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Tuesday 18 November 2025

AUO's Hsinchu exit comes ahead of a major OLED supply shift in 2026

The wave of panel-factory shutdowns continues, with AUO Corp. confirming the sale of another facility. On November 14, the company said it will dispose of its Hsinchu L3C plant and related assets to Powertech Technology for NT$6.898 billion (approx. US$221.5 million), generating an expected disposal gain of NT$3.85 billion. AUO said the move supports a light-asset operating model, asset activation, and financial optimisation.

Tuesday 18 November 2025

South Korea's OLED giants forecast a strong 2025 on rising TV and monitor demand

The outlook for South Korea's two major display makers—LG Display (LGD) and Samsung Display (SDC)—is strengthening as both companies move toward improved performance in the large-size OLED market. LG Display's white-OLED (WOLED) business is expected to turn an annual profit for the first time, while SDC is narrowing losses in its QD-OLED operations by focusing on the high-margin monitor segment.

Monday 17 November 2025

AUO unveils 1Hz LTPS panel, expands into Micro LED and silicon photonics

AUO is accelerating its development of artificial intelligence hardware, unveiling what it claims is the world's first ultra-low-power LTPS display panel. The company is simultaneously intensifying its investments in Micro LED and silicon photonics, positioning itself to capitalize on surging AI-driven demand across the information and communications technology (ICT) sector.

Friday 14 November 2025

Mini LED TV market reshuffled: Chinese firms' dominance forces Korean players to retreat

Market researchers now expect Mini LED televisions to ship at nearly twice the volume of OLED sets in 2025 — roughly 1.8 times as many — marking a decisive shift in the premium TV landscape. Much of the momentum comes from Chinese brands TCL and Hisense, which have emerged as the dominant forces in the Mini LED segment, while Samsung's share has slipped as it concentrates more heavily on OLED models.

Thursday 13 November 2025

GIS bets on OLED and optics as the display industry shifts to high-end applications

The rapid adoption of OLED panels in high-end display applications is becoming unstoppable, signaling a structural shift in the display industry. According to General Interface Solution (GIS), a leading touch panel manufacturer, OLED technology is expanding toward larger screen sizes and a broader range of product lines, beginning with premium devices and eventually trickling down to mainstream models.

Thursday 13 November 2025

Samsung Display reportedly begins mass production of OLEDoS for Galaxy XR

Samsung Display (SDC) has reportedly started mass production of OLED on silicon (OLEDoS) panels, which will be used in Samsung Electronics' extended reality (XR) headset, the Galaxy XR. As a key component of XR devices, SDC's entry into the OLEDoS market is expected to significantly intensify competition.

Wednesday 12 November 2025

Apple's 2026 OLED MacBook launch could revive display market

South Korea's display industry views Apple's potential 2026 launch of an OLED MacBook as a critical turning point that could ignite explosive growth in the medium- and large-sized OLED market. Industry sources indicate that the market for notebook OLED panels has flattened, prompting players to seek a spark.

Tuesday 11 November 2025

Taiwan's panel industry faces 4Q25 demand slowdown due to economic uncertainty

As the fourth quarter of 2025 begins, Taiwan's leading panel manufacturers are experiencing a notable slowdown in demand, shaped by the typical seasonal downturn and ongoing economic uncertainties. All four of the island's major panel producers recorded reduced revenues in October 2025 amid a sluggish global display market. Au Optronics (AUO) reported a consolidated revenue of NT$20.92 billion (US$675 million) for October, a 14.4% decrease compared to September but a slight 0.2% increase year-on-year. Similarly, Innolux Corporation posted NT$18.2 billion, reflecting an 8.33% monthly drop yet a 7.76% rise from the same month last year.

Tuesday 11 November 2025

The dashboard revolution: how Mini LED and OLED are changing cars

As cars become rolling digital platforms, the display has become one of the most fiercely contested frontiers for screen makers. Much like the evolution of televisions, the auto industry is now witnessing a duel between two advanced display technologies—Mini LED backlighting and OLED panels—each finding loyal allies among global automakers.

Monday 10 November 2025

AUO and Innolux expect operating losses to continue into 4Q25 off-season

During what is typically peak season, panel makers AU Optronics (AUO) and Innolux both posted operating losses in the third quarter of 2025 due to the appreciation of the New Taiwan dollar and falling panel prices. On the bright side, both companies were overall profitable in the first three quarters of the year. However, in the fourth quarter, both AUO and Innolux expect demand to further weaken as the market enters the traditional off-season.

Friday 7 November 2025

TPK beats 3Q25 profit forecast on surging E-reader demand

Touch panel maker TPK Holding posted stronger-than-expected earnings for the third quarter of 2025, driven by a better product mix and rising e-reader demand.

Friday 7 November 2025

AUO turns loss amid weak seasonality and currency headwinds

Au Optronics (AUO) reported a swing to loss in the third quarter of 2025, citing weaker-than-expected panel seasonality and foreign exchange losses. The company warned that industry utilization rates could fall further in the fourth quarter but maintained optimism about a healthier panel supply-demand balance in 2026, alongside a substantial cut in capex.

