[SID 2025] Lenovo, Rollable Laptop
[SID 2025] Lenovo, Rollable Laptop
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[SID 2025] Lenovo, Rollable Laptop
[SID 2025] LG Display, 12-inch Stretchable Micro LED
In March 2024, China’s BOE began construction of B16, an 8.6-generation (2290×2620 mm) OLED production line for IT, in Chengdu, Sichuan Province, with a total investment of RMB 63 billion (approximately KRW 12.4 trillion). In April 2024, BOE ordered a horizontal evaporator from Sunik Systems, and in May 2025, the B16 line will receive key equipment, including Abaco’s evaporator logistics system and Sunik Systems’ horizontal evaporator.
[SID 2025] LG Display, 22″ Zero Bezel Micro-LED
The development of LEDoS for AR glasses by Samsung Electronics’ semiconductor (DS) division has been the focus of much attention. Last year, the DS division of Samsung Electronics established a department dedicated to micro-LEDs within the CSS (Compound Semiconductor Solutions) business team, but there have been ongoing discussions with Samsung Display regarding the selection of a business manager.
UBI Research’s “2025 OLED Emitting Materials Report” analyzes the latest trends and key issues in the OLED industry and comprehensively analyzes the technological development direction of OLED panel companies and luminescent materials companies. It also analyzes the mass production capacities of OLED panel companies, supply chain and panel structure, and analyzes the performance of luminescent materials in detail and forecasts the market size.
LetinAR’s PinTilt technology was introduced at the three-day OLED & XR KOREA 2025, held in April 16. The development of AR glass optics, on which global interest is concentrated, is still in its current state of development; AR technology begins with optics that superimpose a virtual image on the real environment.
Over the past few years, we have analyzed trends in micro-LED technology and products. Along with the advancement of mini-LED backlight technology, micro-LED has emerged as the next-generation display technology, and interest is growing in when micro-LED will enter the mainstream market. Major display companies and research institutions in countries such as China, Taiwan, South Korea, the United States, and Europe have been accelerating technology development and product commercialization through years of investment, achieving a significant transition from the laboratory stage to mass production. However, the market share of micro-LED in the overall display market remains low, and the pace of commercialization as a mainstream product is still slow.
LG Display announced on May 1 that it had successfully verified the performance of a blue phosphorescent OLED panel for mass production for the first time in the world. Following the development of blue phosphorescence in collaboration with UDC last year, this achievement was made in just 8 months, and it is evaluated as one step closer to realizing the ‘dream OLED’.
This article introduces the contents of the “2025 OLED Emitting Materials Report” published by UBI Research in May 2025. The “2025 OLED Emitting Materials Report” analyzes the latest trends and major issues in the OLED industry and comprehensively analyzes the technology development direction of OLED panel companies and emitting materials companies. It also analyzes the mass production capacities of OLED panel companies, supply chain and panel structure, and analyzes the performance of emitting materials in detail and forecasts the market size.
As vehicle displays move beyond simple driver assistance devices to become a core element of the vehicle experience, the global auto industry is seeking a balance between two opposing trends. One is the ‘minimalism’ trend, which emphasizes simplicity by eliminating unnecessary elements, and the other is the ‘living room’ trend, which seeks to decorate vehicles like living rooms. These two trends are unfolding with distinct differences across regions, customer groups, and manufacturers.
In the ‘2025 Automotive Display Technology and Industry Trends Analysis Report’ by UBI Research, various technologies, companies, and market trends of automotive displays were introduced. In 2024, global shipments of automotive display panels reached 236 million units, an 8.3% increase from the previous year. It is expected to reach 241.8 million units in 2025. In 2024, OLED panel shipments reached approximately 2.48 million units, an increase of 126% from the previous year.
[Touch Taiwan 2025] AUO, Smart Cockpit (Micro LED)
AUO, a Taiwanese global display specialist, captured the attention of the industry by showcasing a 127-inch Micro-LED TV with its latest technology at Touch Taiwan 2025 in April. More than just a technology demonstration, AUO’s exhibit is seen as a strategic move with the company’s full-scale commercialization in the ultra-large premium TV market in mind.
Micro-LED display technology leaders AUO, Innolux, and PlayNitride showcased their latest technologies at Touch Taiwan 2025 on April 16 to demonstrate the wide range of applications and commercialization possibilities of Micro-LEDs. They showcased products for large displays and automotive solutions, as well as a variety of other applications.
[Seoul Mobility Show 2025] Hyundai Mobis, Holographic Windshield Transparent Display
It is anticipated that Apple will delay the launch of the standard model in the iPhone 18 series, which is expected to be released in 2026. Until now, Apple has released four models for each iPhone series: the standard model, Max, Pro, and Pro Max. In the 2025 iPhone 17 series, the Max model is expected to be replaced by a new Air model, and the Air model is projected to be the most expensive among the four.
