Display Section of the KSIEC 2025 announces Next-Generation Display Technology with AI and Solution Processes

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At the Korea Society of Industrial and Engineering Chemistry (KSIEC) Spring Meeting held at Jeju International Convention Center on June 3, 2025, the Display Section hosted the session “Solution Process, Pixelation, and Large Area Display Technology for Commercialization” session organized by the Display Section at the KSIEC Spring Meeting. The session consisted of a convergence of presentations covering materials, processes, and systems for next-generation display technologies, and was highly praised for its emphasis on key technologies for commercialization and linkages with industry.

The Display Subcommittee was established in the early 2000s as a technology network organized by researchers from industry and academia focusing on light-emitting materials, printing processes, and high-resolution display technologies. In the field of displays such as OLED, QD-LED, and MicroLED, in which Korea has led the global market, the subcommittee has served as a bridge between academia and industry and is now recognized as one of the subcommittees with the greatest industrial impact within the Industrialization Society.

This year, the Display Section was organized by Prof. Tae Woo Lee of Seoul National University, who provided his expertise and technical insights.

The session featured eight presentations, four from industry and four from academia, with many topics directly related to commercialization. In the industrial session, Dr. Taekhoon Kim from Samsung Electronics presented a technology that improves the quality of quantum dot materials through an AI-based automated synthesis system for quantum dot materials and suggested the possibility of transitioning to a mass production system. Mr. Hyukmin Yoon, Managing Director of Dongjin Semi-chem, presented photoresist properties applicable to the process of ultra-large OLED substrates (6th and 8.6th generation), which drew great attention from the industry in terms of securing process stability and yield.

Dr. Kwan-Hyun Cho from the Korea Institute of Industrial Technology (KITECH) then presented a quantum dot pixel formation technology based on inkjet printing technology, which has attracted attention as a practical solution for realizing high-precision, large-area displays. Dr. Byung-Hwa Kwon from the Korea Electronics and Telecommunications Research Institute (ETRI) introduced technology for integrated pixels and devices through a solution process, showing the technical feasibility of low-cost mass production.

The academic session continued with research on perovskite-based light-emitting devices. Prof. Minjae Choi of Dongguk University presented a technology for precisely controlling the emission wavelength through precursor design of InP-based quantum dots, while Prof. Seokjoo Yang of Kyungpook National University presented the potential applications of two-dimensional perovskite-based LEDs. Prof. Jong-Hyun Park from Chonnam National University presented a strategy for developing high-efficiency and high-stability perovskite nanocrystals, and Prof. Jong-Hee Yang from Yonsei University introduced a rapid material optimization approach through a synthetic condition space exploration technique using machine learning.

The display breakout session demonstrated that next-generation display technologies are close to practical commercialization, focusing on the organic linkages between materials, processes, and systems, and opened new opportunities for industry-academia-government collaboration. The conference organizers said, “This is a representative breakout session where the achievements of basic research led to industrial applications,” and it is expected that there will be continued technical exchanges and joint research in the future.

Changho Noh, Analyst at UBI Research  (chnoh@ubiresearch.com)

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Foldable OLED Devices Expand into Medium-to-Large Markets, Led by Tablets and Laptops

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Huawei’s ‘MateBook Fold’

Huawei’s MateBook Fold

The foldable device market is rapidly expanding beyond smartphones into medium-to-large display segments such as tablets and laptops. Recently, Amazon and Huawei have begun developing and releasing foldable tablet and laptop products, marking a significant step in market expansion. Apple is also reportedly preparing to launch a foldable tablet PC after 2027.

Amazon is currently developing an 11.3-inch foldable tablet PC, with the display panel being supplied from BOE’s B12 production line. The first samples are scheduled for delivery in Q1 2026, with mass production set to begin in April of the same year. The planned production volume is approximately 1 million units, and the cover window will use Ultra Thin Glass (UTG).

Meanwhile, on May 19, Huawei officially launched its first foldable laptop, the MateBook Fold. The device features an 18-inch display when unfolded and functions as a 13-inch device when folded. It offers a 3.3K resolution and a 4:3 aspect ratio. The weight is 1.16 kg, and the thickness when unfolded is only 7.3 mm. The display is supplied by Chinese OLED panel maker TCL CSOT and adopts LTPO and tandem structures, achieving about 30% power consumption reduction compared to previous models. The folding radius is 1.5 mm based on Token UTG, significantly enhancing durability. In fact, its shock resistance is reported to be improved by approximately 200%.

Apple is also developing a foldable tablet and is expected to launch the product as early as 2027 or as late as 2028. Samsung Display is anticipated to be the initial supplier of panels for Apple’s foldable tablet PC. Industry watchers believe Apple’s entry will serve as a catalyst for growth in the medium-to-large foldable display market.

While foldable devices have traditionally been limited to smartphones, they are now expanding into tablets and laptops, creating new demand. This shift is accelerating the evolution of related display technologies and component ecosystems.

Junho Kim, Analyst at UBI Research (alertriot@ubiresearch.com)

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Visionox to Establish Kunshan Research Center to Lead Next-Generation OLED and Make Full-Scale Investment in Mask-less OLED

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Visionox Logo

Visionox is promoting the establishment of a national-level laboratory in Kunshan City, located in Jiangsu Province, China, to lead the next generation OLED technology, and the ViP (Visionox Intelligent Pixelization) project is also making investments to secure production lines. At the recent SID Display Week 2025, the world’s largest display event, Visionox reaffirmed its global technology leadership by showcasing AMOLED applications in various fields including automotive, smart home, healthcare, and metabus.

Visionox is preparing to establish a national-level research institute in Kunshan to secure the source technology, the core competitiveness of the display industry. The institute will concentrate on next-generation OLED technology, and the D2 pilot plant located on the existing V2 line will be relocated to the Kunshan institute site to organically integrate research and development (R&D) and prototyping. The Kunshan municipal government will provide financial support for the project, which is expected to serve as an exemplary case of cooperation between local government and business in fostering advanced technology.

The name of the ViP (Visionox intelligent Pixelization) technology will be changed to ML OLED, meaning Mask-less OLED.  The V5 line currently being promoted in Hefei, Anhui Province, is focusing on 7.5K OLED production using Mask-less OLED technology instead of FMM (Fine Metal Mask) method. The technical committee is currently discussing the project, and a final investment decision is expected by the end of June 2025.

Some equipment investments have already been finalized, with LOI (Letters of Intention to Purchase) issued for Nicon lithography equipment, Nissin ion implanter, and APSYSTEM ELA equipment, and AKT, a display equipment subsidiary of Applied Materials, is the likely supplier for deposition equipment. However, the possibility has been raised that investment in FMM-related equipment may be put on hold.

Visionox is also planning a 15K-scale addition to its V2 line, and equipment orders are expected this year. The company plans to secure the necessary funds through the sale of the existing D2 pilot line and patents, as well as policy funding from the Hebei provincial government. The expansion strategy being pursued in parallel with the V5 project is a preemptive response to increasing OLED demand and to improve production efficiency and cost competitiveness.

