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Tuesday 12 August 2025
Panel makers cautious about 3Q25 as early stocking affects demand
Major panel suppliers AU Optronics (AUO), Innolux Corporation, and HannStar have tempered expectations for the traditional third-quarter peak season in 2025. The cautious outlook...
Tuesday 12 August 2025
Taiwan's Univacco hits record 1H25 margin, expands to Vietnam to bypass tariffs
Taiwan's Univacco Technology posted a record gross margin of 41.61% in the second quarter of 2025, pushing its first-half margin to a historic high of 41.06%. The company attributed...
Tuesday 12 August 2025
China subsidies and tariff extension spark August rebound in LCD panel demand
Taiwanese display manufacturers, including AUO Corporation, Innolux, and HannStar, are tempering expectations for the third quarter's traditional high season. After customers front-loaded...
Monday 11 August 2025
TPK Holding posts profit surge on rush orders, warns of softer 2H25
TPK Holding reported strong second-quarter earnings as clients pulled in orders ahead of potential tariff changes, fueling a surge in tablet panel demand. Revenue rose more than 30%...
Monday 11 August 2025
Novatek expects weak 3Q25 seasonality; notebook and smartphone momentum insufficient to drive growth
Taiwanese DDI leader Novatek held an earnings call on August 6, 2025, sharing its outlook amid challenging market conditions. Impacted by unfavorable factors such as the appreciation...
Monday 11 August 2025
Japan Display reports 42% revenue drop amid plant closure and major restructuring plans
Japan Display (JDI) reported a 42% on-year revenue drop in the first quarter of fiscal year 2025, ended June 30, 2025, falling to JPY32.4 billion (US$219.43 million). The net loss...
Monday 11 August 2025
Sharp reports net profit after asset sale
Sharp Corporation reported a net profit of JPY27.2 billion (approx. US$184.21 million) for the April to June 2025 quarter, reversing a loss of JPY1.2 billion in the same period last...
Monday 11 August 2025
GSEO reports 43% revenue surge in July on seasonal demand

Taiwanese optical lens maker Genius Electronic Optical (GSEO) reported a robust rebound in July 2025, driven by seasonal demand from...

Sunday 10 August 2025
LCD TV panel prices stabilize amid August market tug-of-war
In response to US tariffs and China's "trade-in" policy, end-market players accelerated their purchases, leading to growth in LCD TV panel shipments and shipment area in the first...
Saturday 9 August 2025
HannStar's 12th straight quarter of losses leaves plant sale uncertain
Small-to-medium-sized panel maker HannStar Display continued to incur losses in the second quarter of 2025, marking its twelfth consecutive quarter of accumulated losses. To simplify...
Friday 8 August 2025
China's equipment market remains elusive as Taiwanese panel makers retreat to Innolux and AUO
China's LCD panel market share has surpassed 70%, establishing absolute dominance in the global market. In recent years, Chinese panel manufacturers have primarily focused on expanding...
Thursday 7 August 2025
Samsung Display wins first MacBook order, BOE eyes iPads
As Samsung Display (SDC) secures its first-ever OLED panel order for Apple's MacBook, Chinese panel maker Beijing Oriental Electronics (BOE) is positioning itself to target any supply...
Thursday 7 August 2025
AUO pushes strategic shift toward asset-light model amid global realignment
AUO has confirmed that the sale of its Singapore plant is still underway, aligning with its strategy to streamline global operations. The move follows a similar step by Taiwanese...
Wednesday 6 August 2025
Monitor & NB panel prices remain stable through August
Supply and demand in the LCD monitor panel market remain weak, keeping prices stable in July 2025 and resulting in an expected similar trend for August 2025.
Wednesday 6 August 2025
China's rise is closing in on Samsung's TV dominance
Samsung Electronics has long dominated the global TV market, but Chinese TV brands have grown rapidly in recent years, steadily challenging Samsung's top spot. As of the first half...