At a recent display industry exhibition, ULVAC unveiled its silicon-based Micro OLED display and mass production process, highlighting its competitive edge in the expanding XR and metaverse device market. The showcased solution is a result of collaboration with Zhejiang Hongxi Technology Co., Ltd. (Metaways), a rising Chinese player specializing in Micro OLED development and module integration.
At FPD China 2025’s “CDC Metaverse – Display on Silicon” on March 26, 2025, a group of experts presented on topics such as building AI and AR glass ecosystems, silicon-based display technology roadmaps, key process, equipment and material innovations, and industry and market trend forecasts.
The ICDT2025 conference was held from March 23rd to 25th in Xiamen, China. Among the exhibitors, Tianma company exhibited more Micro-LED products than other companies, showing that Tianma is the most active in product development among Chinese companies. Of course, in addition to Micro-LED, Tianma also exhibited automotive display products using LCD technology and OLED technology at the ICDT 2025 conference to showcase its technology.
According to UBI Research’s “1Q25 Quarterly OLED Material Market Tracker,” the amount of emitting material used in 2024 was 130 tons. Shipments from Korean and Chinese panel makers increased simultaneously, up nearly 30% from 2023.
While Micro-LED TVs are expected to enter the consumer market in 2025, RGB Mini-LED TVs with lower OLED performance are expected to enter the market and compete with OLED TVs. Chinese panel producers, which lag far behind Korea in OLED production volume, are strategically focusing on RGB Mini-LED technology development, while Samsung Electronics and SONY are also entering this field.
According to UBI Research’s ‘1Q25 Small OLED Display Market Track’, which includes application performance and outlook for smartphones, foldable phones, smartwatches, etc., small OLED shipments in 2024 are expected to reach 980 million units, an increase of approximately 200 million units from 773 million units in 2023. The small OLED market is expected to exceed […]
This article introduces the contents of the ” 2025 Mid-to-Large OLED Display Annual Report” published by UBI Research in March 2025. The ” 2025 Mid-to-Large OLED Display Annual Report” covers key issues, product trends, panel development trends and production line status, market outlook, etc. of the medium and large OLED industry.
[MWC 2025] Huawei, Mate XT Ultimate
[MWC 2025] ZTE, UPC
[MWC 2025] Lenovo, Robot Arm
[MWC 2025] Lenovo, Slidable
[MWC 2025] Lenovo, Foldable
According to UBI Research’s latest report, “2025 Mid-to-Large OLED Display Annual Report,” the number of IT OLEDs, especially notebook and tablet launches, surged in 2024, unlike small OLEDs, which have maintained a similar number of launches over the past four years.
According to the ‘2025 Small OLED Display Annual Report’ recently published by UBI Research, in 2024, OLED shipments for smartphones and foldable phones totaled 8.34 billion and 24 million units, respectively. In 2023, OLED shipments for smartphones and foldable phones were 65.5 billion and 22 million units, respectively.
Laptop manufacturer Lenovo plans to launch a rollable OLED notebook in 2025, and Samsung Display is expected to exclusively supply the panels. Lenovo simultaneously exhibited an AI notebook with foldable OLED and an AI notebook with rollable OLED at MWC 2025 held in Barcelona, Spain.
The “2025 Small OLED Display Annual Report” by UBI Research, released in March 2025, forecasts significant growth in OLED shipments. In 2024, smartphone and foldable phone OLED shipments are projected to hit 8.33 billion and 25 million units, respectively, rising to 9.1 billion and 30 million units in 2025. This growth is driven by Samsung’s increased use of rigid OLEDs, more flexible OLED shipments from Chinese manufacturers, and a shift from LCD to OLED displays.
According to UBI Research’s ‘1Q25 mid- to large-sized OLED display market track’, Samsung Display’s shipments of OLED panels for notebooks in 2024 are approximately 8.4 million units, a 55% increase compared to 2023. The market is expanding as the volume of OLED panels for notebooks from Samsung Display, which supplies not only Samsung Electronics but also overseas notebook set makers such as Dell, HP, and Lenovo, increases.
[MWC 2025] Samsung Display, Light Field Display
[MWC 2025] Samsung Display, Round Display
[MWC 2025] Samsung Display, Rollable Display
[MWC 2025] Samsung Display, Next Gen Foldable Display
[MWC 2025] Samsung Display, Micro LED Stretchable Display
[MWC 2025] Samsung Display, Foldable Display
[MWC 2025] Samsung Display, Bezel less Display
Not only are vehicle displays increasing in size and number, but pillar-to-pillar displays, which integrate multiple displays on the dashboard into a single screen, have recently been applied to automobiles. Pillar-to-pillar displays have the advantage of enhancing the competitiveness of premium automobile brands through simple and stylish interiors, and allowing users to enjoy movies and games in the car through large screens.