Visionox is pursuing technology-centered sustainable growth through the establishment of the Kunshan National Research Institute, the transformation of mask-less OLED-centric production lines, and a strategy to diversify AMOLED applications. Through cooperation with the government, asset efficiency, and strategic capital investment allocation, Visionox has simultaneously secured financial stability and technological competitiveness, strengthening its position as a technology leader in the global OLED market.

Changho Noh, Analyst at UBI Research  (chnoh@ubiresearch.com)

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Automotive OLED Display Trends Seen Through SID 2025

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As the development of intelligent and networked automobiles accelerates, the demand for various types of vehicle displays is rapidly increasing. In terms of display technology, the adoption rate of LTPS TFT LCD and OLED is increasing, and interest in Micro-LED is also growing.

In 2024, the shipment volume of OLED panels for vehicles is expected to increase by 126% year-on-year to approximately 2.48 million units. It is expected to increase to approximately 3 million units in 2025. This is because OLED is expanding its adoption, contributing to luxurious interiors and efficient space utilization, especially in premium vehicles.

LG Display, BOE, Visionox, Tianma, etc. recently presented various OLED vehicle display solutions at the SID 2025 and Shanghai Auto Show. As major automakers such as Mercedes-Benz, Audi, GAC, and Ideal are also installing OLED in their latest models, the market penetration is further expanding.

LG Display has organized an exhibition space dedicated to automobiles under the theme of ‘Driving the Future.’ The concept car on display featured a 57-inch pillar-to-pillar OLED that covers the entire dashboard and an 18-inch sliding OLED for the rear seats.

57-inch pillar to pillar OLED & 18-inch sliding OLED

LG-Display-57-inch-pillar-to-pillar-OLED-18-inch-sliding-OLED

BOE showcased a smart cockpit consisting of a total of eight OLED displays, including a 55-inch transparent OLED sunroof. Key specifications include a 12.3-inch instrument panel and CID (resolution 720×1920), a switchable privacy display with a relative brightness of less than 0.5% at a viewing angle of 48 degrees or more, a 1.5-inch circular OLED with a resolution of 466×466 and 310 PPI, and two CMS OLEDs.

55-inch OLED transparent sunroof

55-inch OLED transparent sunroof

BOE OLED smart cockpit

OLED smart cockpit

Visionox unveiled a smart C-type armrest flexible OLED, a dual-screen integrated flexible OLED, a UDIR flexible OLED for vehicles, and a switchable privacy display at SID 2025.

Visionox UDIR OLED

UDIR OLED

Visionox Dual screen

Dual screen

Visionox Privacy OLED

Privacy OLED

Tianma exhibited a 13-inch slider OLED and a dual 13-inch multi-curvature integrated black OLED display with a curvature range of R800~2000mm.

Tianma 13-inch slidable OLED

13-inch slidable OLED

Tianma 13-inch multi curvature OLED

13-inch multi curvature OLED

Changwook HAN, Executive Vice President/Analyst at UBI Research (cwhan@ubiresearch.com)

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OLED Emitting Material Market Projected to Grow from $2.86 Billion in 2025 to $3.72 Billion by 2029

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2Q25-Quaterly-OLED-Emitting-Material-Market-Tracker

‘2Q25_Quaterly OLED Emitting Material Market Tracker’

According to UBI Research’s “2Q25_Quarterly OLED Emitting Material Market Tracker”, the OLED emitting material market reached $490 million in the first quarter of 2025 and is expected to achieve a total of $2.86 billion for the full year. The market is projected to grow at a compound annual growth rate (CAGR) of 6.7%, reaching $3.72 billion by 2029.

By nation, due to the production cycle characteristics of Korean panel makers—whose shipments are concentrated in the second half of the year—Chinese OLED panel makers surpassed Korean makers in terms of emitting material revenue for the first time in Q1 2025. However, with the mass production of Apple’s iPhone 17 and iPad Pro panels beginning in Q2, Korean panel makers are expected to regain the lead in the second half of the year.

In terms of company-specific material usage in 2025, Samsung Display is projected to hold a 39.8% share, followed by LG Display with 19.9%, and BOE with 13.1%. Korean panel makers are expected to maintain a combined market share of 55% through 2029.

UBI Research analyst Changho Noh stated, “Although Chinese panel makers temporarily overtook their Korean counterparts in emitting material revenue in Q1 2025, Korean companies are expected to recover soon,” and added, “While Korean panel makers may fall behind Chinese makers in shipment volume from 2025, they will continue to dominate in terms of emitting material revenue for the time being.”

Chang Ho NOH, Analyst at UBI Research  (chnoh@ubiresearch.com)

▶OLED Emitting Material Market Tracker Sample

Visionox May Expand V2 Line, Aiming for Monthly Capacity of 60K Small-Size OLED Panels

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Visionox-OLED-Shipment

Visionox is reportedly reconsidering the expansion of its V2 line located in Guan, China. The expansion plan had been on hold due to delays in local government investment support, but recent renewed discussions with the Guan municipal government have reignited the possibility of investment. If the plan moves forward, an additional monthly deposition capacity of 15K is expected to be added to the V2 line. Combined with the existing V1 line in Kunshan (5.5-generation, 15K) and the V3 line in Hefei (6-generation, 30K), Visionox would establish a total monthly production capacity of 60K for small-size OLED panels.

Currently, Visionox produces rigid and flexible OLEDs for smartwatches and smartphones at the V1 line, while the V2 and V3 lines mainly manufacture LTPO OLEDs used in flagship smartphones. Major clients include leading Chinese smartphone brands such as Xiaomi, Oppo, Honor, Huawei, and Vivo.

Visionox’s OLED panel shipments have shown clear growth in recent years: 35 million units in 2021, 46 million in 2022, 73 million in 2023, and a sharp increase to 120 million in 2024, representing a year-on-year growth of approximately 64.4%. However, shipments in Q1 2025 stood at 26.1 million units, suggesting that the full-year figure may remain similar to that of 2024.

Meanwhile, Visionox is also building a new 8.6-generation OLED line (V5) in Hefei to enter the medium- to large-size OLED market. This line targets IT and automotive applications such as laptops, tablets, and vehicle displays, positioning itself as a strategic hub for Visionox’s portfolio diversification and future growth.

If the V2 line expansion is realized, Visionox is expected to significantly strengthen its small-size OLED production capabilities while simultaneously accelerating a multifaceted growth strategy that includes its entry into the medium- to large-size display market.

Junho Kim, Analyst at UBI Research (alertriot@ubiresearch.com)

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Accelerating competition in the development of next-generation HUD display products with Micro-LED technology

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This year, companies are engaged in intense competition to develop Micro-LED HUD products for automotive use at display exhibitions such as CES, Touch Taiwan, and SID. Major panel manufacturers such as AUO and Innolux in Taiwan, and BOE, TCL CSOT, and Tianma in China have unveiled a host of new products. These companies are the main suppliers of LCD HUD products.

