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Tuesday 13 January 2026

Taiwan's top panel makers will diversify in 2026

Taiwan's two major panel makers posted their highest combined revenue in four years in 2025, with December showing both month-over-month and year-over-year growth. As China now dominates the global LCD panel market, both companies have spent recent years pushing transformation initiatives. Market expectations for 2026 suggest that AU Optronics' (AUO) display revenue could drop below 50% of total revenue.

Tuesday 13 January 2026

How South Korea will revive Gwangju's advanced optical industry

South Korea's optoelectronics industry once grew rapidly with Gwangju as its center, but growth slowed under competition from China. The National Assembly of South Korea recently held a forum to discuss the current state of the photonics market, including opportunities and challenges for Gwangju, which was once a major photonics hub. As optical technologies become core infrastructure supporting AI, cloud computing, and autonomous driving, South Korea's industry is calling for Gwangju to make a transformative integration.

Monday 12 January 2026

TCL climbs to No. 2 in global TV shipments

TCL has risen to second place worldwide in TV shipments, trailing only Samsung Electronics, as the Chinese electronics group leverages supply chain integration and display technology development to gain share in the global TV market.

Monday 12 January 2026

GIS, TPK expand microLED, 3D printing investments

Touch panel makers General Interface Solution (GIS) and TPK Holding are stepping up their transformation strategies.

Thursday 8 January 2026

E Ink drives global e-paper market with new tech standards

The e-paper market is rapidly expanding, with E Ink projecting the global market size to reach approximately US$8.7 billion in 2025, growing at a compound annual growth rate (CAGR) of more than 30%. To address confusion among competing technologies, E Ink has launched a global positioning initiative that clearly defines true e-paper technology by three key criteria: zero watts static power consumption, reflective display, and eye protection.

Tuesday 6 January 2026

HKC reportedly eyes OLED debut as industry pivots to bigger panels

HKC, a major Chinese display manufacturer, is weighing a potential entry into organic light-emitting diode production through a proposed sixth-generation facility. The move would mark a shift for the liquid crystal display specialist. However, it faces technical hurdles and skepticism from equipment suppliers.

Monday 5 January 2026

Samsung bets on smart driving, testing old alliances

Samsung Electronics' decision to acquire a major advanced driver-assistance systems (ADAS) business through its subsidiary Harman is widely viewed as a decisive escalation of its ambitions in automotive electronics. Yet the move is also stirring unease among industry observers, who warn that it could complicate Samsung's long-standing partnership with Hyundai Motor Group, raising questions about how the two South Korean giants will navigate an increasingly crowded and competitive automotive technology market.

Wednesday 31 December 2025

E-paper is turning colorful, and the supply chain is scaling fast

With the shift from black-and-white to color boosting pull-in demand, ESG, and AI, e-paper terminals are thriving. Both E Ink Holdings, the leading global e-paper materials supplier, and Netronix, the world's largest ereader ODM, have seen clear growth in 2025 and are expected to continue into 2026.

Wednesday 31 December 2025

INT unveils world's brightest 100,000-nit micro-OLED display for XR devices

Display maker INT-Tech has developed a groundbreaking micro-OLED microdisplay with brightness exceeding 100,000 nits, following up on the 60,000-nit display unveiled earlier in 2025. The company aims to use its native RGB self-emissive technology in XR devices, which will enable products featuring 10 times the brightness of current 10,000-nit OLED microdisplays.

Monday 29 December 2025

Display industry reshaped in 2025: Korean players quit LCD, Taiwan commercializes microLED

In 2025, the global display industry will undergo a major shift as South Korea exits LCD production and strengthens its OLED patent lead. China gains dominance over LCD capacity and market share, while Taiwanese companies advance with microLED, e-paper, and new business models. This marks a move from "capacity scale wars" to "technology value battles."

Tuesday 23 December 2025

With memory price hikes diluting end-of-year smartphone demand, AMOLED panel prices also drop

Despite approaching the end of the year and the promotional peak season coming to an end, overall utilization rates in the smartphone panel market have remained relatively high. Additionally, differences in market conditions and structures among panel technologies have led to mixed price movements.

Thursday 18 December 2025

China's polarizer consolidation cools capacity growth, easing price pressure in 2026

China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed China to the top globally, with Shanjin Optoelectronics and Hong Kong Heng Mei Group forming a clear duopoly.