The OLED & XR KOREA 2025 conference, a global event showcasing the latest technologies and innovations in the display industry, will take place from April 16 to 18, 2025, at Yangjae EL Tower in Seoul, South Korea.
AI technology is making a soft landing and the AI era is opening up. Recently, the competition among big tech companies to become the winner of the AI war has become more intense.
We will introduce the contents of the “2025 Automotive Display Technology and Industry Trends Analysis Report” published by UBI Research in February 2025 as a series. As the first series, we will introduce Panoramic-HUD, which is included in the report.
[CES 2025] TCL CSOT, QD Mini LED Display
[CES 2025] TCL CSOT, IJP Medical Ultrasound Suitcase
[CES 2025] TCL CSOT, Curved Wood Infused Display / Entertainment Display
[CES 2025] TCL CSOT, 163-inch Micro LED TV
[CES 2025] TCL CSOT, 115-inch QD Mini LED TV
[CES 2025] TCL CSOT, 14-inch IJP QD EL Notebook
[CES 2025] TCL CSOT, 4K 120Hz IJP OLED MNT
[CES 2025] TCL CSOT, 3D AR HUD
[CES 2025] TCL CSOT, 21.6″ 4K IJP OLED Professional Display
[CES 2025] Seoul Semiconductor, 360 Same color
[CES 2025] Samsung Display, Stretchable Display
[CES 2025] Samsung Display, Slidable Flex Vertical
[CES 2025] LG Electronics, Transparent OLED T
[CES 2025] LG Electronics, Transparent OLED T
[CES 2025] Samsung Display, AI Winning Mode On for OLED laptops
[CES 2025] Samsung Electronics, Micro LED TV
[CES 2025] LG Electronics, LG Signature OLED T
[CES 2025] LG Electronics, AI Home
[CES 2025] Kyocera, BIFOCAL Mirror
[CES 2025] Hisense, Ultra Bright Laser TV
[CES 2025] Hisense, Rollable Laser TV
[CES 2025] Hisense, RGB Local Dimming Mini LED TV
[CES 2025] Hisense, Micro LED Transparency Display
[CES 2025] Changhong, 77-inch OLED TV
[CES 2025] BOE, Foldable + Curvable Flexible Automotive Display
[CES 2025] BOE, Automotive Slidable OLED Display
[CES 2025] Samsung Display, Micro LED Watch
[CES 2025] LG Electronics, Transparent OLED
CES 2025 in Las Vegas set the stage for Samsung Display’s private booth at the Encore Hotel. Among its cutting-edge OLED technologies, the highlight was the rare appearance of Micro LED. After years of quiet development, Samsung Display debuted its Micro LED for watches for the first time
The TV showcased at LG Electronics’ booth at CES 2025 was the transparent OLED-based ‘OLED T.
At CES 2025, LG Electronics showcased its flagship transparent OLED technology by creating a circular display installation. The setup featured 24 individual 77-inch transparent OLED panels seamlessly connected using a cordless design, highlighting the innovation in large-format transparent display solutions.
Samsung Display unveiled the winning keywords to strengthen its QD-OLED business at CES 2025: ‘Brightness, Highest, Fastest.
According to UBI Research’s ‘4Q24_Quarterly OLED Emitting Material Market Tracker’, the purchase volume of emitting materials in the third quarter of 2024 was calculated to be 32.7 tons. This is the highest figure since 2021, when the market expanded due to COVID-19. Considering the characteristics of OLED emitting materials, which show the highest usage in the fourth quarter every year, it is expected that usage will be higher in the fourth quarter than in the third quarter.
Samsung Display’s mid- to large-sized OLED shipments and sales in the third quarter were similar to those in the second quarter. Due to low sales of iPad Pro OLED, OLED shipments for tablet PCs decreased, but shipments increased in other applications and sales remained at a similar level. Samsung Display supplies mid- to large-sized OLED products for a variety of applications, including not only tablet PCs but also notebooks, monitors, and automotive OLEDs.
The small OLED market in the third quarter rose 7.8% compared to the previous quarter. Most panel companies recorded panel shipments at a similar level to the second quarter, but overall shipments increased as shipments from LG Display and China’s Everdisplay surged.
It is expected that only two companies, Samsung Display and LG Display, will supply panels for the iPhone 17 series to be released next year. It is unclear whether BOE will be able to supply the new model, but it is expected that it will be difficult to obtain panel approval within 2025.
Recently, there is news that Samsung Display is moving up the mass production of the A6 8.6G OLED line to the end of 2025. Following Samsung Display, Chinese panel companies are also rapidly investing.