AUO exhibited a 13-inch micro LED AR HUD, while Innolux’s CarUX implemented a HUD on the windshield using a 9.6-inch Micro-LED reflective display solution with 9.6-inch Micro- LED.

AUO-13”-AR-HUD

AUO 13” AR HUD

BOE showcased two HUD display solutions at SID. One is a 6.2-inch (624×360) RGB Micro-LED HUD, and the other is a monochrome Micro-LED HUD achieving up to 300,000 nits. TCL CSOT unveiled a 14.3-inch (1700 x 650) Micro-LED PHUD, while Tianma showcased an 8-inch (1204×608) HUD.

BOE-6.2”-HUD

BOE 6.2” HUD

TCL-14.3”-HUD

TCL 14.3” HUD

Tianma-8”-HUD

Tianma 8” HUD

These products achieve high resolution and high contrast ratios based on the advantages of Micro-LEDs, offering differentiation and the potential to replace existing LCOS products. As a result, panel manufacturers are engaging in intense competition to secure a technological lead in the market.

According to UBI Research’s “2025 Automotive Display Technology and Industry Trend Analysis Report,” this year’s vehicle display shipments are expected to exceed 240 million units, with Mini-LED and OLED panels gradually increasing. As competing technologies, companies are actively developing differentiated technologies applied to Micro-LED HUD products.

In summary, automotive displays are one of the key areas of the future display market. As the importance of displays has grown as a key differentiating factor in smart cars, the automotive display market will become an essential competitive arena for panel manufacturers. In other words, with the smart evolution of vehicles, HUDs will become mainstream, and companies will need to respond and compete accordingly.

Namdeog Kim, Senior Analyst at UBI Research(ndkim@ubiresearch.com)

▶2025 Automotive Display Technology and Industry Trends Analysis Report

OLED shipments for medium-to-large panels in Q1 2025 increased by 12.2% year-over-year, driven by growth in tablet PCs, monitors, automotive displays, and TVs.

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UBI Research-2Q25-Medium-to-Large-OLED-Display-Market-Track

2Q25 Medium-to-Large OLED Display Market Track

According to UBI Research’s “2Q25 Medium-to-Large OLED Display Market Track,” OLED panel shipments for medium-to-large displays in Q1 2025 increased by 12.2% year-over-year, while revenue grew by 17.1%.

By manufacturer, Samsung Display and LG Display saw year-over-year growth in their medium-to-large OLED shipments, whereas Chinese panel makers maintained a similar performance compared to Q1 2024.

By application, shipments increased across tablet PCs, monitors, automotive displays, and TVs, while notebook panel shipments experienced a slight decline. Notably, shipments for automotive OLED panels tripled, growing from 270,000 units in Q1 2024 to 810,000 units in Q1 2025. Samsung Display’s automotive OLED shipments surged from 100,000 to 540,000 units, while LG Display, BOE, and Everdisplay maintained levels similar to the previous year.

In addition to BOE and Everdisplay, Tianma has recently been actively promoting its automotive OLED panels and expanding its customer base. The 2025 shipment forecast for automotive OLED panels stands at 3 million units, reflecting a 20% increase from 2024.

For tablet PCs, OLED shipments in Q1 reached 1.95 million units, a decrease of 250,000 units from 2.2 million units in the previous quarter. While both Samsung Display and Chinese panel makers experienced slight quarter-over-quarter declines, LG Display more than doubled its shipments compared to Q4 (300,000 units), thanks to the resumption of panel production for the iPad Pro.

“Chang Wook Han, Executive Vice President at UBI Research, stated that the growing demand for high-end automotive displays, combined with the increasing adoption of OLED by premium brands, is expected to drive continued growth in the automotive OLED market.”

Chang Wook HAN, Executive Vice President/Analyst at UBI Research (cwhan@ubiresearch.com)

▶Quarterly Medium & Large OLED Display Market Track Sample

With SID2025, Aledia promises innovation in MICRO-LED displays.

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Aledia is a micro-LED R&D startup headquartered in Grenoble, France, which was spun out from the French National Scientific Institute CEA-Leti in 2011. LEDs and plans to supply them for all display applications that require them. The company claims that the properties of nanowires make them energy efficient and suitable for high resolution, but if the pixels are configured in the form of m x n arrays, they will also be the best choice for large-area, high-brightness product lines.

Aledia’s core technology is a method of growing GaN nanowires in a three-dimensional structure on a silicon substrate. This technology is suitable for high-performance display solutions such as augmented reality (AR) because the direction of light emission can be precisely controlled.

Aledia-Micro-LED Aledia-Micro-LED

Aledia holds approximately 300 patents and has completed the development of the world’s highest efficiency of 32% EQE in micro-LEDs with a size of 1.5 µm or smaller, its manufacturing technology, and circuit bonding technology.

Aledia is investing US$200 million in Champagnier, France, to build a microLED production line that is expected to be completed in the first half of 2025. The facility will be capable of mass producing microLEDs on 8″ and 12″ silicon wafers with a capacity of 20K wafers per month; Aledia is expected to produce micro-LEDs for AR in earnest.

Aledia-Micro-LED

Aledia researchers let us know that they are ready to work together to solve the challenges of the micro-LED industry at SID 2025.

Joohan Kim, Analyst at UBI Research (joohanus@ubiresearch.com)

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University of Michigan team boosts blue phosphorescent OLED lifetime. A breakthrough toward solving the “blue problem” in displays

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May 2025 — A research team led by Professor Stephen R. Forrest at the University of Michigan has developed a deep blue phosphorescent OLED (PhOLED) that simultaneously achieves up to more than 10 times longer lifetime and high color purity, addressing the long-standing challenge of blue OLEDs. The results are published in the latest issue of Nature Photonics, and a related paper was presented at SID2025.

While OLEDs are widely used in smartphones and premium TVs, blue OLEDs have relied on inefficient fluorescence, leading to high power consumption and short operational lifetimes. This is because blue light has the highest energy level, causing molecules in the emitting layer to degrade quickly. To overcome this, the team developed a tandem PEP (polariton-enhanced Purcell effect) OLED with multilayer architecture and double-sided electrode design.

Previous work by the Forrest team demonstrated that surface plasmons near metal electrodes could help excitons in light-emitting molecules release energy faster. Building on this, the new device incorporates an organic semiconductor on both electrodes, enabling the formation of plasmon–exciton–polaritons. This structure acts like a high-speed lane, allowing excitons to convert to photons more efficiently and reducing destructive interactions.

Moreover, the tandem architecture divides the light-emission workload between two layers, cutting degradation in half. An optical cavity (Fabry–Pérot cavity) further boosts efficiency and color purity.