Wednesday 17 December 2025

Sapien breaks into Meta's AR supply chain, challenging China's grip on smart glasses components

South Korean IC design house Sapien Semiconductor is emerging as a disruptor in the global smart glasses supply chain, after reports that it will supply display backplanes for Meta's next-generation augmented reality (AR) glasses, a development that could loosen China's long-standing grip on key micro-display components.

Wednesday 17 December 2025

Wah Hong ramps up mass production for smart meter applications with shipments surging

Wah Hong Industrial, a leading Taiwanese optical film and advanced materials maker, remains focused on product upgrades and structural adjustments to enhance overall competitiveness, despite tariff-related uncertainties and conservative demand in 2025, according to the company's president, Chih-Ming Lin.

Wednesday 17 December 2025

Memory shortages threaten to cut panel demand in 2026

Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable, with annual growth of around 2–3% and no major fluctuations. However, recent sharp increases in memory prices and tight supply have crowded out resources across the broader electronics industry, which could further affect panel demand, especially in notebooks and smartphones.

Tuesday 16 December 2025

OLED demand surges, lifting South Korea's display makers to record outlook

The global market for OLED display panels is entering its seasonal peak in the second half of 2025, and South Korea's leading panel makers—Samsung Display and LG Display—are emerging as the biggest beneficiaries of renewed demand for high-end smartphones. Analysts say shipments and revenue are set to accelerate, with the fourth quarter of 2025 likely to mark a record-breaking period for the industry.

Friday 12 December 2025

UltraChip shifts focus from e-paper to fast-growing automotive and industrial display ICs

UltraChip is accelerating a product overhaul as it shifts beyond its legacy electronic shelf label chips to pursue higher-margin markets in automotive and industrial display drivers. The company expects new applications, including bistable display technologies and light-source components developed by its UltraDisplay unit, to begin contributing in 2026.

Wednesday 10 December 2025

Micro LED's moment: Asia races to dominate the next display revolution

As display technology continues to advance, Micro LED has emerged as the next star after LCD and OLED—drawing intense interest and investment from panel makers worldwide.

Tuesday 9 December 2025

IRIS Optronics debuts full-color electronic paper on Japanese utility poles

IRIS Optronics, a provider of full-color cholesterol liquid crystal display technology, has collaborated with a Japanese electric power company to present smart utility pole displays using full-color electronic paper for the first time in Japan. The demonstration took place along major streets in Hachioji City and the Takao Mountain area.

Monday 8 December 2025

Largan eyes high-end product mix as key to 4Q25 performance

Largan Technology posted November revenue of NT$5.303 billion (approx. US$170 million), reflecting a 15.3% decrease from October and an 11.84% drop compared to November of last year, according to company data. The cumulative revenue for the first 11 months of 2025 totaled NT$55.509 billion, marking a 3.14% increase year-over-year.

Monday 8 December 2025

Taiwan's Kinko Optical sees revenue surge, plans waveguide lenses and LEO satellite products

Kinko Optical reported consolidated revenue of NT$408 million (approx. US$13.1 million) for November 2025, marking a 72.7% increase compared with the same month in 2024 and a 0.64% rise from October. Cumulative revenue for January through November 2025 reached NT$3.243 billion, up 48.1% from the same period last year.

Friday 5 December 2025

Taiwan's GSEO sees double-digit growth on strength in advanced optics

Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.269 billion (US$72.6 million) for November 2025, edging up 0.53% from October's NT$2.257 billion and rising 11.64% from NT$2.032 billion a year earlier.

Thursday 4 December 2025

WiseChip expands display tech into three industries

WiseChip Semiconductor general manager Wen-Qin Ye stated that overall operations have suffered from macroeconomic conditions and tariff impacts, falling short of expectations. However, the company has stabilized operations through inventory management and strengthened organizational efficiency, while actively developing new products. By diversifying its business, the company aims to pursue profitability and hopes that new applications in 2026 will contribute to revenue.

Saturday 29 November 2025

Taiwan optics firms shift to AR glasses as China cuts costs

Taiwan's optical component makers are stepping up spending on augmented reality glasses to capture rising demand worldwide, while Chinese competitors accelerate development of cheaper, integrated AR models. The industry sees AR as the next personal computing device tied closely to smartphones.

Friday 28 November 2025

Samsung Display cautious on OLEDoS ramp as yields stay low

Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR market limit near-term demand, according to people familiar with the matter. Analysts say the supplier is choosing to refine its microdisplay technology while waiting for the market to reach a level that can support larger volumes.

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