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Global Micro-LED Competitive Landscape Reshaped… A Critical Moment for Korea’s Strategy

The Micro-LED industry is no longer at the stage of being merely a “next-generation display technology candidate.” The discussion has moved beyond technical feasibility to a phase of full-scale, nation-level competition over who can secure mass-production experience and supply-chain leadership first.

February 9, 2026/by UBIResearchNet

iPhone 18 Air Maintains a Conservative Display Strategy… COE Adoption Delayed

The iPhone 18 Air, scheduled for release in the second half of 2026, is reportedly being developed with the same OLED panel used in its predecessor, the iPhone 17 Air. Rather than changing the panel itself, Apple is leaning toward a strategy that replaces only part of the module while reusing the existing panel.

February 6, 2026/by UBIResearchNet

AI/AR Glasses Trends and Future Outlook

Meta's Ray-Ban Display smart glasses, launched in 2025, recorded significantly higher-than-expected demand in the US market, marking a crucial turning point for AI glasses with display functionality entering the mainstream market.

February 5, 2026/by UBIResearchNet

SNU-Samsung Electronics SAIT, Elucidate Next-Gen OLED Material Design Principles for Extending Deep-Blue OLED Lifetime

A research team led by Professor Jaesang Lee at Seoul National University (SNU) and the Samsung Advanced Institute of Technology (SAIT) have identified key device design principles to extend the lifespan of 'Deep-Blue OLEDs,' a core technology for next-generation displays.

February 5, 2026/by UBIResearchNet

UBI Research Q1 ’26 Market Tracker: Samsung 48% Revenue Share, LG Display 21%…China Expands Shipment Share

According to UBI Research’s Q1 2026 Market Tracker report, the 2025 OLED panel market maintained a clear leader: Samsung Display held the No. 1 position with a 38% share by shipments and a 48% share by revenue. BOE ranked second in shipments at around 14%, while LG Display ranked second in revenue, with its revenue share rising sharply from 14% in 2024 to 21% in 2025.

February 4, 2026/by UBIResearchNet

The Present and Future of China’s Display Industry… CODA: “Sustained Innovation through Korea–China Cooperation Is Key”

As China’s display industry expands beyond LCD into OLED, Micro-LED, IT, and automotive displays - broadening its presence and influence in the global market - the background behind its growth and its future development direction have been outlined.

February 2, 2026/by UBIResearchNet

As Level 3 Autonomous Driving Expands, AR-HUD and DMS Emerge as Core Pillars of “Safe Takeover”

As the industry moves from Level 2 driver assistance to Level 3 (L3, conditional automation), the role of in-vehicle displays is rapidly shifting from convenience and infotainment toward safety-critical HMI (human–machine interface).

January 30, 2026/by UBIResearchNet

The Evolution of Optical Technologies for AR Glasses at CES 2026… Next-Generation Displays, Emphasis on Stabilizing the Component Supply Chain and Optical Solutions

At CES 2026, next-generation optics technologies capable of bringing significant change to the AR glasses industry were unveiled. Moving beyond the display competition that previously focused on image quality and brightness, optics technology—which determines wearability akin to actual eyeglasses and outdoor usability—is now emerging as the new battleground.

January 29, 2026/by UBIResearchNet

OLED Monitor Market Sees Rapid Growth… Shipments Up 64% in 2025

Global OLED monitor shipments in 2025 are estimated at approximately 3.2 million units, marking a sharp year-on-year increase. According to UBI Research’s Mid- to Large-Sized OLED Display Market Tracker, OLED monitor shipments in 2025 rose by about 64% from 1.95 million units in 2024.

January 26, 2026/by UBIResearchNet

Samsung Display Supplies 3 Types of Automotive OLEDs for Zeekr’s Flagship SUV ‘9X’

Samsung Display announced on the 21st that it is supplying three types of automotive OLEDs for Zeekr’s luxury flagship SUV, the ‘9X’. Zeekr is the premium electric vehicle brand of Geely, the flagship automaker of China’s Geely Group.

January 21, 2026/by UBIResearchNet

Chinese panel companies increasingly adopting tandem structure/PSF-based OLED technology for smartphones

The focus of smartphone OLED technology development is shifting from resolution and driving technology to attempts to simultaneously apply new light-emitting materials and tandem stack (layered) architectures.

January 20, 2026/by UBIResearchNet

TCL CSOT Supplies Flexible OLED to Galaxy A57 for the First Time, Marking Entry into Samsung Electronics’ Supply Chain

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.

January 16, 2026/by UBIResearchNet