TCL CSOT has successfully supplied flexible OLED panels to Samsung Electronics smartphones for the first time. According to industry sources, TCL CSOT has begun supplying flexible OLED panels for the Galaxy A57 model and produced approximately 400,000 panels by 2025. Full-scale mass production is expected to expand from 2026, centered on Galaxy A57-bound products.
On January 6, CES 2026 officially opened in Las Vegas, the United States. At this year’s exhibition, automotive displays clearly demonstrated their evolution beyond simple information panels into core interfaces that integrate and intelligently orchestrate the in-vehicle experience.
At CES 2026, while Samsung Electronics and Hisense positioned RGB Mini LED as the top tier of their existing QLED lineup, TCL presented a diametrically opposed strategy, placing Super Quantum Dot (SQD)—an evolution of QD technology—at the core of its flagship offerings.
At CES 2026, RGB Mini LED emerged not as a single technology trend, but as a symbolic technology demonstrating the maturation of the premium TV market and the different approaches being adopted by each manufacturer.
[CES 2026] LG Electronics, 136 inch Micro LED TV
[CES 2026] LG Electronics, A massive art installation Wireless Wallpaper TVs, ‘LG OLED Evo’
[CES 2026] SAMSUNG, Panel Comparison for Writing Sensation
The display lineup unveiled by Samsung Electronics at CES 2026 focused on form factor innovation that considers usability in actual home and commercial environments, alongside the stabilization of next-generation panel technology.
[CES 2026] LG Electronics, 100-inch Micro RGB evo
[CES 2026] LG Electronics, 77 inch Transparent OLED
[CES 2026] LG Electronics, Hyper Radiant Color Tech_The Next OLED TV
[CES 2026] SAMSUNG, 130-inch Micro RGB (Layered Wall Type)
At CES 2026, various XR devices and related display products were introduced. For XR headsets, LCD offers advantages in supply chain stability and cost, along with relatively easier productization. Valve’s Steam Frame utilizes dual 2160×2160 LCD panels, emphasizing affordability for gaming and practical use.
At CES 2026, LG Display presented a so-called “two-track” approach for its OLED TV panel strategy. One track focuses on a premium strategy emphasizing top-tier image quality, while the other targets the mass market with Special Edition OLEDs that improve cost and power efficiency.
[CES 2026] SAMSUNG, Trasparent Micro-LED
[CES 2026] SAMSUNG, 140-inch Micro-LED TV (12.7-inch x 121ea, Edge Screen Expansion)
[CES 2026] SAMSUNG, 130 inch Micro RGB Timeless Frame Type
Samsung Display announced on the 7th that it has jointly developed ‘SmartPower HDR™’, a technology capable of reducing OLED emission power consumption by up to 22% in laptop HDR mode, in collaboration with Intel.
On January 5, 2026, the day before the opening of CES 2026, LG Electronics held a World Premiere event in Las Vegas, USA, and announced its AI-centric technology strategy and key product directions. The World Premiere was introduced as LG’s annual event held the day before the opening of CES, and this year’s event also included presentations and demonstrations related to robots, displays, home appliances, and mobility.
At CES 2026 Media Day press conference in Las Vegas on January 5th, Sony Honda Mobility reiterated its long-term vision of transforming mobility from a simple means of transportation into a “Creative Entertainment Space.”
At Samsung Electronics’ “The First Look” event held ahead of CES 2026, SW Yong, head of the Visual Display Business Division, redefined the role of TVs and displays, moving beyond simply “devices that display images” to becoming “entertainment companions” that understand the user’s daily context and suggest actions.
Chinese display materials supplier Xian Smart Material (思摩威) is rapidly increasing its supply share to major panel makers, centered on TFE (Thin Film Encapsulation) ink. Founded in 2017, the company has developed and manufactured TFE ink, low-temperature Over Coat (OC), organic insulating layers, and binders, and is understood to have invested RMB 350 million to build a new manufacturing plant.
Samsung Display will unveil a wide range of next-generation OLED products designed to multiply AI experiences at ‘CES 2026’. In a lifestyle exhibition where visitors can experience not only existing electronic devices but also new concept products never seen before, they can imagine AI enriched further by convergence with OLED.
CES 2026 (January 6–9, Las Vegas) is an event where AI takes center stage, but it’s also likely to be a turning point where the premium picture quality competition in TVs, monitors, and electronics shifts to RGB Mini-LED.
