As displays have become a core interface that influences the overall user experience beyond a component of the vehicle interior, technological evolution is also reaching a new turning point. The technology at the center of this is ‘Stretchable Micro LED’.
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).
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 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.
As AI technology continues to mature, the AI era is upon us. Following last year’s trend, 2025 is expected to see the release of even more AI-powered eyewear products. The integration of AI and AR technologies, which began last year, is set to flourish further by 2025.
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.
The application areas of transparent displays applicable to automobiles are diversifying along with technological advancements, and currently, the feasibility of four major areas is being discussed.
According to UBI Research’s China Industry Trends Report, BOE has established an annual production capacity of up to 100 million OLED panels for iPhones, primarily through its B11 line.
“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.
According to the Monthly Smartphone & Foldable Phone OLED Display Market Tracker published by UBI Research, a market research firm, Samsung Display’s shipments of foldable OLED panels surged starting in May, securing the top market share in the second quarter of 2025.
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.
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.
OLED technology has become the centerpiece of smartphone displays due to its superior image quality and flexibility. The fine metal mask (FMM) process is currently the dominant technology for patterning RGB subpixels in small and medium-sized OLED displays, such as smartphones.
Following the introduction of OLED displays in the 2024 iPad Pro series, Apple is set to continue using OLED panels in the 2025 iPad Pro lineup. Panel production for the next-generation iPad Pro is scheduled to begin in July.
According to UBI Research’s quarterly publication, OLED Display Market Tracker, the global OLED TV market is projected to approach annual shipments of 10 million units by 2028. As the OLED TV market enters a full-fledged growth trajectory, attention is turning to the production expansion strategies of key panel manufacturers.
The introduction of 4G was a decisive factor in the popularization of smartphones. 3G technically enabled ‘data communication’, but it was difficult for consumers to experience it.
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.
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.