Display driver IC designer Raydium Semiconductor reported consolidated revenue of NT$6.57 billion (≈ US$200 million) for the third quarter of 2026, down 3.8% sequentially but up 21.0% year on year. Gross margin reached 26.4%, rising 0.7pp from the previous quarter but falling 2.2pp from a year earlier. Operating profit declined 13.1% sequentially and 11.7% year on year to NT$310 million.

A South Korean company says it has begun mass-producing white-light micro LED chips without rare earth materials, potentially reducing costs and environmental concerns in a market valued at about US$10 billion. The technology could also support smaller lighting systems, augmented reality displays, and optical links for artificial intelligence data communications.

Radiant Opto-Electronics, a major backlight module maker, is expanding into new businesses and targeting next-generation optical communications architecture, particularly co-packaged optics (CPO) applications above 6.4T. Chairman and General Manager Yu-Chao Wang said the company plans to provide samples to selected customers in 2027 and could enter mass production as early as 2028.

South Korean ultra-thin glass (UTG) maker Dowoo Insys is expanding its smartphone glass technology into the automotive market, developing protective glass for rollable OLED displays with a major South Korean automotive electronics company. The product could enter commercial production as early as the second half of 2027.

Taiwan-based CoreIntelligence Holdings Corporation (CiHC) expects demand for its in-car projection products to grow 60% to 70% in 2027, as high-end projection solutions and immersive applications emerge as potential growth drivers.

AUO reported a consolidated net loss attributable to its parent-company owners in the third quarter of 2026 as cautious panel purchasing and weaker consumer electronics demand reduced revenue. The display maker posted revenue of NT$66.88 billion (US$2.06 billion) for the quarter, down 5.7% quarter-over-quarter and 4.3% year-over-year.

Samsung Display (SDC) President Lee Chung-hwan recently met with senior executives from US equipment maker Applied Materials as SDC accelerates development of fine metal mask (FMM)-free OLED technology. The meeting has drawn attention as SDC and Chinese panel maker Visionox compete to advance FMM-free technologies such as MPO and ViP, along with the related equipment infrastructure.

LG Display (LGD) is increasing its investment to upgrade its OLED plant in Guangzhou, China, with plans to build the world's first dedicated 111-inch OLED module production line. The move targets the premium TV and commercial display markets, expanding customers' choices with ultra-large displays and strengthening LGD's product competitiveness.

French automaker Peugeot has unveiled the all-electric RCZ Vision concept sports car with two transparent microLED displays in the cockpit, supplied by AUO. The screens showcase a new-generation vehicle interior by serving as the driver information display and center console screen.

Apple's first touchscreen Mac reverses a design stance the company defended for more than a decade and is a premium-priced test of whether touch and tandem OLED can lift Mac demand in a shrinking PC market, with Samsung Display reportedly supplying all the panels.

Chinese smart-glasses maker Rokid unveiled its full-color AI glasses, Rokid Color, in Hangzhou on October 27, alongside the second-generation Rokid Glasses 2 and the Rokid Ring smart interaction wearable. The Rokid Color features a full-color microLED optical engine and is available starting at CNY4,999 (US$750).