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Tuesday 15 July 2025
US DOOH market drives strong order visibility for SAVC through 2025 despite global challenges
Since its spin-off from TASC in 2022, the rising star Star Asia Vision Corporation (SAVC) has focused on digital display systems. President Vincent Lee stated that order visibility extends to five months, with shipment schedules already booked through the end of 2025. Despite increased uncertainties from tariffs and exchange rates, the second half of the year is expected to outperform the first half, with optimistic projections for double-digit revenue growth and profit expansion throughout 2025.
Tuesday 15 July 2025
China's TPV slips into the red in 1H25 on weak margins, FX headwinds

TPV Technology, a leading manufacturer of smart display terminals, expects to post a net loss of CNY450 million to CNY490 million (approx. US$62 to 68 million) for the first half of 2025, according to a July 11 earnings forecast. The projected loss marks a significant swing from a CNY53.39 million profit in the same period last year.

Monday 14 July 2025
TCL CSOT to build 8.6G OLED line with inkjet printing technology
TCL China Star Optoelectronics Technology (TCL CSOT) will begin building its 8.6G OLED production line in late 2025, aiming to be the first to use inkjet printing on this large substrate size. This move will boost China's presence in the large OLED market, increasing competition with South Korean rivals Samsung Display (SDC) and LG Display (LGD).
Monday 14 July 2025
E-paper makers E Ink Holdings, Netronix post 30% quarterly revenue surge on tariff rush
E Ink Holdings and Netronix, Taiwan's electronic paper (e-paper) display manufacturers, reported roughly 30% quarter-on-quarter revenue growth in the second quarter as customers accelerated purchases ahead of US trade policies. Currency headwinds masked what could have been even stronger performances, analysts said.
Monday 14 July 2025
E-paper industry set to reach US$10 billion as ESG trends drive adoption
Electronic paper (e-paper) applications are expanding rapidly as environmental concerns boost demand for energy-efficient display alternatives to traditional LCD and OLED screens. The sector's shipment volumes and market value continue climbing steadily, with the industry expected to surpass US$10 billion in scale as manufacturers advance into color displays and larger formats.
Thursday 10 July 2025
Stay or relocate: Taiwan makers weigh exodus amid weak government support
The free trade agreement (FTA) between the US and South Korea has now become irrelevant under Donald Trump's administration. Taiwan's tech products also face the possibility of losing the ITA and ITA 2 tariffs-free benefits granted under the WTO framework. Trump's tariff threat can be understood as a step to force Seoul to share the cost of stationing US troops in South Korea. But what does Trump want from Taiwan in the tariffs game? TSMC is already constructing wafer fabs and an R&D center in the US. Does Trump want AI server makers to set up assembly lines in the US, and for the Taiwan currency to sharply appreciate against the greenback?
Friday 4 July 2025
Big screens, bigger stakes: LG and Samsung compete in the SDV display market

The global automotive industry is rapidly pivoting toward software-defined vehicles (SDVs), fueling a parallel surge in demand for large in-car displays. Market research firm Omdia forecasts that displays larger than 10 inches will account for a staggering 81% of automotive display sales by 2027, nearly doubling their market share from 2021.

Friday 4 July 2025
E Ink and Netronix power ahead as E-paper demand surges across segments

With customers pulling in orders ahead of schedule, E Ink Holdings expects the second quarter of 2025 to be its strongest second quarter on record — traditionally, its peak performance has come in the third or fourth quarters. The company remains optimistic about the third quarter while the fourth quarter will depend in part on clarity around global tariff policies. Nevertheless, E Ink has dubbed 2025 the "first year of large-format e-paper," with digital signage projected to become its largest revenue stream in the near future.

Thursday 3 July 2025
IT panel demand shrinks in China with end of promotions and stimulus plans

With China's annual 618 e-commerce shopping festival coming to an end and government subsidies that helped boost sales earlier this year exhausted in most provinces, several LCD monitor brands are adjusting their panel inventory strategies amid signs of a sharp deceleration in consumer momentum.

