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Tuesday 8 April 2025
Ultra large TVs still see momentum from China's incentive policy
China's incentive program to boost consumption has triggered TV replacement demand starting in the second half of 2024. Although overall demand has slowed recently, the ultra large...
Monday 7 April 2025
LCD TV panel slowdown meets polarizer pinch amid shifting 2Q25 demand
Television brands started pulling in LCD panel orders in the fourth quarter of 2024 to get ahead of US tariffs under Donald Trump's trade policies and to benefit from China's appliance...
Monday 7 April 2025
TCL CSOT completes acquisition of LG Display's Guangzhou LCD factory
TCL has finalized its acquisition of LG Display's LCD manufacturing plant in Guangzhou, China, officially renaming it "T11" under the management of its subsidiary, TCL China Star...
Saturday 5 April 2025
Apple's China pivot threatens LG's display and camera stronghold
As Apple accelerates efforts to diversify its iPhone component supply chain, LG Group's component subsidiaries are monitoring market developments closely. While LG Display (LGD) and...
Thursday 3 April 2025
AUO Display Plus, E Ink to kick off large-format ePaper production by late 2025
AUO Display Plus, a subsidiary of AUO, and E Ink Holdings have signed a term sheet to form a joint venture focused on scaling up the production of large-format ePaper modules. Backed...
Wednesday 2 April 2025
Lee Jae-yong reportedly brought Samsung's chip and display chiefs along on China trip; signals strategic reset
Samsung Electronics Chairman Lee Jae-yong was recently joined by senior executives from the company's semiconductor and display departments on a rare visit to China. Industry analysts...
Wednesday 2 April 2025
LG Innotek charts bold path with glass substrates and ABF expansion
LG Innotek is expanding its focus beyond camera module manufacturing and is preparing to venture into the field of next-generation glass substrates. The company has revealed its intention...
Tuesday 1 April 2025
LCD TV panel rally fizzles under Trump tariffs, China trade-in policy fatigue
LCD TV panel prices are losing steam following a brief rally that began in late 2024, initially fueled by front-loaded orders. Rising inflation concerns and renewed tariff threats...
Tuesday 1 April 2025
IT panel demand remains robust amid PC replacement cycle expectations
While LCD television panel demand falters, IT panel manufacturers maintain optimism fueled by anticipated device replacement trends. Monitor panel markets showed strong March 2025...
Saturday 29 March 2025
Color e-paper industry sees growth with large displays and new tech
The electronic paper (e-paper) industry is thriving with innovations in color technology. E Ink Holdings (EIH) and Netronix experienced a successful 2024 and anticipate increased...
Friday 28 March 2025
E Ink brings color e-paper technology a step forward with less flicker and more color options
E Ink, a global leader in e-paper technology, has made a breakthrough in reducing screen flicker while expanding the color range. Its latest innovation, called Ripple, introduces...
Friday 28 March 2025
South Korean firms overtake Japanese rivals in high-end auto display market for the first time
South Korean display makers have surpassed Japanese manufacturers in the global high-end automotive display market for the first time. In the future, LG Display (LGD) and Samsung...
Thursday 27 March 2025
TCL CSOT's Guangzhou plant acquisition threatens Korean DDI suppliers
TCL China Star Optoelectronics Technology (TCL CSOT) is taking over LG Display's (LGD) LCD factory in Guangzhou, China, which may affect the LCD display driver IC (DDI) orders of...
Wednesday 26 March 2025
China seizes auto display lead on EV tailwinds; Taiwan bets on high-end
The global auto display panel market is expanding rapidly amid rising demand for smart and electric vehicles. China is gaining ground as a major supplier, fueled by its fast-growing...
Wednesday 26 March 2025
SDC triumphs in OLED patent dispute with BOE
Samsung Display (SDC) has won its lawsuit against the Chinese display company BOE for "OLED patent infringement" filed with the US International Trade Commission (ITC). However, the...