With the release of APPLE’s iPad Pro and HUAWEI’s MatePad Pro featuring Tandem OLED, the adoption of OLED in IT products is gaining momentum. OLED, known for its low power consumption and ability to accommodate larger batteries, is also well-suited for power-hungry on-device AI laptops, suggesting that more IT products will incorporate OLED in the future.
According to UBI Research’s recently published “3Q24 OLED Emitting Materials Market Track,” the purchase of emitting materials by Korean OLED panel manufacturers in the first half of 2024 totaled $495 million, representing 51.2% of the market share—a 7.8% decrease compared to the same period last year. This is a notable shift. Meanwhile, Chinese companies held 48.8% of the market share, up 7.8% year-on-year, with purchases amounting to $471 million.
According to the “3Q24 Medium-Large OLED Display Market Track” published by UBI Research, more than 12 million OLEDs for tablet PCs are expected to be shipped in 2024 thanks to Apple’s entry into the OLED market for tablet PCs.
According to the “3Q24 Small OLED Display Market Track” published by UBI Research, OLED shipments for foldable phones in the second quarter of 2024 are expected to reach 9.94 million units, more than doubling compared to the first quarter.
According to the ‘2024 OLED Emitting Materials Report’ recently published by UBI Research, the total demand for emitting materials in 2024 is expected to be 131 tons, and the demand for emitting materials is expected to be 177 tons by 2028 with an average annual growth rate of 7.9%.
According to the ‘2024 Mid-Large OLED Display Annual Report’ recently published by UBI Research, shipments of OLED panels for tablet PCs are expected to grow from 12 million units in 2024 to 28.4 million units in 2028, with an average annual growth rate of 24.1%.
According to the ‘2024 Small OLED Display Annual Report’ recently published by UBI Research, OLED shipments for foldable phones are expected to increase from 27.4 million units in 2024 to 52.7 million units in 2028.
UBI Research, a display specialist research company, will hold the international business conferences OLED Korea and eXtended Reality Korea in parallel at The-K Hotel in Yangjae, Seoul from March 27 to 29, 2024. This event is expected to be an opportunity for people from companies, academia, and research institutes related to the display industry around the world to attend, exchange the best information, and form a global network.
Korea maintains a leading position in the IT product and display markets. OLED Korea is an International Business Conference created to serve as a bridge between the global OLED industry so that OLED can replace LCD. This conference, with the participation of approximately 150 to 200 industry experts, has established itself as a key location to gauge the direction of the global OLED industry along with Korea’s OLED.
Foldable OLED technology, which started in the smartphone market, is also sprouting up in the notebook market. Foldable OLED technology has the advantage that the entire front of a smartphone or notebook can be configured as a screen, and since the screen can be folded, it is a product that enhances portability. Therefore, it will become an essential product in the increasingly sophisticated information age.
According to the ‘4Q23_Quarterly OLED Emitting Material Market Tracker’ recently published by UBI Research, the market for emitting materials used in OLED is forecasted to grow from $1.84 billion in 2023 to $2.43 billion in 2028, with an average annual growth rate of 5.8%.
According to the ‘IT OLED Technology and Industry Trend Analysis Report’ recently published by UBI Research, OLED shipments for tablet PCs, notebooks, and monitors are expected to reach 31 million units in 2027 with an average annual growth rate of 41%.
According to the 3rd quarter OLED Market Track published by UBI Research, China’s OLED shipments for smartphones (including foldable phones) are expected to surpass Korea in 2025.
At the ‘IMID 2023’ held in BEXCO, Busan on the 23rd, Kim Byeong-gu, head of LG Display’s Auto Business Group, gave a keynote speech on the theme of ‘Discovering the Best Automotive Display Solution for Tomorrow’.
At ‘IMID 2023’ held in BEXCO, Busan on August 22, Samsung Display and LG Display exhibited a number of OLED products.
Extended reality (XR) devices, which overlay an extended reality on top of the real world, are emerging as disruptive devices that will drive a second wave of digital convergence, renewing the digital convergence brought about by smartphones. MR (mixed reality) devices will converge TVs, monitors, and laptops, while AR (augmented reality) devices will integrate smartphones, smartwatches, and tablet PCs.
In order to shed light on the footsteps of the XR device industry, which is gradually increasing in scale with the goal of replacing wearable devices and IT devices, and to forecast the future market, XR device models and specifications released from 2018 to the first half of 2023 were analyzed. During this period, there were 327 models of XR devices and 127 companies that were investigated.
In a conference call on LG Display’s Q2 2023 earnings announcement held on the 26th, LG Display CFO Seong-Hyeon Kim announced, “As a significant portion of panel inventory adjustments have been made, a turnaround is expected in the fourth quarter of this year.”
UBI RESEARCH / CEO:Choong Hoon Yi / Business License Registration Number 220-87-44660
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