Samsung Display announced on the 1st that it is launching the world’s first 34-inch 360Hz QD-OLED featuring a ‘V (Vertical)-Stripe’ pixel structure. Samsung Display began mass production of the new product last December and is now fully supplying it to a total of seven global monitor manufacturers, including ASUS, MSI, and Gigabyte.
The OLEDoS (OLED-on-Silicon, micro-OLED) market for XR (AR/VR/MR) devices is undergoing simultaneous realignment of its supply chain and technological competition as the year draws to a close. For XR OLEDoS, Sony’s W-OLEDoS (White OLED + color filter) technology and supply have long served as the ‘de facto benchmark’.
CES 2026 The world’s largest consumer electronics show, CES 2026, is expected to become a watershed moment clearly demonstrating the strategic pivot of South Korea’s two major home appliance giants.
Samsung Electronics is reshaping the TV market landscape starting with CES 2026. Moving beyond the traditional “appliance show” format, Samsung’s clear strategy is evident in its standalone exhibition hall spanning approximately 4,645 square meters at the Wynn Hotel.
As the adoption of electric vehicles and the transition to software-defined vehicles (SDVs) gain momentum, automotive displays are rapidly being elevated from simple information panels to core components that shape user experience (UX) and enable brand differentiation. Amid this shift, the adoption of Mini-LED—capable of delivering both premium image quality and high readability—is expanding, with clear growth trends emerging across shipment volume and key market indicators.
In the Chinese display industry, HKC has long been known as a leading panel manufacturer, fueled by its large-scale LCD-based mass production capabilities. However, its recent move to focus on RGB Mini LED is seen as a strategic shift that transcends its traditional identity.
OMNIVISION, which supplies LCoS to Meta’s smart glasses ‘Ray-Ban Display’, unveiled a high-resolution LCoS panel ‘OP03021’ for next-generation AR (augmented reality) glasses on December 16, 2025, and predicted mass production of the panel in the first half of 2026.
BOE has been gradually expanding its presence as a supplier of OLED panels for Apple’s iPhones. Building on deliveries centered on the standard models from the iPhone 12 through iPhone 16 series, BOE has broadened its coverage to the iPhone 16e, and more recently, a trend has been observed in which its coverage extends even to the iPhone 17 Pro.
The pinnacle of self-emissive display technology—Micro-LED—is finally stepping out of the laboratory and attempting to enter the living room.
As in-vehicle displays grow larger and more numerous, automotive HMI (Human–Machine Interface) is facing another turning point. The information display methods, which have evolved around instrument panels, center displays, and HUDs, are now expected to expand into driver wearable personal devices—specifically, AI smart glasses.
UK-based advanced materials company Smartkem announced its next-generation Mini-LED backlight technology at International Display Workshops 2025, held at the Hiroshima International Conference Center in Japan from December 3 to 5.
At CES 2026, it became clear that automotive display technology has emerged as a core competitive factor amid the broader transition of vehicles from mere means of transportation to intelligent living spaces. As the shift toward autonomous driving and Software Defined Vehicles (SDVs) accelerates, the amount of information and content required inside vehicles continues to increase.
BOE has reportedly completed internal lighting for its 8.6-generation (2290×2620 mm) IT OLED production line, known as B16, which is currently under construction in Chengdu, Sichuan Province. The project, launched in March 2024 with a total investment of 63 billion RMB (approximately 12.4 trillion KRW), is progressing rapidly and is designed to support a monthly capacity of 32,000 glass substrates.
China’s display industry has set a milestone beyond leading global production volume, advancing toward self-reliance in core material technologies. Tsinghua University and Visionox officially announced the successful mass production of Phosphor-assisted Thermally Activated Delayed Fluorescence Sensitized Fluorescence (pTSF) technology
Minimalism in automotive displays has gained even more traction amidst the shift from traditional physical button-centric control systems to a “digital-based single interface.”
According to UBI Research’s quarterly publication, the OLED Display Market Tracker, OLED panel shipments for smartphones and foldable phones are expected to reach approximately 900 million units in 2025. By shipment share, Chinese panel makers are projected to account for about 50.8% of the annual total, nearly matching the level of Korean manufacturers.
