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Dec 17, 11:11
Memory shortages threaten to cut panel demand in 2026
Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable, with annual growth of around 2–3% and no major fluctuations. However, recent sharp increases in memory prices and tight supply have crowded out resources across the broader electronics industry, which could further affect panel demand, especially in notebooks and smartphones.
China's BOE Technology is rapidly advancing its 8.6-generation IT OLED production, signaling an aggressive push to close the gap with South Korean rivals. Reports indicate the company has begun procuring equipment for the second phase of its B16 production line, including the third and fourth lines, marking a strategic acceleration in scaling manufacturing capacity.
The Taipei Computer Association (TCA), which organizes the influential Computex tradeshow—one of Asia's largest technology exhibitions—is set to elect a new chairman on December 17, 2025, with Acer chairman Jason Chen emerging as the frontrunner. Chen is positioned to replace Paul Peng, who is stepping down after six years leading the influential industry body.
LED packaging and lighting module manufacturer Ledtech has reinforced its operational foundation in recent years, reporting a pre-tax profit of NT$19.67 million (US$627,730.56) in November 2025 and is expected to maintain consecutive profitability. Chairman Shou-Hsiung Liu stated the company will continue focusing on niche markets, consolidating its market share in low-temperature lighting across the Americas while actively expanding into Europe.
Amid increasing competition in the electric vehicle market, ams OSRAM is focusing on smart lighting and optical sensing. The company is expected to overtake long-time leader Nichia to become the world's top LED packaging supplier, edging ahead by a narrow single-digit percentage margin.
Emerging Display Technologies (EDT), a panel module manufacturer specializing in mid- to small-size displays, is expanding its high-value product offerings and forming a joint venture with Nippon Seiki to launch mass production of automotive thin-film transistor liquid crystal display (TFT LCD) modules in India by 2027. This initiative underscores the strategic importance of automotive displays as a future revenue pillar amid stable yet challenging growth prospects in 2026.
As 2025 draws to a close, the LCD TV panel market is showing unexpected resilience. Despite the industry's traditional fourth-quarter slowdown, panel prices have stabilized in December, buoyed by TV brands accelerating procurement ahead of a projected demand boost in early 2026, particularly in anticipation of major global sports events. With prices widely believed to have bottomed out, the resulting stock-up cycle is pushing factory utilization higher and building upward pressure on panel pricing.
UltraChip is accelerating a product overhaul as it shifts beyond its legacy electronic shelf label chips to pursue higher-margin markets in automotive and industrial display drivers. The company expects new applications, including bistable display technologies and light-source components developed by its UltraDisplay unit, to begin contributing in 2026.
As display technology continues to advance, Micro LED has emerged as the next star after LCD and OLED—drawing intense interest and investment from panel makers worldwide.
IRIS Optronics, a provider of full-color cholesterol liquid crystal display technology, has collaborated with a Japanese electric power company to present smart utility pole displays using full-color electronic paper for the first time in Japan. The demonstration took place along major streets in Hachioji City and the Takao Mountain area.

Kinko Optical reported consolidated revenue of NT$408 million (approx. US$13.1 million) for November 2025, marking a 72.7% increase compared with the same month in 2024 and a 0.64% rise from October. Cumulative revenue for January through November 2025 reached NT$3.243 billion, up 48.1% from the same period last year.

Taiwan has become the world's top supplier of medical displays and X-ray sensors as AUO and Innolux accelerate expansion in healthcare technologies and boost shipments to global customers. Shih-Hong Liao, general manager of AUO's Smart Healthcare Business Group, said Taiwan now holds nearly 60% of the global medical display market and about 70% of the X-ray sensor market.