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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.

Monday 14 April 2025

Ennostar eyes AI optical communications market with 3-year microLED upgrade plan

Ennostar is developing three AI optical communication technologies—microLED, VCSEL, and CW-DFB LD—setting upgrade targets for the next few years, with microLED projected to achieve transmission speeds of 8Gbps by 2028.

Saturday 5 April 2025

Ecocera targets third-generation semiconductor packaging, aims for 10% revenue share by year-end

Ecocera, a prominent manufacturer of ceramic circuit boards, is experiencing enhanced operational performance as it leverages the increasing demand for automotive lighting substrates. This growth is highlighted by Chairman Wanshun Zhou, who outlined the company's focus on expanding its market share within the lucrative automotive headlamp sector. In addition, Ecocera is making strides in the field of third-generation semiconductor packaging. Despite revenue from this sector comprising only 1% of the current figures, the company anticipates an increase to 10% by the end of 2025. This projected growth comes as new technologies make the transition to small-scale production and begin shipments to packaging clients.

Tuesday 1 April 2025

LCD TV panel rally fizzles under Trump tariffs, China trade-in policy fatigue

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.

Monday 31 March 2025

Ennostar expands into optical communication amid AI demand surge

Ennostar is rapidly diversifying from LED manufacturing into optical communication as demand for high-speed modules accelerates due to AI server requirements. The company has developed various optical communication light sources spanning short, medium, and long-distance applications, including Micro LED, VCSEL, indium phosphide (InP), and silicon photonics transmission technologies. Recently, Ennostar increased its stake in Global Communication Semiconductors to 25%, securing three board seats through its subsidiary Unikorn Semiconductor, solidifying its position as the largest shareholder while advancing its strategy to become an integrated device manufacturer (IDM) in optical communication.

Thursday 27 March 2025

Taiwan's Brightek navigates soft auto market, targets 30% growth in 2025 with new LED tech

Brightek expects to weather a subdued automotive and PC market in late 2024 with only a slight revenue decline, while positioning for substantial growth next year through product innovation and capacity expansion, according to company officials.

Wednesday 26 March 2025

SDC triumphs in OLED patent dispute with BOE

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.

Monday 24 March 2025

TCL's acquisition of LGD units boosts China's share in global LCD and OLED markets

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.

Monday 24 March 2025

Taiwan LED firm Ennostar accelerates auto sector expansion with subsidiary merger

Taiwan-based LED manufacturer Ennostar is ramping up its automotive market strategy through a planned merger of subsidiaries Epistar Corporation and Lextar Electronics by 2025, which will create a new entity tentatively named Ennostar Corporation. The consolidation aims to establish a one-stop service model by combining upstream epitaxy and chip technology with downstream packaging and module capabilities.

Monday 24 March 2025

Sony unveils next-gen display technology, outshining Mini LED TVs

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.

Tuesday 18 March 2025

Mobile market enters off-season as panel prices hold steady

Following the Lunar New Year holidays, the mobile panel market has officially entered its traditional off-season. While China's subsidy policies have sustained demand for end-user devices, elevated channel inventory has prevented a noticeable surge in first-quarter demand for mobile panels. Consequently, panel prices have remained stable throughout March.

Friday 14 March 2025

Innolux unveils ultra-large LumiCanvas LED display at Taipei Dome, expanding to global sports venues

Taipei Dome introduces a 19-meter by 1-meter ultra-large LumiCanvas LED display from Innolux. In addition to the Taipei Dome, Innolux's seamless large-size video walls are already deployed in various locations, including Taipei Metro underground streets, Century Asia Cinemas, hospitals, department stores, and art exhibitions, with plans for future international exports.

Friday 14 March 2025

BOE scales up COB production in Zhuhai as MLED sector enters a high-growth era

On March 10, BOE Technology Group celebrated the mass production launch of its MLED (Mini/Micro LED) displays at Zhuhai BOE MLED Technology. The event, themed "Illuminating the Future, Mass Production Begins," welcomed over 50 international clients from the US, Europe, Japan, South Korea, and Southeast Asia, highlighting BOE's expanding footprint in the global MLED market.

Monday 10 March 2025

Asia Optical kicks off 2024 with strong growth amid three main development opportunities

Asia Optical announced its 2024 preliminary financial results on March 4, reporting a consolidated revenue of NT$23.047 billion (US$780.2 million), marking a 29% year-over-year increase. Gross profit reached NT$4.28 billion, reflecting an annual growth rate of 34%.

Thursday 6 March 2025

Edison Opto expedites localization strategy in Europe amid tariff concerns

In response to recent tariffs and geopolitical risks, Edison Opto's board approved the establishment of a subsidiary in Europe in December 2024. The company believes that tariff concerns are not limited to the US; various regions worldwide will increasingly emphasize localized production in the coming years.

Thursday 27 February 2025

JDI and OLEDWorks seeking JPY100 billion subsidy from New York State for advanced display fab project

Japan Display Inc. (JDI) and OLEDWorks are collaborating to construct an advanced OLED display facility in New York. They are seeking a subsidy of approximately JPY100 billion (US$670.33 million) from the state government for the project.

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