Samsung Display announced that it has received the Minister’s Commendation at the “Korea Technology Award” for its development of the world’s first 160PPI (Pixels Per Inch) QD-OLED for high-resolution monitors and 4,000-nit QD-OLED for high-brightness TVs.
The rapid expansion of the AI and XR device market has intensified competition in next-generation microdisplay technologies. According to a new report published by UBI Research titled ” XR Industry Trends and OLEDoS Display Technology & Industry Analysis” XR headset shipments are expected to exceed 10 million units by 2025.
In the 2025 TV market, the proliferation of large-size RGB Mini-LED products has significantly broadened technological options. Manufacturers, led by TCL and Hisense, have actively expanded their product lineup to 85- to 115-inch sizes, increasing affordability in the ultra-large market.
A comprehensive review of major AR glasses released between 2023 and 2025 confirms that the global XR market is rapidly restructuring around ultra-lightweight AR glasses based on Micro-LED technology. Notably, lightweight AR glasses combining Micro-LED and waveguide technology have been successively launched, primarily in China.
TCL CSOT’s T8 project, the world’s first Gen 8.6 inkjet printing (IJP) OLED mass-production line, has officially entered the equipment-ordering phase. Following a series of IJP OLED and oxide TFT roadmap disclosures at DTIC 2025 that demonstrated the company’s technical readiness, the project is now showing visible progress on the investment timeline as well.
The OLED market in 2024 and 2025 witnessed marked changes in both the demand structure by application and the supply structure by panel manufacturer. The smartphone-centric demand base became more robust, while major Korean and Chinese panel manufacturers, leveraging their distinct strengths, expanded their market contributions, leading to continued diversification in the OLED industry.
The development of Micro-LED-based smartwatches has continued since 2020 through prototype exhibitions, and their high brightness characteristics led to high expectations for commercialization. Previously, companies like KONKA, AUO, Innolux, and Apple had attempted development or commercialization.
Japanese premium helmet manufacturer Shoei has set a new standard in the smart helmet market by announcing the GT-Air 3 Smart, the world’s first fully integrated augmented reality head-up display (HUD) helmet, developed in collaboration with French augmented reality specialist Airight. The core feature of this new product is its HUD, which utilizes Sony’s OLEDoS microdisplay.
According to UBI Research’s recently published OLED Emitting Material Market Tracker, global OLED panel makers recorded USD 521 million in emitting material purchases in the third quarter of 2025, marking a 6.2% increase QoQ.
On November 18th, the 2025 Tianma Microelectronics Global Innovation Conference (TIC 2025) was held in Wuhan, under the theme of “Innovation, New Horizons.” UBI Research summarized the key findings and technological trends presented at the event.
At the 2025 Tianma Microelectronics Global Innovation Conference (TIC 2025) held on November 18, Tianma garnered attention from the industry by unveiling its Micro LED technology roadmap and future strategy.
According to UBI Research’s recently published report, “Beyond Mobile: IT OLED Technology and Industry Analysis,” global shipments of IT OLEDs are expected to more than double from 24 million units in 2025 to 53 million units in 2029. The report states that OLED adoption in tablets, notebooks, and monitors is entering a structural growth phase over the next four years.
TCL CSOT is further solidifying its presence in the next-generation near-field display market and driving changes in the AR and VR ecosystem. Unveiled at the 2025 Global Display Ecology Conference, the two latest micro-displays – a silicon-based Micro LED that delivers ultra-high resolution and a glass-based Real RGB OLED that achieves high PPI – target key requirements for the development of AR and VR devices, respectively.
China’s display panel industry is accelerating its transition to PFAS-free production in response to the European Union’s (EU) strengthened regulations on PFAS (Per- and Polyfluoroalkyl Substances, persistent harmful chemicals).
Peugeot has unveiled its new “Polygon” concept car, a model that embodies the brand’s future design direction and signals a major leap forward in next-generation automotive displays.
At the 2025 China International Import Expo (CIIE), Tianma Microelectronics Co. (Tianma) garnered attention from the industry by unveiling its latest Micro LED transparent display technology.
In 2025, the smart wearable device market is undergoing a new transformation, with AR/XR smart glasses advancing toward commercialization. Goertek, an audio, optical, and microelectronics manufacturer, has established several new companies and acquired businesses this year targeting its AR/VR operations.
ASUS’s gaming brand, ROG, recently released its 27-inch gaming monitor, the ROG Swift OLED PG27AQWP-W, featuring LG Display’s latest 4th-generation white OLED panel.
