Powertip Technology's transformation from a basic display manufacturer to a comprehensive solution provider marks a significant shift in its business model. The company has evolved its product mix, with TFT displays now comprising nearly 70% of its portfolio, up from 50%, while black-and-white displays have decreased from 45% to approximately 30%.

Hannstar Display, a mid-sized panel manufacturer, is shifting its automotive development focus to India in response to geopolitical factors. Currently, automotive products represent the company's largest revenue source. The panel maker anticipates this proportion will continue to grow in 2025, with plans to begin assembly and production of automotive products outside Taiwan by 2026.

South Korean companies have increasingly focused on OLED technology to differentiate themselves from Chinese competitors in the television market. However, recent comments from Jun Zhao, CEO of TCL China Star Optoelectronics Technology (TCL CSOT), suggest a potential shift in this dynamic.

Advanced material provider Wah Hong is developing packaging and materials for Micro LED and Mini LED technologies with prices ranging from US$200 to US$300 per square meter. Company president Ching-Pin Yeh stated that these products are set to become key drivers of growth and he envisioned Wah Hong to be the "TSMC of coating materials."

Fan-out panel level packaging (FOPLP) is a promising semiconductor technology that has been attracting investments from Taiwan's supply chains, including IC foundries, OSATs, panel manufacturers, and IC substrate suppliers.

Samsung Electronics maintained its leadership in the global premium TV market during the third quarter of 2024, despite a notable decline from the same period in 2023. Conversely, Chinese brands Hisense and TCL achieved remarkable growth, with their shipment volumes more than doubling year-over-year, underscoring their expanding influence.

Data Image Corporation, a Qisda subsidiary, expects revenue to bottom out in the fourth quarter of 2024 due to delayed shipments from key clients. A significant rebound is anticipated starting in the first quarter of 2025, with annual revenue expected to surpass the numbers in 2024. Notably, with US President Donald Trump poised to assume office, Data Image's Vietnam facility is set for further expansion in 2025.

AUO made a striking impression at CES 2024 with its Micro LED automotive technology. Over the past year, the company strengthened its mobility segment through its merger with BHTC, establishing the AUO Mobility Solution Corporation (AMS), a wholly owned subsidiary. As the company prepares for CES 2025, it continues to expand its smart mobility portfolio with innovative solutions.

China's government has initiated a new wave of subsidies under the "Trade-In for New" policy for televisions and consumer electronics, effectively boosting TV demand. However, compared to the Mid-Autumn Festival and the National Day Holiday, the sales volume in the latest Single's Day shopping festival was lower than expected. Still, the surge in high-end TVs such as ultra-large screens and Mini LED backlight models significantly lifted overall sales revenue.

Japan Display Inc. (JDI) anticipates its eleventh consecutive year of net losses and plans to pivot from displays to growth sectors such as semiconductor packaging substrates and AI data centers, though the transition will require time.

TCL has officially entered the inkjet-printed OLED market with the launch of its APEX brand, while also commencing mass production of its 21.6-inch medical OLED panels. Announced at the Global Display Tech-ecosystem Conference (DTC 2024) in Guangzhou, the panels feature 4K resolution, brightness levels of 140/350 nits, and are set to ship on November 10.