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Thursday 2 April 2026

TCL acquires majority stake in Sony's home entertainment business in a strategic global JV

Sony Corporation and TCL Electronics Holdings Ltd. have finalized agreements to form a strategic partnership in the global home entertainment sector, with TCL acquiring a 51% stake and Sony retaining 49%. The joint venture will operate worldwide, managing product development, design, manufacturing, sales, logistics, and customer service for televisions and home audio equipment.

Thursday 2 April 2026

China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk

China is reportedly drafting a consolidation plan for its display industry, with BOE Technology positioned for small- and mid-sized OLED and TCL China Star (CSOT) for large-size LCD, while smaller panel makers face potential mergers or exits.

Wednesday 1 April 2026

SiPh and advanced packaging shine at Touch Taiwan

The annual Touch Taiwan exhibition will take place April 8-10, 2026, featuring over 300 companies from 12 countries across 820 booths. Jim Hung, chairman of the TDUA, highlighted that with the panel industry undergoing a full transformation, half of the exhibitors this year are non-display manufacturers. The event focuses heavily on new business opportunities in silicon photonics (SiPh) and advanced packaging amid the arrival of the "light over copper" era.

Wednesday 1 April 2026

Taiwan panel leaders pivot: AUO targets CPO, Innolux advances FOPLP

Taiwan's panel industry is undergoing a collective transformation, with its two major players adopting distinct technology paths.

Wednesday 1 April 2026

Japan Display sells Tottori Fab, citing asset efficiency and continuing AutoTech work at a new site

Japan Display Inc. (JDI) signed a definitive agreement to sell its Tottori Fab to Yahata Touei Estate K.K., with handover scheduled for September 30, 2026; JDI said the transaction follows its March 2025 production halt and forms part of structural reforms that could influence global automotive display supply and the Japanese manufacturing consolidation industry.

Wednesday 1 April 2026

China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push

China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks across the supply chain, according to Yicai and Cninfo.

Tuesday 31 March 2026

Apple's OLED push sets off supplier race as LG Display tightens grip

Apple's long-term push into OLED displays is beginning to reshape the competitive landscape for panel makers, opening new fronts even as it consolidates others.

Tuesday 31 March 2026

Flex to acquire Electrical Power Products for US$1.1 billion

Flex said it has reached a definitive agreement to acquire Electrical Power Products (EP2), a specialist in engineered-to-order electrical control and protection systems, as it expands its footprint in critical power infrastructure.

Tuesday 31 March 2026

LCD TV panel prices rise on sports-driven stocking and surge in memory costs

Global TV buyers and manufacturers are facing higher prices and tighter availability after leading brands accelerated panel purchases in the first quarter of 2026 to meet sports-driven demand and absorb rising memory costs. This front-loading kept demand unusually strong despite typical seasonal softness, putting pressure on large-size LCD TV panels and influencing pricing across global markets.

Tuesday 31 March 2026

LCD monitor panel prices rose as notebook panel price drop slowed in March

Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight IPS supply and brands' early stocking have exacerbated global shortages, while notebook panel declines have softened as memory and CPU tightness limit price declines.

Monday 30 March 2026

E Ink Holdings breaks ground on Guanyin plant to boost large-size e-paper production

E Ink Holdings has broken ground on a new production base in Taoyuan's Guanyin Industrial Park. This move could expand the global supply of large-sized electronic paper and support low‑power display adoption worldwide by scaling output, creating jobs, and advancing the company's energy‑efficient, sustainable manufacturing capabilities and investment opportunities globally.

Wednesday 25 March 2026

China-South Korea panel war escalates: USPTO rejects Tianma patent challenge

The US Patent and Trademark Office has rejected an attempt by Tianma Microelectronics to challenge a patent held by LG Display, citing concerns that the Chinese company may be under the influence of a foreign government.

Tuesday 24 March 2026

Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26

As March nears its end, the smartphone panel market has yet to see a post-Lunar New Year replenishment cycle. With upstream costs rising and end demand softening, overall market conditions continue to deteriorate.

