TCL China Star Optoelectronics Technology (TCL CSOT) is taking over LG Display's (LGD) LCD factory in Guangzhou, China, which may affect the LCD display driver IC (DDI) orders of South Korean IC design house LX Semicon.

Micro OLED technology development in China has accelerated, driven by substantial government subsidies to enhance display manufacturing. Chinese firms are now increasing investments in mass-production equipment to meet rising demand, with Sidtek set to open its third Micro OLED factory in Mianyang, Sichuan province.

South Korean IC design house LX Semicon saw more than 50% of its 2024 revenue come from the Chinese market because of increased shipments to panel maker BOE Technology.

The color e-book reader has received a strong market response after its launch, and Netronix continues to receive follow-up orders. The number of orders from January to September 2025 has already surpassed the total number of orders for the entire year of 2024. Netronix has predicted that 2025 will mark the era of intense competition in the e-book reader market, with the rise of a new golden age on the horizon.

On March 10, BOE Technology Group celebrated the mass production launch of its MLED (Mini/Micro LED) displays at Zhuhai BOE MLED Technology. The event, themed "Illuminating the Future, Mass Production Begins," welcomed over 50 international clients from the US, Europe, Japan, South Korea, and Southeast Asia, highlighting BOE's expanding footprint in the global MLED market.

U-Best Innovative Technology is positioning itself to capitalize on the burgeoning market for foldable smartphones. The company anticipates strong demand for flexible hard coating (HC) materials and is leveraging this technology in its optical film products. Having already commenced shipments, U-Best is engaged in discussions with additional clients, potentially unlocking new market opportunities.

E Ink, a dominant player in electronic paper technology, has designated 2025 as the "Year of Large-Size Color E-Paper," signaling a strategic pivot toward the burgeoning market for expansive displays and marking a transformative phase for the company.

E Ink CEO Johnson Lee acknowledged the seasonal slowdown in the first quarter, citing weaker demand for electronic paper products, particularly in consumer electronics and electronic shelf labels (ESLs). However, he framed this period as a strategic opportunity for the company to recalibrate. Looking ahead to 2025, Lee projected strong demand for Internet of Things (IoT) applications, including ESLs, digital signage, and consumer electronics. He expects steady growth throughout the year.

Since President Donald Trump took office, his tariff policies have undergone significant fluctuations, with the latest adjustment raising the tariff on Chinese imports to 20%. The move, which comes amid ongoing tensions over China's inability to curb the flow of illegal drugs into the US, has prompted a swift migration of the electronic paper supply chain out of China as companies seek to mitigate the impact of rising costs.

Daxin Materials is making strides in the semiconductor industry by launching five new products in 2024, increasing its production lineup to nine. This expansion is significant as revenue from this sector has surpassed 10% for the first time. The company plans to introduce three to five more products by 2025.

Vacuum evaporation film manufacturer Univacco Technology aims to take its experience in the US market to Europe, with the company's subsidiary in Poland set to begin operations in the second quarter of 2025. The new subsidiary is expected to contribute to its operational growth in Europe.

Taiwan-based polarizer maker BenQ Materials is pushing to prepare for microLED and OLED products, eyeing the business opportunities from the emergence of microLED application, according to company president Ray Liu.

Driven by the demand for semiconductors, mini-LED, and micro-LED technologies, Everlight Chemical saw robust revenue performance in its electronic chemicals segment throughout 2024. Even with fewer working days in January 2025, the company anticipates continued growth in electronic chemicals, supported by sustained semiconductor demand. Market expectations suggest that Everlight Chemical will maintain its momentum in 2025.

The rise of AI-powered glasses in 2025 is injecting fresh momentum into the recovering consumer electronics market. However, as Chinese brands drive a cost war in smart eyewear, Taiwan's component suppliers face a strategic crossroads: compete on price or carve out niches in high-end technology.

AUO's multi-year dual-axis transformation strategy has begun showing tangible results. The company has reorganized its operations into three core business pillars, preparing for their eventual incorporation as independent Business Groups (BGs). This restructuring aims to provide greater visibility into each pillar's financial performance while optimizing their operational systems for enhanced efficiency.

FocalTech Systems exceeded fourth-quarter revenue expectations, buoyed by record shipments of OLED touch chips as the technology gains traction across devices from smartphones to tablets.

Fueled by strong demand from mobile phone and security control (SEC) clients, TSMC's optical component manufacturing subsidiary, VisEra, reported a robust performance in the fourth quarter of 2024. This surge helped propel the company's full-year revenue to surpass the NT$10 billion (approx. US$305.51 million) milestone, setting a new record in its history.

South Korean panel manufacturers see potential benefits from the Trump administration's consideration of additional display tariffs, as higher prices for Chinese LCD products could strengthen the position of South Korea's OLED and premium display offerings. However, Trump's recent announcement regarding Apple's tariff exemptions presents risks for the company's primary iPhone display supplier.

Radiant Opto-Electronics is pushing beyond displays into meta-optics with back-to-back acquisitions of Finland's Nanocomp in 2023 and Denmark's NIL Technology (NILT) in 2024. NILT develops nano-scale optical components using ultraviolet imprinting and etching, positioning Radiant for applications in 3D sensing, AR waveguides, and automotive and biomedical optics.

Apple has scrapped its plans to develop a Micro LED smartwatch in 2024, dealing a blow to the technology's immediate prospects. Yet, the scene at CES 2025 suggests Micro LED remains a hotbed of innovation, with companies pressing ahead on new products and breakthroughs. Apple's retreat may signal challenges, but it hasn't dampened industry momentum.

Supply chain shifts for Apple's foldable products are taking shape. According to TheElec, Chinese manufacturer Lens Technology is positioned to become the primary supplier of ultra-thin glass (UTG) for Apple's foldable devices, with US-based Corning likely to provide the raw UTG material.

Meta's launch of its Orion augmented reality (AR) glasses has ignited industry interest, with artificial intelligence (AI) accelerating the trend. As a result, full-color micro-LED is increasingly seen as a must-have for next-generation premium AI eyewear.

Benefiting from the rise of color e-paper, both E Ink and Netronix enjoyed a successful 2024, with significant revenue growth. However, both companies saw a sharp year-over-year decline in their revenues for January 2025—over 30% for E Ink and 40% for Netronix.

Taiwan-based polymer materials supplier U-Best Innovative Technology is experiencing steady growth in shipments of hard coat (HC) films for flexible displays as demand for foldable phones continues to rise.