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Tuesday 11 November 2025
Taiwan's panel industry faces 4Q25 demand slowdown due to economic uncertainty
As the fourth quarter of 2025 begins, Taiwan's leading panel manufacturers are experiencing a notable slowdown in demand, shaped by the typical seasonal downturn and ongoing economic...
Monday 10 November 2025
AUO and Innolux expect operating losses to continue into 4Q25 off-season
During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan...
Friday 7 November 2025
TPK beats 3Q25 profit forecast on surging E-reader demand
Touch panel maker TPK Holding posted stronger-than-expected earnings for the third quarter of 2025, driven by a better product mix and rising e-reader demand.
Friday 7 November 2025
TPK to acquire 23.83% stake in Ilitek, entering semiconductor sector
Touch panel maker TPK Holding announced plans to acquire a 23.83% stake in IC design firm Ilitek for NT$5.807 billion (approx. US$188 million), at NT$49.5 per share, making TPK the...
Friday 7 November 2025
AUO turns loss amid weak seasonality and currency headwinds
Au Optronics (AUO) reported a swing to loss in the third quarter of 2025, citing weaker-than-expected panel seasonality and foreign exchange losses. The company warned that industry...
Thursday 6 November 2025
TV panel prices continue to fall: production cuts fail to boost weak peak season
LCD TV panel demand is losing steam in late 2025 as China's subsidy-driven momentum fades and early shipments distort seasonal patterns, leading to weaker fourth-quarter 2025 procurement...
Tuesday 4 November 2025
IT panel market slows in 4Q25, makers look to AI PCs for 2026 recovery
As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted...
Tuesday 4 November 2025
SDC, LGD dominate iPhone 17 panel supply as BOE struggles with Pro models
Apple's iPhone 17 series has surpassed sales expectations, with South Korean manufacturers dominating the supply of its crucial OLED panels. Meanwhile, China's largest panel maker,...
Wednesday 29 October 2025
Chinese panel makers' low prices win over shipments but lose out on revenue
Although Chinese panel manufacturers have recently gained market share, their profitability has been weak due to the high proportion of low-priced products. In contrast, South Korean...
Wednesday 29 October 2025
High smartphone panel utilization drives mixed price trends
As holiday seasons approach, including China's Singles' Day and Black Friday in Europe and the US, the smartphone panel market has maintained high utilization rates in the fourth...
Wednesday 29 October 2025
LCD supply chain shift to Vietnam, but still lags behind China
Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president...
Monday 27 October 2025
Panel industry earnings calls kick off, with LGD, AUO, Radiant, and BenQ Materials scheduled this week
The third-quarter earnings season for the industry has begun, led by Powertip Technology, followed by Coretronic. The main events are set for October 30, when major names including...
Thursday 23 October 2025
China's polarizer push leaves Taiwan rivals fighting for survival
China's Shenzhen Sapo Photoelectric will invest CNY1.334 billion (US$186 million) to build a new LCD and OLED polarizer production line in Shenzhen, worsening an already oversupplied...
Wednesday 22 October 2025
China's TV sales slump as subsidies fade ahead of holiday season
China's national subsidy program is nearing its end, and consumer spending momentum has slowed down. During the National Day holidays, TV sales volume and prices both declined. With...
Monday 20 October 2025
Apple drives OLED adoption in IT panels amid AI demand surge
AI's rise is boosting demand for PC displays and sustaining stable growth across IT panels, including tablets, monitors, and notebooks, with annual panel shipments expected to reach...