As US President Donald Trump escalates tariff tensions, Taiwan's top two display makers—AUO and Innolux—are drawing a line: relocating production to the US is not an option.

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.

E Ink Holdings and Readmoo have officially launched the mooInk V, the world's first foldable color e-book reader, marking a significant milestone in the evolution of foldable devices. The product features advanced panel technology developed by E Ink, including proprietary folding hinges and critical materials that allow for a seamless user experience. According to industry sources, Taiwanese hinge maker Jarllytech is the exclusive supplier of the folding component, although the company has declined to comment.

E Ink Holdings and Readmoo have jointly unveiled the world's first foldable color e-reader, the mooInk V, at the Touch Taiwan 2025 exhibition. Featuring an 8-inch Gallery 3 color electronic paper display, the device represents a major advancement in e-reader design and foldable display technology.

AUO is underscoring its dedication to sustainable transformation at the 2025 Touch Taiwan exhibition. Making its fifth appearance in the "Net Zero Carbon Emission and New Energy Zone," AUO is presenting innovations under the theme "Beyond ESG, Partnering for Green Solution." The focus is on energy efficiency, renewable energy, and circular economy practices.

Innolux is intensifying its focus on Micro LED and Mini LED technologies, showcasing advanced displays at Touch Taiwan 2025. The company presented third-generation AM Micro LED displays, featuring the first high-PPI, spliced mirror designs with 2,000 nits brightness, NTSC 114% color gamut, and high reflectivity. These innovations aim to address color and brightness issues in traditional displays, catering to smart cockpit and retail applications.

Ennostar showcased its latest advancements in optoelectronic semiconductor technology at the 2025 Touch Taiwan exhibition, introducing a new strategic direction focused on a "dual value engine." The company highlighted innovative applications under the theme "3+1"—covering automotive, advanced display, smart sensing, and AI optical communication—to redefine user experiences across various industries.

In a reprieve for global markets, US President Donald Trump has announced a 90-day suspension of reciprocal tariffs on nations yet to retaliate, imposing only a baseline 10% levy. However, the specter of uncertainty lingers. Frank Ko, CEO of AUO, and James Yang, COO of Innolux, agree that the ongoing tariff conflict will unavoidably lead to increased procurement expenses. This development is expected to result in higher prices for final products, thereby increasing the financial burden on consumers.

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.

In response to the growing demand for sustainable technologies, the e-paper market is expanding rapidly. E Ink, a leader in electrophoretic e-paper technology, faces competition from IRIS Optronics, known for its cholesteric liquid crystal e-paper technology. Despite this, IRIS Optronics Chairman, Albert Liao, argues that e-paper is the Blue Ocean Strategy where the two companies are not competitors but rather partners, with IRIS Optronics expressing gratitude to E Ink for helping to expand the advertising display market.

Touch panel manufacturers in Taiwan are navigating a complex landscape of US tariffs and fluctuating market demands. Young Fast Optoelectronics acknowledges the potential impact of proposed US reciprocal tariffs, though the extent remains unclear. While direct shipments from its Vietnam and Taiwan facilities to the US are minimal, the company faces potential disruption through its customer base, which assembles components for the American market. As of now, order volumes remain stable, making it difficult to quantify the potential disruption.

Following the announcement of the reciprocal tariff policy by US President Donald Trump, South Korean companies are thoroughly reviewing their supply chains and formulating countermeasures. Enterprises with production bases in China and Vietnam may face direct impacts, raising public concern.

E Ink Holdings will debut its new full-color ePaper technology, E Ink Marquee, at Touch Taiwan 2025. Engineered for outdoor displays and digital out-of-home (DOOH) signage, Marquee features a next-generation four-particle color system that delivers sharper, more vibrant visuals and supports a wide temperature operating range.

US equivalent tariffs on imports are creating ripple effects across global supply chains, with Taiwan's display industry preparing strategic responses ahead of the Touch Taiwan 2025 scheduled for April 16-18.

China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large TV segment still sees significant momentum, with shipments possibly reaching 10 million units in 2025.

Television brands started pulling in LCD panel orders in the fourth quarter of 2024 to get ahead of US tariffs under Donald Trump's trade policies and to benefit from China's appliance trade-in program. The frontloading continued into early 2025, making the first quarter unusually strong for what's typically a slow season.

TCL has finalized its acquisition of LG Display's LCD manufacturing plant in Guangzhou, China, officially renaming it "T11" under the management of its subsidiary, TCL China Star Optoelectronics (TCL CSOT). Production at the facility is already underway, strengthening TCL's position in the global display market.

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.

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.

Samsung Electronics Chairman Lee Jae-yong was recently joined by senior executives from the company's semiconductor and display departments on a rare visit to China. Industry analysts in South Korea say the joint trip is highly unusual and likely points to a strategic pivot in Samsung Group's China operations.

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.

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.

While LCD television panel demand falters, IT panel manufacturers maintain optimism fueled by anticipated device replacement trends. Monitor panel markets showed strong March 2025 demand against tight supply conditions, according to industry research firm Sigmaintell.

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.