AUO recently announced a collaboration with leading satellite navigation and smart wearable brand Garmin to launch the world's first smartwatch featuring microLED display technology, the Garmin Fenix 8 Pro microLED. The new watch is equipped with a 1.4-inch, 326 PPI high-resolution screen that offers high brightness, ultra-high dynamic contrast, and saturated colors, ensuring clear visibility even under strong light or extreme conditions—making it especially suitable for outdoor sports and adventure needs.
After order adjustments in the second quarter of 2024, inventory levels among LCD TV brand vendors have declined. At the same time, panel prices remain at low points, further encouraging brand vendors to increase their procurement efforts.
Taiwan's Ennostar Group has announced a collaboration with international Tier 1 automotive supplier Valeo to co-develop industry-leading Mini LED exterior matrix display products, unveiling them for the first time at Germany's IAA Mobility 2025, running September 9-14.
Suzhou Everbright Photonics is betting on explosive demand from artificial intelligence (AI) and data centers to drive future growth, Chairman Dayong Min said in an interview with DIGITIMES at the China International Optoelectronic Expo (CIOE). The company is also expanding into the European market as a hedge against rising geopolitical tensions.
LCY Chemical is actively expanding into the electronic materials market in its 110th year since the company's founding in 1915. According to CEO Vincent Liu, the company's electronic materials segment currently accounts for roughly 12% of total revenue, with a compound annual growth rate of 26%, significantly higher than the industry average of 7%. Going forward, the company plans to deepen its material portfolio to target demand related to the semiconductor, AI, high-speed communications, and next-generation display industries.
The global market for ultra-large-sized TVs continues to grow, with leading brands such as Samsung Electronics, TCL, and Hisense all launching massive 115 or 116-inch screens in 2025. Even with low visibility overall in the TV market, consumer attention has been drawn toward the rapid emergence of giant screens.
China's BOE Technology is moving to diversify Apple's iPhone display driver IC (DDI) supply chain, a shift that threatens South Korea's LX Semicon, once a dominant and long-standing supplier in the market.
According to UBI Research, BOE will supply OLED panels for Apple's iPhone 17 Pro. This marks BOE's first time providing LTPO OLEDs to Apple and highlights the growing influence of Chinese panel manufacturers in the smartphone OLED market, posing a greater challenge to South Korean suppliers.
Samsung Display (SDC), LG Display (LGD), and China's BOE are expected to maintain their positions in Apple's iPhone panel supply chain through 2025 and 2026, according to industry forecasts. Samsung, in particular, is poised to expand its portfolio as Apple prepares to mass-produce its first foldable iPhone.
South Korea plans to more than double its display research budget to counter China's growing dominance, as industry data indicate China could control up to 75% of global panel production capacity by 2028.
For Apple CEO Tim Cook, returning to the White House in early August 2025 and announcing a US$600 billion investment plan over the next four years was a strategic move that pleased President Donald Trump. Trump responded by stating that any production or factory commitments made in the US would qualify for tariff exemptions, temporarily easing Apple's larger crisis.
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