China has been reported frequently to illegally acquire technology from South Korea in the field of artificial intelligence (AI) semiconductors and displays in the past few years. Moreover, with the advancement of South Korea's neural processing units (NPU), Chinese semiconductor firms have been actively recruiting engineers from South Korean companies or attempting to steal core technologies.

LG Electronics' Indian subsidiary experienced a revenue surge of almost 10% in 2024. The company remains on course with its plans to launch an IPO in India, aiming to take advantage of the market's expansion.

The smartphone panel experienced diverging trends across technologies. LCD panel prices declined by 10% over the year, rigid AMOLED panel prices rose by 10%, and flexible AMOLED panels saw a 5% drop. As of January 2025, pricing across technologies remain flat.

Zhu-Xiang Yang, general manager of Innolux, a major panel manufacturer in Taiwan, wrote a year-end reflection poem about the challenges and outlook for the panel industry:

Glass technology leader Corning and Samsung Electronics have announced a collaboration to introduce Gorilla Armor 2 on the Galaxy S25 Ultra. This innovation marks the industry's first scratch-resistant, anti-glare ceramic glass material designed for mobile devices.

As the global display market rapidly shifts towards OLED technology, South Korea's two major panel manufacturers, Samsung Display (SDC) and LG Display (LGD), are accelerating their efforts to enhance technological capabilities and expand their market presence.

Sharp Corporation is set to announce its fiscal 2024 growth strategy during its earnings presentation in May 2025, covering the period from April 2024 to March 2025. However, key elements of this strategy, such as the CEO-led Innovation Accelerator Project (I-Pro), are already taking shape through ongoing initiatives.

Industry observers anticipate accelerated consolidation among second-tier LCD panel makers as US President Donald Trump prepares to implement new trade policies in his second term.

A recent earthquake in Chiayi, Taiwan has caused partial production disruptions at Innolux, though the situation remains under control. This development, combined with PET material shortages for polarizers, has created supply constraints estimated at 10-15%. These factors have strengthened panel makers' confidence in implementing price increases.

Sharp's ex-CEO Jeng-wu Tai has taken legal actions against Foxconn and its founder Terry Gou, demanding more than NT$1 billion (approx. US$30.52 million) in remuneration from a bonus agreement. While the lawsuit is a "labor dispute," it calls attention to the important role that Sharp's Sakai Display Products (SDP) once played in Japan's LCD panel industry.

Once a trusted lieutenant of Foxconn founder Terry Gou, Jeng-wu Tai, the former vice president of Foxconn and ex-CEO of Sharp Corporation, has recently initiated legal proceedings against his former colleague over an unfulfilled incentive contract.

China's display giant BOE has completed its 11th board election, marking the start of a succession process for the company valued at over CNY160 billion (US$22 billion). At 60 years old, Chairman Yanshun Chen will retain his role but is transferring the CEO position to Qiang Feng, signaling a generational transition.

Jeng-wu Tai, retired vice president of Hon Hai (Foxconn) and ex-CEO of Sharp, has taken legal action against his former employer and Terry Gou, the founder of Hon Hai, over an alleged breach of an incentive agreement. Once a trusted lieutenant of Gou, Tai now seeks legal recourse to address the dispute, which centers on unfulfilled bonus payments tied to Sharp's performance during Gou's tenure as Hon Hai's chairman.

India hits bottlenecks in its efforts toward developing a display manufacturing ecosystem. Tata Electronics is making progress in acquiring Pegatron India and reportedly talking with Android smartphone vendors for contract manufacturing collaboration.

As AI embraces rapid developments, the future of AI-driven lifestyles will rely heavily on display technology. According to Taiwan's Industrial Technology Research Institute (ITRI), display technology is becoming integral to three key AI edge devices: TVs, AR/VR glasses, and smart cockpits. Leveraging the technological advantages of Micro LED, the emerging era of "AI of Things" (AIoT) is set to position Taiwan's display and sensor industries at the forefront of a new market.

In mid-2024, Apple unveiled its first tablet featuring an OLED display, the iPad Pro. There were high expectations that the new OLED iPad would dominate the market and overshadow the LCD models. Contrary to the predictions, the outcome has been quite different. Rather than eclipsing the LCD lineup, the introduction of the OLED iPad has inadvertently led to a boost in overall iPad shipments.

Apple is reportedly set to launch a screen-equipped HomePod in 2025, though contrary to earlier speculation about OLED technology, it will feature an LCD panel exclusively supplied by Tianma Microelectronics in China. Taiwan's Radiant Optoelectronics will handle backlight module production. Industry insiders expect shipment volumes to remain modest throughout 2025.

As 2025 approaches, with Donald Trump potentially returning to the White House, global economic uncertainties remain prevalent. However, the cyclical replacement of devices, coupled with anticipated growth in the US and Chinese markets, is expected to drive moderate growth in the display panel sector by 2025.

In recent years, CES has become a platform for automotive and display technology, with smart and electric vehicles stealing the spotlight. However, CES 2025 marked a shift, with fewer automotive brands present—Mercedes-Benz among the absentees.

Oversized televisions took center stage at CES 2025, with both Micro LED and Mini LED backlit TVs making a significant impact at the annual technology showcase.

Paul S.L. Peng's resignation from Qisda's board has reignited speculation about the shifting dynamics between Qisda and AUO. Earlier in 2024, AUO reduced its stake in Qisda, fueling rumors of a growing divergence in its transformation strategies. Despite this, both companies have reiterated that AUO retains a board seat, underscoring their ongoing partnership.

Samsung Display (SDC) recently held a media event at CES 2025 in the US, announcing that it will supply rollable displays for Lenovo's ThinkBook Plus G6 Rollable, incorporating color filter on encapsulation technology. Lenovo unveiled this laptop just a day earlier, with plans to launch it in June 2025.

LG Display is reportedly planning to adjust its production line configuration by converting its iPad OLED panel production lines to manufacture iPhone OLED panels. This decision comes in response to lower-than-expected iPad Pro demand, according to The Elec.

Innolux Corporation reported 2024 consolidated revenue of NT$216.5 billion (US$6.58 billion), marking a 2.3% increase from the previous year, underscoring the company's strategic transformation efforts.

Laster and Excellence Optoelectronics (Excellence), the Taiwan-based LED automotive module manufacturers, have posted record-breaking revenues for 2024, with year-over-year growth rates of 10.2% and 28.2%, respectively. In response to the global trend of diversifying automotive supply chains, Laster plans to collaborate with Taiwan-based manufacturers in Thailand and Mexico starting in 2025. Meanwhile, Excellence is accelerating the construction of its plant in Mexico, which is expected to be completed in the third quarter of 2025, with production scheduled to begin in 2026.