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.
Samsung Display (SDC) is executing a sweeping organizational overhaul across both its IT and small-to-medium panel businesses, aiming to solidify its leadership in OLED displays while countering growing competition from China.
As the global auto industry shifts toward electrification, autonomy, and digitalization, the collection and processing of data have become central to innovation, particularly in autonomous driving. Automotive cameras, despite their compact size, are now mission-critical components. For Taiwan's optical manufacturers, the sector presents a tempting opportunity. Yet two formidable obstacles remain: China's early dominance in the market, and automakers' prioritization of cost over quality.
E Ink Holdings is riding a wave of strong demand for its electronic paper displays. During its earnings briefing on August 13, CEO Johnson Lee acknowledged that the company's production capacity has been thoroughly eclipsed by customer demand. He projected that the second quarter would mark the year's revenue peak, with the third quarter likely holding steady, albeit not exceeding the second quarter, and the fourth quarter experiencing some deceleration—possibly pushing some volume into early 2026. Overall, however, Lee assured that 2025 would see solid operational performance, with momentum carrying into 2026.
