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Friday 20 March 2026

TPK profit jumps as OLED tablets lift touch module pricing

Touch panel maker TPK Holding reported a sharp increase in profitability in 2025, as a shift in product mix and lower depreciation costs lifted margins, while higher-priced touch modules for OLED tablets are expected to continue supporting revenue.

Saturday 14 March 2026

E Ink sees record revenue, profit in 2026 as e-paper demand grows

Demand for e-paper displays remains strong, with E Ink Holdings expecting both revenue and profit to reach new highs in 2026, according to CEO Johnson Lee.

Saturday 14 March 2026

Portable X-ray detector maker InnoCare expands global network as US-Iran war triggers urgent orders

InnoCare Optoelectronics is expanding its global service network to capture growth from rising regional economies. Chairman James Yang said the company has entered India with localized manufacturing to reduce tariff barriers while addressing demand for healthcare digitalization. In the Americas, InnoCare has established local repair centers to provide immediate technical support and after-sales services, strengthening customer service and market share across regional markets.

Wednesday 11 March 2026

Jarllytec expects short-term trough as new hinge shipments begin

Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments of Chinese smartphones and US-brand notebooks pick up.

Tuesday 10 March 2026

Micro LED ramp in 1Q26 seen lifting Taiwan's Ennostar out of slump

Ennostar widened its loss in the fourth quarter of 2025 as seasonal weakness, softer demand, and customer inventory adjustments weighed on performance. The LED maker reported a net loss attributable to shareholders of NT$780 million (approx. US$24.8 million) for the quarter.

Tuesday 10 March 2026

BOE capex slowdown raises concerns for Korean display equipment suppliers

Chinese display maker BOE has signaled that its capital spending will decline in the coming years, raising concerns among South Korean display equipment suppliers that have relied heavily on Chinese demand for growth.

Monday 9 March 2026

LCD TV panel prices rise in 1Q26 as demand stays strong

After the Lunar New Year, LCD TV panel prices have continued to climb, driven by inventory buildup for sports events and rising costs. This momentum pushed February's LCD TV panel prices up by about US$1-2 per unit. Entering March, industry insiders expect sustained strong demand for LCD TV panels, with prices forecast to increase another US$1-3.

Monday 9 March 2026

LCD monitor panel prices to rise in March 2026 as notebook panel declines slow

As LCD TV panel prices climb, LCD monitor panel prices have also seen a modest rebound. Although brand vendors are placing orders at different rates, overall demand for LCD monitors remained steady in first quarter 2026, with prices expected to continue rising slightly in March. Meanwhile, notebook panels are still declining in price but show signs of stabilization.

Monday 9 March 2026

Samsung Display secures largest OLED supply for iPhone 17e, BOE's lead role questioned

Samsung Display (SDC) has reportedly secured the largest share of orders supplying OLED panels for Apple's latest budget smartphone, the iPhone 17e. This development overturns earlier industry forecasts that predicted BOE Technology Group (BOE) would be the primary OLED supplier for the iPhone 17e.

Thursday 5 March 2026

GIS eyes mass production of microLED AR glasses in 2H26 amid optical push

Touch panel maker GIS Holding said it has completed key processes and established strategic partnerships for optical and AI/AR device applications and expects some customers' microLED AR glasses to reach mass-production milestones in the second half of 2026.

Monday 2 March 2026

Radiant Optoelectronics pursues AR and metalens growth, aims for 2028 breakthrough

Backlight module supplier Radiant Optoelectronics has invested over NT$10 billion (US$318.16 million) in acquisitions under company chairman Yu-Chao Wang's leadership while advancing three new business lines targeting future growth. Despite a 40% profit decline in 2025, the company remains committed to innovation and expects to ramp up new ventures through 2027 toward significant revenue contributions by 2028.

Monday 2 March 2026

Daxin Materials eyes 30% revenue growth in key raw materials by 2026

Daxin Materials achieved strong gains in semiconductor materials in 2025, expanding its product lineup to 12 items. The company plans to introduce three to five new products in 2026, aiming for high double-digit growth in semiconductor material sales. Meanwhile, sales from display materials are expected to remain flat in 2026, while key raw materials could see annual revenue growth surpassing 30%.

Wednesday 25 February 2026

Korean suppliers brace for Apple's staggered iPhone 18 rollout

Emerging reports suggest that Apple is preparing its most significant shift in iPhone release strategy in more than a decade — a recalibration shaped not only by product ambition but by mounting supply-chain constraints.

