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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

AI powers breakthrough in Micro LED manufacturing by Rayleigh Vision Intelligence

As Micro LED technology approaches mass production, high costs remain a major barrier to broader market adoption. However, a breakthrough from Taiwanese startup Rayleigh Vision Intelligence (RVI) could mark a turning point. The company has built the world's first AI-driven pilot line for Micro LED manufacturing, targeting four long-standing challenges: low yield, poor production efficiency, high costs, and the complexity of mass transfer and measurement.

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.

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.

Wednesday 14 May 2025

Ennostar ramps up smart sensing, automotive displays to offset global risks

Ennostar Inc., a leading player in Taiwan's optoelectronics industry, reported narrowed losses in the first quarter of 2025, aided by steady demand across its automotive, sensing, and backlighting businesses. However, the company warned of rising macroeconomic headwinds, including a sharply strengthening New Taiwan dollar and potential downstream effects from evolving tariff policies.

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.

Friday 9 May 2025

EOI navigates currency and tariff headwinds, eyes long-term growth

As tariff uncertainties and sharp foreign exchange swings reshape the global automotive supply chain, Taiwanese LED car lighting module manufacturer Excellence Opto (EOI) is facing heightened operational challenges.

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.

Wednesday 7 May 2025

MicroLED's Bright Future: PlayNitride CEO on geopolitical challenges, AI glasses surge, and SiPh opportunities

Micro LED technology is gaining momentum as the next big leap in display innovation. Driven by the global AI surge, China's intensifying "hundred-glasses war" in smart eyewear has pushed micro-displays into the spotlight. Meanwhile, Micro LED is emerging as a potential game-changer in silicon photonics, offering high-speed optical communication capabilities. Long-anticipated uses in large-format TVs and automotive displays are finally moving toward mass production, signaling a broad and accelerating wave of commercialization across multiple industries.

Tuesday 6 May 2025

Tariffs support sustained price increases for LCD monitor panels

Compared to TVs, IT panels are more affected by tariffs. As a result, during the tariff exemption period, LCD monitor brands have continued strong inventory buildup and accepted slight panel price increases. For notebook panels, although demand remains steady, supply capacity is relatively ample, keeping market supply and demand balanced and prices stable.

Friday 2 May 2025

Industrial displays solutions vendor Litemax adjusting markets to cope with US tariffs

Industrial LCD displays specialist Litemax, which has a solid customer base in high-end applications markets in Europe and the US, is ready to adjust its strategies to cope with the tariffs that may undermine the competitiveness of its products in the American market.

Tuesday 29 April 2025

JDI bets on U.S. OLED production as Taiwan backs away

The US government has called on the display industry to establish production domestically. However, Taiwan's leading panel manufacturers have expressed no interest in relocating. In contrast, Japan Display (JDI) is actively planning a new OLED display factory in the US through collaboration with OLEDWorks, potentially becoming the only production site outside Asia utilizing the latest OLED technology.

Monday 28 April 2025

Taiwan microLED suppliers gear up as global panel makers begin mass production

Taiwan's microLED equipment manufacturers are positioning for explosive growth as major panel makers worldwide begin constructing production capacity for mass manufacturing. PlayNitride expects to double its equipment sales by 2025, while firms like Kjet and Microloops are advancing through verification processes with leading panel manufacturers or initiating shipments.

Friday 25 April 2025

China's BOE reclaims growth edge as global display cycle flips bullish

BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp rebound in revenue and profit. The company reported full-year revenue of CNY198.381 billion (approx. US$27.22 billion), up 13.66% year-over-year. Net profit attributable to shareholders jumped 108.97% to CNY5.323 billion, while non-recurring net profit surged 706.6% to CNY3.837 billion. Basic earnings per share came in at CNY0.14.

Friday 25 April 2025

Sony exits 8K TV market; why Samsung continues its technology investment

With Sony exiting the 8K television (TV) market, industry attention has turned to whether Samsung Electronics' high-end TV strategy will also undergo changes.

Wednesday 23 April 2025

Ennostar leverages microLED expertise for data center optical communications market

Taiwan's Ennostar is positioning its microLED technology as a compelling alternative in the data center optical communications market, particularly for short-distance transmissions under 10 meters.

Tuesday 22 April 2025

Nichia wins patent infringement ruling against Everlight in Germany, seeks EUR2.5 million in damages

Japanese materials giant Nichia previously filed a patent infringement lawsuit in Germany against Taiwan LED manufacturer Everlight Electronics and its German subsidiary. The local court recently issued a final ruling recognizing Everlight's patent infringement, prompting Nichia to seek damages of EUR2.5 million (approx. US$2.88 million).

Saturday 19 April 2025

Ennostar preps 30-inch transparent Micro LED window display for smart vehicles

Ennostar, a leading developer in compound semiconductors, showcased major advancements in Micro LED technology at Touch Taiwan 2025, with a dual focus on innovation at both the component and application levels. The centerpiece of its exhibition included a cutting-edge GemiLED platform and a transparent 30-inch automotive display now ready for mass production.

Friday 18 April 2025

Touch Taiwan 2025: E Ink showcases '101 army' with six major panel manufacturers

E Ink has made a significant impact at Touch Taiwan 2025 by uniting 101 partners from the electronic paper supply chain to create an unprecedented area dedicated to electronic paper. This event also marks the first time that six global panel manufacturers have gathered together, showcasing their support for the industry.

Friday 18 April 2025

France's CEA-Leti targets AI hardware bottlenecks with silicon photonics, GaN innovations

France's CEA-Leti, a leading European semiconductor research institute, outlined ambitious strategies to address critical AI hardware bottlenecks through advanced silicon photonics, 3D integration, and wide bandgap technologies during a high-profile event with Taiwanese industry leaders.

Wednesday 16 April 2025

Display veteran reemerges with record-breaking Micro OLED breakthrough

Veteran display entrepreneur KT Chu, who has launched four ventures and played a pivotal role in the rise of Taiwan's LCD industry, is back in the spotlight with a new technological milestone. His company, INT, recently developed the world's brightest Micro OLED display, boasting a brightness of 60,000 nits—twenty times the industry standard of five years ago. The development marks a significant step forward for augmented reality (AR) smart glasses, a sector Chu believes is on the cusp of transformation.

Tuesday 15 April 2025

INT unveils ultra-bright Micro OLED display, advancing XR technology

INT, a Taiwanese innovator in Micro OLED display technology, has introduced a 0.39-inch XGA Micro OLED display boasting an industry-leading 60,000 nits of brightness. This development significantly surpasses the current industry benchmark of 10,000 nits, marking a substantial leap forward in advancing augmented reality (AR) smart glasses and other extended reality (XR) devices.

Monday 14 April 2025

Samsung Electronics targets South Korean OLED TV market leadership

According to Inews24 and Hankyung, Samsung Electronics has announced plans to significantly expand its OLED TV product line, aiming to capture a leading share of the South Korean market by 2025. At its "Unbox & Discover 2025" event, the company revealed it will introduce 14 new OLED models, spanning 42 to 83 inches, across three series. This expansion comes three years after Samsung re-entered the OLED market.

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