First author Dr. Haonan Zhao stated, “Instead of letting excitons collide and decay, we gave them an expressway to escape — a physical design solution to a two-decade-old problem.” Professor Forrest added, “This may not be the final solution, but we’ve finally shown the way forward that has eluded researchers for 20 years.”

The results of this study are expected to play a key role in advancing the performance of various display products, such as next-generation smartphones, TVs, and wearable devices. It also has the potential to bring about innovative changes in the lighting field, where energy efficiency is important. This study was supported by the US Department of Energy and Universal Display Corporation.

Paper Information
– Title: Stable, deep blue tandem phosphorescent organic light-emitting diode enabled by the double-sided polariton-enhanced Purcell effect
– Authors: Haonan Zhao, Claire E. Arneson, Stephen R. Forrest
– Journal: Nature Photonics (2025)
– Journal: SID 2025 Digest148 (13-4)

Chang Ho NOH, Analyst at UBI Research  (chnoh@ubiresearch.com)

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SID 2025, TCL exhibits inkjet OLEDs from 6.5 inches to 65 inches… Will mass production shake up the display market?

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At the SID 2025 Display Week, TCL showcased various sizes of inkjet OLED products. The inkjet method is considered to be a technology that is advantageous in reducing material costs compared to the vacuum deposition method due to its high utilization efficiency of luminescent materials. TCL officially announced the mass production of a 21.6-inch 4K inkjet OLED professional display in November 2024, and is currently considering investment for mass production.

At this exhibition, TCL showcased a 6.5-inch inkjet OLED display for smartphones, which provides a high resolution of 360ppi based on real stripe, which is equivalent to approximately 460ppi based on pentile. In addition, a variety of product lines were exhibited, including a 14-inch oxide TFT-based OLED notebook panel with a 2.8K resolution (243ppi), a 27-inch OLED monitor with 4K 120Hz specifications, and a 65-inch OLED TV display with 33 million pixels and 8K 120Hz.

TCL, 6.5” Smartphone

TCL, 6.5” Smartphone

TCL, 14” Notebook PC

TCL, 14” Notebook PC

TCL, 27” Monitor

TCL, 27” Monitor

The 65-inch product maintains 99% of the DCI-P3 color gamut even in low-gradation, and has applied technology that doubles the utilization of light-emitting materials and reduces blue light by 50%. This is evaluated as a significant technological breakthrough in the large-scale and commercialization of inkjet OLED.

TCL 65” 8K TV

TCL 65” 8K TV

With a full lineup from 6.5 inches to 65 inches, TCL has shown confidence that inkjet OLED technology can be applied to all product lines from mobile to TV. Up to now, Chinese OLED panel manufacturers have focused on production based on technologies first verified by advanced companies, but inkjet OLED is the first technology that China has led in mass production. The success of this technology can be an opportunity for Chinese panel manufacturers to leap forward in both technology and production.

However, OLED using vacuum deposition method is continuously improving brightness and lifespan through tandem IT OLED structure or multi-stack TV OLED structure, and inkjet OLED still has the task of not only securing productivity but also reducing this performance gap.

Chang Wook HAN, Executive Vice President/Analyst at UBI Research (cwhan@ubiresearch.com)

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DNP Secures Exclusive Deal with BOE for 8.6G OLED FMM Supply, Strengthens Market Leadership Amid China’s Push for Localization

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(Source: DNP)

(Source: DNP)

Japan’s Dai Nippon Printing (DNP) is reaffirming its dominance in the Fine Metal Mask (FMM) market, a key component in OLED manufacturing. Recently, DNP signed an exclusive supply agreement with China’s leading display company BOE for FMMs used in 8.6-generation OLED panels, signaling a proactive move into the expanding large-size OLED market.

This agreement is part of BOE’s strategy to begin mass production on its new 8.6-generation OLED lines. To support this, DNP has established a new FMM production line at its Kurosaki plant in Fukuoka, Japan. The facility is equipped to handle substrates over twice the size of those used in 6th-generation lines and is optimized for high-resolution, large-size OLED panel deposition processes. The new line has also been designed with flexibility in mind, capable of producing some 6th-generation products as needed.

Currently, DNP holds exclusive supply agreements with major Chinese panel makers—including BOE (excluding its 5.5-generation lines), CSOT, and Tianma—for 6th-generation lines, maintaining a 100% market share in that segment. However, some panel manufacturers have started trialing domestically produced FMMs, although the extent of their use has not been statistically verified. Despite ongoing efforts to localize FMM production in China, achieving the same level of precision and yield as DNP remains a significant challenge.

To ensure stable supply and expand production capacity, DNP is operating both its existing Mihara plant in Hiroshima and the new facility in Fukuoka. This dual-site strategy not only enhances production scalability but also improves customer trust by serving as a Business Continuity Plan (BCP) safeguard against natural disasters like earthquakes.

FMMs are critical materials used in the OLED deposition process to accurately pattern RGB subpixels, directly affecting panel resolution and production yield. Samsung Display also sources ultra-thin 25μm FMMs from DNP while pursuing diversification strategies through collaborations with Korean companies. Domestic suppliers such as Poongwon Precision are accelerating their FMM mass production efforts to challenge DNP’s market dominance.

By securing this major deal with BOE, DNP has solidified its position as a key partner in the transition to next-generation OLED mass production and once again demonstrated its strategic edge in the increasingly high-generation global OLED market.

Junho Kim,Analyst at UBI Research (alertriot@ubiresearch.com)

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1Q25 Small OLED Panel Shipments Decline by 14% QoQ, but Hit All-Time High for First Quarter

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2Q25 Small OLED Display Market Track

2Q25 Small OLED Display Market Track

According to UBI Research’s “2Q25 Small OLED Display Market Track,” which includes performance and forecasts for applications such as smartphones, foldable phones, and smartwatches, small OLED panel shipments in the first quarter of 2025 reached 243 million units. This represents a decrease of 40 million units compared to the fourth quarter of 2024, which recorded 284 million units.

While this marks a 14.3% decrease quarter-on-quarter, it reflects a 10.7% increase year-on-year, making 1Q25 the highest first-quarter shipment volume on record for small OLED panels.

Breaking down the 1Q25 results, shipments from Samsung Display and LG Display both declined compared to the previous quarter. Among Chinese panel makers, Visionox recorded the steepest decline in shipments from 4Q24.

Despite a decrease in shipment volume, Samsung Display’s shipment share rose by 2.9 percentage points compared to 4Q24. Similarly, LG Display’s market share dropped from 13.1% to 9.3%, largely due to the seasonal concentration of Apple-bound panel production in the second half of the year. However, this still marks a 3.3 percentage point increase from the 6% share in 1Q24. LG Display’s shipments of panels for Apple continue to grow annually, and 2025 shipments are expected to exceed those of 2024 by over 10%.

