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Friday 14 February 2025
AUO posts profit on factory sale, forecasts stable growth in 2025 display sector
Taiwanese panel maker AUO held an earnings call on February 13h, revealing that its consolidated revenue for the fourth quarter of 2024 was NT$68.69 billion (US$2.09 billion), a decrease...
Friday 14 February 2025
PanelSemi partners with Japan Display to advance ceramic semiconductor packaging
PanelSemi signed a memorandum of understanding (MOU) with Japan Display (JDI) to collaborate extensively in advanced ceramic semiconductor packaging. This development follows PanelSemi's...
Friday 14 February 2025
Excellence Opto builds Mexico plant to navigate tariff risks
Excellence Optronics Inc (EOI) has begun constructing a new automotive LED module factory in Querétaro, Mexico. This expansion strengthens EOI's global supply chain, with the...
Friday 14 February 2025
Chinese TV brands dominate Japan market as Korean rivals struggle
With Panasonic announcing its exit from the television business in 2025, all eyes are on global TV giants Samsung Electronics and LG Electronics to see how they will navigate the...
Friday 14 February 2025
AUO to sell more assets to Micron; Singapore facility seeking buyer
AUO has agreed to sell the Taichung facilities of its subsidiary, AUO Crystal, to Micron Technology. This is the second time the panel maker has sold assets to the memory vendor.
Wednesday 12 February 2025
Lens Technology poised to lead UTG supply for Apple's foldable devices
Supply chain shifts for Apple's foldable products are taking shape. According to TheElec, Chinese manufacturer Lens Technology is positioned to become the primary supplier...
Wednesday 12 February 2025
Smart glasses spark micro-LED race as PlayNitride debuts new display
Meta's launch of its Orion augmented reality (AR) glasses has ignited industry interest, with artificial intelligence (AI) accelerating the trend. As a result, full-color micro-LED...
Wednesday 12 February 2025
Coretronic revenue falls 20% in January amid weak shipment forecast for February
Coretronic Corporation reported consolidated revenue of NT$2.856 billion(US$88.53 million) for January 2025, representing a 22% decline from NT$3.675 billion in December 2024 and...
Wednesday 12 February 2025
Trump's tariffs could undermine Samsung and LG as Chinese TV makers gain a subsidized edge
Samsung Electronics and LG Electronics face mounting challenges from former US President Donald Trump's tariff policies. South Korean industry insiders warn that if the US imposes...
Tuesday 11 February 2025
Panel demand set to surge in 2025, but challenges loom in 2H25
Panel procurement momentum, which began in the fourth quarter of 2024, continues to strengthen in 2025, driven by four major factors. Industry experts believe that the first quarter...
Tuesday 11 February 2025
Color e-paper drives growth in 2024 for E Ink and Netronix, but revenue drops in January 2025
Benefiting from the rise of color e-paper, both E Ink and Netronix enjoyed a successful 2024, with significant revenue growth. However, both companies saw a sharp year-over-year decline...
Tuesday 11 February 2025
U-Best sees stable shipments of flexible HC materials as foldable phone market expands
Taiwan-based polymer materials supplier U-Best Innovative Technology is experiencing steady growth in shipments of hard coat (HC) films for flexible displays as demand for foldable...
Tuesday 11 February 2025
Apple updates iPad and Mac products; supply chain remains active during off-peak season
The supply chain has reported that Apple recently initiated updates for its iPad and Mac product lines, primarily transitioning to Apple's own chips. As related suppliers have begun...
Tuesday 11 February 2025
GiantPlus sees brighter 2025 despite seasonal dip, shifts focus to industrial panels
GiantPlus expects a stronger 2025 as demand trends stabilize, despite a seasonal slowdown in the first quarter. Revenue is set to decline from the previous quarter but should stay...
Monday 10 February 2025
Trump tariff spurs 3M unit monitor panel stockpiling, capacity expected to reach 3 million units
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,...