BOE will convert its Beijing B1 (LCD) line to complete an early-stage 12-inch silicon-based Micro OLED (OLEDoS) production cleanroom and establish a mass production system based on 5K resolution.
According to UBI Research’s recently published Small OLED Display Market Tracker, global shipments of OLEDs for foldable phones continued to show weak year-on-year performance for three consecutive quarters.
Tianma is rapidly strengthening its competitiveness in the IT and industrial display markets by significantly expanding the capacity of its 8.6-generation LCD production line, TM19, located in Xiamen.
At the 2025 World Display Industry Innovation and Development Conference held in Chengdu, China, Chenxian Optoelectronics unveiled the world’s first 270-inch TFT-based Micro-LED display.
The global shipment of OLED notebooks in 2025 is expected to reach about 10 million units, remaining at a similar level to the previous year.
Starting in 2024, Google has intensified its strategic push into smart AR glasses. Notably, with the announcement of its collaboration with U.S. AR company Magic Leap on October 29 this year, Google is strategically shifting beyond simply building a software platform to aiming for an integrated solution encompassing optics, displays, and manufacturing.
TCL’s AR brand RayNeo launched its latest AR glasses, the Air 4 Pro, in October 2025. It is pursuing a differentiated strategy in the global AR market by leveraging high-frequency PWM (Pulse Width Modulation) dimming technology and AI-based image optimization.
The presence of OLED technology in the global automotive display market is expanding rapidly. According to UBI Research’s “Q4 Display Market Tracker,” shipments of automotive OLED displays reached approximately 2.5 million units in 2024, and the cumulative shipments as of Q3 2025 have already totaled around 2.7 million units.
A joint research team led by Professor Takuji Hatakeyama from the Department of Chemistry at Kyoto University, in collaboration with JNC Co., Ltd., has developed a novel ‘Double Borylation’ synthetic strategy and successfully realized a world-leading pure Deep Blue OLED emitting material.
China’s panel industry is accelerating its restructuring around OLED technology through large-scale investments. BOE and HKC are each stepping up efforts to enhance OLED technologies for smartphones and IT applications, while establishing dual production systems that encompass both LTPS and OLED, aiming to strengthen their positions in the global display market.
On October 23, consumer AR brand RayNeo held an autumn new product launch event and officially released its fourth-generation AR glasses, the ‘RayNeo Air 4 series’. The standard edition is priced at 1,599 yuan (approximately 320,000 KRW), while the Pro edition is priced at 1,699 yuan. Sales have already commenced on e-commerce platforms.
According to UBI Research’s Q4 Mid- to Large-Size OLED Display Market Tracker, the mid- to large-size OLED market in Q3 2025 rose 11% QoQ in shipments and 7.2% QoQ in revenue.
TCL CSOT officially announced the commencement of construction for its 8.6-generation printed OLED display panel production line (T8 Project) in Guangzhou Province on October 21, 2025. This starts approximately one month ahead of the original schedule, with a total investment of 29.5 billion yuan (approximately 5.4 trillion won).
The iPhone 18 will feature a new type of OLED backplane technology called LTPO+. While existing LTPOs employed a hybrid structure using oxide semiconductors only for the switching TFT, LTPO+’s key feature is the switch to oxide TFTs for both the switching TFT and the driving TFT.
The global display industry is taking different strategic directions in the race to commercialize Micro-LED, the next generation of technology, and the evolution of Micro-LED is being realized not through “falling prices” but through “market diversification.
The Chinese display materials company EMT is expanding its sales on two major axes: OLED emitters and LCD color-filter materials. This year, EMT’s total revenue is about ¥400 million (RMB), of which the organic emitter business accounts for about ¥200 million and the LCD color-filter RGB material business also accounts for about ¥200 million.
Global big tech companies are forming a full-scale competitive landscape in the next-generation wearable device market. Samsung Electronics plans to unveil its “Project Moohan” Galaxy XR headset this month.
Meta officially announced its new products at the Meta Connect 2025 event on the 18th of last month (the 17th in US time), and began launching the Meta Ray-Ban Display smart glasses—its first consumer glasses to bring a display—in the US at the end of September.
