South Korean TV giants face mounting pressure as Chinese manufacturers gain ground in the premium TV segment. Samsung Electronics' global premium TV market share dropped to 30% in the third quarter of 2024, down from 43% a year earlier, while LG Electronics saw its share decline from 20% to 16% during the same period.

LG Display (LGD) has implemented a self-developed artificial intelligence (AI) system into its OLED manufacturing process. The AI system collects and analyzes OLED process data in real-time to identify optimal solutions, expected to save over KRW200 billion (approx. US$139 million) in operational costs annually.

The US House Select Committee on Strategic Competition with the Chinese Communist Party (Select Committee on the CCP) has urged a ban on importing OLED panels from BOE over alleged patent infringements against Samsung Display (SDC). Analysts suggest that such a ban could bolster South Korea's display industry, positioning SDC as the primary beneficiary.

Leading display panel firm Innolux is forging ahead with a comprehensive transformation under the leadership of Chairman Jin-yang Hung. Since taking the helm in 2018, Hung has pursued his "666 Initiative," a strategic blueprint designed to guide the company's evolution over three distinct six-year phases.

Samsung Display is advancing its microOLED technology by shifting from silicon wafers to glass substrates, a move aimed at improving production efficiency and reducing costs for AR/VR devices.

AmTRAN's operational performance showed marked improvement throughout 2024, with the company announcing plans to expand into AI-enabled display products. While maintaining its core partnerships with US-based manufacturers for display solutions, the company is developing new AI-integrated products slated for launch in 2025. Simultaneously, AmTRAN is streamlining its product portfolio by phasing out underperforming lines to enhance profitability and gross margins.

In response to Taiwan's panel and traditional industries facing fierce competition from Chinese peers, deputy minister of Taiwan's Ministry of Economic Affairs (MOEA) Chin-tsang Ho said that the MOEA will offer R&D subsidies totaling NT$11.6 billion (approx. US$354.15 million) starting in 2025 and welcomes applications from related industry players.

The Chinese government's subsidy program for energy-efficient appliances, combined with anticipated US tariff hikes, has triggered a sudden surge in TV demand in China and the US. This spike, supported by robust sales during key shopping events like Single's Day and Black Friday, has driven up production capacity utilization rates at TV panel manufacturers.

Iris Optronics, which exclusively provides color e-paper solutions powered by cholesterol liquid crystal display (ChLCD) technology, is actively expanding its global market reach and exploring new applications.

Google has newly unveiled Android XR, a spatial computing operating system (OS) designed for extended reality (XR) devices, poised to compete with Meta Platforms and Apple. The OS supports XR headsets, smart glasses, existing Android apps, and immersive VR content.

In a strategic move to diversify its display supply chain, Apple has selected Tianma Microelectronics to provide 7-inch LCD panels for its upcoming screen-equipped HomePod, scheduled for release in 2025. The Chinese manufacturer secured the contract with an aggressive pricing of US$10 per unit, which industry observers note is exceptionally competitive even among Chinese suppliers.