TrendForce's latest research on smartphone panels reveals that shortages and rising memory prices—one of the most costly components in smartphones—are reshaping brand shipment strategies for 2026 and weakening panel demand.

Global smartphone panel shipments are projected to reach 2.14 billion units in 2026, down 7.3% YoY from 2.31 billion units in 2025. This marks the end of the growth cycle that began in 2023 and the market's first annual decline in several years.

LG Display today reported unaudited earnings results based on consolidated K-IFRS (International Financial Reporting Standards) for the three-month period ending September 30, 2025.

• Revenues in the third quarter of 2025 increased by 25% to KRW 6,957 billion from KRW 5,587 billion in the second quarter of 2025 and increased by 2% from KRW 6,821 billion in the third quarter of 2024.
• Operating profit in the third quarter of 2025 stood at KRW 431 billion. This compares with the operating loss of KRW 116 billion in the second quarter of 2025 and with the operating loss of KRW 81 billion in the third quarter of 2024.
• EBITDA in the third quarter of 2025 increased by 35% to KRW 1,424 billion from KRW 1,054 billion in the second quarter of 2025 and increased by 23% from KRW 1,162 billion in the third quarter of 2024.
• Net profit in the third quarter of 2025 was KRW 1 billion, compared with the net profit of 891 billion in the second quarter of 2025 and with the net loss of KRW 338 billion in the third quarter of 2024.

LG Display, the world's leading innovator of display technologies, announced today its participation in K-Display 2025 at COEX in Seoul for three days from Aug. 7, as the company is showcasing innovative technologies and products ranging from large, medium, and small-sized panels to automotive displays. LG Display is presenting OLED innovations and display solutions that bridge the present and future under the theme, "Shaping the Future." In particular, the exhibition features an experience Zone where visitors can directly encounter the world's first and best technologies, enhancing their understanding of LG Display's capabilities.

The OLED Heritage exhibition space allows visitors to see at a glance the technological leadership LG Display has achieved since becoming the first in the world to successfully mass-produce large-sized OLED panels. This journey covers the company's 15-inch OLED panel prototype from 2009, which laid the foundation for OLED TV panels, as well as a Tandem OLED panel with a two-layer structure, the deuterium atom structure of second-generation OLED, the Micro Lens Array (MLA) technology of third-generation OLED, and the Primary RGB Tandem structure of fourth-generation OLED. All are presented so that visitors can more intuitively understand OLED technology.

LG Display today reported unaudited earnings results based on consolidated K-IFRS (International Financial Reporting Standards) for the three-month period ending March 31, 2025.

• Revenues in the first quarter of 2025 decreased by 23% to KRW 6,065 billion from KRW 7,833 billion in the fourth quarter of 2024 and increased by 15% from KRW 5,253 billion in the first quarter of 2024.
• Operating profit in the first quarter of 2025 recorded KRW 33.5 billion. This compares with the operating profit of KRW 83.1 billion in the fourth quarter of 2024 and with the operating loss of KRW 469 billion in the first quarter of 2024.
• EBITDA profit in the first quarter of 2025 was KRW 1,231 billion, compared with EBITDA profit of KRW 1,306 billion in the fourth quarter of 2024 and with EBITDA profit of KRW 810 billion in the first quarter of 2024.
• Net loss in the first quarter of 2025 was KRW 237 billion, compared with the net loss of 839 billion in the fourth quarter of 2024 and with the net loss of KRW 761 billion in the first quarter of 2024.

LG Display recorded KRW 6.065 trillion in revenues and KRW 33.5 billion in operating profit in the first quarter of 2025.

LG Display today reported unaudited earnings results based on consolidated K-IFRS (International Financial Reporting Standards) for the three-month period ending December 31, 2024.

• Revenues in the fourth quarter of 2024 increased by 15% to KRW 7,833 billion from KRW 6,821 billion in the third quarter of 2024 and increased by 6% from KRW 7,396 billion in the fourth quarter of 2023.
• Operating profit in the fourth quarter of 2024 recorded KRW 83.1 billion. This compares with the operating loss of KRW 80.6 billion in the third quarter of 2024 and with the operating profit of KRW 132 billion in the fourth quarter of 2023.
• EBITDA profit in the fourth quarter of 2024 was KRW 1,306 billion, compared with EBITDA profit of KRW 1,162 billion in the third quarter of 2024 and with EBITDA profit of KRW 1,272 billion in the fourth quarter of 2023.
• Net loss in the fourth quarter of 2024 was KRW 839 billion, compared with the net loss of KRW 338 billion in the third quarter of 2024 and with the net income of KRW 50.5 billion in the fourth quarter of 2023.