Tuesday 24 March 2026

Japan exits the living room: TCL nears deal to acquire Sony's TV business

Sony's deal to sell off a majority stake of its television business to rival TCL is reportedly nearing completion. The proposed US$1 billion transaction reflects the long decline of Japan's television giants at the hands of rising Chinese competitors like TCL.

Tuesday 24 March 2026

Apple supply chain shift and LG price cuts reshape OLED market

Given the escalating geopolitical tensions and intensifying competition in the global display market, recent developments indicate a significant reshaping of supply chains and pricing strategies across the OLED ecosystem, with ripple effects across smartphones, IT devices, and TVs.

Saturday 21 March 2026

Samsung orders 15M mid-range OLED panels from CSOT amid cost pressure

Samsung Electronics is reportedly shifting a significant portion of its mid-range smartphone OLED panel orders to China Star Optoelectronics Technology (CSOT) as rising memory prices intensify cost pressure, according to The Elec.

Friday 20 March 2026

Samsung reportedly ceasing TriFold smartphone sales

Samsung Electronics is reportedly discontinuing its premium Galaxy Z TriFold smartphone just months after launch, underscoring the device's role as a technological showcase rather than a mass-market product, according to Bloomberg. The US$2,899 foldable, featuring a dual-hinge design that expands into a 10-inch tablet, will first be pulled from South Korea before sales are halted in the US. Samsung's website has already removed messaging around restocks, listing the device as "sold out."

Friday 20 March 2026

Commentary: Taiwan's display panel makers are quietly becoming chip companies

Taiwan built its technology identity on two pillars: semiconductors and display panels. One has thrived. The other is reinventing itself.

Wednesday 18 March 2026

TCL's OLED debut exposes China's Korean panel dependence

LG Display (LGD) is reportedly supplying panels for TCL's first OLED monitor, marking a notable instance of South Korean OLED technology entering the Chinese market.

Wednesday 18 March 2026

Panel makers optimistic about 1Q26 despite February revenue declines

As a result of fewer working days, major Taiwanese panel makers all reported lower revenues in February. However, companies remain optimistic about the first quarter, as customers have pulled in panel orders earlier to prepare for upcoming sporting events, while surging memory costs have also prompted earlier procurement. Prices for LCD TV panels and LCD monitor panels have both risen in the first quarter, and despite the monthly revenue decline, industry players are not pessimistic.

Wednesday 18 March 2026

China price competition hits Samsung Display shipments while Korean OLED makers regain share

South Korean OLED makers face diverging trends across the global display market. Shipments to Chinese smartphone brands are weakening amid price competition and softer handset demand, while higher-value OLED products are helping Korean suppliers stabilize their market share after years of decline.

Monday 16 March 2026

Weekly news roundup: Memory crunch, AI supply chains, new manufacturing hubs

Below are the most-read DIGITIMES stories from the week of Mar 9-15, 2026:

Monday 16 March 2026

Visionox starts 8.6-gen OLED equipment orders, intensifying China–Korea race for IT displays

Visionox has reportedly begun equipment procurement for an 8.6-generation OLED production line, a move that could challenge Samsung Display's (SDC) early lead. SDC gained an advantage by supplying OLED panels for Apple MacBook products, but South Korea's display industry is closely watching China's panel makers as BOE, TCL CSOT, and Visionox accelerate construction of 8.6-generation OLED lines, raising the prospect of a shift in competitive dynamics.

Saturday 14 March 2026

Innolux puts Fab 2 and Fab 5 on sale as panel glut bites

Taiwanese flat-panel maker Innolux is seeking buyers for its Fab 2 and Fab 5 facilities as part of a consolidation strategy aimed at addressing persistent oversupply in the display industry, chairman Jim Hung said.

Friday 13 March 2026

JDI abandons plan to form AutoTech subsidiary, approval still subject to June 24 shareholder vote

Japan Display Inc. (JDI) has decided not to establish a new wholly owned subsidiary for its AutoTech automotive display business, the company disclosed on March 12, 2026. The decision is subject to approval at JDI's annual general meeting scheduled for June 24, 2026.

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