Samsung Display proved itself as an OLED pioneer at SID 2025. Samsung Display presented the world’s best technology in three themes: the best technology possessed by OLED pioneer companies, and a three-dimensional exhibit that allowed visitors to experience in advance what tomorrow’s OLEDs will look like.
LG Display divided the SID 2025 exhibition hall into three zones to introduce the evolution of large OLED technology, vehicle display solutions targeting future mobility, and next-generation display technology for a sustainable future.
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.
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.
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.
If we look at the contents of the recently published hybrid phosphorescent blue tandem patent, it is evaluated as a patent that can apply phosphorescent blue to product production at an early stage. This is because it uses a luminescent material that has been verified and can be mass-produced by a material company, and the current OLED deposition system optimized for mixed host can be used as is.
Samsung Display’s ‘LEAD™’, the world’s first non-polarized OLED technology commercialized, has won the ‘Displays of the Year (DIA)’ award from the Society for Information Display (SID). ‘LEAD™’ is an OCF (On Cell Film) technology that replaces the polarizer, an opaque plastic sheet, and has been praised for improving brightness, enhancing outdoor visibility, and making the panel 20% thinner.
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.
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.
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.