As China’s smartphone market grows rapidly, the panel supply chain is entering a full-scale expansion phase. Companies currently supplying foldable OLED panels to Chinese set makers include Samsung Display, BOE, TCL CSOT, Tianma, and Visionox, forming a competitive landscape between global and Chinese suppliers.
According to UBI Research’s recently published OLED Emitting Material Market Tracker, global revenues of OLED emitting Material suppliers totaled USD 2.27 billion in 2025, up 7.2% year-on-year.
Raysolve is a company headquartered in Suzhou, China, possessing core technological capabilities in the field of ultra-high-resolution full-color Micro-LED micro-displays for AR glasses.
2025 was recorded as the “first year of humanoid robots,” as a large number of humanoid robots were unveiled, led by the United States and China. Moving beyond a phase in which global robotics companies were primarily validating technical feasibility, 2026 is expected to mark the year when humanoid robots enter a full-scale diffusion phase.
Samsung Display announced that its smartphone OLED featuring ‘Flex Magic Pixel™’ (FMP), a next-generation privacy technology, has passed UL Solutions’ ‘Privacy Display’ validation. ‘FMP’ is a panel-integrated privacy technology that ensures the screen is clearly visible from the front while making it appear blurred or nearly invisible from the side.
“Flex Magic Pixel” technology is set to be incorporated into Samsung Electronics’ next-generation flagship smartphone, the “Galaxy S26 Ultra,” with the unveiling scheduled for February 25 (local time), drawing intense industry attention.
Today’s 100-inch-class ultra-large TV market is largely dominated by LCD displays using Micro RGB backlight technology. However, the emergence of true Micro-LED TVs, often regarded as the pinnacle of self-emissive display technologies, is expected to become a powerful “game changer” capable of reshaping the market paradigm.
Amidst the rapidly evolving global competition surrounding humanoid robots and displays, this series examines the role of displays and market outlook for human-machine interfaces (HMIs) for humanoid robots, by region.
Display market research firm UBI Research announced that it will host the international display event ‘Display Korea 2026’ at El Tower in Seoul from March 12 to 13, 2026.
Aledia has announced the commercial launch of FlexiNova, the first patented high-voltage micro-LED platform. According to the company’s announcement, this platform enables the implementation of high-performance displays using smaller chips. Supported by CEA-Leti and France’s 2030 program, FlexiNova signifies the transition from the technical feasibility stage of micro-LEDs to the industrial production stage.
Robot technology is moving beyond simple repetitive automation and entering the era of so-called “Physical AI,” where artificial intelligence takes on a physical form and interacts directly with the real world.
Samsung Display announced on the 12th that it has released ‘QD-OLED Penta Tandem™’, a trademarked brand for its unique 5-layer stacking structure of QD-OLED. Samsung Display is applying an organic material light-emitting structure consisting of 5 layers to QD-OLED panels mounted on premium monitors and TVs, and has launched a new technology brand and completed trademark registration to publicize the unrivaled value of this technology. ‘Penta’ means the number ‘5’ in Greek.
Sunic System, a Korean OLED deposition equipment company, has signed a contract to supply deposition equipment for mass production of Micro OLED (OLED on Si, OLEDoS) displays with Chinese microdisplay manufacturer Anhui Hongxi Weixian Technology Co., Ltd. (安徽宏禧微显科技有限公司).
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.
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.
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.
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.
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.