Thursday 12 February 2026

Young Optics narrows losses as it shifts toward AI-focused products

After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and higher capacity utilization. The Taiwanese optical components maker reported a full-year net loss of about NT$9 million (approx. US$284,600), a dramatic improvement from the year before.

Wednesday 11 February 2026

Coretronic expects February shipments to decline amid off-season, fewer workdays

Taiwanese display solutions provider Coretronic reported consolidated revenue of NT$3.21 billion (US$101.86 million) for January 2026, down 21% from NT$4.06 billion in December 2025, but up 12% compared to NT$2.86 billion in January 2025. The company attributed the decrease primarily to weaker seasonal demand.

Wednesday 11 February 2026

Novatek predicts memory and visual edge AI to be the main demand drivers in 2026

Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the most critical factors affecting various electronic products, especially smartphones and PCs, in 2026. Aside from traditional DDI products, Novatek has recently made progress in new areas such as system-on-chip (SoC), application-specific ICs (ASICs), imaging, and edge AI. The company plans to continue launching new products and expand into diverse applications.

Wednesday 11 February 2026

LGD to sell Nanjing automotive LCD module business

LG Display (LGD) agreed on February 9 to sell its automotive LCD module business in Nanjing, China, to Toprun Total Solution, according to a regulatory filing reported by ZDNet Korea. The transaction is valued at approximately KRW104.1 billion (approx. US$71 million) and is scheduled to close on July 30.

Friday 6 February 2026

Largan posts 11% yearly revenue gain despite seasonal slowdown

Largan Precision, Taiwan's leading manufacturer of optical lenses, reported January 2026 revenue of NT$5.499 billion (approx. US$173.4 million), down 2% from the previous month but up 11% year-over-year.

Monday 2 February 2026

Apple and Samsung enter decade-long AR glasses race, putting Taiwan's optical suppliers on display

Demand for smart glasses is climbing. Alongside established players such as Meta, Rokid, RayNeo, and Xreal, heavyweight brands including Samsung Electronics and Apple are preparing to enter the market, raising the stakes across the supply chain. In Taiwan's optical industry, several suppliers have emerged as focal points.

Saturday 31 January 2026

LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its position in the increasingly competitive OLED market. Despite that, the company is proceeding cautiously on one of the industry's most closely watched questions: whether and when to commit to large-scale production of next-generation OLED panels for IT devices.

Friday 30 January 2026

AsiaTech Imaging expects strong first-quarter revenue growth following difficult 2025 performance

Asia Optical's subsidiary AsiaTech Imaging forecasts a 20-30% sequential revenue increase in the first quarter of 2026, signaling a recovery from a difficult 2025, President Iris Wu said during an online earnings call on January 28. Full-year revenue is expected to surpass 2025 levels.

Thursday 29 January 2026

Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump

China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and intense price competition. Industry sources indicate that the sector's difficulties are unlikely to abate in the coming year due to persistent market and macroeconomic pressures.

Wednesday 28 January 2026

AUO wins landmark US patent lawsuit, marking Taiwan's first victory in 22 years

After more than two years of patent litigation and a two-week trial, Taiwanese display technology giant AUO secured a significant victory in the US District Court for the Eastern District of Texas, Marshall Division. A jury ruled that AUO did not infringe any of the patents claimed by Texas-based Phenix Longhorn and declared one of the asserted patents invalid.

Monday 26 January 2026

Commentary: Metalenses move from lab to market, reshaping optical design

As optical technology continues to push toward ever more extreme miniaturization, metalenses are emerging as one of the optical industry's most closely watched inflection points heading into 2026. At the Consumer Electronics Show early this year, companies including MetaOptics and Kyocera showcased a range of wearable devices incorporating metalens technology, signaling that the long-promised shift from laboratory research to commercial deployment may finally be underway.

Monday 26 January 2026

Taiwanese precision optics reaps benefits of waveguide tech

Smart glasses have transitioned from being a concept to practical use and pricing. 2026 is expected to be major for AI wearable devices, especially after the compute power of multimodal AI models is deployed. The lightweighting of hardware carriers has become the core issue determining adoption rates. Waveguide technology, with its high light transmittance and thin-form advantages, is reshaping the value-chain distribution of the global optics industry.

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