According to the recently published “2025 OLED Component and Materials Report” by UBI Research, the market for cover windows used in foldable and rollable OLED devices is projected to exceed USD 700 million by 2029.
At the “2026 Display Strategy Seminar,” UBI Research analyst Junho Kim stated, “China’s BOE has started supplying LTPO OLED panels for the iPhone 17 Pro from August 2025, expanding its position as a supplier within Apple’s premium lineup.”
The convergence of AI and AR technology advancements has led to a growing trend of AI/AR glasses being released, continuing from last year into the present. Meta is expected to announce its next-generation product, the ‘Hypernova’ smart glasses (Meta Celeste), at the Meta Connect 2025 conference scheduled for the 17th of this month (US time), drawing significant attention. Rumors suggest the display applied to the glasses will be an LCoS microdisplay panel.
UBI Research has released the “2025 OLED Components and Materials Report”. This report provides a comprehensive analysis of key components and material technologies and markets in response to the expanding demand for OLEDs in smartphones, foldable phones, tablets, laptops, TVs, and automotive displays.
The automotive display market has been rapidly changing in recent years, and Mini LED technology is at the center of this transformation. While some premium brands are embracing OLED for its design freedom and black expression, the overall trend is leaning toward Mini LED, which boasts price competitiveness, durability, and high brightness.
As the launch of the iPhone 17 series approaches, Samsung Display, LG Display, and BOE are accelerating their efforts in iPhone panel production. Samsung Display and LG Display are maintaining steady growth, while China’s BOE is seeking to expand its market share by supplying panels for the Pro models.
At the business forum of K-Display 2025, held from August 6-9, China’s TCL CSOT said it will announce its investment plans for an eighth-generation inkjet OLED production line.
A new competitive landscape is forming in the premium TV market. Samsung Electronics, Hisense, and Sony are competing to launch RGB Mini LED TVs, challenging the OLED-dominated market.
Shanghai JBD Company announced on August 21 that it has successfully completed a B1 round of investment worth hundreds of millions of yuan. The funds from this round of investment will primarily be used for research and development of core technologies in MicroLED micro-displays, expanding production capacity, and deepening ecosystem collaborations.
At IMID 2025, held from August 19 to 22, LG Display delivered a keynote speech on “Beyond Screen: Display as Cognitive Interface.” Displays are rapidly evolving beyond simple tools for showing information into gateways for communication between humans and artificial intelligence (AI). In his keynote speech at IMID 2025, Choi Hyun-chul, Executive Vice President of LG Display, emphasized, “The advancement of AI is transforming displays from mere visual output devices into cognitive interfaces that understand human emotions and intentions.”
At the business forum of K-Display 2025, held from August 6-9, China’s SIDTEK discloses OLEDoS mass production status and future expansion strategy. In addition to announcing the start of mass production at its Wuhu facility, SIDTEK also announced that it has completed the groundbreaking of an additional factory and is preparing for a third facility.
LG Electronics is transitioning its Micro-LED signage products from conventional printed circuit boards (PCBs) to glass-based low-temperature polycrystalline silicon (LTPS) thin-film transistors (TFTs), and LG Display is partnering with the company.
At DIC Forum 2025, Tianma presented its Micro-LED technology development achievements under the theme of “Micro-LED Display – A New Opportunity for In-Vehicle Displays,” including a roadmap from 2017 to 2026 and the status of development and production establishment.
LG Display participated in ‘K-Display 2025’ held at COEX in Seoul for three days starting on the 7th, and unveiled a wide range of innovative display technologies and products covering large, small, and automotive displays.
According to the “2025 Micro-LED Display Industry and Technology Trend Report” recently published by Ubi Research, Micro-LED, which is touted as a “game changer” in the next generation display market, is on a full-scale growth trajectory.
Samsung Display unveiled an innovative product at the K-Display 2025 exhibition that will change the game in the next-generation smartwatch market. The 6,000nit class smartwatch Micro-LED display presented at the show boasts the highest level of brightness of any wrist watch display announced to date.
From August 7 to 9, at the DIC EXPO 2025 (Display Innovation China), BOE unveiled its LTPO OLED technology development roadmap. The presentation provided a clear view of the company’s technological evolution, starting with the commercialization of LTPO 1.0 in 2021 and leading up to the upcoming launch of the next-generation LTPO 2.x in 2025.
From August 7 to 9, the 2025 International Display Technology and Application Innovation Exhibition (“DIC EXPO 2025”) was held at the New International Expo Center. At this exhibition, Tianma showcased advanced display technology products across its entire product range.