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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,...
Thursday 6 February 2025
Wah Hong's January revenue grows despite holiday impact, indicating panel industry rebound
Wah Hong Industrial Co. (Wah Hong), the Taiwan-based optical film manufacturer, reported consolidated revenue of NT$653 million (US$20.4 million) in January 2025, achieving a 3.05%...
Wednesday 5 February 2025
IT panel prices expected to rise due to US tariff disruptions
The combination of US tariff policies and rising LCD TV panel prices has driven increased demand for monitor panels, including from second-tier buyers. This heightened procurement...
Friday 24 January 2025
Chinese panel makers expected to overtake South Korean rivals in smartphone AMOLED shipments in 2025
The smartphone panel experienced diverging trends across technologies. LCD panel prices declined by 10% over the year, rigid AMOLED panel prices rose by 10%, and flexible AMOLED panels...
Friday 24 January 2025
Innolux general manager reflects on challenges and rebirth of panel industry through a poem
Zhu-Xiang Yang, general manager of Innolux, a major panel manufacturer in Taiwan, wrote a year-end reflection poem about the challenges and outlook for the panel industry:
Thursday 23 January 2025
SDC and LGD aim for a remarkable year with new OLED innovations
As the global display market rapidly shifts towards OLED technology, South Korea's two major panel manufacturers, Samsung Display (SDC) and LG Display (LGD), are accelerating their...
Wednesday 22 January 2025
Panel prices set to rise amid earthquake disruption and polarizer shortage
A recent earthquake in Chiayi, Taiwan has caused partial production disruptions at Innolux, though the situation remains under control. This development, combined with PET material...
Tuesday 21 January 2025
BOE begins succession plan with new CEO appointment
China's display giant BOE has completed its 11th board election, marking the start of a succession process for the company valued at over CNY160 billion (US$22 billion). At 60 years...
Thursday 16 January 2025
Moderate growth predicted for global display panel market by 2025
As 2025 approaches, with Donald Trump potentially returning to the White House, global economic uncertainties remain prevalent. However, the cyclical replacement of devices, coupled...
Wednesday 15 January 2025
Why Corning's LCD glass patent complaint missed Samsung
Corning Incorporated recently filed a patent infringement investigation with the United States International Trade Commission (USITC), targeting several TV and panel manufacturers,...
Monday 13 January 2025
LG Display may convert iPad OLED lines to iPhone panel production amid weak tablet demand
LG Display is reportedly planning to adjust its production line configuration by converting its iPad OLED panel production lines to manufacture iPhone OLED panels. This decision comes...
Friday 10 January 2025
Innolux reports 2.3% revenue growth in 2024, expands into non-display sectors in 2025
Innolux Corporation reported 2024 consolidated revenue of NT$216.5 billion (US$6.58 billion), marking a 2.3% increase from the previous year, underscoring the company's strategic...
Wednesday 8 January 2025
Trump tariff speculation drives IT panel demand and price recovery
As President-elect Donald Trump prepares for inauguration on January 20, discussions about potential tariff hikes are intensifying. In response, IT brands are increasing their inventories...
Wednesday 8 January 2025
Chinese panel makers maintain production through 2025 Lunar New Year amid high demand
The upcoming inauguration of US President-elect Donald Trump and the continuation of China's subsidy policies into 2025 have driven a sustained increase in panel demand. As a result,...
Wednesday 8 January 2025
Panel prices expected to recover amid rising demands in major economies
In the latter half of 2024, China's introduction of a trade-in program has revitalized the panel market, with subsidies expected to extend into 2025. This initiative is prompting...