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Tuesday 8 September 2026

Taiwan panel capacity shifts push TV brands to stock up as LCD price declines slow

The global LCD TV panel market is gradually moving toward supply-demand balance as activity recovers across the supply chain, with price declines expected to ease in September. The improvement reflects a pickup in third-quarter demand, along with market expectations that Chinese panel makers could cut production around China's National Day holiday in early October.

Tuesday 8 September 2026

Innolux, AUO take display technology into AI chips with FOPLP, glass substrates, Micro LED CPO

AI demand is accelerating advanced packaging and high-speed optical interconnect development, pushing Taiwan display makers Innolux and AUO deeper into the semiconductor supply chain.

Friday 4 September 2026

Samsung turns to chips, OLED for next phase of Vietnam expansion

Samsung is expanding its Vietnam footprint beyond smartphones, with semiconductor testing, high-end chip substrates, OLED displays and R&D emerging as the next pillars of its presence in one of its largest global manufacturing bases.

Wednesday 2 September 2026

Meta reportedly taps SeeYA for Phoenix OLEDoS panels as BOE fails to qualify

Meta has reportedly tapped Chinese microdisplay maker SeeYA Technology to supply OLED-on-silicon (OLEDoS) panels for its next-generation lightweight mixed-reality headset, codenamed Phoenix, while rival BOE failed to obtain supplier qualification, according to South Korea's The Elec.

Wednesday 2 September 2026

SDC to expand foldable iPhone OLED mass production in September

Samsung Display (SDC) is expected to formally expand mass production of OLED panels for Apple's foldable iPhone starting in September 2026. Although the ramp-up for the foldable iPhone had previously been pushed back because production delays hit some components, including the hinge and substrate, the new OLED mass production schedule suggests SDC can still meet its full-year production target.

Wednesday 2 September 2026

LG fights Chinese brands with innovation, business model shifts

LG Electronics is bolstering sales of home appliances, TVs and other consumer products through innovation and product segmentation. On the 1st, LG said it will launch new air purifiers and edge purifiers to meet air-care demand in small homes and other diverse living spaces.

Monday 31 August 2026

China optical display investment shrinks 80% in 1H26

China's optical display industry is cooling after years of aggressive panel fab construction that has reshaped the global display landscape. Investments in China's optical display sector fell 80.3% year-on-year in the first half of 2026, underscoring a slowdown in capacity expansion with capital now shifting toward optical materials and mini/micro LED (MLED) displays.

Saturday 29 August 2026

Exclusive Interview: Turning scale into value — AUO chair's post-LCD ambition

Price wars. Capacity races. Years of losses steep enough to earn a lasting nickname.

Friday 28 August 2026

Winstar's AI push gains momentum with some orders extending into 2027

Winstar Display is accelerating its expansion into AI applications, with its products already integrated into data centers, power management systems, controllers, testing equipment, and semiconductor facilities. The company projects AI-related orders to grow by 30% to 40% in 2026, with AI revenue share rising from 3–4% to 5% in the near term.

Friday 28 August 2026

Global LCD TV shipments above 70 inches rise as large-screen prices fall

Global shipments of LCD TVs larger than 70 inches have climbed sharply over the past four years, with models above 98 inches rising 12-fold, according to a Nikkei report citing Counterpoint Research. The shift reflects a broader move by manufacturers toward larger, higher-margin sets as the LCD market matures.

Friday 28 August 2026

AI chip demand squeezes capacity, Data Image secures 1-year supply

As strong AI demand continues to soak up semiconductor capacity, some ICs and passive components are seeing shortages and longer lead times. Qisda's display maker Data Image has stepped up policy-driven inventory buildup, with some industrial control products now carrying supply lead times of as long as one year and materials for the first and second quarters of 2027 already secured in advance.

Thursday 27 August 2026

Tri-fold, rollable foldables intensify materials supply chain battle

Samsung Electronics' first tri-fold handset of 2025, the Galaxy Z TriFold, has repeatedly sold out, but with global shipments of only about 30,000 units, it functioned more as a technology showcase. A second-generation model is expected in the second half of 2027, with thinner designs, durability, and mass production capability as the next focus.

Thursday 27 August 2026

Apple pressure on OLED prices squeezes South Korean panel profits

Apple is reportedly negotiating lower unit prices with South Korean OLED panel suppliers as surging prices for high-performance mobile DRAM, NAND flash, and other memory chips threaten its gross margin. The company is seeking to cut OLED procurement costs by offering larger orders in exchange for discounts.

