As Apple accelerates efforts to diversify its iPhone component supply chain, LG Group's component subsidiaries are monitoring market developments closely. While LG Display (LGD) and LG Innotek maintain significant positions in Apple's display and camera module supply chains, Chinese vendors are rapidly gaining ground, challenging South Korea's long-standing dominance.

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.

AUO Display Plus, a subsidiary of AUO, and E Ink Holdings have signed a term sheet to form a joint venture focused on scaling up the production of large-format ePaper modules. Backed by an NT$390 million (US$11.75 million) investment, AUO Display Plus will hold a 51% stake and E Ink 49%. The new production line will be built at AUO's Longtan Science Park facility in Taoyuan, with production slated to begin in the fourth quarter of 2025.

LG Innotek is expanding its focus beyond camera module manufacturing and is preparing to venture into the field of next-generation glass substrates. The company has revealed its intention to produce sample glass substrates by the end of 2025, with plans to potentially commercialize these products by 2027.

The electronic paper (e-paper) industry is thriving with innovations in color technology. E Ink Holdings (EIH) and Netronix experienced a successful 2024 and anticipate increased demand for large advertising displays in 2025. Other application growth supports their forecast that the first quarter will be the year's low point, with improvements expected in the second quarter.

E Ink, a global leader in e-paper technology, has made a breakthrough in reducing screen flicker while expanding the color range. Its latest innovation, called Ripple, introduces wave-like transitions to minimize flicker during page turns. Building on its E Ink Spectra platform, the company has also unveiled a new Waveform that mixes existing color ink particles in new ways, unlocking an expanded palette of vibrant hues.

South Korean display makers have surpassed Japanese manufacturers in the global high-end automotive display market for the first time. In the future, LG Display (LGD) and Samsung Display (SDC) will focus on developing high-end products to expand their business.

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.

TCL China Star Optoelectronics Technology (TCL CSOT) is taking over LG Display's (LGD) LCD factory in Guangzhou, China, which may affect the LCD display driver IC (DDI) orders of South Korean IC design house LX Semicon.

Since returning to the White House, US President Trump has imposed a cumulative 20% tariff on imports from China. However, looking at the export volume of Chinese TV for January and February 2025 compared to the same period in 2024, there has been an unexpected increase rather than a decrease, with export value also showing slight growth. Facing these tariffs, how exactly are Chinese TV exports able to perform?

Data Image, a Qisda subsidiary, has entered the second phase of capacity expansion at its Vietnam facility. The company's expansion aligns with Qisda Group's broader strategy to mitigate tariff impacts and strengthen production capabilities.