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SDC, BOE Reach Settlement Following ITC’s Preliminary Ruling

November 24, 2025

Samsung Display (SDC) and China’s BOE have brought an end to their two-year global dispute over OLED patents and technology. The turning point came when the US International Trade Commission (ITC) issued a strongly unfavorable preliminary ruling against BOE, including an import ban that would block BOE’s OLED panels from entering the US for roughly 14 years and 8 months. The decision amounted to a near “market exit” order for BOE in the US, prompting both companies to settle and withdraw all related lawsuits worldwide. Industry observers say the outcome confirms that the momentum of the dispute ultimately shifted in SDC’s favor.
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Samsung Display Expected to Supply More OLED Panels for the iPhone 17 Series Due to BOE’s Challenges - Why?

November 24, 2025

Several South Korean media outlets reported last week that BOE has resolved some reliability issues related to OLED panels for the iPhone 17 series and iPhone Air. Despite this progress, Apple is expected to increase its dependence on Samsung Display, which could supply up to 90 million OLED panels for the iPhone 17 lineup, highlighting once again the widening performance gap in LTPO OLED production for Apple’s most demanding models.
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OLED, MicroLED, and Beyond: Highlights from SID Mid-Europe Chapter Conference

November 21, 2025

The Society for Information Display’s (SID’s) Mid-Europe Chapter organized a two-day conference at Goettingen in Germany under the theme ‘Emissive Displays: OLED, MicroLED, and Beyond – Technology, Devices, Markets’. The event was hosted by Coherent and included a tour of the clean room where Coherent manufactures its laser annealing systems for LTPS display backplanes. While the industry has historically focused on Gen6 substrates, Coherent is now shipping Gen8 systems that enable the production scale-up of OLED panels for IT applications. Panel makers can choose between an excimer laser system or the newer solid-state PYTHON system. For MicroLED displays, Coherent has also developed a laser mass transfer technology that can work with a wide range of MicroLED chip sizes.
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Advanced TV Shipments to Grow to $39 Billion

November 13, 2025

The advanced TV market is forecast to grow to more than 54 million units in shipments and $39 billion in revenues by 2029, according to the latest release of Counterpoint Research’s Quarterly Advanced TV Shipment and Forecast Report. Global advanced TV shipments are forecast to increase at a 12% CAGR during 2024-2029, while revenues are projected to increase at a 4% CAGR during 2024-2028 to $39 billion and plateau at that level in 2029.
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Intel, BOE Detail 1 Hz Laptop Display Mode to Slash Power Use: What it Means and When it Arrives

November 3, 2025

Intel and BOE have outlined a new trio of display-side power-saving features for upcoming Windows laptops, headlined by an extreme low-refresh “1 Hz mode” that kicks in when on-screen content is static. The companies say the approach can cut the display’s power draw by up to ~65%, a meaningful gain given that the panel is often a laptop’s single biggest battery drain. Systems using this technology are expected to ship in 2026.
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Display Glass Revenues Up 11% in Q3 2025 on Strong Volume, Price Increases

October 28, 2025

Price increases in the second half of 2024, combined with strong utilization by panel makers in Q3 2025, drove display glass revenues to their highest value in at least 10 years, according to Counterpoint Research’s Display Glass Report, released last week. Display glass revenues increased 1% QoQ and 11% YoY in the third quarter, and although we expect that revenues will decline in the fourth quarter, they will increase 11% YoY for the full year of 2025.
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Frontlight Filmmaker Azumo Building US Supply Chain for Reflective LCD, Gets Boost from Amazon

October 27, 2025

Azumo, a developer of extremely low-power reflective LCD technology, has taken steps in recent months to develop a US-based supply chain for flat panel displays. The company is moving towards mass production of reflective LCD modules for use in a variety of applications. Earlier this month, it received a boost from Amazon when the tech giant announced that Azumo was one of eight companies chosen to advance in the Amazon Devices Climate Tech Accelerator, a 16-week program designed to accelerate technologies that lower the carbon footprint of millions of Amazon devices worldwide.
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