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Oct 7, 08:45

BOE chairman expected to meet Samsung executive as LCD panel prices rise

Chinese display makers have raised LCD panel prices as global TV makers head into the holiday season, raising costs for TV makers worldwide. BOE chairman Yanshun Chen is expected to visit South Korea in October 2026 and meet Samsung Electronics president Tae-moon Roh, with supply volumes and pricing set to dominate talks.

Apple and LG Electronics reportedly team up on branded smart home devices

Oct 7, 16:56

iPhone Duo shines on GIS September revenue; 4Q26 set to challenge full-year high

Oct 7, 08:44

Chinese LCD panel makers tighten supply to lift prices — Taiwan suppliers eye order shifts

Oct 6

Drone share tops 10% as Calin Technology eyes LEO optics, auto growth

Oct 6

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DISPLAY PANELSDC, LGD seek longer tax credits, cash refunds for OLED investment amid intensifying China competition

Oct 5

Samsung Display (SDC) and LG Display (LGD) are calling on the South Korean government to strengthen tax incentives for OLED investment and research as intensifying competition from Chinese panel makers raises pressure to maintain technological leadership and upgrade production capacity.

DISPLAY PANELChina ramps up Micro OLED capacity ahead of proven smart glasses demand

Oct 1

As smart glasses draw growing market attention, Chinese suppliers including BOE, SeeYA Technology and Sidtek are expanding Micro OLED production. Display industry sources caution, however, that demand for the panels remains uncertain and that capacity coming online ahead of proven demand could leave the market oversupplied.

DISPLAY PANELAI boom draws display makers into semiconductors with glass core substrates and Micro LED

Sep 30

AI is driving the semiconductor industry into a new growth cycle while creating opportunities for display companies traditionally centered on panels to move into semiconductors. These companies are extending their reach into emerging areas such as advanced packaging and optical communications, seeking to leverage core technologies such as glass substrates and Micro LED.

DISPLAY PANELMemory shortage pushes TV semiconductors above panel costs

Sep 30

A global memory shortage linked to rising AI infrastructure spending has upended TV manufacturing economics, with semiconductor costs now overtaking display panels in some models. The shift, reported by ET News, could squeeze profitability at major TV makers including Samsung Electronics and LG Electronics.

DISPLAY SYSTEMCommentary: Garmin returns to OLED, putting Micro LED on notice

Sep 30

Garmin's decision to offer OLED options but no Micro LED version in its new flagship smartwatches, the fenix 9 and fenix 9 Pro, has revived debate over whether the emerging display technology is ready for sustained commercial competition. The shift comes about a year after Garmin launched the world's first Micro LED smartwatch, the fenix 8 Pro Micro LED in September 2025.

DISPLAY SYSTEMMicro LED smartwatches set back as costs remain a fatal hurdle

Sep 30

Micro LED has reached mass production in several end-market applications in recent years, but it is still facing intense competition from OLED. Garmin's new fenix 9 smartwatch has returned to an OLED panel, instead of using Micro LED display technology.

LEDBOE supplies panel for LG's 5K Mini LED gaming monitor

Sep 25

China's BOE is supplying the panel for LG Electronics' 27-inch UltraGear evo 27GM950B, putting the display maker's technology in one of LG's premium gaming monitors as BOE expands its push into higher-resolution and ultra-high-refresh-rate displays.

LEDBright LED Electronics rides PCBA rebound to double-digit growth

Sep 25

Bright LED Electronics said its core profit rebounded in the first half of 2026, helped by recovering printed circuit board assembly (PCBA) demand and a better product mix. The LED packaging maker expects second-half performance to be roughly in line with the first half, while seeing growth momentum extend into 2027.

DISPLAY PANELLG Display scraps Nanjing automotive LCD module sale to Top Run

Sep 24

LG Display has scrapped the planned sale of its automotive LCD module business in Nanjing, China, to Top Run Total Solution after the companies failed to reach a final agreement on transaction terms, derailing a plan to shift the operation from in-house production to outsourcing.

LEDGarmin drops Micro LED after 1 year, returns to OLED

Sep 24

The commercial adoption of Micro LED display technology is facing another major setback. Just one year after making waves with the world's first commercial Micro LED smartwatch, Garmin has dropped the technology from its latest lineup. The newly announced Fenix 9 series, unveiled in August 2026, uses AMOLED and memory-in-pixel (MiP) solar display options instead, highlighting the persistent technical and economic hurdles facing Micro LED deployment.

DISPLAY COMPONENTSIndia reportedly probes LG, Samsung over duties on OLED TV display parts

Sep 24

India's Directorate of Revenue Intelligence (DRI) is investigating LG Electronics and Samsung Electronics over whether they underpaid import duties on display parts for OLED televisions, Reuters reported on September 23, citing five unnamed sources. The probe puts a tariff classification question at the center of a premium TV segment both South Korean companies are counting on to grow in India.

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