Entries by UBIResearchNet

Competition for Microdisplays in AR Glasses: Who Will Prevail Between LEDoS and LCoS?

September 8, 2025 in , /by

The convergence of AI and AR technology advancements has led to a growing trend of AI/AR glasses being released, continuing from last year into the present. Meta is expected to announce its next-generation product, the ‘Hypernova’ smart glasses (Meta Celeste), at the Meta Connect 2025 conference scheduled for the 17th of this month (US time), drawing significant attention. Rumors suggest the display applied to the glasses will be an LCoS microdisplay panel.

Expanding the application area of Mini LED for vehicle displays

September 2, 2025 in , /by

The automotive display market has been rapidly changing in recent years, and Mini LED technology is at the center of this transformation. While some premium brands are embracing OLED for its design freedom and black expression, the overall trend is leaning toward Mini LED, which boasts price competitiveness, durability, and high brightness.

JBD, Completes Pre-B Round Financing, Plans to Fully Advance Consumer AR Ecosystem Development

August 25, 2025 in , /by

Shanghai JBD Company announced on August 21 that it has successfully completed a B1 round of investment worth hundreds of millions of yuan. The funds from this round of investment will primarily be used for research and development of core technologies in MicroLED micro-displays, expanding production capacity, and deepening ecosystem collaborations.

[IMID 2025] LG Display Presents Future Direction of Next-Generation Displays Connecting AI and Humans

August 22, 2025 in , /by

At IMID 2025, held from August 19 to 22, LG Display delivered a keynote speech on “Beyond Screen: Display as Cognitive Interface.” Displays are rapidly evolving beyond simple tools for showing information into gateways for communication between humans and artificial intelligence (AI). In his keynote speech at IMID 2025, Choi Hyun-chul, Executive Vice President of LG Display, emphasized, “The advancement of AI is transforming displays from mere visual output devices into cognitive interfaces that understand human emotions and intentions.”

SIDTEK Unveils Vertical Integration Strategy for OLEDoS Mass Production and Manufacturing Process at K-Display 2025

August 22, 2025 in , /by

At the business forum of K-Display 2025, held from August 6-9, China’s SIDTEK discloses OLEDoS mass production status and future expansion strategy. In addition to announcing the start of mass production at its Wuhu facility, SIDTEK also announced that it has completed the groundbreaking of an additional factory and is preparing for a third facility.

[DIC EXPO 2025] EDO Showcases OLED Capabilities, Sets Sights on Global Market Expansion

August 12, 2025 in , /by

At DIC EXPO 2025 in Shanghai, China, EverDisplay Optronics (EDO), a leading Chinese AMOLED specialist, set up a large booth and showcased its extensive OLED product portfolio. While EDO is a relatively rare participant in major international display exhibitions, it highlighted its latest products and technologies at this year’s DIC EXPO, demonstrating a strong commitment to market expansion.

Visionox Unveils ViP (Visionox Intelligent Pixelization) Products at DIC 2025… Achieves Over 90% Yield in Small-Sized Displays

August 8, 2025 in , /by

Chinese display specialist Visionox showcased products manufactured using its ViP (Visionox Intelligent Pixelization) technology at the DIC 2025 (Display Innovation China) exhibition held in August 2025. ViP is Visionox’s next-generation core technology, enabling ultra-high resolution, improved device lifetime, and high brightness—representing performance enhancements across multiple dimensions.

Samsung Display’s Mid-Large Area OLED Shipments Surge 58.2% in Q2… Further Growth Expected in the Second Half

August 4, 2025 in , /by

Samsung Display saw a significant increase in Mid-large area OLED panel shipments during the second quarter. According to UBI Research’s quarterly publication, OLED Display Market Tracker, the company shipped a total of 4.9 million large-area OLED panels in Q2 2025, marking a 58.2% rise from 3.1 million units in the first quarter.