Chinese panel makers showed a downward trend in shipments compared to 4Q24. However, their year-on-year growth remains strong when comparing 1Q23 and 1Q24 data. Notably, BOE is undergoing evaluation to gain approval for supplying panels for Apple’s iPhone 17 Pro. If BOE passes the certification, it is projected to ship approximately 50 million iPhone panels in 2025.

Han Chang Wook, Vice President at UBI Research, stated, “All iPhone 17 models are expected to adopt LTPO panels, which will drive up the average panel price. Although Korean panel makers saw a decline in shipments compared to the previous quarter, performance is expected to improve in the second half of the year with the full-scale production of Apple panels, potentially resulting in higher revenue than in 2024.”

Chang Wook HAN, Executive Vice President/Analyst at UBI Research (cwhan@ubiresearch.com)

▶ Quarterly Small OLED Display Market Track Sample

Cameras Replace Side Mirrors – CMS Competition among Global Automakers

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With the technological advancement of the automobile industry, the importance of the Camera Monitoring System (CMS) is gradually increasing. This technology, which replaces existing side mirrors, provides the advantage of securing a wider field of vision for the driver and improving the design and aerodynamic performance of the vehicle. CMS captures the surroundings in real time through high-resolution cameras installed outside the vehicle and transmits this to the display inside the vehicle, helping the driver to recognize the surroundings without blind spots. It provides excellent visibility even in driving environments such as night or bad weather, which leads to improved overall driving safety.

CMS also reduces the air resistance of the vehicle by eliminating the outside mirror, thereby increasing fuel efficiency and contributing to reducing carbon emissions. There is an analysis that the introduction of CMS can lead to a fuel saving effect of up to 1.5% for large commercial vehicles. Despite these technological advantages, there are still several challenges to the spread of CMS. First, securing the durability and reliability of the camera and display is essential, and thorough quality control and testing are required because a failure or malfunction of the system can have a fatal impact on the driver’s field of vision. In addition, drivers accustomed to traditional side mirrors may take time to adapt to the new display-based viewing method, and user education and development of linkages with driver assistance functions must be carried out in parallel. In addition, the fact that legal standards and safety regulations in each country are not yet completely unified is also acting as an obstacle to the spread of the industry.

In this trend, CMS technology was highlighted as one of the key technologies that many global companies paid attention to at the recent ‘Shanghai Auto Show 2025’. This exhibition introduced a variety of CMS-related technologies, and it was evaluated as a place to show the future direction of vehicle design and driving environment.

AVITA 12

AVITA 12

Honda Ye GT

Honda Ye GT

SAIC Maxus MIFA 7 EV

SAIC Maxus MIFA 7 EV

Mazda EZ-60

Mazda EZ-60

BYD U7

BYD U7

Changan Deep Blue S09

Changan Deep Blue S09

Chang Wook HAN, VP/Analyst, UBI Research(cwhan@ubiresearch.com)

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Visionox Implements 4th-Generation OLED Technology Using pTSF Mechanism

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Visionox announced at SID 2025 International Display Week that it has successfully demonstrated the commercialization potential of pTSF (Phosphor-assisted Thermally Activated Delayed Fluorescence Sensitized Fluorescence), a fourth-generation OLED technology. This technology is part of hyperfluorescence OLED technology, the fourth generation of OLED technology, and has been attracting attention as a key technology for the next-generation OLED display industry, as it simultaneously satisfies high color reproduction, high efficiency, and long life.

The research team developed green OLED devices with an ultra-wide color gamut that not only exceeds the DCI-P3 standard but also meets the requirements of AdobeRGB and BT.2020. In particular, the newly developed pTSF-based hyperfluorescence OLED device achieved high color purity with CIEx < 0.21 and FWHM (wavelength width) of 21-27 nm and reported up to 12% efficiency improvement and 20% lifetime improvement compared to existing commercial phosphorescence OLEDs.

The pTSF mechanism combines the excellent color purity of fluorescent emitters, the 100% exciton utilization of TADF hosts, and efficient energy transfer from phosphorescent assistant dopants, resulting in a more precise and stable emission system compared to traditional OLED structures. In addition, by optimizing the material deposition process for the G6 mass production line, material usage was reduced by over 10% without compromising quality.

Two prototype products—Product A and Product B—utilizing the pTSF technology were also developed. Compared to existing Visionox OLED products, Product A and B showed 12% and 6% lower power consumption, respectively, while achieving over 99.5% coverage of both DCI-P3 and AdobeRGB color gamuts. Furthermore, both maintained comparable reliability in high temperature and high humidity endurance tests.

A Visionox representative stated, “This milestone marks a pivotal step toward the commercialization of hyperfluorescence OLEDs. Starting with green, we aim to expand pTSF architecture to red and blue devices as well, ultimately achieving full BT.2020 color gamut coverage in next-generation OLED displays.”

The research was presented with sample demonstrations at SID 2025, and was conducted in collaboration with the Department of Chemistry at Tsinghua University, supported by China’s National Key R&D Program.

Wide color gamut Wide color gamut pTSF device flexible AMOLED solution pTSF High-efficiency pTSF device flexible AMOLED solution

Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)

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[SID 2025] Automotive Micro LED Displays (LG Display, AUO, BOE, TCL CSOT, TIANMA)

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Everdisplay Accelerates Tandem OLED Production and Investment Amid Push for Profitability and Hong Kong IPO

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Huawei ‘MatePad Pro’

Huawei ‘MatePad Pro’

EDO

EDO

 

 

 

 

 

 

 

 

Chinese OLED specialist Everdisplay Optronics (EDO) is ramping up efforts to improve profitability and prepare for a potential listing on the Hong Kong Stock Exchange. The company is currently upgrading its production lines using vacuum deposition equipment from Japan’s Ulvac to enable manufacturing of tandem-structure OLED panels.

Tandem OLED technology stacks two or more light-emitting layers to achieve superior power efficiency and longer lifespan, making it increasingly favored in high-end OLED applications. EDO has already supplied tandem OLED panels for Huawei’s tablets—a production line that is reportedly operating profitably.

However, EDO’s broader OLED business remains in the red. To address this, the company is investing in new equipment as part of a long-term strategy to enhance profitability and expand production capabilities. The latest investment focuses on scaling up tandem OLED mass production, with a particular emphasis on the growing mid-to-large-sized OLED segment.

As of 2024, EDO’s shipments of mid-to-large-sized OLED panels are estimated at around 1.9 million units. Approximately 6–7% of these panels are used in automotive displays, while the majority are for tablet PCs. With increasing demand for OLED in the automotive sector, industry watchers expect EDO’s share in that segment to steadily grow in the coming years.

Junho Kim, UBI Research analyst(alertriot@ubiresearch.com)

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[SID 2025] Samsung Display, QD-OLED 27-inch QHD 500Hz Monitor

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[SID 2025] Lenovo, Rollable Laptop

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[SID 2025] LG Display 13-inch Ph-Blue Hybrid Tandem OLED

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With SID 2025, Samsung Display proved to be a pioneer in OLEDs.

