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Feb 11

Taiwan display supply chain earnings kick off, new businesses move to center stage

Taiwan's display supply chain earnings season is starting, led by AUO and Coretronic, followed by BenQ Materials, Radiant Opto-Electronics, and Daxin Materials. Intensifying competition is pushing the sector into broad structural transformation, with new business execution and commercialization progress becoming the central focus.

TCL narrows gap with Samsung as Chinese TV brands gain ground

Feb 11

Foxconn drops bid for Sharp's Japan LCD plant

Feb 11

AUO's pivot toward AI, optics and satellites aims to shift revenue mix and steady margins by 2030

Feb 11

Coretronic expects February shipments to decline amid off-season, fewer workdays

Feb 11

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DISPLAY SYSTEMSamsung's premium TV discounts reflect pressure from China's expanding mini LED push

Feb 12, 12:22

Samsung Electronics' pricing for premium televisions is drawing scrutiny in South Korea as significant gaps emerge between official online prices and aggressive in-store promotional bundles, reflecting mounting competitive pressure from Chinese brands.

DISPLAY COMPONENTSYoung Optics narrows losses as it shifts toward AI-focused products

Feb 12, 07:48

After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and higher capacity utilization. The Taiwanese optical components maker reported a full-year net loss of about NT$9 million (approx. US$284,600), a dramatic improvement from the year before.

DISPLAY PANELSamsung Display reviews capacity expansion for Apple foldable OLEDs

Feb 12, 07:44

Samsung Display (SDC) is reviewing additional investment to expand production capacity for foldable organic light-emitting diode (OLED) panels intended for Apple's first foldable iPhone, as Apple prepares to launch the device in the fall of 2026 and advances plans for subsequent models, according to industry sources.

LEDLaster banks on China subsidies, Tesla and Zeekr wins amid margin push

Feb 12, 07:42

LED automotive lighting module maker Laster said it expects China's car purchase subsidies and trade-in programs to stimulate domestic demand in the first quarter of 2026, and that overall end-market automotive demand should remain relatively robust.

DISPLAY SYSTEMCoretronic warns seasonal dip but sees 10-20% annual growth potential across product lines

Feb 11

Coretronic said shipments of its energy-saving and imaging products will fall in the first quarter of 2026 due to seasonal factors and fewer working days, while projecting 10–20% year-on-year shipment growth for both categories across 2026. The company reported stronger fourth-quarter revenue and modest annual results.

DISPLAY SYSTEMNovatek predicts memory and visual edge AI to be the main demand drivers in 2026

Feb 11

Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the most critical factors affecting various electronic products, especially smartphones and PCs, in 2026. Aside from traditional DDI products, Novatek has recently made progress in new areas such as system-on-chip (SoC), application-specific ICs (ASICs), imaging, and edge AI. The company plans to continue launching new products and expand into diverse applications.

DISPLAY COMPONENTSLGD to sell Nanjing automotive LCD module business

Feb 11

LG Display (LGD) agreed on February 9 to sell its automotive LCD module business in Nanjing, China, to Toprun Total Solution, according to a regulatory filing reported by ZDNet Korea. The transaction is valued at approximately KRW104.1 billion (approx. US$71 million) and is scheduled to close on July 30.

DISPLAY PANELSony may influence TCL's SQD mini LED strategy as RGB mini LEDs rise

Feb 10

Global TV brands are competing in the high-end market with multiple technologies such as OLED, QLED, RGB Mini LED, and Micro LED, with RGB Mini LED backlighting becoming the focus for manufacturers in 2026. Although TCL Technology is facing technical obstacles, it continues to position SQD Mini LED as its primary flagship. However, some analysts believe that through collaboration with Sony, there may be an opportunity to adjust the positioning of RGB Mini LED TVs.

DISPLAY COMPONENTSLargan posts 11% yearly revenue gain despite seasonal slowdown

Feb 6

Largan Precision, Taiwan's leading manufacturer of optical lenses, reported January 2026 revenue of NT$5.499 billion (approx. US$173.4 million), down 2% from the previous month but up 11% year-over-year.

LEDTaiwan LED equipment maker FitTech wins arbitration, recovers NT$1.49b from China's Sanan

Feb 6

The arbitration ruling has been issued in an equipment contract dispute between Taiwan-based LED equipment supplier FitTech and China's leading LED manufacturer Sanan Optoelectronics. Under the decision by the China International Economic and Trade Arbitration Commission, Sanan subsidiaries Hubei Sanan Optoelectronics and Quanzhou Sanan Semiconductor Technology are required to pay equipment fees, interest, and compensation to FitTech. After deducting late delivery penalties and part of FitTech's legal expenses, the total payable amount stands at about NT$1.49 billion (US$47.2 million).

DISPLAY SYSTEMJapan's consumer electronics decline: From mobile phones to TVs

Feb 6

Sony has recently chosen to partner with TCL in managing its Bravia TV brand, reflecting the long-standing downturn of the Japanese vendor's television business. In Japan, once-dominant domestic TV brands have largely been replaced by rising Chinese competitors.

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