The luxury car market is emerging as a new stage for display innovation. Rollable OLED displays are gaining attention as a key technology for achieving both minimalism and cutting-edge sensibilities in vehicle interiors, and major manufacturers such as Hyundai Mobis and Forvia are competing to apply this technology to luxury vehicles.
According to the “OLED Display Market Tracker,” published quarterly by UBI Research, Korean panel manufacturers saw a significant increase in smartphone and foldable phone panel shipments in the third quarter.
Apple plans to apply under-display camera technology differently depending on the device type in its next-generation iPhone lineup, slated for release in 2026. According to industry sources, the iPhone 18 series will feature an under-display infrared (IR) camera, while the foldable iPhone, scheduled for release at the same time, will feature an under-display selfie camera.
On September 25th, Xiaomi unveiled three new smartphones, the Xiaomi 17 Series (Regular, Pro, and Pro Max). TCL CSOT has announced that it will exclusively supply all displays (front + back) of the Xiaomi 17 Pro and 17 Pro Max.
The world’s first Micro-LED smartwatch has arrived, sparking a new wave of change in the wearable display market. While Garmin’s Fenix 8 Micro-LED is hailed as a new milestone in wearable display technology, analysis suggests a full-scale market shift will still require time.
The automotive OLED display market is expected to ship approximately 3.8 million units this year, with a projected compound annual growth rate (CAGR) of 24% through 2030. However, true growth is likely to begin after that point. While OLED has proven its technological prowess in the smartphone and TV markets, it is only just beginning to gain traction in automotive displays.
At Meta Connect 2025 on Sept. 18 (local 17), Meta announced its first display-bringing consumer smart glasses, the Meta Ray-Ban Display. The product is an intermediate step between the existing Ray-Ban AI glasses and the Orion AR glasses unveiled last year and will be available in the U.S. market later this month.
BOE showcased a 10.18-inch triple-fold panel for foldable smartphones at its IPC (International Partner Conference) 2025. The panel has already been applied to Huawei’s Mate XT Ultimate and is confirmed to be adopted in the successor model Mate XTs Ultimate, which is scheduled for release at the end of September.
Meta held its Meta Connect 2025 event on the 18th (U.S. time: 17th) and officially announced several new products. Meta signaled a smart glasses boom, confirming its first consumer smart glasses with a display will launch in the U.S. later this month.
BOE will convert the clean room of its fifth-generation B1 LCD line in Beijing, China, to create an OLEDoS (silicon-based OLED) production infrastructure.
According to the Q3 Emitting Material Market Tracker recently published by UBI Research, Korean panel makers maintained their lead over Chinese competitors in total OLED emitting material purchases in the first half of 2025.
Samsung Display unveiled its next-generation automotive OLED technology and its new automotive OLED brand, “DRIVE™,” at IAA Mobility 2025, the world’s largest mobility exhibition held in Munich, Germany.
Chinese Micro-OLED specialist SIDTEK is moving forward with a new production base investment in Nanchong, Sichuan Province. The company aims to complete the main production building by the end of 2025, initiate pilot production by late 2026, and enter full-scale mass production in 2027.
Sony Honda Mobility (SHM) will be incorporating a micro-LED-based Media Bar into its Afeela electric vehicle, slated for release in 2026.
ams OSRAM, a global leader in automotive lighting and optical semiconductors, has recently expanded its scope beyond simple light source supply to include automotive interior displays and smart surface solutions. The company unveiled its next-generation interior display concept, ALIYOS™ technology, and showcased a prototype at the Vehicle Display Interface exhibition and conference held in Detroit, USA, on September 9th and 10th.
The 26th China International Optoelectronic Expo (CIOE) was held at the Shenzhen International Convention Center on September 10, 2025. At this exhibition, new Micro-LED-based AR products from companies like JBD and Goeroptics were prominently unveiled.
Apple could include a 24-megapixel under-display camera (UDC) in next year’s iPhone Fold, enabling a fully all-screen design without a dynamic island or notch, according to a JPMorgan report.
The 26th China International Optoelectronics Exhibition (CIOE) opened at the Shenzhen International Convention Center on September 10, 2025. This expo, the world’s largest, attracted over 3,800 participating companies.