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Samsung Display proved itself as an OLED pioneer at SID 2025. Samsung Display presented the world’s best technology in three themes: the best technology possessed by OLED pioneer companies, and a three-dimensional exhibit that allowed visitors to experience in advance what tomorrow’s OLEDs will look like.

The ‘OLED Frontier’.

The world’s first QED 18.2-inch display applying environmentally friendly Cd-free field emission quantum dot (EL-QD) technology, EL-QD is a new technology that applies an electric field directly to quantum dots to emit inorganic light, realizing accurate color representation and accurate color representation of QD. It achieves BT2020 86% color reproduction and 400 nits performance without color filters. Samsung Display will further improve the performance and aims to launch the product within two years. The 27-inch QD-OLED monitor presented together will experience the world’s largest resolution of 220ppi with 5,120 x 2,880 pixels. With organic light diode bilo sensors built into every pixel in the display area, the Sensor OLED display can measure physical indicators such as heart rate, blood pressure, stress, and atrial fibrillation with a finger.The Sensor OLED display, which was named SID Outstanding Paper of the Year, was also featured in ” Nature Communications” and was also featured in the Nature Communications.

‘From Pixel to Perfection’.

With the introduction of new EL materials with improved blue organic materials, the 65″ UHD TV in 2025 achieves 4,000 nits of brightness, a 33% improvement over the previous model and the world’s highest brightness. The company also introduced the world’s first 27″ OLED gaming monitor with 500Hz drive technology. 6.8″ Bezel-less smartphone display with up to 0.6mm thin bezel creates an unrealistic illusion. 6.8″ OLED on top of a 14.6″ OLED panel The panels were displayed in such a way that they appeared to be a single panel, as their boundaries were not visible. LEAD technology, introduced for the first time in the world, is an OLED panel technology that has the same reflectivity and bright room contrast as before, even when the polarizer on the OLED surface is removed. LEAD technology is originally characterized by low power consumption, thinness and lightness.

‘Designing Tomorrow’

Future next-generation displays were also unveiled through Samsung Display, introducing unique form factors such as rollable and foldable displays. Stretchable displays with increased displacement from last year were also exhibited. RGB OLEDoS with up to 5,000ppi were shown as a solution for ‘new realities’.

Mr. Lee Chang-hee, Director (Vice President) of the Display Research Institute, expressed his pride in being able to showcase Samsung Display’s unparalleled technological capabilities and emphasized the company’s commitment to further pioneering the development of new technologies.

Joohan Kim, UBI Research Analyst(joohanus@ubiresearch.com)

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[SID 2025] Visionox, Rollable AMOLED (R3)

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[SID 2025] Tianma, 12.3-inch Smart Interior InvisVue

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[SID 2025] Tianma, 13-inch Slidable AMOLED (R4.5, 70mm distance)

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LG Display showcased next-generation OLED under the theme of ‘Display technology that creates the future’ at ‘SID 2025’

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LG Display divided the SID 2025 exhibition hall into three zones to introduce the evolution of large OLED technology, vehicle display solutions targeting future mobility, and next-generation display technology for a sustainable future.

In the large OLED zone, the excellence of the 4th generation OLED panel and TV and gaming panels that applied it were showcased under the theme of ‘Another evolution for mainstream adoption.’ It achieved a maximum brightness of 4,000 nits by applying the ‘Primary RGB Tandem’ structure, a proprietary technology that independently stacks RGB devices to emit light. The ‘27-inch gaming OLED’ was exhibited to allow visitors to experience LG Display’s evolved gaming OLED, such as improved brightness and color reproducibility, by comparing products that applied the existing 3rd generation OLED with new products that applied the 4th generation OLED.

27-inch Gaming OLED: 3rd Gen vs 4th Gen OLED

27-inch Gaming OLED: 3rd Gen vs 4th Gen OLED

The ‘45-inch 5K2K gaming OLED’ that provides the best gaming experience with the world’s highest resolution (5120×2160) was also unveiled. Approximately 11 million pixels are densely arranged on the 45-inch large screen to realize excellent picture quality, and it features a 21:9 ratio similar to a movie theater screen to provide a next-level sense of immersion. LG Display’s proprietary technology ‘DFR (Dynamic Frequency & Resolution)’ that can optimize various contents from gaming to watching movies with a single monitor also garnered attention. Depending on the content, you can freely choose between high refresh rate mode and high resolution mode.

45-inch DFR gaming monitor

45-inch DFR gaming monitor

The ‘stretchable display for vehicles’ offers the possibility of innovation in future mobility design by applying a stretchable display whose screen can be freely stretched to the vehicle’s center fascia area where existing physical buttons were located.

A concept car that applied a vehicle display optimized for SDV was introduced. The front seat dashboard of the concept car was equipped with an ultra-large 57-inch pillar-to-pillar that LG Display commercialized for the first time in the industry, and an ‘18-inch sliderable OLED’ was installed for rear seat entertainment. It secured reliability and durability that can operate normally even in extreme environments from -40 degrees Celsius to 85 degrees Celsius, making it suitable for use in vehicles.

In addition, under the theme of ‘Display for a Sustainable Future,’ a next-generation display that applied low-power technology and eco-friendly components was unveiled. The ‘16-inch Neo:LED panel for laptops’ implemented the best color reproducibility suitable for professionals from photography to video production, while developing and applying new LED technology to reduce power consumption. This significantly improved the battery efficiency of IT devices. In addition, a ‘14-inch laptop panel’ was unveiled that made 41% of the product weight out of eco-friendly materials to preserve the future environment. LG Display plans to increase the use of eco-friendly materials in this product to 50% by 2030. In addition, it introduced tiling technology using micro -LED through a demonstration of operating two 22-inch micro-LED panels as independent screens and seamlessly connecting the two panels to operate them as a single screen.

Chang Wook HAN, VP/Analyst, UBI Research(cwhan@ubiresearch.com)

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[SID 2025] LG Display, 12-inch Stretchable Micro LED

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Progress of BOE’s 8.6-Generation OLED Line (B16) for IT Applications

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In March 2024, China’s BOE began construction of B16, an 8.6-generation (2290×2620 mm) OLED production line for IT, in Chengdu, Sichuan Province, with a total investment of RMB 63 billion (approximately KRW 12.4 trillion).

In April 2024, BOE ordered a horizontal evaporator from Sunik Systems, and in May 2025, the B16 line will receive key equipment, including Abaco’s evaporator logistics system and Sunik Systems’ horizontal evaporator.

Unlike Samsung Display’s glass substrate-based hybrid OLED process at its 8.6 generation line, BOE has invested approximately three times the amount of Samsung Display’s investment of approximately KRW 4.1 trillion to introduce a process design that can support both flexible and glass substrates. As a result, it was expected that the B16 line would be able to produce flexible OLED panels for smartphones as well as panels for IT.

