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Jan 23, 12:45

BOE production issues with iPhone OLED create opening for South Korean suppliers

China's major panel maker BOE continues to struggle with OLED production for Apple's iPhones, with the problem unresolved since late 2025. During this period, Samsung Display (SDC) has taken over millions of iPhone OLED orders originally assigned to BOE.

E Ink Holdings advances electronic shelf labels amid global smart retail growth

Jan 23, 12:00

Ennostar partners with Allos to mass-produce 8-inch GaN-on-Si microLED wafers

Jan 23, 07:37

How Sony-TCL tie-up could chip away at Samsung's OLED advantage

Jan 22

Commentary: In Bravia's handover, can TCL keep Sony's premium promise?

Jan 22

MORE NEWS

DISPLAY SYSTEMWhy Sony finally let go of TVs

Jan 22

Sony Group has decided to spin off its TV business and place it into a joint venture controlled by TCL, marking the company's formal retreat from a segment that once defined Japan's consumer-electronics prowess. The move underscores Sony's strategic pivot toward higher-margin businesses—gaming, music, and film—while reflecting a broader, decades-long withdrawal by Japanese firms from mass-market home appliances.

LEDCommentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo

Jan 22

CES 2026 made it clear that Chinese brands are entering the global consumer electronics industry through concrete operating results. Its leaders are no longer stopping at exposure but are beginning to pursue deeper brand building and market management. From TCL Electronics' plans to form a joint venture with Sony, to Lenovo operating CES almost on par with top-tier international brands, what these moves reflect is not simply an effort to amplify marketing presence. It is a test of whether companies have the product strength, supply chains, and long-term investment capacity required to support global expansion.

DISPLAY COMPONENTSExcellence Opto expands in Mexico to boost auto electronics

Jan 21

As the global automotive market shows signs of recovery in 2026, Excellence Opto has completed a corporate restructuring and opened a new factory in Mexico, positioning the company to launch new products and showcase the impact of its AI-powered automotive electronics transformation. In tandem, Excellence Opto has issued 7,000 secured convertible bonds totaling NT$739 million (approx. US$23.3 million), now listed on the local exchange.

DISPLAY SYSTEMoToBrite Electronics expands full-domain visual AI solutions as automotive-grade cameras enter unmanned vehicles and robots

Jan 21

As trends in autonomous driving and edge computing continue to evolve, oToBrite Electronics is upgrading its core competitiveness from automotive sensing hardware to full-domain visual AI solutions. Through a product lineup of automotive-grade camera modules ranging from 1 to 8MP, oToBrite is not only strengthening its position in the commercial and passenger vehicle markets but also crossing over into the unmanned vehicle and robotics sectors, building a multi-dimensional sensing moat.

DISPLAY COMPONENTSAsia Optical bets on humanoid robots as its next growth engine

Jan 21

Asia Optical is positioning itself for what its chairman believes could be the next major consumer technology wave: humanoid robots. I-Jen Lai, the company's chairman, said Asia Optical has already entered the supply chains of humanoid robot makers in the US, Japan, and Europe, betting that the technology could eventually become as commonplace as household appliances.

DISPLAY SYSTEMSony and TCL move toward joint venture in home entertainment

Jan 21

Sony Corporation and TCL Electronics Holdings have agreed to deepen cooperation in the home entertainment market, announcing plans to explore a strategic partnership that would reshape Sony's television and home audio operations. The two companies have signed a memorandum of understanding to discuss forming a joint venture to assume Sony's home entertainment business, with TCL holding a 51% stake and Sony retaining a 49% stake.

DISPLAY COMPONENTSAUO turns Suzhou plant into 'Talent Lighthouse' with AI at the core

Jan 20

AUO Corporation has transformed its Suzhou manufacturing facility into what it calls a "Talent Lighthouse Factory," a first for the global display industry. The designation underscores how AI has become central not only to the company's digital transformation, but also to a parallel reinvention of how talent is recruited, managed, and retained.

DISPLAY SYSTEMRising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets

Jan 20

Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable impacts. The surge in memory costs is not only driving up production expenses but also compressing profit margins for vendors and system integrators globally.

DISPLAY COMPONENTSCost pressures push China LED price hike despite soft markets

Jan 19

Even as end-market demand shows little sign of a sustained recovery, China's LED display industry has begun a fresh round of price increases, underscoring mounting cost pressures across the supply chain.

DISPLAY PANELIndia roundup: Acer bets on growing PC penetration

Jan 19

Acer and Lenovo are optimistic about India's consumer electronics sector as the global market slows due to rising memory prices.

DISPLAY COMPONENTSTaiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply

Jan 19

Large-scale capacity expansions in China have led to severe oversupply and price erosion issues in the global polarizer industry, causing Taiwanese firms to struggle as losses mount. In response, Taiwanese polarizer makers are pivoting toward high-value products as the local industry transitions toward new ventures.

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