BOE will convert its Beijing B1 (LCD) line to complete an early-stage 12-inch silicon-based Micro OLED (OLEDoS) production cleanroom and establish a mass production system based on 5K resolution.
According to UBI Research’s recently published Small OLED Display Market Tracker, global shipments of OLEDs for foldable phones continued to show weak year-on-year performance for three consecutive quarters.
Tianma is rapidly strengthening its competitiveness in the IT and industrial display markets by significantly expanding the capacity of its 8.6-generation LCD production line, TM19, located in Xiamen.
At the 2025 World Display Industry Innovation and Development Conference held in Chengdu, China, Chenxian Optoelectronics unveiled the world’s first 270-inch TFT-based Micro-LED display.
The global shipment of OLED notebooks in 2025 is expected to reach about 10 million units, remaining at a similar level to the previous year.
Starting in 2024, Google has intensified its strategic push into smart AR glasses. Notably, with the announcement of its collaboration with U.S. AR company Magic Leap on October 29 this year, Google is strategically shifting beyond simply building a software platform to aiming for an integrated solution encompassing optics, displays, and manufacturing.
TCL’s AR brand RayNeo launched its latest AR glasses, the Air 4 Pro, in October 2025. It is pursuing a differentiated strategy in the global AR market by leveraging high-frequency PWM (Pulse Width Modulation) dimming technology and AI-based image optimization.
The presence of OLED technology in the global automotive display market is expanding rapidly. According to UBI Research’s “Q4 Display Market Tracker,” shipments of automotive OLED displays reached approximately 2.5 million units in 2024, and the cumulative shipments as of Q3 2025 have already totaled around 2.7 million units.
A joint research team led by Professor Takuji Hatakeyama from the Department of Chemistry at Kyoto University, in collaboration with JNC Co., Ltd., has developed a novel ‘Double Borylation’ synthetic strategy and successfully realized a world-leading pure Deep Blue OLED emitting material.
China’s panel industry is accelerating its restructuring around OLED technology through large-scale investments. BOE and HKC are each stepping up efforts to enhance OLED technologies for smartphones and IT applications, while establishing dual production systems that encompass both LTPS and OLED, aiming to strengthen their positions in the global display market.
On October 23, consumer AR brand RayNeo held an autumn new product launch event and officially released its fourth-generation AR glasses, the ‘RayNeo Air 4 series’. The standard edition is priced at 1,599 yuan (approximately 320,000 KRW), while the Pro edition is priced at 1,699 yuan. Sales have already commenced on e-commerce platforms.
According to UBI Research’s Q4 Mid- to Large-Size OLED Display Market Tracker, the mid- to large-size OLED market in Q3 2025 rose 11% QoQ in shipments and 7.2% QoQ in revenue.
TCL CSOT officially announced the commencement of construction for its 8.6-generation printed OLED display panel production line (T8 Project) in Guangzhou Province on October 21, 2025. This starts approximately one month ahead of the original schedule, with a total investment of 29.5 billion yuan (approximately 5.4 trillion won).
The iPhone 18 will feature a new type of OLED backplane technology called LTPO+. While existing LTPOs employed a hybrid structure using oxide semiconductors only for the switching TFT, LTPO+’s key feature is the switch to oxide TFTs for both the switching TFT and the driving TFT.
The global display industry is taking different strategic directions in the race to commercialize Micro-LED, the next generation of technology, and the evolution of Micro-LED is being realized not through “falling prices” but through “market diversification.
The Chinese display materials company EMT is expanding its sales on two major axes: OLED emitters and LCD color-filter materials. This year, EMT’s total revenue is about ¥400 million (RMB), of which the organic emitter business accounts for about ¥200 million and the LCD color-filter RGB material business also accounts for about ¥200 million.
Global big tech companies are forming a full-scale competitive landscape in the next-generation wearable device market. Samsung Electronics plans to unveil its “Project Moohan” Galaxy XR headset this month.
Meta officially announced its new products at the Meta Connect 2025 event on the 18th of last month (the 17th in US time), and began launching the Meta Ray-Ban Display smart glasses—its first consumer glasses to bring a display—in the US at the end of September.