However, BOE reviewed the economics of smartphone production on the B16 line and concluded that the 8.6th generation line is less efficient than the existing 6th generation line because it is difficult to secure yields in the high-resolution FMM (Fine Metal Mask) process of 450ppi or higher, and the cost of FMM has also skyrocketed. 

The first mass-produced product of the B16 line is expected to be a panel for a laptop for a brand in China, and development of a 14.8-inch MacBook panel for Apple is also underway. Meanwhile, the 11-inch panel for the iPad is being developed on the B12 (6G) line.

BOE is looking for alternative applications, such as automotive displays, as the B16 line is not efficient enough to produce OLED panels for smartphones.

Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)

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[SID 2025] LG Display, 22″ Zero Bezel Micro-LED

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Who will develop LEDoS for Samsung Electronics and Samsung Display and AR glasses?

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The development of LEDoS for AR glasses by Samsung Electronics’ semiconductor (DS) division has been the focus of much attention. Last year, the DS division of Samsung Electronics established a department dedicated to micro-LEDs within the CSS (Compound Semiconductor Solutions) business team, but there have been ongoing discussions with Samsung Display regarding the selection of a business manager. In April last year, the company discussed the idea of transferring the department in charge of the project to Samsung Display. This year, the development of LEDoS will be in full swing, and the roles of the Mobile Experience (MX) Division, the DS Department, and Samsung Display are expected to become clearer.

According to industry experts, it would be efficient for Samsung Display to promote commercialization once the LEDoS base technology reaches the completion stage first, which is estimated to be in the middle of next year. For the time being, there will be no major changes, and the CMOS Backplane technology and micro-LED device technology will be developed by a department dedicated to micro-LEDs in the CSS business team.

Vice President Kwon Sang-deuk, who heads the division dedicated to micro-LEDs, is known as a circuit expert with a system LSI background. While Taiwan and China are the fastest-growing countries in the field of AR glasses, Samsung may be the fastest-growing.

Joohan Kim, UBI Research Analyst(joohanus@ubiresearch.com)

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Visionox to Invest in Dual OLED Deposition Technologies at V5 Line – Supplier Conference Scheduled for May 22

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Visionox’s ViP(Visionox intelligent Pixelization)

Visionox’s ViP(Visionox intelligent Pixelization)

According to UBI Research’s China Trend Report, Chinese display company Visionox has finalized the technical direction for its V5 OLED production line. The company will invest in two separate 7.5K capacities using its proprietary ViP (Visionox intelligent Pixelization) deposition technology and the conventional FMM (Fine Metal Mask) method. The investment in the ViP-based 7.5K capacity will be carried out first, followed by the FMM investment approximately six months later.

ViP is a high-precision deposition technology based on photolithography, enabling high-resolution OLED production without the need for FMM. Visionox has been intensively developing this technology as a core strategy to enhance its future manufacturing competitiveness. However, challenges related to yield have made mass production using ViP alone difficult. As a result, the company has decided to adopt a dual-track strategy for the V5 line, incorporating both ViP and FMM processes.

To support this plan, Visionox will host a supplier conference in Hefei, China, on May 22. Local government officials are also expected to attend, and the event is anticipated to help resolve outstanding funding issues for the V5 investment.

Visionox’s recent move is drawing attention in the context of the global OLED industry’s ongoing investments in 8.6-generation OLED lines. Samsung Display is currently building an 8.6-generation OLED line for IT applications (30K capacity) in Asan, South Korea, aiming to begin mass production in the second half of next year to supply panels for Apple’s iPads and MacBooks. BOE is also investing in its Chengdu-based 8.6-generation OLED line in China, targeting the production of OLED panels for smartphones as well as IT OLED panels for the domestic market.

Junho Kim, an analyst at UBI Research, commented, “Although there is still a need for significant improvements in yield and technology, Visionox appears to be pursuing enhanced production efficiency and differentiated technological competitiveness through its ViP technology.”

UBI Research’s China Trend Report provides the latest information on Chinese display companies, including shipment data from Chinese OLED panel makers, investment trends, and equipment disclosures.

Junho Kim, UBI Research analyst(alertriot@ubiresearch.com)

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Summary of LG Display’s Hybrid Phosphorescent Blue Tandem Public Patent

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If we look at the contents of the recently published hybrid phosphorescent blue tandem patent, it is evaluated as a patent that can apply phosphorescent blue to product production at an early stage. This is because it uses a luminescent material that has been verified and can be mass-produced by a material company, and the current OLED deposition system optimized for mixed host can be used as is.

The main contents of the patent are that
– The phosphorescent emitting layer must be configured at the top, and in this case, the efficiency index (blue index) increases by 1.7 times compared to the fluorescent blue tandem. (If the phosphorescent emitting layer is located at the bottom, the efficiency index increases by only 1.4 times.)
– The thickness of the fluorescent emitting layer must be 60% or less of the phosphorescent emitting layer thickness.
– As shown in the figure below, the blue phosphorescent dopant spectrum must have a second peak intensity of 50% or less of the first peak intensity.
– The difference between the highest intensity wavelength of the phosphorescent dopant and the highest intensity wavelength of the fluorescent dopant must be 20 nm or less.
We look forward to seeing LG Display’s blue phosphorescent panel, which has completed product verification, at Display Week 2025.

Chang Wook HAN, VP/Analyst, UBI Research(cwhan@ubiresearch.com)

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Preview of SID 2025

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Samsung Display’s ‘LEAD™’, the world’s first non-polarized OLED technology commercialized, has won the ‘Displays of the Year (DIA)’ award from the Society for Information Display (SID). ‘LEAD™’ is an OCF (On Cell Film) technology that replaces the polarizer, an opaque plastic sheet, and has been praised for improving brightness, enhancing outdoor visibility, and making the panel 20% thinner.
Samsung Display is actively marketing its proprietary technology to the market through the brand name ‘LEAD™’, which includes the four representative characteristics of this technology: ▲Low Power Consumption ▲Eco-Friendly ▲Augmented Brightness ▲Designed to Slim & Light.

SDC LEAD™ Technology

SDC LEAD™ Technology

LG Display plans to showcase the world’s best vehicle display optimized for future mobility under the theme of ‘Expanding business through new technology (Driving the future)’.
With ▲Vehicle stretchable display solution that can display all spaces in a vehicle, it proposes design innovation possibilities suitable for future mobility. The stretchable display, which implements high-resolution 100ppi (pixels per inch) and red, green, and blue (RGB) full colors at the same time as a general monitor while the screen can be stretched by up to 50%, has been applied to the center fascia area of ​​the vehicle to maximize aesthetics and convenience.
LG Display, which recently succeeded in commercializing the world’s first ’40-inch pillar-to-pillar’, is exhibiting ▲57-inch vehicle pillar-to-pillar, the world’s largest single panel. ▲18-inch sliderable OLED unfolds from the ceiling down only when needed. It implements entertainment functions with OLED’s unique three-dimensional picture quality and provides a new mobility experience. In the trend of larger vehicle displays, we introduce ▲SPM (Switchable Privacy Mode) mode, a key technology that enhances safety by controlling viewing angles.

