OLEDNET

Graphic showing the strategic pillars of Korea, China, and Taiwan in the Micro LED industry.

Global Micro-LED Competitive Landscape Reshaped… A Critical Moment for Korea’s Strategy

February 9, 2026/in Display, Focus on /by UBIResearchNet

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.

Conceptual illustration of the iPhone Air display market showing Samsung and LG as primary suppliers and BOE as a future contender.

iPhone 18 Air Maintains a Conservative Display Strategy… COE Adoption Delayed

February 6, 2026/in Display, Focus on /by UBIResearchNet

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.

Timeline chart showing the release schedule of AI and AR glasses from major tech companies.

AI/AR Glasses Trends and Future Outlook

February 5, 2026/in Display, Focus on /by UBIResearchNet

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.

Conceptual illustration showing bright, vivid deep-blue screens, representing the future of OLED technology.

SNU-Samsung Electronics SAIT, Elucidate Next-Gen OLED Material Design Principles for Extending Deep-Blue OLED Lifetime

February 5, 2026/in Display, Focus on /by UBIResearchNet

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.

Charts displaying Samsung Display and LG Display's dominance in the 2025 OLED revenue market.

UBI Research Q1 ’26 Market Tracker: Samsung 48% Revenue Share, LG Display 21%…China Expands Shipment Share

February 4, 2026/in Display, Focus on /by UBIResearchNet

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.

Exterior of the CODA office in Beijing, where the interview on China's display strategy took place.

The Present and Future of China’s Display Industry… CODA: “Sustained Innovation through Korea–China Cooperation Is Key”

February 2, 2026/in Display, Focus on /by UBIResearchNet

As China’s display industry expands beyond LCD into OLED, Micro-LED, IT, and automotive displays – broadening its presence and influence in the global market – the background behind its growth and its future development direction have been outlined.