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Wednesday 10 December 2025
Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure
Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure...
Wednesday 10 December 2025
Novatek turns to ASIC as weak device demand drags November revenue
Novatek posted NT$7.618 billion (US$244 million) in November 2025 revenue, a drop of 3.3% month on month and 7.23% year over year. Revenue for the first eleven months of 2025 came...
Wednesday 10 December 2025
Micro LED's moment: Asia races to dominate the next display revolution
As display technology continues to advance, Micro LED has emerged as the next star after LCD and OLED—drawing intense interest and investment from panel makers worldwide.
Friday 5 December 2025
BOE reportedly secures Apple's budget iPhone display order
China's BOE Technology has reportedly secured the largest share of display orders for Apple Inc.'s upcoming budget model, the iPhone 17e, even as South Korean rivals Samsung Display...
Thursday 4 December 2025
IT panel makers lock prices as memory prices surge
IT demand has entered the fourth quarter off-season, but panel makers are coping by balancing supply and demand. AI demand has driven up prices for upstream materials such as memory,...
Wednesday 3 December 2025
LCD TV panel prices to hold steady in December despite weak Single's Day
As China's Singles' Day TV sales fell short of expectations, international brands have increased early procurement ahead of major 2026 sports events, supporting stable LCD TV panel...
Monday 1 December 2025
Automotive OLED adoption stuck below 5% as LCD dominates; 8.6G fabs may close cost gap
OLED has yet to secure a meaningful foothold in the large-sized automotive display market, where stringent performance requirements and cost pressures keep LCDs firmly in the lead...
Friday 28 November 2025
Apple's IT demand lifts global OLED material spending 6.2% in 3Q25
Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.
Thursday 27 November 2025
Contrel eyes 30% semiconductor revenue share by 2026 with PLP, microLED, and TGV
Responding to growing demand in AI and high-performance computing (HPC), Contrel's advanced packaging business is set to expand its revenue share significantly by 2026. Director Tsan-Jen...
Tuesday 25 November 2025
Samsung and LG cautiously observe TCL CSOT's inkjet printed OLED production
TCL CSOT began mass production of 21.6-inch inkjet-printed OLED medical monitor panels in November 2025 and is expanding the technology to notebooks and tablets, while Samsung and...
Monday 24 November 2025
Display demand is rising—but OLED’s climb puts LCD makers on edge
The global display panel market is forecast to expand to US$131.5 billion by 2026, despite significant changes in the industry landscape. While overall output and value are rising,...
Sunday 23 November 2025
Visionox plans 8.6-gen OLED capacity with South Korean equipment
Chinese panel maker Visionox's 8.6-generation OLED production line is reportedly set to bring in several types of South Korean equipment, including machinery related to flexible OLED...
Thursday 20 November 2025
BOE reportedly fails to meet iPhone 17 OLED supply plans as Samsung Display steps in
China's BOE has reportedly lost its planned OLED panel supply for Apple's iPhone 17 due to unresolved quality issues. Samsung Display will take over the supply, increasing shipments...
Thursday 20 November 2025
LG Display expects profit surge as panel prices rise and new automotive orders arrive
LG Display (LGD) is accelerating the transformation of its revenue structure by focusing on high-value products such as large-size panels and OLEDs, amid a significant rise in average...
Tuesday 18 November 2025
AUO's Hsinchu exit comes ahead of a major OLED supply shift in 2026
The wave of panel-factory shutdowns continues, with AUO Corp. confirming the sale of another facility. On November 14, the company said it will dispose of its Hsinchu L3C plant and...