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Friday 20 March 2026

Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens

Despite pressure on profits from geopolitical tensions and currency swings in 2025, Taiwan-based LED packaging maker Edison Opto is betting that a strategic pivot toward automotive electronics will drive growth this year.

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

Laster Tech posts 4Q25 profit rebound, drives full-year turnaround

Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million) in the fourth quarter of 2025, up 8.83% quarter-over-quarter. The company also posted a net profit after tax of NT$86.64 million for the quarter, a surge 2,725% from the previous quarter. This represents a full-year turnaround from losses to profits.

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

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.

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

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

Excellence Opto's Mexico expansion and AI orders set stage for margin improvement and supply-chain resilience

Excellence Optoelectronics reported a new monthly revenue high of NT$606 million (approx. US$19.31 million) for February 2026, a 7.38% increase from January and a 31.58% rise year-over-year, continuing momentum after the group's return to profitability in 2025.

Wednesday 4 March 2026

FitTech seeks enforcement to recover over US$43 million and CNY30 million from Sanan subsidiaries

LED equipment manufacturer FitTech announced it has filed compulsory enforcement applications with local Chinese courts to recover more than US$43.29 million and CNY30.37 million (approx. US$4.42 million) from two subsidiaries of Sanan Optoelectronics, saying the move follows unpaid arbitration awards.

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.

Monday 23 February 2026

Everlight files US lawsuit months after Seoul Semiconductor wins Korean court

Taiwan's Everlight Electronics Co., Ltd. and South Korea's Seoul Semiconductor Co., Ltd. have escalated their long-running legal battle, filing fresh patent litigation in the US even as a South Korean Supreme Court ruling has handed Seoul Semiconductor a major criminal-law victory.

Thursday 12 February 2026

Samsung Display reviews capacity expansion for Apple foldable OLEDs

Samsung Display (SDC) is reviewing additional investment to expand production capacity for foldable organic light-emitting diode (OLED) panels intended for Apple's first foldable iPhone, as Apple prepares to launch the device in the fall of 2026 and advances plans for subsequent models, according to industry sources.

Thursday 12 February 2026

Laster banks on China subsidies, Tesla and Zeekr wins amid margin push

LED automotive lighting module maker Laster said it expects China's car purchase subsidies and trade-in programs to stimulate domestic demand in the first quarter of 2026, and that overall end-market automotive demand should remain relatively robust.

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.

Tuesday 10 February 2026

Sony may influence TCL's SQD mini LED strategy as RGB mini LEDs rise

Global TV brands are competing in the high-end market with multiple technologies such as OLED, QLED, RGB Mini LED, and Micro LED, with RGB Mini LED backlighting becoming the focus for manufacturers in 2026. Although TCL Technology is facing technical obstacles, it continues to position SQD Mini LED as its primary flagship. However, some analysts believe that through collaboration with Sony, there may be an opportunity to adjust the positioning of RGB Mini LED TVs.

Friday 6 February 2026

Taiwan LED equipment maker FitTech wins arbitration, recovers NT$1.49b from China's Sanan

The arbitration ruling has been issued in an equipment contract dispute between Taiwan-based LED equipment supplier FitTech and China's leading LED manufacturer Sanan Optoelectronics. Under the decision by the China International Economic and Trade Arbitration Commission, Sanan subsidiaries Hubei Sanan Optoelectronics and Quanzhou Sanan Semiconductor Technology are required to pay equipment fees, interest, and compensation to FitTech. After deducting late delivery penalties and part of FitTech's legal expenses, the total payable amount stands at about NT$1.49 billion (US$47.2 million).

Wednesday 4 February 2026

Defending the crown: Samsung and LG leverage AI and Micro RGB to counter Chinese rivals in appliances and displays

As Samsung Electronics and LG Electronics prepare for 2026, both South Korean technology leaders are sharpening their competitive edge by embedding artificial intelligence (AI) across displays and home appliances. Beyond hardware upgrades, their strategies increasingly rely on subscription and leasing models, platform ecosystems, and an expanded Micro RGB TV lineup, signaling a shift toward service-oriented growth and deeper customer engagement.

Wednesday 4 February 2026

Taiwan's paper-counting academic culture is being challenged—here's why

Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology Council (NSTC) Minister Cheng-wen Wu is now calling for a different approach—one focused on global impact and technological leadership rather than paper counts.

Wednesday 4 February 2026

South Korea tops China, Taiwan in Micro LED, but supply chain dependence looms

South Korean panel makers are about one to two years ahead of competitors in China and Taiwan in Micro LED driving and assembly technologies, according to analysts. However, the country remains heavily reliant on overseas suppliers for chips and backplanes, making supply-chain independence an increasingly pressing issue.

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.

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.

Tuesday 27 January 2026

Samsung, LG turn to RGB Mini-LED as Chinese TV rivals gain ground

Samsung Electronics and LG Electronics unveiled new RGB Mini-LED televisions at the CES 2026 trade show, signaling a strategic bet on refined LCD backlighting to shore up their TV strategies.

Monday 26 January 2026

Rising precious metal costs prompt Taiwan LED makers to assess price hike

Rising precious metal prices are rippling through the LED industry, prompting Chinese manufacturers to issue price increase notices and pushing Taiwanese suppliers to consider similar moves. Taiwan-based LED maker Edison Opto has already announced broad price increases, while peers including Ennostar and Everlight Electronics are said to be internally evaluating their pricing strategies as cost pressures mount.

Monday 26 January 2026

IT applications show potential for OLED DDI adoption, but upgrade pace remains slow

Introducing OLED technology into IT applications has been on the rise over the last couple of years, and display driver IC (DDI) companies expect this segment to provide new incremental growth momentum for OLED DDIs. Major notebook companies have already rolled out high-end product lines equipped with OLED displays, indicating that related projects are already shipping. However, DDI brands say the impact has not been particularly noticeable so far, describing the current situation as having projects but limited shipment volumes.

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