BOE Clears Qualification for iPhone 17 Pro OLED Panels…Mass Production Expected to Begin in August

August 1, 2025 in , /by

Chinese display maker BOE has reportedly cleared Apple’s qualification (Qual) process for producing OLED panels for the iPhone 17 Pro. Industry insiders had initially predicted that BOE would struggle to obtain approval for the premium model’s panels within this year, but the faster-than-expected qualification suggests the company is strengthening its readiness for Apple’s 2025 lineup.

China’s WSMT Attracts $14 Million Investment…. Technology Competition with JBD in the MicroLED Market is in Full Swing

July 30, 2025 in , /by

Westlake Smokey Mountain Technology (WSMT), headquartered in Hangzhou, China, has recently successfully attracted a pre-series A investment of approximately RMB 100 million (approximately US$14 million). The investment was made by Shenzhen Capital Group (SCGC), Ivy Capital, Moganshan Fund, Lenovo Capital & Incubator Group, and others, suggesting that WSMT has entered into full-scale preparations for Micro-LED mass production.

Application of Samsung Display’s ‘Flex Magic Pixel’ and CoE technology: Simultaneously delivers privacy protection and top-notch image quality

July 29, 2025 in , /by

Samsung Display is expected to introduce Flex Magic Pixel™, a revolutionary viewing angle adjustment technology, to its next flagship smart device, bringing a new level of user privacy experience. Through synergies with Samsung Display’s core OLED technology, CoE (Color filter on Encapsulation), this technology is expected to secure even stronger competitiveness.

HKC Pushes OLED Expansion: Smartphone Panel Trial Production Starts, G6 eLEAP Line Planned

July 24, 2025 in , /by

HKC, one of China’s leading display panel manufacturers, is accelerating its transition into the small- and medium-sized OLED market. Moving beyond its traditional focus on large-sized LCDs, the company is now expanding into flexible OLED panels for smartphones and IT devices, while also actively investing in next-generation maskless OLED fabrication technologies.

Visionox Accelerates V5 Project…Expanding Technological Foundation through Patent Agreement with SEL and Completion of Mask-less OLED Deposition Equipment Order

July 22, 2025 in , /by

The key infrastructure processes for Visionox’s V5 project in China are progressing smoothly, signaling the full-scale preparation for next-generation OLED production. In parallel, Visionox has made a significant leap in securing core technological capabilities by signing a strategic patent license agreement with Japan’s Semiconductor Energy Laboratory (SEL).

LG Display Sees Recovery in 2H OLED Shipments for iPhone and iPad – Positive Signal for Earnings

July 18, 2025 in , /by

LG Display is poised for a rebound in earnings in the second half of the year as it ramps up OLED panel shipments for iPhones and iPads. According to market research firm UBI Research, Apple’s new iPhone 17 series and iPad Pro models entered full-scale mass production in July, leading to a projected sharp increase in LG Display’s OLED panel shipments in Q3.

BOE Chairman Chen Yanshun Holds High-Level Meeting with Samsung Electronics’ VD Division — Signs of Improving Relations

July 11, 2025 in , /by

BOE Chairman Chen Yanshun met with senior executives from Samsung Electronics’ Video Display (VD) division on June 30, according to industry sources. The meeting was attended by Chen and other top BOE executives, and was reportedly held to explore ways to improve relations and seek potential strategic cooperation between the two companies.

TCL CSOT Establishes Investment Plan for 8.6-Generation Inkjet Printing OLED Line Worth RMB 20 Billion

July 9, 2025 in , /by

According to UBI Research’s China Market Trend Report, Chinese display company TCL CSOT (China Star Optoelectronics Technology) is planning to construct a new 8.6-generation (2290x2620mm) OLED line at the T8 site near its existing T9 OLED line in Guangzhou. This investment will be based on inkjet printing technology, with a Step 1 investment fund scale of approximately RMB 20 billion (approximately KRW 3.8 trillion).

