Subject


Display


2025-05-06

[Insights] Panel Prices in Early May: NB, MNT Prices Hold Firm Ahead of Tariff Calls

TrendForce discloses the latest panel prices for early May, with details as follows. TV As May begins, weakening demand for TV panels has become increasingly evident. Some brand customers have begun leveraging this opportunity to pressure panel makers for further price concessions. Aware of...

2025-04-08

[Insights] Panel Prices in Early April: TV and NB Prices Hold Steady as Tariff Jitters Loom

TrendForce discloses the latest panel prices for early April, with details as follows. TV Concerns over weakening TV panel demand are starting to spread in April. With inventory levels rising on the brand side, panel makers are becoming increasingly aware of softening demand. Although plans ...

2025-04-07

[News] Tariff Shock: Korean Chipmakers Could Face 4.3% Revenue Hit If U.S. Imposes 25% Semiconductor Tariff

According to Business Korea, which cites analyst forecasts, if the U.S. enacts a 25% tariff on semiconductors, it could lead to a 4.3% drop in revenue for Korean chipmaking companies. The report points out that though the direct impact on overall revenue is relatively limited—estimated at jus...

2025-03-27

[News] Samsung Reportedly to Supply M14 Panels for All iPhone 17 Models, Becoming Apple’s Top OLED Supplier

With the iPhone 17 launching this fall, speculation is swirling around its key suppliers, and Samsung is among one of them. According to South Korean media outlets Etnews and SamMobile, Samsung Display is set to supply M14-based OLED panels for the entire iPhone 17 series. The reports highlight a...

2025-03-25

[News] TCL CSOT Completes Equity Acquisition of LGD Guangzhou Panel and Module Factories

On March 18, TCL Technology announced that its subsidiary, TCL CSOT, had completed the industrial and commercial registration changes for the acquisition of 80% equity in LG Display (China) Co., Ltd. (hereinafter referred to as "LGDCA") and 100% equity in LG Display (Guangzhou) Co., Ltd. (hereinafte...

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