LG Display (LGD) is expected to see its OLED TV panel business turn profitable after a challenging twelve-year period. Profits have been gradually improving, with the operating profit for 2025 predicted to hit around KRW186 billion (US$135.7 million).

The first half of 2025 has reshaped the global EMS/ODM landscape, with generative AI emerging as the new industry driver. In a ranking compiled by Eric Huang, Senior Analyst and VP of the International Business Unit at DIGITIMES, the top 20 EMS/ODM players were assessed by revenue. The findings show that AI data centers — rather than smartphones or PCs — are now the dominant force influencing company performance and industry dynamics.

Huawei’s Harmony Intelligent Mobility Alliance (HIMA) reached top five in total sales in June, just one spot behind Tesla China, an indication of the beginning of Huawei’s path to supremacy. Although Huawei insists it does not make cars, it understands the importance of controlling core vehicle technologies and is gradually making improvements in the automotive field. However, the elephant in the room must be addressed: Will Huawei grow to be a larger threat to its partners and other Chinese automakers?