The outlook for South Korea's two major display makers—LG Display (LGD) and Samsung Display (SDC)—is strengthening as both companies move toward improved performance in the large-size OLED market. LG Display's white-OLED (WOLED) business is expected to turn an annual profit for the first time, while SDC is narrowing losses in its QD-OLED operations by focusing on the high-margin monitor segment.
As global demand for advanced semiconductor packaging surges, Taiwanese specialty chemicals and materials maker E-Chem is investing aggressively to seize new market opportunities. The company, known for its semiconductor process chemicals and eco-friendly materials, announced that it has begun shipping products to leading advanced packaging and substrate manufacturers, and will expand exports in Q4 as part of a broader international push.
The global market for small-sized OLED displays is on a path of steady expansion through the end of the decade, fueled primarily by the rising demand from smartphones, particularly Apple's iPhone lineup. However, with demand expected to outpace supply, analysts are warning of a potential OLED panel shortage as early as 2028.
