LG Display (LGD) has become the first company worldwide to achieve product validation for a blue phosphorescent OLED panel, advancing a long-elusive milestone in the development of the so-called "dream OLED."
Industrial LCD displays specialist Litemax, which has a solid customer base in high-end applications markets in Europe and the US, is ready to adjust its strategies to cope with the tariffs that may undermine the competitiveness of its products in the American market.
With panel supply-demand conditions improving and demand for larger displays accelerating, TCL Technology's semiconductor display business is staging a strong comeback. According to its 2024 annual report and 2025 first-quarter results released on April 29, TCL posted record-high figures in its display segment, with robust revenue and profit growth underscoring its strengthened position in a recovering industry.
As the global supply chain continues to reel from the tariff war ignited by US President Donald Trump, Paul SL Peng, chairman of AUO, offers a measured analysis of the situation. He observes that, as panels are classified as components, tariffs have a relatively muted direct impact on AUO's business, with the brunt of the cost ultimately borne by importers and end customers. After a comprehensive review, Peng estimates that in 2025, only 10-15% of AUO's revenue will be exposed to the US market, with the actual financial impact from tariffs unlikely to exceed US$200 million. Consequently, the direct effect on AUO's bottom line remains limited.
Taiwan-based panel maker Emerging Display Technologies (EDT) and Japan's Nippon Seiki signed a joint venture agreement on April 25, 2025, to establish EDT-India Private Limited, focusing on automotive TFT LCD module production. Located in Sri City, Andhra Pradesh, the new plant aims to start mass production by 2027.
The US government has called on the display industry to establish production domestically. However, Taiwan's leading panel manufacturers have expressed no interest in relocating. In contrast, Japan Display (JDI) is actively planning a new OLED display factory in the US through collaboration with OLEDWorks, potentially becoming the only production site outside Asia utilizing the latest OLED technology.
As the demand for advanced packaging technologies like CoWoS (Chip-on-Wafer-on-Substrate) continues to outpace supply, the semiconductor packaging equipment supply chain is increasingly optimistic about the potential of Panel Level Packaging (PLP) to take the baton. With its inherent advantages, such as transforming substrates from round to square, PLP is positioned to become the new mainstream technology for AI chip packaging.
Taiwan's microLED equipment manufacturers are positioning for explosive growth as major panel makers worldwide begin constructing production capacity for mass manufacturing. PlayNitride expects to double its equipment sales by 2025, while firms like Kjet and Microloops are advancing through verification processes with leading panel manufacturers or initiating shipments.
AmTRAN Technology's shipments to the US constitute about 30% of its revenue. The company is presently benefiting from a temporary 90-day suspension of reciprocal tariffs, with only a 10% tariff currently in place. During this grace period, AmTRAN plans to actively reduce inventory and engage with customers to discuss future strategies.
Taiwanese technology company HTC announced on Thursday a strategic collaboration with US telecommunications giant AT&T, healthcare innovator Mynd Immersive, and rehabilitation services leader Select Rehabilitation. The partnership aims to implement a new generation of immersive extended reality (XR) therapy programs within senior care communities across the US.
BOE Technology staged a strong comeback in 2024 after two years of sluggish growth, with both its LCD and OLED segments driving a sharp rebound in revenue and profit. The company reported full-year revenue of CNY198.381 billion (approx. US$27.22 billion), up 13.66% year-over-year. Net profit attributable to shareholders jumped 108.97% to CNY5.323 billion, while non-recurring net profit surged 706.6% to CNY3.837 billion. Basic earnings per share came in at CNY0.14.
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