Largan Precision posted July 2025 revenue of NT$5.413 billion (approx. US$181 million), up 31% from June but unchanged from a year earlier. Revenue for the first seven months of 2025 totaled NT$31.665 billion, representing a 14% increase compared to the same period in 2024.

Polarizer manufacturer BenQ Materials will continue to optimize toward a high-value-added product structure amid a sluggish peak season for the display industry in the third quarter of 2025. Additionally, to reduce the impact of exchange rates, President Ray Liu confirmed that the company is aiming to raise polarizer prices with customers by 10% in the third quarter.

On August 4, 2025, Sanan Optoelectronics partnered with Malaysia's Inari Amertron Berhad to acquire Dutch LED company Lumileds for US$239 million, expanding Sanan's presence in the high-end LED market.

Taiwanese display manufacturer Innolux reported a net loss in the second quarter of 2025, with core operations remaining in the red for the fourth consecutive quarter. The company warned of a more subdued demand outlook for the second half of the year, citing trade uncertainties and an early inventory pull-in by customers during the first half.

Apple reported strong iPhone sales in its fiscal third-quarter 2025 earnings, pushing overall revenue higher and triggering a ramp-up in shipments across the optical lens supply chain ahead of the new model cycle.

The US Congress has added a new clause to the National Defense Authorization Act (NDAA), requiring the Pentagon to evaluate whether BOE Technology — China's top display panel manufacturer — should be labeled a "Chinese military company" (CMC).

Taiwan's optics sector is cautiously optimistic after temporary tariffs were announced, with most firms saying current rates align with expectations. Ability Opto-Electronics Technology (AOET) Chairman Victor Kao said tariffs have never been a major concern, emphasizing that operational fundamentals matter more. Whether Thailand's tariff was 36% or the current 19%, clients have consistently urged AOET to localize production in Thailand. "Business goes on either way," he said.

Taiwanese display maker Innolux has officially entered volume production of its fan-out panel-level packaging (FOPLP) technology, a cornerstone of its broader transformation strategy. Chairman and CEO Jim Hung announced during an August 1, 2025, earnings call that shipments reached over 2 million units in a single month during the second quarter of 2025, with output projected to scale into the tens of millions by the end of 2025.

On July 31, 2025, US President Donald Trump signed an executive order slapping Taiwan with a 20% reciprocal tariff. Taiwanese President William Lai stated that this is a "temporary" tariff rate announced by the US to Taiwan and could be reduced if subsequent agreements are reached.

Early panel procurement, fueled by US tariffs and China's "trade-in" incentives, drove up global LCD TV panel shipments and total shipment area in the first half of 2025. Taiwan's Innolux overtook China's HKC in unit shipments, rising to the third position globally and reshaping the competitive landscape.

Global overall OLED panel revenue saw modest year-over-year growth in the first quarter of 2025, buoyed by rising demand across emerging segments such as augmented reality glasses, automotive displays, smartwatches, TVs, and monitors. However, in a significant market shift, Samsung Display (SDC) lost its leadership position in the foldable OLED segment to Chinese rival BOE Technology Group, according to Chosun Biz and News1, citing data from Counterpoint Research.