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Monday 9 June 2025
Display giants Innolux, AUO shake up management amid transformation push
Taiwan's major display manufacturers, Innolux and AUO, have executed significant leadership changes as both companies navigate industry transformation and operational challenges.
Saturday 7 June 2025
TV panel market cools amid tariff uncertainty and early inventory buildup
Uncertainty over US tariffs is weighing heavily on the global LCD TV panel market, with sluggish demand prompting TV brands to revise their panel procurement plans for the second quarter of 2025. Following a wave of early stocking in the first quarter, inventories of finished TV sets have risen, leading to what supply chain insiders describe as a tranquil market.
Friday 6 June 2025
LG Display repays loan early, announces KRW700 billion OLED investment push
LG Display (LGD) has announced the early repayment of a KRW1 trillion (approximately US$736 million) loan from parent company LG Electronics, alongside plans to invest KRW700 billion in new OLED production equipment as part of its strategy to strengthen future growth engines.
Friday 6 June 2025
RiTdisplay rewires its future, pivots from PMOLED displays to energy and assets
RiTdisplay Group, previously focused on PMOLED displays, is undergoing a sweeping transformation aimed at securing long-term sustainability. The company is now building momentum across three core areas: energy solutions, specialty display systems, and asset management.
Friday 6 June 2025
Dixon seeks approval for China display JV, targets lighthouse factory status
India's top contract electronics manufacturer, Dixon Technologies, has applied for government approval to set up a joint venture with China-based HKC for manufacturing display modules used in smartphones, notebooks, and televisions. Executive chairman Sunil Vachani told PTI that the application was submitted under Press Note 3 of 2020, which mandates prior clearance for foreign investments from countries sharing land borders with India.
Thursday 5 June 2025
Weakening demand halts LCD monitor panel price surge
IT panels have been more affected by tariffs than TV panels. Beyond China's "trade-in" policy, stimulating some inventory buildup, certain brands in North America continue to increase stockpiling, which has driven recent price increases for LCD monitor panels. In May 2025, demand and prices for LCD monitor panels still showed support.
Thursday 5 June 2025
The rationale behind Samsung, BOE's escalating patent battle
Samsung Display (SDC) and BOE have filed patent lawsuits against each other within a single day, highlighting an escalating legal battle between the South Korean and Chinese panel giants.
Wednesday 4 June 2025
Global Lighting Technologies restructures production footprint amid supply chain shifts
Global Lighting Technologies is actively restructuring its global production strategy in response to shifting supply chains and declining demand in traditional display markets. The Taiwan-based manufacturer of light guide plates announced that it is advancing its new Vietnam facility while preparing for long-term expansion in Thailand and phasing out operations in China.
Tuesday 3 June 2025
Japan Display scraps Taiwan deal over geopolitical risks
Japan Display Inc. announced on June 2, 2025, that it will cancel its plans to invest in Taiwan's PanelSemi Corp., citing rising geopolitical risks within the semiconductor sector. However, the two companies will continue their joint development projects.
Tuesday 3 June 2025
BOE's OLED surge stirs déjà vu for South Korea's display sector
BOE Technology Group is fast-tracking its 8.6-generation (8.6G) OLED production line in Chengdu, raising red flags for South Korean display makers. Having already ceded LCD leadership to China, South Korean firms now worry their edge in OLED may also be under threat.
Tuesday 3 June 2025
AUO's pivot to microLED signals long-term shift in display strategy

At AUO's annual shareholder meeting on May 28, a small shareholder referenced a quote from the late Chi Mei Group founder Wen-lung Hsu: The display panel is a once-in-a-century industry. That once-promising era may be fading. Nevertheless, how does AUO Chairman Paul Peng see the industry's future?