Wednesday 26 August 2026

TCL, Asus drop China OLED as LGD gains edge

TCL has reportedly stopped using OLED panels from its own TCL CSOT unit as it expands its monitor lineup, instead turning again to LG Display (LGD), while Asus is said to have halted use of BOE Technology Group (BOE) OLED panels after about one month. The moves underscore a growing gap in high-end OLED technology led by South Korean panel makers.

Wednesday 26 August 2026

BOE, 3M expand materials partnership as foldable OLED competition intensifies

BOE Technology Group and 3M have opened a joint research laboratory in Beijing that covers optical films, optically clear adhesives, structural adhesives and advanced materials development for LCD, OLED and MLED panels — turning what has been a roughly two-decade partnership into a shared development platform.

Wednesday 26 August 2026

Samsung Display boosts OLED sales as Galaxy Z panel orders triple

The global small-size OLED market was flat in the second quarter of 2026 as seasonal weakness and cautious inventory management by Chinese device makers slowed demand. Samsung Display, however, outperformed the market on stronger shipments of foldable phone panels.

Tuesday 25 August 2026

Smartphone lens maker Largan spends US$179m on four Taichung plants in two months

Largan Precision, the world's largest maker of smartphone camera lenses and a longtime supplier of lenses for Apple's iPhone, said on August 25 it would buy land and buildings in Taichung's Nantun district for NT$3.08 billion (approx. US$98 million). It is the company's fourth industrial property purchase in two months.

Tuesday 25 August 2026

Samsung Display resumes A7 construction as foldable demand rebounds

Samsung Display has resumed construction at its second campus in Asan, South Chungcheong Province, reviving a long-dormant OLED project just as the foldable smartphone market is expected to swing from a weak first half of 2026 to a stronger second half.

Monday 24 August 2026

TPK TGV pilot line to start by September, Thailand plant eyes 2027 ramp

TPK Holding is accelerating its move from consumer touch panels into semiconductors, with its Through Glass Via (TGV) pilot line in Taoyuan, Taiwan set to begin operations in August or September. The company is also working with leading outsourced semiconductor assembly and test (OSAT) providers on the project, while its new Thailand production base aims to complete trial runs by year-end and begin volume production in early 2027.

Friday 21 August 2026

Iris Optronics upgrades solar-powered ChLCD e-paper series, expands outdoor and indoor displays

Iris Optronics, a manufacturer of cholesteric liquid crystal display (ChLCD) e-paper, announced upgrades to its Infinity solar-powered ChLCD e-paper series, including a mass-producible 31.5-inch large-format outdoor commercial display. It has also developed an embedded perovskite-powered ChLCD e-paper solution for indoor commercial display applications.

Friday 21 August 2026

Korean display makers step up OLED patent push as China narrows technology gap

Korean display makers are stepping up patent licensing and cross-border enforcement as Chinese rivals have sharply narrowed the technology and market-share gap in OLED since 2020, just as competition expands into higher-value panels for notebooks and monitors.

Thursday 20 August 2026

China tightens grip on global LCD market as TV panel share tops 70%

The global LCD panel industry continues to consolidate around Chinese manufacturers, whose share of the LCD TV panel market has remained firmly above 70% and is gradually approaching 80%. Their presence in LCD monitor panels is expanding just as rapidly, having surpassed 70% in the first half of 2026.

Thursday 20 August 2026

Commentary: How iPad Air became a catalyst for IT OLED expansion

Apple kicked off the tablet OLED era in 2024, introducing Tandem OLED in the iPad Pro to overcome bottlenecks in display lifespan and brightness. The iPad mini followed, set to adopt OLED in the second half of 2026, though with annual shipments hovering at just 2 million units, its impact is largely symbolic. Market research firm UBI Research noted that tablet OLED growth has largely stalled through 2024 and 2025, with OLED costs remaining the primary hurdle: panels currently run roughly twice the price of LCD alternatives, and narrowing that gap is widely viewed as the primary prerequisite for expanding OLED adoption in IT applications.

Wednesday 19 August 2026

Samsung Display restarts Asan OLED plant to meet foldable and IT demand

Samsung Display Co. is reported to be restarting construction of a new OLED plant in Asan, South Korea, after a five-year pause as demand rises for foldable phones and OLED panels used in notebooks and tablets. South Korean media reported that the move followed approval of the main structural work for the A7 factory at Asan's second campus.

Tuesday 18 August 2026

MicroLED still lacks key LTPO TFT tech

MicroLED remains a promising next-generation display technology, but industry analysts say its commercial breakthrough still hinges on thin-film transistor (TFT) technology and the participation of South Korean panel makers Samsung Display (SDC) and LG Display (LGD). Yet SDC is reportedly taking a cautious stance on microLED TV applications.

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