TV panel prices may come under pressure in May, with LCD makers likely to lower fab utilization rates, according to industry sources.

Novatek Microelectronics, a major Taiwanese IC design house, is anticipated to officially enter the supply of OLED Display Driver ICs (DDI) for the upcoming Apple iPhone 16 in 2024, despite being removed from Apple's latest supplier list.

The announcement for Apple's iPad Pro 2024 has been repeatedly delayed, reportedly due to issues related to OLED panels. Despite this, it was recently revealed that the two major South Korean manufacturers, LG Display (LGD) and Samsung Display (SDC), are responsible for supplying OLED panels for the new iPad and will incorporate many new panel technologies not previously used in iPhones.

Market research firm Yole's latest report predicts that advanced virtual reality (VR) headsets such as Meta Quest 3 and Apple's Vision Pro, which adopt Video See-Through (VST) display technology, will help drive the development of Mixed Reality (MR) applications.

Amid sluggish iPhone sales, Samsung Electronics and Chinese smartphone brands have begun to take advantage of this gap and expand their inventory of smartphones and OLEDs to seize market shares. This drove the utilization rates of OLED production lines for mid-to-low-end smartphones at Samsung Display (SDC), BOE, TCL CSOT, and other manufacturers.

Innolux signed an agreement with Japan-based Tech Extension Co. (TEX) and Tech Extension Taiwan Co. (TEX-T) to introduce next-generation 3D packaging technologies based on Bumpless Build Cube (BBCube) to Innolux's cleanrooms as the display giant strides into the semiconductor industry.

Despite sluggish growth, the global TV industry is witnessing a surge in demand for extra-large screens, driven primarily by the Chinese market's appetite for 100-inch TVs. This trend not only helps alleviate panel production constraints but also underscores the dominance of key brands.

Sharp is reportedly talking to the Indian government about a plan to set up a 10G display plant in India, which may be the first display fab and is likely eligible for the semiconductor incentive scheme.

Amid the competition between Cholesterol Liquid Crystal Display (ChLCD) and Electrophoretic Display (EPD) in the e-paper display market, AU Optronics (AUO) is betting on both technologies, eyeing potential markets for its solutions.

Taiwan's LED leader Ennostar will adopt a "3+1" strategy to meet the transformation challenges ahead and will collaborate closely with panel maker AU Optronics (AUO) and MicroLED expert PlayNitride to create a "dream team" dedicated to pioneering advanced MicroLED displays, according to Paul Peng, chairman of both AUO and Ennostar.

Taiwan's largest 375-inch curved interactive miniLED display, the "Wishing Tree," is stealing the show at the Touch Taiwan 2024 held April 24-26 at the Taipei Nangang Exhibition Center.