing mass adoption, microLED's role in advanced chip packaging co-packaged optics (CPO) creates fresh applications beyond displays.
Monday 1 September 2025
Everlight Electronics reports slight 1H25 revenue decline amid cautious outlook
Everlight Electronics posted a 3.48% year-over-year decline in consolidated revenue for the first half of 2025, totaling NT$10.095 billion (US$330 million). The company's gross margin remained stable at 31.25%, slipping marginally by 0.26% compared with the same period last year. However, cautious customer ordering in the third quarter has tempered the company's earlier projections of modest annual growth.
Monday 1 September 2025
South Korea's display industry rebounds to US$10 billion in 1Q25, mixed outlook for 2H25
The Korea Display Industry Association (KDIA) reported that the combined revenue of South Korean panel companies reached US$10 billion in the first quarter of 2025, marking a return to the billion-dollar milestone after three years. This growth was primarily driven by increased demand for high-end OLED panels and customers placing early orders due to concerns over US tariffs.
Monday 1 September 2025
Samsung, LG losing TV war to China, bet on microLED revival
Samsung Electronics and LG Electronics' television businesses have fallen from their former status as "flagship divisions" to becoming performance "obstacles," frequently losing ground in competition against Chinese companies. Industry insiders in South Korea are hopeful that the microLED TV market will flourish, helping Samsung and LG reverse their disadvantages in the TV sector.
Monday 1 September 2025
US weighs BOE OLED ban, putting Apple's display supply chain in flux
The US is reportedly moving to impose a long-term sales ban on OLED panels made by China's BOE Technology, raising the prospect of a significant reshuffle in Apple's display supply chain. The measure is expected to ripple upstream through suppliers of display driver ICs (DDI), foundries, and outsourced semiconductor assembly and testing (OSAT) firms in Taiwan.
Friday 29 August 2025
Samsung reportedly explores BOE's WOLED panels for its gaming monitors

BOE Technology is reportedly in talks with Samsung Electronics and other manufacturers to supply white OLED (WOLED) panels for monitors, as Chinese panel makers seek to capture surging demand in the high-end gaming market. Analysts view the effort as BOE's bid to secure a foothold in premium displays.

Wednesday 27 August 2025
Samsung Display restructures OLED business to strengthen Apple ties and fend off Chinese rivals

Samsung Display (SDC) is executing a sweeping organizational overhaul across both its IT and small-to-medium panel businesses, aiming to solidify its leadership in OLED displays while countering growing competition from China.

Wednesday 27 August 2025
South Korean Supreme Court convicts Everlight Electronics of technology theft
South Korea's Supreme Court has upheld a ruling that found Taiwanese manufacturer Everlight Electronics guilty of stealing patented LED technology from South Korean firm Seoul Semiconductor. Everlight was fined KRW60 million (approximately US$43,000), while three former Seoul Semiconductor employees involved received prison sentences with probation.