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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.

Thursday 12 March 2026

Samsung reportedly wins foldable iPhone DRAM supply deal; 12GB LPDDR5X prices double

Samsung has reportedly secured an order to supply 12GB LPDDR5X DRAM for Apple's first foldable iPhone, negotiating a sharply higher price than in previous memory contracts.

Thursday 12 March 2026

Apple locks in book-style foldable iPhone, targets fall 2026 launch with 20% production boost

Apple has reportedly finalized the design of its first foldable iPhone, tentatively called the iPhone Fold, choosing a book-style form factor and targeting a fall 2026 launch. As market expectations grow, the company is said to have increased its initial production target by about 20%, a move expected to benefit its primary manufacturing partner, Foxconn.

Thursday 12 March 2026

Coretronic monitor shipments show potential, two new production lines added in 1Q26

OLED applications are increasing penetration in IT products, and backlight module manufacturer Coretronic has been shipping OLED tablets and OLED notebooks for the past two years. There was originally only one production line, but in the first quarter of 2026, Coretronic added two new lines to meet demand. Coretronic expects that monitor products in 2026, covering both OLED and LCD technologies, will see overall shipment volumes grow severalfold.

Tuesday 10 March 2026

Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging

Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these moves may appear aimed at stemming losses in the low-margin LCD market, they actually represent a strategic retreat designed to reposition assets toward the booming AI chip packaging sector.

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

Japan reportedly weighs US display plant with JDI to counter China's LCD dominance

Japan is in talks with Japan Display Inc. (JDI) to include a US display factory in a broader US$550 billion investment package for the US, a move aimed partly at reducing reliance on Chinese display supply chains amid Beijing's tightening grip on the global LCD market.

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.

Friday 6 March 2026

Samsung Display's 4Q25 profit soars on BOE's KRW500 billion patent payment

Samsung Display (SDC) reportedly received over KRW500 billion (approx. US$340 million) in patent royalties from leading Chinese panel maker BOE in the fourth quarter of 2025, which would explain how the company's operating profit for the quarter exceeded market expectations by roughly KRW1 trillion.

Friday 6 March 2026

South Korean OLED materials firm Lordin plans India expansion amid Chinese competition

South Korean OLED materials developer Lordin plans to seek a technology-special listing in the first half of 2027, with a US$25 million fundraising round targeted for completion in 2026, as it advances commercialization of its blue phosphorescent emitter technology and expands operations into India.

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.

Wednesday 4 March 2026

Taiwan eyes advanced packaging as panel makers' transformation edge

Facing price competition pressure from China, Taiwan's display panel industry is encountering growing operational challenges. However, the surge in AI chip demand for advanced packaging has opened a transformation opportunity based on existing panel technology foundations.

Wednesday 4 March 2026

Hisense leads 100-inch TV shipments as Chinese brands surge in 2025

The global flat-panel TV market continues to see shifting sales shares, with Samsung Electronics and LG Electronics maintaining overall leadership. However, Chinese brands like TCL and Hisense are rapidly closing the gap, breaking into the top five TV sellers worldwide.

Sunday 1 March 2026

BenQ Materials to regain momentum as medical business anticipates double-digit growth

Affected by a downturn in its display materials business and the appreciation of the New Taiwan dollar against the US dollar, BenQ Materials fell into losses in 2025. Its medical business, impacted by exchange rate fluctuations, grew only 5%. Chairman Z.C. Chen said that demand across all medical product lines is currently solid, and the company expects to return to double-digit growth in 2026.

Saturday 28 February 2026

BOE signals sustained TV panel price gains, speeds up OLED, packaging and perovskite push

China's leading panel maker BOE Technology Group has expressed cautious optimism about the LCD TV panel market in the first half of 2026, announcing accelerated progress on AMOLED and advanced packaging projects, according to Chinese media outlets Sina Finance and Jiwei.com.

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