Big tech companies enter the race to lead the next generation of wearable platforms
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.
The Competition in AI/AR Smart Glasses and the Advancement of Chinese companies in the Supply Chain Ecosystem
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.
The GV90’s Vehicle HMI Evolves with Rollable OLED
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.
OLED panel shipments surge in Q3, with Korean companies showing a clear recovery thanks to the iPhone 17 launch
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.
A Turning Point for Under-Display Camera Commercialization: A Close-Up Analysis of Apple’s 2026 Strategy (iPhone 18: IR Camera, Foldable: Selfie Camera… OTI Solutions Are Key)
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.
Xiaomi unveils flagship 17 Pro Max… TCL CSOT supplies Real RGB OLED panels and changes Red Host supplier
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.
Micro-LED Smartwatch Market Set to Bloom… Projected to Grow to $1.2 Billion by 2030
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.
Automotive OLED displays to ship 3.8 million units this year, with growth expected to accelerate after 2030.
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.
Meta unveils ‘Ray-Ban Display’ smart glasses with LCoS, following up with a photonic integrated circuit (PIC)-based LCoS at SID 2025
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 IPC 2025] BOE, 17inch Rollable Portable Device
[BOE IPC 2025] BOE, 17inch Rollable Portable Device
[BOE IPC 2025] BOE, 17inch AI Rollable Integrated Solution
[BOE IPC 2025] BOE, 17inch AI Rollable Integrated Solution
BOE Unveils 10.18-inch Triple-Fold Panel at IPC 2025…Strengthens Market Strategy with Exclusive Supply to Huawei
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 Announced New Products: Meta Ray-Ban Display AI/AR Glasses, Evolving Beyond the Original Ray-Ban AI Glasses
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 Establishes Microdisplay Development Infrastructure in Beijing… Unveils a Range of AR/VR Products and Roadmap at the 2025 BOE IPC
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.
OLED Emitting Material Market Landscape Shifts… Korea Maintains Overall Lead While China Advances in Smartphones
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 Unveils New Automotive OLED Brand, ‘DRIVE™’ at IAA Mobility 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.
SIDTEK to Establish Micro-OLED Production Base in Nanchong, Mass Production Set for 2027
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 to Implement Micro-LED Media Bar in Afeela by 2026… New Revenue Strategy Combining Subscription Models
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 unveils ALIYOS™ prototype at Detroit trade show, highlighting new potential applications for automotive interior displays
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.
Accelerating the Advancement of Chinese Companies’ Technology and Supply Chain in Micro-LED Displays and Optical Solutions for AR/AI Glasses
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.