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Friday 27 March 2026

Brightek targets automotive, smart sensing for growth

LED packaging firm Brightek Optoelectronics completed its factory relocation in 2025 and secured approval from major clients. Brightek general manager CH Tzeng said the company will reduce low-margin products in 2026 and focus on high-value areas including robotics technology collaboration with US customers, boosting infrared (IR) sensor revenue to 20%, and entering the 1.6T high-speed optical communication module market with samples expected in the third quarter. Brightek anticipates double-digit growth in 2026.

Wednesday 25 March 2026

MR new products drive near-eye display market to grow over 200% in 2026

The near-eye display market is rapidly recovering from a low point in 2025, driven by an influx of next-generation mixed reality (MR) and smart glasses launches. Industry forecasts point to significant growth in 2026, fueled by major international brands releasing new products and creating key opportunities for Taiwan's display and optoelectronics supply chain.

Tuesday 24 March 2026

Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26

As March nears its end, the smartphone panel market has yet to see a post-Lunar New Year replenishment cycle. With upstream costs rising and end demand softening, overall market conditions continue to deteriorate.

Tuesday 24 March 2026

Apple supply chain shift and LG price cuts reshape OLED market

Given the escalating geopolitical tensions and intensifying competition in the global display market, recent developments indicate a significant reshaping of supply chains and pricing strategies across the OLED ecosystem, with ripple effects across smartphones, IT devices, and TVs.

Monday 23 March 2026

San'an Optoelectronics founder detained, company assures stable operations

China's LED chip leader San'an Optoelectronics announced on March 23, 2026, that its actual controlling shareholder, Xiucheng Lin, has been detained and placed under formal investigation by China's national supervisory authorities, sparking market concerns. The company promptly clarified that the investigation will not affect current production or business operations, which are proceeding as normal.

Friday 20 March 2026

Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens

Despite pressure on profits from geopolitical tensions and currency swings in 2025, Taiwan-based LED packaging maker Edison Opto is betting that a strategic pivot toward automotive electronics will drive growth this year.

Wednesday 18 March 2026

TCL's OLED debut exposes China's Korean panel dependence

LG Display (LGD) is reportedly supplying panels for TCL's first OLED monitor, marking a notable instance of South Korean OLED technology entering the Chinese market.

Wednesday 18 March 2026

Laster Tech posts 4Q25 profit rebound, drives full-year turnaround

Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million) in the fourth quarter of 2025, up 8.83% quarter-over-quarter. The company also posted a net profit after tax of NT$86.64 million for the quarter, a surge 2,725% from the previous quarter. This represents a full-year turnaround from losses to profits.

Thursday 12 March 2026

Coretronic monitor shipments show potential, two new production lines added in 1Q26

OLED applications are increasing penetration in IT products, and backlight module manufacturer Coretronic has been shipping OLED tablets and OLED notebooks for the past two years. There was originally only one production line, but in the first quarter of 2026, Coretronic added two new lines to meet demand. Coretronic expects that monitor products in 2026, covering both OLED and LCD technologies, will see overall shipment volumes grow severalfold.

Tuesday 10 March 2026

Micro LED ramp in 1Q26 seen lifting Taiwan's Ennostar out of slump

Ennostar widened its loss in the fourth quarter of 2025 as seasonal weakness, softer demand, and customer inventory adjustments weighed on performance. The LED maker reported a net loss attributable to shareholders of NT$780 million (approx. US$24.8 million) for the quarter.

Monday 9 March 2026

LCD monitor panel prices to rise in March 2026 as notebook panel declines slow

As LCD TV panel prices climb, LCD monitor panel prices have also seen a modest rebound. Although brand vendors are placing orders at different rates, overall demand for LCD monitors remained steady in first quarter 2026, with prices expected to continue rising slightly in March. Meanwhile, notebook panels are still declining in price but show signs of stabilization.

Monday 9 March 2026

Samsung Display secures largest OLED supply for iPhone 17e, BOE's lead role questioned

Samsung Display (SDC) has reportedly secured the largest share of orders supplying OLED panels for Apple's latest budget smartphone, the iPhone 17e. This development overturns earlier industry forecasts that predicted BOE Technology Group (BOE) would be the primary OLED supplier for the iPhone 17e.

Friday 6 March 2026

South Korean OLED materials firm Lordin plans India expansion amid Chinese competition

South Korean OLED materials developer Lordin plans to seek a technology-special listing in the first half of 2027, with a US$25 million fundraising round targeted for completion in 2026, as it advances commercialization of its blue phosphorescent emitter technology and expands operations into India.