Next-generation XR ecosystem driven by AI integration and device convergence

July 7, 2025 in , /by

As AI technology advances, the XR market is heating up again, evolving from a simple wearable device to a personalized digital assistant. Global big tech companies such as Google, Meta, Apple, and others are taking the lead in the market with their respective ecosystems, and Samsung Electronics is also joining the trend with aggressive investments and product strategies.

BOE Opposes Hefei Government’s Withdrawal from B9 Stake… Sensitive to Potential Fund Shift to Visionox

July 4, 2025 in , /by

BOE is strongly opposing the Hefei local government’s move to withdraw its stake in the B9 OLED plant. The Hefei government is reportedly seeking to divest its shares worth around 20 billion yuan, and there are growing concerns that the funds could be redirected to Visionox’s V5 line—a direct competitor. BOE is closely monitoring the direction of this potential fund reallocation.

Samsung Display Develops High-Resolution OLEDoS Microdisplay for Next-Generation XR

July 2, 2025 in , /by

Samsung Display researchers revealed it in a recent paper published in J. Soc. Info. Display, the official journal of the Society for Information Display (SID), that they have developed a next-generation OLED-on-Silicon (OLEDoS) microdisplay with 4032 PPI (pixels per inch). This technology is optimized for the next generation of XR devices, including virtual reality (VR), mixed reality (MR), and augmented reality (AR), with panels that dramatically reduce system power consumption and crosstalk while maintaining high resolution and image quality.

Rollable Display Commercializes as Next-Generation Form Factor … Samsung Display Leads Technology with Material Innovation

June 24, 2025 in , /by

“SID Display Week 2025,” the world’s largest display technology event held in San Jose, USA, in May 2025, was a stage where you can directly see the evolution of next-generation form factor technology. In particular, rollable and slidable displays are no longer concepts, but have become technologies that are about to be commercialized as actual products.

LG Display to Invest KRW 1.26 Trillion to Advance OLED Technology – Focus on LTPO 3.0, COE, and RGB 2-Stack at Paju

June 20, 2025 in , /by

LG Display has embarked on a major initiative to strengthen its OLED business. On June 17, the company announced that its board of directors had approved a large-scale facility investment plan worth KRW 1.26 trillion (approx. USD 900 million), aimed at enhancing next-generation OLED technologies at its production bases in Paju, South Korea, and Vietnam.

AI Optical Communication Opens the Way… Micro LED Accelerates Entry into Display Market

June 18, 2025 in , /by

Micro LED, which has been attracting attention as a next-generation display technology, is finding commercialization possibilities in new applications. Although its entry into the display market has been delayed due to low yields and complex manufacturing processes, the practicality of Micro LED is drawing attention again as demand for high-speed optical communication (Co-Packaged Optics, CPO) between AI semiconductors has recently increased.

Display Section of the KSIEC 2025 announces Next-Generation Display Technology with AI and Solution Processes

June 10, 2025 in , /by

At the Korea Society of Industrial and Engineering Chemistry (KSIEC) Spring Meeting held at Jeju International Convention Center on June 3, 2025, the Display Section hosted the session “Solution Process, Pixelation, and Large Area Display Technology for Commercialization” session organized by the Display Section at the KSIEC Spring Meeting.

Foldable OLED Devices Expand into Medium-to-Large Markets, Led by Tablets and Laptops

June 9, 2025 in , /by

The foldable device market is rapidly expanding beyond smartphones into medium-to-large display segments such as tablets and laptops. Recently, Amazon and Huawei have begun developing and releasing foldable tablet and laptop products, marking a significant step in market expansion. Apple is also reportedly preparing to launch a foldable tablet PC after 2027.

