Alongside Apple and Samsung Electronics, Chinese smartphone manufacturers are accelerating the launch of OLED phones, further expanding the influence of OLED technology. Notably, Apple's OLED panel procurement rate for smartphones reached 100% in the first quarter of 2025, drawing significant attention.
TPK Holding Co. has landed a major e-reader module order from a European client, signaling progress in the company's strategic shift beyond traditional touch panel markets. Mass production began in early 2025. In parallel, its LiDAR shipments for automotive use have been pushed back from 2026 to 2027 due to a slower-than-expected ramp-up.
According to a corporate filing, Dixon Technologies and Signify Innovations India have signed an agreement to form a 50:50 joint venture to manufacture lighting products and accessories in India, aimed at strengthening their OEM capabilities and market presence. The proposed transaction is expected to close by November 30, 2025, subject to regulatory approvals and other conditions.
After years of mounting losses, LG Display (LGD) appears poised to shed its long-held reputation as a perennial money-loser. Following sweeping cost-cutting measures, strategic restructuring, and a renewed focus on advanced display technologies, the South Korean panel maker is now within striking distance of returning to annual profitability.
Samsung Electronics has introduced a digital signage display that can retain images without a continuous power supply, marking a major advancement in energy-efficient display technology. The new product—Samsung's Color E-Paper—was recently honored with the "Best New Creative Digital Signage Product" award at the ISE 2025 exhibition in recognition of its innovation.
Taiwanese display solution provider Coretronic Corp. reported unaudited consolidated revenue of NT$3.058 billion (approx. US$100 million) in May 2025, marking a 13% month-over-month increase from April's NT$2.715 billion. However, the figure was still down 6% year-over-year compared with NT$3.261 billion in May 2024. For the first five months of 2025, cumulative revenue totaled NT$14.247 billion, a 9% decline from the same period a year ago.
The two leading panel manufacturers reported mixed consolidated revenue results for May 2025. AUO saw a modest increase of 4.5%, while Innolux experienced a slight decline of 1.44%. For the second quarter of 2025, tariffs continue to be the primary influencing factor for the panel industry. Additionally, as customers had already accelerated their purchases earlier, recent demand momentum has slowed. In June 2025, prices for LCD monitor panels have plateaued, and LCD TV panel prices have begun to decline. Panel makers are further controlling production capacity to prevent price collapses.
Contrel, a Taiwanese equipment manufacturer, announced during its shareholders' meeting on June 5, 2025 that all proposals had passed. The company emphasized strong growth momentum for 2025, driven by Micro LED display technology and the rising demand for advanced semiconductor packaging solutions.
The global race toward microLED mass production is heating up, with both Taiwanese and Chinese manufacturers accelerating efforts to carve out leading positions in the next-generation display technology market. While Taiwanese companies were early movers, Chinese players have also been ramping up their investments significantly in both speed and scale - particularly around microLED in package (MIP) products, which are expected to enter mass production between late 2025 and early 2026. These advancements are poised to drive growth in high-end display applications, including ultra-bright commercial displays larger than 90 inches.
Taiwan's major display manufacturers, Innolux and AUO, have executed significant leadership changes as both companies navigate industry transformation and operational challenges.
HannStar Board, the PCB business unit of Walsin Technology, reported a surge in urgent, tariff-driven pull-ins during the first half of 2025, helping to cushion seasonal revenue declines. General Manager Cheng-Kuo Tao, speaking at the company's recent investor conference, noted that the unfinalized status of new tariff policies may temper the consumer market's traditional peak season performance in the second half, narrowing the typical operational gap between off-peak and peak periods.
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