Thursday 5 March 2026

Excellence Opto's Mexico expansion and AI orders set stage for margin improvement and supply-chain resilience

Excellence Optoelectronics reported a new monthly revenue high of NT$606 million (approx. US$19.31 million) for February 2026, a 7.38% increase from January and a 31.58% rise year-over-year, continuing momentum after the group's return to profitability in 2025.

Wednesday 4 March 2026

FitTech seeks enforcement to recover over US$43 million and CNY30 million from Sanan subsidiaries

LED equipment manufacturer FitTech announced it has filed compulsory enforcement applications with local Chinese courts to recover more than US$43.29 million and CNY30.37 million (approx. US$4.42 million) from two subsidiaries of Sanan Optoelectronics, saying the move follows unpaid arbitration awards.

Wednesday 25 February 2026

Korean suppliers brace for Apple's staggered iPhone 18 rollout

Emerging reports suggest that Apple is preparing its most significant shift in iPhone release strategy in more than a decade — a recalibration shaped not only by product ambition but by mounting supply-chain constraints.

Monday 23 February 2026

Everlight files US lawsuit months after Seoul Semiconductor wins Korean court

Taiwan's Everlight Electronics Co., Ltd. and South Korea's Seoul Semiconductor Co., Ltd. have escalated their long-running legal battle, filing fresh patent litigation in the US even as a South Korean Supreme Court ruling has handed Seoul Semiconductor a major criminal-law victory.

Thursday 12 February 2026

Samsung Display reviews capacity expansion for Apple foldable OLEDs

Samsung Display (SDC) is reviewing additional investment to expand production capacity for foldable organic light-emitting diode (OLED) panels intended for Apple's first foldable iPhone, as Apple prepares to launch the device in the fall of 2026 and advances plans for subsequent models, according to industry sources.

Thursday 12 February 2026

Laster banks on China subsidies, Tesla and Zeekr wins amid margin push

LED automotive lighting module maker Laster said it expects China's car purchase subsidies and trade-in programs to stimulate domestic demand in the first quarter of 2026, and that overall end-market automotive demand should remain relatively robust.

Wednesday 11 February 2026

Coretronic expects February shipments to decline amid off-season, fewer workdays

Taiwanese display solutions provider Coretronic reported consolidated revenue of NT$3.21 billion (US$101.86 million) for January 2026, down 21% from NT$4.06 billion in December 2025, but up 12% compared to NT$2.86 billion in January 2025. The company attributed the decrease primarily to weaker seasonal demand.

Tuesday 10 February 2026

Sony may influence TCL's SQD mini LED strategy as RGB mini LEDs rise

Global TV brands are competing in the high-end market with multiple technologies such as OLED, QLED, RGB Mini LED, and Micro LED, with RGB Mini LED backlighting becoming the focus for manufacturers in 2026. Although TCL Technology is facing technical obstacles, it continues to position SQD Mini LED as its primary flagship. However, some analysts believe that through collaboration with Sony, there may be an opportunity to adjust the positioning of RGB Mini LED TVs.

Friday 6 February 2026

Taiwan LED equipment maker FitTech wins arbitration, recovers NT$1.49b from China's Sanan

The arbitration ruling has been issued in an equipment contract dispute between Taiwan-based LED equipment supplier FitTech and China's leading LED manufacturer Sanan Optoelectronics. Under the decision by the China International Economic and Trade Arbitration Commission, Sanan subsidiaries Hubei Sanan Optoelectronics and Quanzhou Sanan Semiconductor Technology are required to pay equipment fees, interest, and compensation to FitTech. After deducting late delivery penalties and part of FitTech's legal expenses, the total payable amount stands at about NT$1.49 billion (US$47.2 million).

Wednesday 4 February 2026

Defending the crown: Samsung and LG leverage AI and Micro RGB to counter Chinese rivals in appliances and displays

As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across displays and home appliances. Beyond hardware upgrades, their strategies increasingly rely on subscription and leasing models, platform ecosystems, and an expanded Micro RGB TV lineup, signaling a shift toward service-oriented growth and deeper customer engagement.

Wednesday 4 February 2026

Taiwan's paper-counting academic culture is being challenged—here's why

Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology Council (NSTC) Minister Cheng-wen Wu is now calling for a different approach—one focused on global impact and technological leadership rather than paper counts.

Wednesday 4 February 2026

South Korea tops China, Taiwan in Micro LED, but supply chain dependence looms

South Korean panel makers are about one to two years ahead of competitors in China and Taiwan in Micro LED driving and assembly technologies, according to analysts. However, the country remains heavily reliant on overseas suppliers for chips and backplanes, making supply-chain independence an increasingly pressing issue.

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