BOE – Display Daily

Visionox at MWC 2026: Rethinking How OLED Scales

by Emory Kale

With lithography-based pixelization and a fourth-generation emissive material now in production, the Chinese panel maker is making the case that OLED’s next challenge is manufacturing architecture, not peak performance.

Section 301 Is Now the Tariff Floor. The Display Industry Should Plan Accordingly.

by Emory Kale

The Supreme Court’s ruling narrowed presidential tariff authority but left Section 301 on China fully intact and, if anything, more politically durable. For the display industry, that resolves the uncertainty in the worst possible direction for anyone still hoping for a near-term unwind. Tariffs on China-origin display hardware are now a structural, model-worthy input. The routing questions, the sourcing questions, the capex questions, they all have to be answered in that light.

The Smartphone Panel Market Faces a Reality Check in 2026

by Joseph Bryans

After last year’s euphoria what else did you expect.

Display’s Big Six Post Strongest Results in Years as OLED Shift Pays Off

by Joseph Bryans

Korean incumbents Samsung Display and LG Display have leveraged their OLED technology leadership to rebuild margins, while Chinese scale players BOE, TCL CSOT, and HKC have used aggressive capacity utilization and cost discipline to generate strong cash flows.

AR Finally Arrives

by Sweta Dash

Bay Area SID’s one-day AR/VR conference “Seeing Is Believing” in November gave a glimpse of the current state of the technology and requirements for future development.

The High-Stakes Legal Battle That Could Reshape the Global OLED Market

by Emory Kale

The BOE-Samsung dispute ultimately represents more than a bilateral legal battle, it’s a defining moment for the global display industry’s competitive future.

Tags:Apple| BOE| OLED| Samsung| showcase

BOE Files New OLED Patent Lawsuit Against Samsung

by Joseph Bryans

Apple is said to be evaluating contingency plans, including diversifying suppliers to reduce legal risk.

Tags:Apple| BOE| OLED| Patents| Samsung

LG Display Positioned for Strong Q3 Recovery on iPhone 17 and iPad OLED Production Ramp

by Emory Kale

Despite the volume decline, LG Display maintains a revenue advantage through its focus on higher-priced LTPO panels.

MicroLEDs Are Not Ready for Prime Time

by Barry Young

Very little has changed over the past 10 years.

Display Week 2025: Automotive Drives Innovation While Blue EL-QLED Remains the Holy Grail

by Peter Palomaki

The industry’s main show has once again come and gone. I was there to live it, see it, and dare I say feel it too.

Displays Are More Strategic Than You Think

by Chris Chinnock

What you see at Display Week can show up as products at CES next year and provide clues into the competitive struggles among a range of new and existing display.

BOE Profits Surge 108%

by Emory Kale

In 2024, BOE reported total revenue of ¥198.38 billion ($27.75 billion), marking a 13.66% YoY increase from ¥174.54 billion ($24.41 billion) in 2023. The company’s net profit attributable to shareholders surged to ¥5.32 billion …

Tags:BOE| financials| LCD| OLED