Royole Technologies, once a leading innovator in flexible OLED panels, has seen its assets go unsold in multiple auctions following its bankruptcy filing in a Shenzhen court in November 2024. According to Nikkei, IC Smart, and 36kr, the company's liquidation process has stalled despite price reductions.

According to Theelec, Samsung Display has begun selling off LCD equipment through Samsung C&T starting November 2024, following its complete exit from the LCD business in 2022 and subsequent transition to OLED display production. The sale includes automatic packaging, cutting and cleaning machines, and a transportation system from its L8 factory, with some equipment already dismantled as of November.

The US House Select Committee on Strategic Competition with the Chinese Communist Party (Select Committee on the CCP) has urged a ban on importing OLED panels from BOE over alleged patent infringements against Samsung Display (SDC). Analysts suggest that such a ban could bolster South Korea's display industry, positioning SDC as the primary beneficiary.

Leading display panel firm Innolux is forging ahead with a comprehensive transformation under the leadership of Chairman Jin-yang Hung. Since taking the helm in 2018, Hung has pursued his "666 Initiative," a strategic blueprint designed to guide the company's evolution over three distinct six-year phases.

Amid intense competition from Chinese suppliers and a maturing consumer electronics market, Taiwan-based panel provider Innolux is pursuing transformation through its "More than Panel" strategy. The company is exploring advanced semiconductor packaging and maintains cautious optimism about Fan-Out Panel Level Packaging (FOPLP) while acknowledging the inherent challenges.

Samsung Display is advancing its microOLED technology by shifting from silicon wafers to glass substrates, a move aimed at improving production efficiency and reducing costs for AR/VR devices.

AmTRAN's operational performance showed marked improvement throughout 2024, with the company announcing plans to expand into AI-enabled display products. While maintaining its core partnerships with US-based manufacturers for display solutions, the company is developing new AI-integrated products slated for launch in 2025. Simultaneously, AmTRAN is streamlining its product portfolio by phasing out underperforming lines to enhance profitability and gross margins.

In response to Taiwan's panel and traditional industries facing fierce competition from Chinese peers, deputy minister of Taiwan's Ministry of Economic Affairs (MOEA) Chin-tsang Ho said that the MOEA will offer R&D subsidies totaling NT$11.6 billion (approx. US$354.15 million) starting in 2025 and welcomes applications from related industry players.

The Chinese government's subsidy program for energy-efficient appliances, combined with anticipated US tariff hikes, has triggered a sudden surge in TV demand in China and the US. This spike, supported by robust sales during key shopping events like Single's Day and Black Friday, has driven up production capacity utilization rates at TV panel manufacturers.

Iris Optronics, which exclusively provides color e-paper solutions powered by cholesterol liquid crystal display (ChLCD) technology, is actively expanding its global market reach and exploring new applications.

In a strategic move to diversify its display supply chain, Apple has selected Tianma Microelectronics to provide 7-inch LCD panels for its upcoming screen-equipped HomePod, scheduled for release in 2025. The Chinese manufacturer secured the contract with an aggressive pricing of US$10 per unit, which industry observers note is exceptionally competitive even among Chinese suppliers.

Despite continued weak demand for South Korean displays and components in 2024, an unexpected recovery has emerged near year-end. Analysts interpret this trend as a response to the impending inauguration of Donald Trump, prompting Chinese finished equipment manufacturers to actively build component inventories to mitigate potential escalation in the US-China trade war.

LG Display (LGD) has spent over a decade investing in OLED TV panel technology. However, the market's growth remains sluggish as Samsung Electronics and Chinese manufacturers prioritize LCD TVs. Analysts anticipate a limited recovery in the OLED TV market before 2025.

Taiwan's LCD panel industry, despite making significant technological advances amid intense Chinese competition, continues to face financial challenges. Innolux president James Yang, speaking at the 12th National Science and Technology Conference on December 16, 2024, called for the government to extend industry subsidy programs beyond 2025.

Amid growing US-China tensions, display maker EDT is preparing to diversify its manufacturing footprint beyond Taiwan, joining a wider industry shift that could reshape Asia's tech supply chains. As global manufacturers seek to diversify their supply chains beyond China while maintaining their Taiwan operations, many are adopting what's known as the Taiwan +1 strategy - keeping core operations in Taiwan while expanding to an additional production base in Southeast Asia. EDT sees significant opportunities in this Taiwan +1 strategy, with plans for production line investments in Southeast Asia set for 2025.

Following Huawei's recent advancements, TCL, a leading Chinese home appliance brand, has revealed its dual-folding technology, signaling potential plans for a tri-fold smartphone. This move has sparked industry speculation on whether Samsung Electronics will join the competition in the tri-fold smartphone segment.

Samsung Display (SDC) recently announced its routine personnel changes, naming Vice President Joohyung Lee as the new head of its most profitable division, the small- and medium-sized display sector. Chung Yi, the previous head of this unit, has been promoted to president and will now serve as SDC's president, as highlighted by The Korea Herald.

LCD TV panel prices have fluctuated heavily in 2024: prices surged early in the year, as Chinese panel makers reduced production during the Lunar New Year holidays, and brand manufacturers scrambled to stock up on inventory amid the Red Sea crisis. However, TV manufacturers began to slow down after July, leading to a drop in panel prices as the demand surge subsided.

The patent dispute between Samsung Display (SDC) and BOE has intensified, with each company initiating lawsuits in the US and China. Meanwhile, the geopolitical climate, especially the tensions between the US and China, further complicates this industry rivalry and may affect panels' supply chain and pricing dynamics.

LG Display (LGD) and Samsung Display (SDC) dominate high-end OLED technology, but their reliance on Apple orders faces pressure from cheaper Chinese OLED panels supplied to local IT firms.

PMOLED panel manufacturer RiTdisplay has been aggressively expanding into the energy storage and battery sectors in recent years. After successfully upgrading its energy business to another level, the company is now incubating a biotech venture, focusing on medical plasma wound treatment devices.

PlayNitride has reported its first-ever profit in the third quarter of 2024, driven by strong sales of its new mass transfer equipment introduced in the fourth quarter. The equipment, which generates a gross margin of 40% to 60%, is expected to contribute 10% to 20% of the company's annual revenue. The company anticipates significant quarter-over-quarter revenue growth throughout 2025.

Healthcare Expo Taiwan this year has just begun, featuring major companies such as AUO, Innolux, and Qisda, all of which are actively expanding into the healthcare sector. These companies have set ambitious revenue growth targets for 2025, targeting double-digit increases.

Innolux has seen delays in mass production for FOPLP and no progress in its new LCD panel fab project in India, but company chairman Jim Hung stressed that the firm will not be deterred from forging ahead with its plans.

Japan Display Inc. (JDI) has revised its production timeline for its next-generation eLEAP panels. Originally scheduled for December 2024, the mass production launch has been extended to the first quarter of 2025.