Apple and LG Electronics are reportedly pairing up to create a line of smart home devices, though the devices will carry the LG brand name. The two companies are expanding their reach into the smart home market as both face headwinds in their home product segments.

Touch panel maker General Interface Solution (GIS) saw its business rebound in the second half of the year. September consolidated revenue reached NT$6.164 billion (approx. US$194 million), up 46.38% month-over-month and 30.83% year-over-year. As shipments of a major customer's new foldable smartphone ramp up in the fourth quarter, GIS is set to gain further growth momentum in both revenue and shipments. Market analysts expect quarterly revenue to potentially reach a full-year high, surpassing the NT$16.08 billion (US$506.1 million) scale recorded in 1Q26.

Chinese panel makers moved to cut production during the National Day holiday after issuing their first price increase notices in September, combining pricing signals with supply controls to stabilize LCD TV panel prices and profitability.

Optical lens maker Calin Technology is seeing its new business ventures bear fruit. Revenue from its drone camera module segment has surpassed 10% of total sales in 2026 and is targeting over 15%, making it the company's fastest-growing product line this year. Meanwhile, automotive lens revenue is projected to remain flat in 2026 before returning to growth in 2027, driven by a new design-in project with a US automaker.

Samsung Display (SDC) and LG Display (LGD) are calling on the South Korean government to strengthen tax incentives for OLED investment and research as intensifying competition from Chinese panel makers raises pressure to maintain technological leadership and upgrade production capacity.

As smart glasses draw growing market attention, Chinese suppliers including BOE, SeeYA Technology and Sidtek are expanding Micro OLED production. Display industry sources caution, however, that demand for the panels remains uncertain and that capacity coming online ahead of proven demand could leave the market oversupplied.

AI is driving the semiconductor industry into a new growth cycle while creating opportunities for display companies traditionally centered on panels to move into semiconductors. These companies are extending their reach into emerging areas such as advanced packaging and optical communications, seeking to leverage core technologies such as glass substrates and Micro LED.

Garmin's decision to offer OLED options but no Micro LED version in its new flagship smartwatches, the fenix 9 and fenix 9 Pro, has revived debate over whether the emerging display technology is ready for sustained commercial competition. The shift comes about a year after Garmin launched the world's first Micro LED smartwatch, the fenix 8 Pro Micro LED in September 2025.

Micro LED has reached mass production in several end-market applications in recent years, but it is still facing intense competition from OLED. Garmin's new fenix 9 smartwatch has returned to an OLED panel, instead of using Micro LED display technology.

China's BOE is supplying the panel for LG Electronics' 27-inch UltraGear evo 27GM950B, putting the display maker's technology in one of LG's premium gaming monitors as BOE expands its push into higher-resolution and ultra-high-refresh-rate displays.