The luxury car market is emerging as a new stage for display innovation. Rollable OLED displays are gaining attention as a key technology for achieving both minimalism and cutting-edge sensibilities in vehicle interiors, and major manufacturers such as Hyundai Mobis and Forvia are competing to apply this technology to luxury vehicles.
According to the “OLED Display Market Tracker,” published quarterly by UBI Research, Korean panel manufacturers saw a significant increase in smartphone and foldable phone panel shipments in the third quarter.
Apple plans to apply under-display camera technology differently depending on the device type in its next-generation iPhone lineup, slated for release in 2026. According to industry sources, the iPhone 18 series will feature an under-display infrared (IR) camera, while the foldable iPhone, scheduled for release at the same time, will feature an under-display selfie camera.
On September 25th, Xiaomi unveiled three new smartphones, the Xiaomi 17 Series (Regular, Pro, and Pro Max). TCL CSOT has announced that it will exclusively supply all displays (front + back) of the Xiaomi 17 Pro and 17 Pro Max.
The world’s first Micro-LED smartwatch has arrived, sparking a new wave of change in the wearable display market. While Garmin’s Fenix 8 Micro-LED is hailed as a new milestone in wearable display technology, analysis suggests a full-scale market shift will still require time.
The automotive OLED display market is expected to ship approximately 3.8 million units this year, with a projected compound annual growth rate (CAGR) of 24% through 2030. However, true growth is likely to begin after that point. While OLED has proven its technological prowess in the smartphone and TV markets, it is only just beginning to gain traction in automotive displays.
At Meta Connect 2025 on Sept. 18 (local 17), Meta announced its first display-bringing consumer smart glasses, the Meta Ray-Ban Display. The product is an intermediate step between the existing Ray-Ban AI glasses and the Orion AR glasses unveiled last year and will be available in the U.S. market later this month.
[BOE IPC 2025] BOE, 17inch Rollable Portable Device
[BOE IPC 2025] BOE, 17inch AI Rollable Integrated Solution
BOE showcased a 10.18-inch triple-fold panel for foldable smartphones at its IPC (International Partner Conference) 2025. The panel has already been applied to Huawei’s Mate XT Ultimate and is confirmed to be adopted in the successor model Mate XTs Ultimate, which is scheduled for release at the end of September.
Meta held its Meta Connect 2025 event on the 18th (U.S. time: 17th) and officially announced several new products. Meta signaled a smart glasses boom, confirming its first consumer smart glasses with a display will launch in the U.S. later this month.
BOE will convert the clean room of its fifth-generation B1 LCD line in Beijing, China, to create an OLEDoS (silicon-based OLED) production infrastructure.
According to the Q3 Emitting Material Market Tracker recently published by UBI Research, Korean panel makers maintained their lead over Chinese competitors in total OLED emitting material purchases in the first half of 2025.
Samsung Display unveiled its next-generation automotive OLED technology and its new automotive OLED brand, “DRIVE™,” at IAA Mobility 2025, the world’s largest mobility exhibition held in Munich, Germany.
Chinese Micro-OLED specialist SIDTEK is moving forward with a new production base investment in Nanchong, Sichuan Province. The company aims to complete the main production building by the end of 2025, initiate pilot production by late 2026, and enter full-scale mass production in 2027.
Sony Honda Mobility (SHM) will be incorporating a micro-LED-based Media Bar into its Afeela electric vehicle, slated for release in 2026.
ams OSRAM, a global leader in automotive lighting and optical semiconductors, has recently expanded its scope beyond simple light source supply to include automotive interior displays and smart surface solutions. The company unveiled its next-generation interior display concept, ALIYOS™ technology, and showcased a prototype at the Vehicle Display Interface exhibition and conference held in Detroit, USA, on September 9th and 10th.
The 26th China International Optoelectronic Expo (CIOE) was held at the Shenzhen International Convention Center on September 10, 2025. At this exhibition, new Micro-LED-based AR products from companies like JBD and Goeroptics were prominently unveiled.
Apple could include a 24-megapixel under-display camera (UDC) in next year’s iPhone Fold, enabling a fully all-screen design without a dynamic island or notch, according to a JPMorgan report.
[VDI 2025] BOE, Automotive Display
[VDI 2025] Tianma, Automotive Display
[VDI 2025] Tianma, 8inch Micro-LED HUD
[VDI 2025] AUO, Micro-LED 3D HUD
[VDI 2025] AUO, 47inch P2P