Visionox to Establish Kunshan Research Center to Lead Next-Generation OLED and Make Full-Scale Investment in Mask-less OLED

June 5, 2025 in , /by

Visionox is promoting the establishment of a national-level laboratory in Kunshan City, located in Jiangsu Province, China, to lead the next generation OLED technology, and the ViP (Visionox Intelligent Pixelization) project is also making investments to secure production lines. At the recent SID Display Week 2025, the world’s largest display event, Visionox reaffirmed its global technology leadership by showcasing AMOLED applications in various fields including automotive, smart home, healthcare, and metabus.

OLED Emitting Material Market Projected to Grow from $2.86 Billion in 2025 to $3.72 Billion by 2029

June 4, 2025 in , /by

According to UBI Research’s “2Q25_Quarterly OLED Emitting Material Market Tracker”, the OLED emitting material market reached $490 million in the first quarter of 2025 and is expected to achieve a total of $2.86 billion for the full year. The market is projected to grow at a compound annual growth rate (CAGR) of 6.7%, reaching $3.72 billion by 2029.

Accelerating competition in the development of next-generation HUD display products with Micro-LED technology

May 30, 2025 in , /by

This year, companies are engaged in intense competition to develop Micro-LED HUD products for automotive use at display exhibitions such as CES, Touch Taiwan, and SID. Major panel manufacturers such as AUO and Innolux in Taiwan, and BOE, TCL CSOT, and Tianma in China have unveiled a host of new products. These companies are the main suppliers of LCD HUD products.

With SID2025, Aledia promises innovation in MICRO-LED displays.

May 29, 2025 in , /by

Aledia is a micro-LED R&D startup headquartered in Grenoble, France, which was spun out from the French National Scientific Institute CEA-Leti in 2011. LEDs and plans to supply them for all display applications that require them. The company claims that the properties of nanowires make them energy efficient and suitable for high resolution, but if the pixels are configured in the form of m x n arrays, they will also be the best choice for large-area, high-brightness product lines.

University of Michigan team boosts blue phosphorescent OLED lifetime. A breakthrough toward solving the “blue problem” in displays

May 28, 2025 in , /by

May 2025 — A research team led by Professor Stephen R. Forrest at the University of Michigan has developed a deep blue phosphorescent OLED (PhOLED) that simultaneously achieves up to more than 10 times longer lifetime and high color purity, addressing the long-standing challenge of blue OLEDs. The results are published in the latest issue of Nature Photonics, and a related paper was presented at SID2025.

SID 2025, TCL exhibits inkjet OLEDs from 6.5 inches to 65 inches… Will mass production shake up the display market?

May 28, 2025 in , /by

At the SID 2025 Display Week, TCL showcased various sizes of inkjet OLED products. The inkjet method is considered to be a technology that is advantageous in reducing material costs compared to the vacuum deposition method due to its high utilization efficiency of luminescent materials. TCL officially announced the mass production of a 21.6-inch 4K inkjet OLED professional display in November 2024, and is currently considering investment for mass production.

DNP Secures Exclusive Deal with BOE for 8.6G OLED FMM Supply, Strengthens Market Leadership Amid China’s Push for Localization

May 23, 2025 in , /by

Japan’s Dai Nippon Printing (DNP) is reaffirming its dominance in the Fine Metal Mask (FMM) market, a key component in OLED manufacturing. Recently, DNP signed an exclusive supply agreement with China’s leading display company BOE for FMMs used in 8.6-generation OLED panels, signaling a proactive move into the expanding large-size OLED market.

Visionox to Invest in Dual OLED Deposition Technologies at V5 Line – Supplier Conference Scheduled for May 22

May 9, 2025 in , /by

According to UBI Research’s China Trend Report, Chinese display company Visionox has finalized the technical direction for its V5 OLED production line. The company will invest in two separate 7.5K capacities using its proprietary ViP (Visionox intelligent Pixelization) deposition technology and the conventional FMM (Fine Metal Mask) method. The investment in the ViP-based 7.5K capacity will be carried out first, followed by the FMM investment approximately six months later.