Friday 27 June 2025
HTC teams up with NTT com to bring XR-powered experiences to Japanese venues
HTC announced on Wednesday that it has signed a memorandum of understanding (MOU) with Japan's NTT Communications (NTT Com) to jointly develop large-scale location-based immersive entertainment (LBE) experiences in Japan, signaling a broader push into the next generation of XR-driven entertainment.
Thursday 26 June 2025
Radiant Opto reports strong 1H25 results amid Apple orders and global tensions
Radiant Opto-Electronics is off to a strong start in 2025, with early Apple product shipments boosting first-half earnings. But the company said the usual seasonal sales pattern is starting to blur. Radiant expects a 55:45 revenue split between the first and second halves of the year, pointing to a more balanced performance as it navigates macroeconomic headwinds and geopolitical risks.
Wednesday 25 June 2025
ChLCD cuts energy use by 90% in DB collab, AUO Display Plus targets European green transport market
AUO Display Plus, a subsidiary of AUO specializing in vertical field display solutions, has partnered with S-Bahn Hamburg, a subsidiary of Germany's largest railway operator Deutsche Bahn AG (DB). At the 2025 International Association of Public Transport (UITP) Global Public Transport Summit, they showcased a new concept train featuring AUO Display Plus's industry-exclusive HiRaso display technology. Utilizing cholesteric liquid crystal displays (ChLCD) with reflective and bistable properties, this innovation achieves zero power consumption for information display, supporting DB's transition to greener transportation.
Tuesday 24 June 2025
Epson targets 50% of Taiwan projector market in 2025
Epson aims to expand its share in Taiwan's projector market to 50% in 2025, having recorded consecutive growth for its projector sales there over the past four years.
Tuesday 24 June 2025
South Korea steps up legal fight as Chinese 'red tech' pushes into key industries
As Chinese companies accelerate their entry into the South Korean market, local tech giants are intensifying efforts to protect their intellectual property (IP). From TV branding disputes to OLED patent wars and semiconductor espionage, South Korea's electronics and display leaders are responding more aggressively to what they describe as growing threats of counterfeiting, trademark abuse, and technology theft.
Tuesday 24 June 2025
Coretronic's rapid southbound expansion drives shipment growth outlook for 2025
Coretronic held its shareholders' meeting on June 18, 2025, successfully passing all proposals. The company expects that under its display business group, shipments of energy-saving, imaging, and immersive products will increase by 10-15% in 2025 year-over-year.
Monday 16 June 2025
Samsung and LG push AI innovation to strengthen South Korea's lead in global TV market
As Samsung Electronics aims to make 2025 the "Year of AI TV," LG Electronics is also leveraging differentiated AI features to solidify South Korea's leadership in the global television market. Both companies are strategically focusing on AI-driven technologies as a means to combat the rising threat of Chinese brands that continue to challenge the market with aggressive, low-price competition.
Monday 16 June 2025
Netronix gears up for growth in large displays and AI-driven demand besides color e-paper momentum
Netronix Group expects replacement demand for color e-paper, which began to take off in 2024, to continue picking up in 2025 and is also pushing into the development of new large-size e-paper signage devices, eyeing the new business opportunity brought by AI and cloud computing. At its annual shareholders' meeting on June 13, the company announced an 11.46% year-on-year increase in consolidated revenue and a 26.08% rise in net profit. The company's overall performance in 2024 was also stronger than in 2023.
Sunday 8 June 2025
HannStar Board sees tariff-driven boost in early 2025, but cautious outlook for 2H25
HannStar Board, the PCB business unit of Walsin Technology, reported a surge in urgent, tariff-driven pull-ins during the first half of 2025, helping to cushion seasonal revenue declines. General Manager Cheng-Kuo Tao, speaking at the company's recent investor conference, noted that the unfinalized status of new tariff policies may temper the consumer market's traditional peak season performance in the second half, narrowing the typical operational gap between off-peak and peak periods.
Tuesday 3 June 2025
HannStar reports loss for 2024, steps up transition to niche market applications
HannStar Display, a Taiwanese panel maker catering mainly to the small- to medium-size market segment, has reported a net loss of NT$5.325 billion (US$178 million) for 2024. The company attributed the loss to decreasing demand and oversupply in the LCD market amid a weak global economy.
Saturday 31 May 2025
Arizon RFID maintains growth momentum despite currency volatility; Vietnam expansion on track
Arizon RFID Technology has moved swiftly to mitigate the effects of recent sharp fluctuations in exchange rates. CEO Louis Lin acknowledged that the appreciation of the New Taiwan dollar in April and May 2025 is expected to pose short-term operational challenges. However, he emphasized that because most of Arizon's revenues and expenses are denominated in US dollars, the company benefits from a natural hedge and does not foresee any major threat to its long-term operations.
Thursday 29 May 2025
AUO sidesteps risky FOPLP investment, eyes Micro LED breakthrough
While rival Innolux accelerates its push into FOPLP with plans for mass production in late 2025, AUO is taking a more cautious path. CEO and President Frank Ko explained that, despite industry-wide interest in FOPLP over the past year, AUO has chosen not to commit significant resources to the technology, at least for now.
Wednesday 28 May 2025
Gtoc bets on Vietnam and ultra-thin glass in push for display dominance
As global display technologies pivot toward thinner, lighter, and more flexible form factors — especially for automotive and smart device applications — Taiwanese glass processor Gtoc Optoelectronics is making a bold move into next-generation materials. The company announced a strategic expansion into the ultra-thin rollable glass cover market, positioning itself as a key supplier for high-end automotive displays and precision glass applications.
Monday 26 May 2025
Data Image plans system solution expansion amid revenue decline
Data Image Corporation, a Qisda Group subsidiary outlined plans to expand complete system solutions including charging station displays and instrument panels for specialty vehicles.
Friday 23 May 2025
Iris Optronics installs full-color ePaper on hydrogen-solar vessel in green tech first

Iris Optronics, a pioneer in cholesteric liquid crystal display technology, has partnered with Porrima to integrate its full-color ePaper display into the Porrima P111—a cutting-edge, zero-emission vessel engineered for sustainable maritime exploration.

Friday 23 May 2025
Computex 2025 highlights HDMI 2.2’s leap in high-speed data and AI connectivity
At Computex 2025, Rob Tobias, CEO of HDMI Licensing Administrator, introduced the advanced HDMI 2.2 specification alongside the launch of the new Ultra96 feature. Tobias urged manufacturers to adopt the HDMI 2.2 standard, which accommodates bandwidths of 64Gbps, 80Gbps, or 96Gbps. Several major companies have already started incorporating this technology, facilitating the advancement of applications that demand fast, high-definition signal transmission, including augmented reality, virtual reality, mixed reality, large-scale digital displays, medical imaging, and machine vision.