BOE’s iPad Air OLED — the Handling Problem of a Single Stack
Key News Facts BOE is pursuing entry as a secondary supplier of OLED panels for a new iPad Air model
Trends
Samsung’s Robot Hand — the Precision-Grip Problem of Tendon-Driven Actuation
Key News Facts Following the launch of its RX business promotion office, Samsung Electronics conducted a demonstration in which a
10,000-Ton Turntable and TGV Laser — Two Diverging Paths: Scale and Precision
Key News Facts SFA and LS Cable & System have begun sequential shipment of submarine-cable turntables to LS Cable’s plant
Samsung SDI Acquires GM’s Stake — Secures First Sole-Owned Battery Plant in the US
Key News Facts Samsung SDI announced on August 11 that it will acquire GM’s entire 49.99% stake in their joint
EV Battery Usage Up 20% in H1, Chinese Makers Gain Share — What It Means for Equipment Demand
EV battery usage in H1 this year rose 20% year-over-year. CATL held the top spot at 242.7GWh (39.9% share), BYD was second, and LG Energy Solution was third with 52.6GWh…
Even BOE Enters the KRW 6 Trillion Glass Substrate Market — A Structure That Mirrors the Battery Materials Race
The era in which plastic substrates can no longer handle AI chip heat has arrived. The glass substrate market is projected to reach roughly $4.2 billion by 2034, and BOE has now entered the race…
China’s Fast Catch-Up Threatens OLED Too — K-Display’s SOS and a Pattern Equipment Makers Keep Seeing
China already dominates LCD, and its catch-up pace in OLED is accelerating. The industry has petitioned for expanded tax credits while Samsung Display advances foldable UTG center-etching technology…
H1 2026 Semiconductor Policy Roundup Across Major Countries — What the Equipment Supply-Chain Race Signals for Batteries
The Korea Semiconductor Industry Association (KSIA) released a report on semiconductor policy trends among major countries for H1 2026. The US ties its 232 tariff to domestic investment, Japan confirmed a ¥250 billion government stake in Rapidus, and the EU…
H1 2026 Major-Country Semiconductor Policy Roundup — What Equipment Supply Chain Self-Sufficiency Signals for Batteries
Key News Facts The Korea Semiconductor Industry Association (KSIA) released a report on major-country semiconductor policy trends for H1 2026.
GM Extends SAIC-GM Joint Venture by 20 Years Instead of Exiting China — A Reshaping Seen from the Battery Equipment Supply Chain
Key News Facts GM has extended for 20 years its contract for SAIC-GM, the 50:50 joint venture it operates with
![[Trend] China’s CETC Fenghua Lands First Direct Deal with LG Display for OLED Equipment — A Signal Korean Equipment Mak…](https://boltenertec.com/wp-content/uploads/2026/08/mixer-disperser-03-1024x805.jpg)
[Trend] China’s CETC Fenghua Lands First Direct Deal with LG Display for OLED Equipment — A Signal Korean Equipment Makers Should Watch
CETC Fenghua, a display equipment maker under China Electronics Technology Group (CETC), has supplied one cleaner and six degassers to