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Samsung Display Wins “Korea Technology Award” for QD-OLED Innovation

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.

A bar chart illustrating the forecast growth of XR devices equipped with OLEDoS displays between 2025 and 2031, highlighting AR dominance.

XR Headset Shipments Set to Top 10 Million in 2025… AR Expansion Drives OLEDoS Growth

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.

2026 Outlook (1) Premium TV: OLED TV Cost Improvement and Mini-LED Expansion Strategy

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.

Meizu StarV Air2 Micro-LED AR glasses illustrating the trend of lightweight and AI-integrated eyewear.

Micro-LED AR glasses market is set for significant expansion… ‘Lightweight design, outdoor visibility, and AI integration’ emerge as core competitive factors

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.

eatured image for TCL CSOT’s T8 Gen-8.6 inkjet-printed OLED line indicating equipment ordering and 2027 mass-production target (Source: TCL CSOT, UBI Research)

CSOT T8 8.6G IJP OLED Project Nears Key Equipment Orders…Despite Scheduling Variables, Mass-Production Target Remains Intact

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.

Featured graphic of 2024–2025 OLED shipment share by application highlighting smartphone dominance and China’s rising supply share (Source: UBI Research)

Dual Axes of the 2025 OLED Market: Korea’s Premium Focus and China’s Expansion in Shipments

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.

Composite image of Garmin Fenix 8 Pro Micro-LED smartwatch showing front face and side view for outdoor visibility (Source: Garmin)

When will the commercialization competition of Micro-LED smartwatch products become feasible?

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.

Shoei GT-Air 3 Smart featuring an OLEDoS HUD that projects navigation and speed in the rider’s field of view

Smart Helmet Evolved with OLEDoS Technology: Shoei GT-Air 3 Smart Unveiled

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.

Featured graphic highlighting 6.2% QoQ rise in OLED emitter purchases to $521M in Q3 2025, driven by iPhone 17 and iPad Pro (Source: UBI Research)

3Q25 OLED Emitting Material Purchases Rise 6.2%… Driven by iPhone 17 and iPad Pro Demand

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.

Tianma Unveils Future Display Roadmap at TIC 2025

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.

TIC 2025: Tianma Unveils Dual Micro LED Roadmap Targeting AR, Automotive, and IT

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.

Featured image illustrating global IT OLED shipment growth forecast through 2029 (Source: UBI Research)

“Beyond Mobile” Era Begins… IT OLED to More Than Double by 2029

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.

Visualization of TCL CSOT’s 0.28-inch 5,131 PPI Micro LED and 2.56-inch 1,500 PPI OLED microdisplay technologies

0.28-inch 5,131 PPI Micro LED and 1,500 PPI OLED… TCL CSOT Takes the Micro-display Market to the Next Level

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.

Illustration summarizing China’s display industry response to EU PFAS REACH restrictions

China’s Display Industry prepares for EU PFAS regulations

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).

Illustration of the Peugeot Polygon Concept Car featuring Micro-LED HUD, front lighting, rear & C-pillar displays (Source: UBI Research)

Peugeot Polygon Concept Car: Micro LED Unlocks the Next-Generation UX Experience

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.

Tianma’s 8.07-inch HUD, 8.07-inch low-reflection transparent, 9.38-inch adjustable-transparency, and 7.05-inch narrow-bezel transparent Micro-LED displays showcased at CIIE 2025 (Source: Tianma)

Tianma Unveils ‘Next-Generation Transparent Micro-LED’ at CIIE… Technology to Watch in the Premium Mobility Market

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.

Goeroptics booth at CIOE 2025 representing Goertek’s AR/XR smart glasses optical technology and new subsidiary expansion (Source: Goeroptics)

Goertek advances as a powerhouse in the AR/XR glasses industry through the establishment of a new subsidiary

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.

Featured image of ASUS ROG Swift OLED PG27AQWP-W equipped with LG Display’s 4th Gen White OLED panel — 540Hz refresh rate and 1,500-nit peak brightness

ASUS ROG Leads Gaming Monitor Innovation with LG Display’s 4th-Generation White OLED

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.