Coretronic Intelligent Robotics Corporation (CIRC), a subsidiary of the Coretronic Group, is actively participating in government procurement efforts and has secured substantial contracts for military drones from the Ministry of Defense of Taiwan.

China recently unveiled a series of subsidy policies targeting consumer electronics and home appliances to stimulate domestic consumption. Beyond the central government's efforts, provinces across the country have introduced additional subsidies of varying sizes. The move aims to bolster consumer spending amid an economic slowdown.

Coretronic, a manufacturer of LED backlight units (BLU), has raised its capital expenditure (capex) target to approximately NT$1.5 billion (approx. US$45.86 million) in 2025, up from the previously estimated NT$800-900 million. New orders for OLED monitors are driving the increase. Coretronic's capex was around NT$2.68 billion in 2024.

Radiant Opto-Electronics is pushing beyond displays into meta-optics with back-to-back acquisitions of Finland's Nanocomp in 2023 and Denmark's NIL Technology (NILT) in 2024. NILT develops nano-scale optical components using ultraviolet imprinting and etching, positioning Radiant for applications in 3D sensing, AR waveguides, and automotive and biomedical optics.

A 'giant screen storm' is currently underway as a result of the market's surge in ultra-large TVs, which will greatly contribute to the reduction in production capacity. If this trend continues, the panel industry expects to achieve supply-demand equilibrium in 2029 without having to curtail production, according to industry sources.

Suppliers report that China's retaliatory tariffs on American goods will significantly impact total system costs, with monitor prices potentially increasing by 5%. The US market, being one of the largest consumers of monitors globally, faces particular challenges due to the low-margin nature of these products. The tariffs not only raise costs but also affect brand confidence in end-market sales, potentially leading major brands to adopt more conservative shipment targets for 2025.

Panasonic, the Japan-based electronics company, may end its television business in 2025. On February 4, 2025, the company announced an organizational restructuring plan for its 2025 fiscal year (April 2025–March 2026). The restructuring will break up and reorganize its home appliance division, with particular attention on the TV business, which was once a flagship operation but has suffered from prolonged low profitability. Panasonic is now considering downsizing or selling off the unit, drawing significant market attention.

Sharp Corporation is set to announce its fiscal 2024 growth strategy during its earnings presentation in May 2025, covering the period from April 2024 to March 2025. However, key elements of this strategy, such as the CEO-led Innovation Accelerator Project (I-Pro), are already taking shape through ongoing initiatives.

Industry observers anticipate accelerated consolidation among second-tier LCD panel makers as US President Donald Trump prepares to implement new trade policies in his second term.

India-based EMS supplier Dixon Technologies reported significant increases in sales and profit over the past quarter, driven by a doubling in mobile phone manufacturing sales following acquisitions, such as Ismartu's Indian assets. Additionally, the company, having established a display assembly factory with China's HKC, plans to capitalize on the India Semiconductor Mission 2 to build a display fab.

Lextar Electronics has disclosed its collaboration with European automotive brands to develop smart vehicle miniLED displays, with mass production expected to begin in the next two to three years.

CES, one of the world's most influential technology events, once again showcased groundbreaking innovations. Although electronic paper wasn't the main highlight of this year's event, companies like PocketBook and Continental AG introduced fresh, eye-catching applications, all powered by E Ink's technology.

Oversized televisions took center stage at CES 2025, with both Micro LED and Mini LED backlit TVs making a significant impact at the annual technology showcase.

Paul S.L. Peng's resignation from Qisda's board has reignited speculation about the shifting dynamics between Qisda and AUO. Earlier in 2024, AUO reduced its stake in Qisda, fueling rumors of a growing divergence in its transformation strategies. Despite this, both companies have reiterated that AUO retains a board seat, underscoring their ongoing partnership.

AUO Corporation reported December 2024 consolidated revenue of NT$24.59 billion (US$7.43 billion), representing a 5.7% increase month over month and an 11.8% rise year over year.

BOE Technology Group, a global leader in display innovation, has unveiled its subsidiary BOE Varitronix Limited at CES 2025, marking the international debut of its "HERO" initiative, a cutting-edge smart automotive application platform.

The HDMI Forum introduced the HDMI 2.2 specification at CES 2025, a major upgrade designed to expand the capabilities of the HDMI ecosystem. This new standard provides content creators in television, film, and gaming with enhanced production quality while supporting compatibility across multiple transmission platforms.

2024 marked the year of color E-books and a year of prosperity for Netronix, as the company achieved record-breaking annual revenue. Looking ahead to 2025, Netronix predicts a 20% year-over-year revenue growth, even though the first quarter remains a traditional off-season. The company plans to begin shipping its color electronic panels for advertising banners as early as the second quarter, with gross margins expected to surge past 25% in the latter half of the year.

As the new year unfolds, the global economy and trade dynamics remain highly complex and unpredictable. Among these developments, significant policy changes in both China and the US are heavily impacting the television market.

The global display panel industry is currently experiencing a significant turning point as production lines transition into a phase of replacement and adjustment. Has the closure of outdated factories become a "necessary pain" for the display industry to transition toward transformation and upgrading?

In 2024, the optoelectronics industry faced challenging market conditions. Despite this, OLED panels are expanding from smartphones into tablets, PCs, and other IT products, driving investments from major players. Microdisplays, automotive panels, and glass substrates are also gaining traction, with competition expected to intensify post-2025.

South Korean TV giants face mounting pressure as Chinese manufacturers gain ground in the premium TV segment. Samsung Electronics' global premium TV market share dropped to 30% in the third quarter of 2024, down from 43% a year earlier, while LG Electronics saw its share decline from 20% to 16% during the same period.

LG Display (LGD) has implemented a self-developed artificial intelligence (AI) system into its OLED manufacturing process. The AI system collects and analyzes OLED process data in real-time to identify optimal solutions, expected to save over KRW200 billion (approx. US$139 million) in operational costs annually.

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.

Google has newly unveiled Android XR, a spatial computing operating system (OS) designed for extended reality (XR) devices, poised to compete with Meta Platforms and Apple. The OS supports XR headsets, smart glasses, existing Android apps, and immersive VR content.