Taiwanese display solution provider Coretronic stated that demand from some customers has slowed due to the uncertainty of US reciprocal tariffs, which is expected to cause a decrease in overall shipments of imaging products in April compared with March.

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.

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.

Corning, a well-established US manufacturer known for its expertise in glass substrates, has launched a new product called Gorilla Glass Ceramic. This innovative glass-ceramic material is both transparent and highly durable, specifically designed to enhance the resilience of mobile devices significantly.

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.

Micro OLED technology development in China has accelerated, driven by substantial government subsidies to enhance display manufacturing. Chinese firms are now increasing investments in mass-production equipment to meet rising demand, with Sidtek set to open its third Micro OLED factory in Mianyang, Sichuan province.

South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.

The color e-book reader has received a strong market response after its launch, and Netronix continues to receive follow-up orders. The number of orders from January to September 2025 has already surpassed the total number of orders for the entire year of 2024. Netronix has predicted that 2025 will mark the era of intense competition in the e-book reader market, with the rise of a new golden age on the horizon.

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.

U-Best Innovative Technology is positioning itself to capitalize on the burgeoning market for foldable smartphones. The company anticipates strong demand for flexible hard coating (HC) materials and is leveraging this technology in its optical film products. Having already commenced shipments, U-Best is engaged in discussions with additional clients, potentially unlocking new market opportunities.

E Ink, a dominant player in electronic paper technology, has designated 2025 as the "Year of Large-Size Color E-Paper," signaling a strategic pivot toward the burgeoning market for expansive displays and marking a transformative phase for the company.

E Ink CEO Johnson Lee acknowledged the seasonal slowdown in the first quarter, citing weaker demand for electronic paper products, particularly in consumer electronics and electronic shelf labels (ESLs). However, he framed this period as a strategic opportunity for the company to recalibrate. Looking ahead to 2025, Lee projected strong demand for Internet of Things (IoT) applications, including ESLs, digital signage, and consumer electronics. He expects steady growth throughout the year.

Since President Donald Trump took office, his tariff policies have undergone significant fluctuations, with the latest adjustment raising the tariff on Chinese imports to 20%. The move, which comes amid ongoing tensions over China's inability to curb the flow of illegal drugs into the US, has prompted a swift migration of the electronic paper supply chain out of China as companies seek to mitigate the impact of rising costs.

Daxin Materials is making strides in the semiconductor industry by launching five new products in 2024, increasing its production lineup to nine. This expansion is significant as revenue from this sector has surpassed 10% for the first time. The company plans to introduce three to five more products by 2025.

Vacuum evaporation film manufacturer Univacco Technology aims to take its experience in the US market to Europe, with the company's subsidiary in Poland set to begin operations in the second quarter of 2025. The new subsidiary is expected to contribute to its operational growth in Europe.

Taiwan-based polarizer maker BenQ Materials is pushing to prepare for microLED and OLED products, eyeing the business opportunities from the emergence of microLED application, according to company president Ray Liu.

Driven by the demand for semiconductors, mini-LED, and micro-LED technologies, Everlight Chemical saw robust revenue performance in its electronic chemicals segment throughout 2024. Even with fewer working days in January 2025, the company anticipates continued growth in electronic chemicals, supported by sustained semiconductor demand. Market expectations suggest that Everlight Chemical will maintain its momentum in 2025.

The rise of AI-powered glasses in 2025 is injecting fresh momentum into the recovering consumer electronics market. However, as Chinese brands drive a cost war in smart eyewear, Taiwan's component suppliers face a strategic crossroads: compete on price or carve out niches in high-end technology.

AUO's multi-year dual-axis transformation strategy has begun showing tangible results. The company has reorganized its operations into three core business pillars, preparing for their eventual incorporation as independent Business Groups (BGs). This restructuring aims to provide greater visibility into each pillar's financial performance while optimizing their operational systems for enhanced efficiency.

FocalTech Systems exceeded fourth-quarter revenue expectations, buoyed by record shipments of OLED touch chips as the technology gains traction across devices from smartphones to tablets.

Fueled by strong demand from mobile phone and security control (SEC) clients, TSMC's optical component manufacturing subsidiary, VisEra, reported a robust performance in the fourth quarter of 2024. This surge helped propel the company's full-year revenue to surpass the NT$10 billion (approx. US$305.51 million) milestone, setting a new record in its history.

South Korean panel manufacturers see potential benefits from the Trump administration's consideration of additional display tariffs, as higher prices for Chinese LCD products could strengthen the position of South Korea's OLED and premium display offerings. However, Trump's recent announcement regarding Apple's tariff exemptions presents risks for the company's primary iPhone display supplier.