In a major leap forward for high-performance computing, Venom Computers announced the launch of its newest model: the BlackBook Zero 14" Phantom G9. The Phantom G9 is the latest example of Venom's commitment to blending unmatched power with conscientious sustainability and is designed for Venom's exclusive users, who include discerning professionals and informed tech enthusiasts.

"The Zero 14 Phantom isn't just about leading-edge specs, though we're proud of those," said Jaan Turon, Director of Venom. "This new model also embodies our dedication to longevity and service in what we call the Venom Value Cycle: a sustainable ethos that benefits both customers and the environment."

Unlike AUO, it appears that InnoLux has managed to create a Micro LED display with usable resolution, as the 9.6-inch display that the company was demoing at Touch Taiwan delivers 1920 x 1080 pixels, or 229 pixels per inch. The display also looked really good, although it was hard to judge if it had any pixel defects like the AUO 17-3-inch display, as it was continuously running various animations on a dark background, which prevented a good look at the panel.

InnoLux built this display on its LTPS technology and each LED measures a mere 40 micron across. The panel offers a 300 cd/m² brightness and supports 115 percent of the NTSC colour gamut. Although the display looked really good, we're not quite sure where the market is for this display, although it might find its way into some kind of tablets, assuming the price is right. However, it looks like InnoLux is ahead of AUO when it comes to working out how to manufacture Micro LED displays, but unlike its competitor, it seems like InnoLux hasn't figured out how to make them in a more useful size.

It wasn't just AUO that had high-end gaming notebook panels on display at Touch Taiwan, as InnoLux also had a pair of interesting models that the company was showing off. The smaller model of the two was a 14-inch LTPS (Low-Temperature PolySilicon) panel with 2560 x 1600 resolution with a brightness of 500 cd/m². It features a VRR range of 30 to 120 Hz, which seems ideally suited for a gaming notebook, since they tend to have weaker GPUs that are likely to drop below the typical 48 Hz VRR threshold. It also supports 100 percent of the sRGB colour gamut.

The second display is a 16-inch model, but with a lower 1920 x 1200 resolution. The lower resolution is because this panel comes with a 540 Hz refresh rate, as high as AUO's E-TN gaming monitor panel. However, we should note that Chinese BOE announced a 600 Hz gaming notebook display last year, so this is far from the fastest gaming notebook display out there. It's also not the brightest display out there at 300 cd/m², but it supports 100 percent of the DCI-P3 colour gamut, most likely thanks to being an LTPS based panel rather than TN or similar.

The massive rise in market demand for notebook computers in response to distance learning needs and WFH applications from 2020 to 2021 has generated not only a double-digit growth in notebook panel shipment, but also a price hike of more than 40% for notebook panels, according to TrendForce's latest investigations. As various suppliers subsequently scramble to manufacture OLED, LTPS, and oxide panels, TrendForce forecasts these high-end notebook panels to reach a 17.8% market share in 2021 and 21.4% in 2022.

Panels based on OLED technology are primarily supplied by SDC, whose OLED notebook panel shipment for 2020 reached 800,000 pcs. SDC is expected to ship more than four million pcs of OLED notebook panels in 2021, with room for further growth in 2022. In addition to SDC, EDO is also expected to begin mass producing OLED notebook panels in 2H21-1H22. As such, TrendForce expects OLED panels to reach a 1.3% penetration rate in the overall notebook panel market this year. Although BOE and CSOT are currently fully engaged in Hybrid OLED development, Hybrid OLED panels will not enter mass production until 2023 due to technological and cost-related bottlenecks that are yet to be resolved.

It's true, it seems: as time passes, technology becomes cheaper, the entry point becomes lower, more people can acquire more products, demand balloons, and supply tries to keep up. The fundamentals sine right through AU Optronics' choice to increase output on panels that are apparently flying from their inventory: high-end LTPS notebook panels, for one, are selling like hot cakes. The reason is simple: LTPS (low-temperature polycrystalline silicon) can better sustain higher resolution panels with higher vibrancy and accurate color reproduction, but deteriorates faster than IPS LCD panels. So, it serves two purposes (though they'll never tell you about the second): better specs and increased, built-in obsolescence: a traditional feature in the world of capitalism.

Besides LTPS, 4K panels have increased their momentum (planned adoption rates for 2018 are being set at 40%, 10% over 2017's 30% attachment rate), 75-85" panel sales have more than tripled since the beginning of 2018, and 8K panels will start being shipped (in relatively small volumes) in the first quarter of this year. AU Optronics has also increased fabrication of 240 Hz screens for manufacturers that then use their panels on premium products, such as Acer, Asustek Computer, BenQ, ViewSonic, AOC and Philips.