Tuesday 3 June 2025
HannStar reports loss for 2024, steps up transition to niche market applications
HannStar Display, a Taiwanese panel maker catering mainly to the small- to medium-size market segment, has reported a net loss of NT$5.325 billion (US$178 million) for 2024. The company attributed the loss to decreasing demand and oversupply in the LCD market amid a weak global economy.
Monday 2 June 2025
Forcelead rides HUD wave as Taiwan firms keep grip on auto DDI market
Sitronix's automotive display driver IC (DDI) subsidiary, Forcelead, held an investor conference to provide updates on its current operations. Forcelead stated that the company has accelerated its transformation toward automotive DDIs in recent years, with automotive business revenue now accounting for over 84%. Regarding revenue outlook and growth momentum beyond 2025, Forcelead expressed cautious optimism as client order forecasts appear promising, expecting business growth in the second half and full year of 2025.
Thursday 29 May 2025
AUO sidesteps risky FOPLP investment, eyes Micro LED breakthrough
While rival Innolux accelerates its push into FOPLP with plans for mass production in late 2025, AUO is taking a more cautious path. CEO and President Frank Ko explained that, despite industry-wide interest in FOPLP over the past year, AUO has chosen not to commit significant resources to the technology, at least for now.
Wednesday 28 May 2025
Gtoc bets on Vietnam and ultra-thin glass in push for display dominance
As global display technologies pivot toward thinner, lighter, and more flexible form factors — especially for automotive and smart device applications — Taiwanese glass processor Gtoc Optoelectronics is making a bold move into next-generation materials. The company announced a strategic expansion into the ultra-thin rollable glass cover market, positioning itself as a key supplier for high-end automotive displays and precision glass applications.
Wednesday 28 May 2025
Google’s AI reset: I/O 2025 marks a turning point

Following years of trailing its competitors and facing mounting skepticism, Google appeared to turn a corner at this year's I/O developer conference. Unlike previous events where the tech giant labored to explain the power of its AI models—often to the detriment of product clarity—this year's showcase offered a focused, product-forward strategy that resonated with both developers and market watchers.

Wednesday 28 May 2025
VisEra eyes AR and silicon photonics with next-gen metasurface tech
VisEra Technologies, the optical component arm of TSMC, announced plans to accelerate development of next-generation optical technologies in 2025, with a focus on metasurfaces and their integration into CMOS image sensors (CIS) and micro-optical elements (MOEs)—the firm's two flagship product lines.
Friday 23 May 2025
Iris Optronics installs full-color ePaper on hydrogen-solar vessel in green tech first

Iris Optronics, a pioneer in cholesteric liquid crystal display technology, has partnered with Porrima to integrate its full-color ePaper display into the Porrima P111—a cutting-edge, zero-emission vessel engineered for sustainable maritime exploration.

Thursday 22 May 2025
E Ink sets sights on 2025 as 'year of large-size color e-paper' despite H5 delay
E Ink Holdings has declared 2025 as its "year of large-size color electronic paper," signaling a major push into the expanding market for large-format displays. However, a key part of this strategy—mass production via its new H5 production line—has been delayed by one quarter. Chairman Johnson Lee called the delay their "most painful issue," noting that initial mass production originally slated for April is now postponed to June due to bottlenecks in the line.
Thursday 22 May 2025
Samsung Display makes Computex debut, eyes OLED edge in post-LCD era
Samsung Display made its first appearance at Computex 2025, showcasing a range of IT OLED products as the South Korean panel maker seeks to capitalize on the industry's transition from LCD to OLED technology.
Wednesday 21 May 2025
Computex 2025: Samsung Display makes debuts, showcases UT One and QD-OLED tech for IT market shift
Samsung Display debuted at Computex 2025, highlighting its advanced OLED technology. The company presented a range of IT OLED products, such as notebooks, tablets, monitors, and other devices.
Tuesday 20 May 2025
United Radiant Technology reconsiders supply chain strategy amid tariff and carbon cost risks
United Radiant Technology's (URT) shareholder meeting on May 19 saw all proposals approved. The company noted that US President Donald Trump's tariffs on countries with significant trade surpluses pose challenges for the global market by taxing imports. Furthermore, the EU will implement the Carbon Border Adjustment Mechanism (CBAM) in 2026, using carbon emission data from 2025, potentially increasing import costs for exports to the EU.
Tuesday 20 May 2025
Samsung enters crisis mode: TV market lead under threat as TCL CSOT, Hisense close in
Samsung Electronics' Visual Display (VD) Business has reportedly entered "emergency management" mode in response to falling global TV market share and rising LCD panel costs—two critical factors driving the company's internal shakeup. According to The Korea Economic Daily, Yonhap News Agency, and Korea Daily News, Yong Seok-woo, President and Head of the VD Business, recently told executives the division would adopt tighter operational policies as part of a broader crisis response strategy.
Saturday 17 May 2025
Innolux warns of muted 2Q25 outlook amid ongoing tariff uncertainty
Taiwanese display manufacturer Innolux has sustained its profitability into the first quarter of 2025, achieving four consecutive quarters of positive earnings after recovering from losses in the second quarter of 2024. Despite this overall financial improvement, the company's core operations have faced challenges, having recorded losses for three straight quarters.
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.
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