Friday 7 November 2025

BOE ramps up 8.6-gen OLED mass production to challenge SDC

China's leading display manufacturer, BOE, is accelerating its deployment of 8.6-generation OLED production. The first phase of investment is nearly complete, and the company is preparing for the second phase of equipment procurement. By speeding up its investment timeline, BOE is positioning itself to catch up with Samsung Display (SDC) and potentially challenge its market dominance in the OLED sector.

Thursday 6 November 2025

TV panel prices continue to fall: production cuts fail to boost weak peak season

LCD TV panel demand is losing steam in late 2025 as China's subsidy-driven momentum fades and early shipments distort seasonal patterns, leading to weaker fourth-quarter 2025 procurement and sustained downward pressure on large-size panel prices.

Tuesday 4 November 2025

IT panel market slows in 4Q25, makers look to AI PCs for 2026 recovery

As the fourth quarter begins, IT panel demand has entered its usual seasonal lull, with shipments expected to fall from third-quarter levels. Notebook panel prices are forecasted to soften slightly as manufacturers brace for a challenging 2026 while anticipating a potential rebound driven by AI-enabled PCs.

Tuesday 4 November 2025

SDC, LGD dominate iPhone 17 panel supply as BOE struggles with Pro models

Apple's iPhone 17 series has surpassed sales expectations, with South Korean manufacturers dominating the supply of its crucial OLED panels. Meanwhile, China's largest panel maker, BOE Technology Group, has struggled with quality issues, disrupting its deliveries and likely forcing further cuts to its originally planned supply.

Tuesday 4 November 2025

Samsung ordered to pay US$191 million for OLED patent infringement in US court ruling

A US federal court jury in Texas has found Samsung Electronics liable for infringing patents related to OLED technology and ordered the company to pay damages totaling approximately US$191.4 million. The verdict stems from claims brought by Pictiva Displays, an Irish subsidiary of patent licensing firm Key Patent Innovations, involving Samsung's use of specified OLED patents in its consumer electronics.

Friday 31 October 2025

AUO adopts conservative 4Q25 outlook but optimistic for 2026

AUO's profits turned to losses in the third quarter of 2025, but the company still maintained profitability for the first three quarters. The second half of the year is expected to be weaker than usual, with the traditional off-season in the fourth quarter, but 2026 has the potential to bring positive developments.

Friday 31 October 2025

LGD posts profit in 3Q25, eyes full-year turnaround

LG Display (LGD) has successfully reversed previous losses for the third quarter of 2025, posting an operating profit of KRW431 billion (US$308 million) in its latest financial report. This improvement is attributed to LGD's strategic shift toward OLED panels, with OLED revenue accounting for a record 65% of total sales, significantly boosting profitability.

Wednesday 29 October 2025

Chinese panel makers' low prices win over shipments but lose out on revenue

Although Chinese panel manufacturers have recently gained market share, their profitability has been weak due to the high proportion of low-priced products. In contrast, South Korean companies are improving their business structure by focusing on OLED and high-end panel products.

Wednesday 29 October 2025

High smartphone panel utilization drives mixed price trends

As holiday seasons approach, including China's Singles' Day and Black Friday in Europe and the US, the smartphone panel market has maintained high utilization rates in the fourth quarter of 2025, though price trends have diverged across different panel technologies.

Wednesday 29 October 2025

LCD supply chain shift to Vietnam, but still lags behind China

Although the LCD industry supply chain has begun moving from China to Vietnam in the past two years, front-end panel processes remain mainly in China or Taiwan. Sarah Lin, president of Coretronic Corporation, stated that the influx of Chinese component and module suppliers building capacity in Vietnam has created a major test for Vietnam's factory construction speed, human resources, and local culture. After building a new factory in the first half of 2025, Lin believes that Vietnam's manufacturing efficiency is lower than China's.

Tuesday 28 October 2025

Samsung and LG showcase AI-driven living and retail tech as Chinese rivals close in

At the 2025 Korea Electronics Show (KES), South Korean giants Samsung Electronics and LG Electronics showcased their visions for the AI-powered home, each taking a distinct approach while emphasizing smart device connectivity as a counter to aggressive Chinese competition.

Monday 27 October 2025

Panel industry earnings calls kick off, with LGD, AUO, Radiant, and BenQ Materials scheduled this week

The third-quarter earnings season for the industry has begun, led by Powertip Technology, followed by Coretronic. The main events are set for October 30, when major names including LG Display (LGD), AUO, Radiant Opto-Electronics, and BenQ Materials will hold their briefings.

Monday 27 October 2025

China's flock to Vietnam swamps established South Korean companies

Vietnam has grown significantly into a hotspot for companies from South Korea, China, Singapore, and Taiwan to set up factories. The escalation of US-China trade tensions has caused a rapid flood of Chinese companies to expand to Vietnam, drawing significant attention from South Korean businesses already established in the country.

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