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Apr 30, 14:58
South Korea's OLED share rebounds to 68.7% in 2025
South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise in a decade and drawing widespread attention. According to Chosun Biz, the Korea Display Industry Association (KDIA) cited Omdia data showing South Korean companies regained ground in the OLED sector after years of decline.

Coretronic has reported its first quarterly loss since the 2008 global financial crisis, even as revenue reached a multi-year high, underscoring margin pressure and shifting product dynamics across its business.

Optical communication technology is shifting from traditional pluggable optics toward co-packaged optics (CPO) architectures. Advanced packaging technologies are extending from wafer-level to panel-level, bringing fan-out panel-level packaging (FOPLP) into the spotlight. At the intersection of these trends, Taiwan's panel manufacturers are actively entering the semiconductor packaging field in search of new growth momentum.
Radiant Opto-Electronics will wait two to three years before accelerating investment in optical communications and co-packaged optics (CPO), as uncertainties around industry structure and business models persist, chairman Justin Wang said.

LG Display reported its strongest first-quarter operating profit in half a decade and signaled an end to years of workforce restructuring, as it continues to shift toward high-end OLED panels.

Adoption of OLED by Apple is becoming inevitable, with Radiant Opto-Electronics Corp. (ROEC) chairman Justin Wang expecting the most visible impact to emerge by 2027.

As global companies race to capture opportunities in AI optical communications and co-packaged optics (CPO), Taiwanese LED and optoelectronics firms are actively transforming and entering the field. Everlight Electronics, a leading LED packaging company, has also begun low-profile positioning, considering investments in related startups and leveraging its strengths in high-end optocouplers to play a key role in optical signal transmission and coupling.
Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal expected to close by September 30, 2026. The Tottori factory stopped production in March 2025, following the closure of the Mobara plant in November 2025.
When the avocado has two hours left, the AI takes over.
As color electronic paper technology matures, the e-reader market is entering a new growth phase—one that could reshape global reading habits and retail channels. Consumers worldwide may see broader access to color devices, evolving purchase patterns in convenience retail, and sustained demand for monochrome readers that support diverse market segmentation.
Asia Optical has signed a memorandum of understanding with Frore Systems to jointly develop liquid-cooling solutions for artificial intelligence data centers, as surging computing demands intensify the challenge of heat management.
LG Display approved an investment of KRW1.1 trillion (approx. US$740 million) to build OLED technology infrastructure. The move, running from April 22, 2026, to June 30, 2028, could affect global display supply chains, technology competition, and investment flows in advanced OLED development and will significantly broaden research partnerships worldwide.