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Friday 23 October 2026
LG Display sees foldables growing faster than expected, but Apple's first foldable panels reportedly go to a rival
LG Display expects foldable smartphones to grow faster than the market had forecast. That outlook carries a complication: the company reportedly does not make folding phone screens...
Friday 23 October 2026
LG Display returns to profit as OLED mix offsets chipflation drag
LG Display (LGD) returned to an operating profit in the third quarter of 2026, showing how far its OLED shift now drives earnings, and how little room it leaves when currency and component...
Friday 23 October 2026
LG Display pitches mask-free FLiPP as its answer to rivals' 8.6G OLED lines
LG Display is presenting FLiPP, its new OLED patterning process, as its answer to competitors' large IT OLED factories, but it has not yet committed to building a line. On its third-quarter...
Friday 23 October 2026
AUO reshapes businesses with 'quasi-holding company' model
AUO is entering the next chapter of its transformation as Chairman and CEO Paul Peng establishes a "quasi-holding company" model, turning its three major operating pillars into separate...
Thursday 22 October 2026
SDC supplies over 70% of major laptop brands' OLED panels
Samsung Display (SDC) currently supplies more than 70% of the OLED panels used by major global laptop brands, intensifying concerns over supply and pricing risks tied to dependence...
Thursday 22 October 2026
Memory surge drives phone makers from LTPO to LTPS
Soaring memory prices are intensifying cost pressure across the display industry, prompting some smartphone manufacturers to downgrade panel specifications. Market estimates indicate...
Wednesday 21 October 2026
Samsung Display accelerates MPO and inkjet OLED development for laptops and monitors
Samsung Display (SDC) is reportedly advancing both micro-patterned OLED (MPO) and inkjet-printed OLED technologies in parallel, expanding its non-fine metal mask (non-FMM) RGB OLED...
Wednesday 21 October 2026
TSMC and others turn LCD plants into AI assets as LG Innotek weighs acquisition
Growing demand for AI servers, advanced packaging, and data centers is reviving interest in idle LCD plants, with companies acquiring and converting existing sites into semiconductor...
Wednesday 21 October 2026
Memory costs weaken e-reader demand as E Ink cuts 2026 outlook
Surging memory prices are forcing e-reader makers to raise prices, weakening demand and clouding E Ink Holdings' 2026 outlook. E Ink has cut its revenue-growth forecast, while Netronix...
Tuesday 20 October 2026
OLED monitor panel shipments set to overtake TV panels in 2028
Gaming demand is reshaping the OLED panel market, with OLED monitor panel shipments forecast to surpass TV panel shipments for the first time in 2028. South Korean panel makers are...
Tuesday 20 October 2026
LGD continues microLED development despite Apple's exit
LG Display (LGD) has reportedly continued developing microLED technology despite Apple Inc. ending its microLED project, though it has put large-scale mass-production investment on...
Tuesday 20 October 2026
IT panel market struggles to pass on costs: monitors hold flat, notebooks slide
Sluggish end-market recovery, cautious procurement by brand customers, and persistently high upstream material costs are frustrating panel makers' efforts to implement price hikes...
Monday 19 October 2026
From LCD powerhouse to AI enabler: Taiwan's display industry reinvents itself after 30 turbulent years
Once a global LCD manufacturing powerhouse, Taiwan's display industry has weathered financial crises, antitrust penalties and fierce competition from state-backed Chinese rivals. Now,...
Monday 19 October 2026
Sanan Optoelectronics faces corp governance turmoil amid Micro LED breakthroughs
Sanan Optoelectronics Co., a leading player in China's compound semiconductor and LED chip industry, finds itself at a critical juncture, marked by severe corporate governance challenges...
Monday 19 October 2026
AUO, Largan Micro LED debate highlights optical communications uncertainty
AUO chairman Paul Peng said Micro LED remains a potential option for optical communications, despite Largan Technology's doubts about pairing it with multimode fiber in co-packaged...