LG Display Automotive Stretchable Micro-LED Display

LG Display Automotive Stretchable Micro-LED Display

Chang Wook HAN, VP/Analyst, UBI Research(cwhan@ubiresearch.com)

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OLED emitting material usage will grow 28% year-over-year in 2025

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UBI Research’s “2025 OLED Emitting Materials Report” analyzes the latest trends and key issues in the OLED industry and comprehensively analyzes the technological development direction of OLED panel companies and luminescent materials companies. It also analyzes the mass production capacities of OLED panel companies, supply chain and panel structure, and analyzes the performance of luminescent materials in detail and forecasts the market size.

In terms of technology trends, the competition for high-efficiency and long-life luminescent technologies such as hyperfluorescence and phosphorescent materials is intensifying, and improving the external quantum efficiency and lifetime of blue materials is emerging as a key challenge for market expansion. While material innovations such as deuterium-substituted and boron-based fluorescent materials are actively underway, Chinese companies are rapidly expanding their presence in the dopant and host sectors, deepening their penetration into the global supply chain.

In 2024, the use of luminescent materials was 129 tons. This was up nearly 30% from 101 tons in 2023, driven by simultaneous increases in shipments from Korean and Chinese panel makers. Samsung Display continues to account for the largest share, and its rigid OLED shipments have been increasingly driving material usage.

“OLED emitting material demand from Korean panel makers is expected to reach 111 tons in 2025 and 150 tons in 2029, while material demand from Chinese panel makers is expected to grow at a CAGR of 10.3% from 54.4 tons in 2025 to reach 80.6 tons in 2029,” said Changho Noh, a research director at UBI Research.

Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)

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OLED & XR KOREA 2025 – LetinAR PinTilt Technology

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LetinAR’s PinTilt technology was introduced at the three-day OLED & XR KOREA 2025, held in April 16. The development of AR glass optics, on which global interest is concentrated, is still in its current state of development; AR technology begins with optics that superimpose a virtual image on the real environment. Manufacturers such as Google, Upson, Meta, Microsoft, and Sony are competing fiercely with Birdbath and Exit Pupil Expander (EPE) Waveguide optics, maximizing their advantages but failing to address their disadvantages. BirdBath has failed to reduce size and weight, EPE has failed to improve image quality and power consumption, and LetinAR has made it clear that it can chase the double rabbit with its PinTilt technology.

The PinTilt technology is said to be capable of producing a high quality, distortion-free screen with a wide 48-degree FOV on AR glasses weighing the weight of a typical pair of glasses. The company is also working on the production of the glasses by using the conventional injection molding method. The company also says that it is equipped with a conventional method of manufacturing and cost performance, which could be a game changer in the AR glasses industry.

Along with technological solutions such as variable focus and improved drive engines, this is probably why industry experts predict that the day is not far off when AR glasses will be used in real life.

(Source: LetinAR)

(Source: LetinAR)

Joohan Kim, UBI Research Analyst(joohanus@ubiresearch.com)

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Micro LED technology, when will it play a leading role in next-generation displays?

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Over the past few years, we have analyzed trends in micro-LED technology and products. Along with the advancement of mini-LED backlight technology, micro-LED has emerged as the next-generation display technology, and interest is growing in when micro-LED will enter the mainstream market. Major display companies and research institutions in countries such as China, Taiwan, South Korea, the United States, and Europe have been accelerating technology development and product commercialization through years of investment, achieving a significant transition from the laboratory stage to mass production. However, the market share of micro-LED in the overall display market remains low, and the pace of commercialization as a mainstream product is still slow.

Samsung Electronics has been leading the way in next-generation display technology with its giant micro-LED TV, ‘The Wall,’ for several years now. Now, with price competitiveness and production efficiency improvements, the company is at a point where it needs to expand into the consumer market in earnest.

Taiwan’s AUO recently showcased automotive micro-LED displays and mirror displays at CES and Touch Taiwan, focusing on targeting the B2B market. The company aims to begin mass production of its 4.5-generation micro-LED production line this year. PlayNitride is preparing to mass produce panels for smartwatches and AR glasses based on its high-brightness, high-resolution technology.

Chinese companies BOE, TCL CSOT, and Tianma are expanding their demonstrations and investments in micro-LED panels and are leading the way in preparations for mass production. BOE’s subsidiary HC SEMITEK is promoting the construction of a micro-LED Epi wafer manufacturing, chip production, and packaging base in Zhuhai City, and at the end of last year, it announced the start of production of a 6-inch substrate micro-LED mass production line. TCL CSOT is preparing to enter the TV and automotive display markets through a joint research institute established with Sanan in 2020 and a joint venture, Extremely Display, to develop and commercialize products. Tianma completed its TFT-based micro-LED production line in December last year and is ready to begin small-scale shipments in phases starting this year. In addition to leading in mass production speed, the company is also accelerating technological advancements such as improving yield rates for 6-inch wafer Micro LED, enhancing laser transfer efficiency, and refining precise tiling bonding. This has been confirmed through the company’s efforts to showcase technological improvements and strengthened productization at technology exhibitions.

At the international business conference ‘OLED & XR KOREA 2025’ hosted by UBI Research, presentations on Micro-LED technology and market trends were provided for TV/large-screen displays, AR, smartwatches, and automotive displays.

According to UBI Research’s analysis, the Micro-LED consumer market is expected to be driven by TVs and AR glasses by 2027, with smartwatches and automotive displays gaining market share by 2028. It is predicted that Micro-LED will break into the mainstream market around 2028, moving beyond premium product segments.

 

More detailed information and technical analysis will be provided in a report to be published by UBI Research at a later date.

Nam Deog Kim, UBI Research Analyst(ndkim@ubiresearch.com)

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LG Display Hybrid Phosphorescent Blue Tandem Product Verification and Patent Application

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LG Display announced on May 1 that it had successfully verified the performance of a blue phosphorescent OLED panel for mass production for the first time in the world. Following the development of blue phosphorescence in collaboration with UDC last year, this achievement was made in just 8 months, and it is evaluated as one step closer to realizing the ‘dream OLED’.

LG Display solved this problem with a hybrid two-stack tandem structure that stacks blue fluorescent material on the lower layer and blue phosphorescence on the upper layer. By adding the stability of the fluorescent method and the low power of the phosphorescent method, it maintained the stability of the existing OLED panel while reducing power consumption by about 15%.

In particular, LG Display is the first company to have successfully completed the productization stage, which requires performance evaluation, optical characteristics, and fairness on an actual mass production line, and has already completed product verification with UDC.

(Source: LG Display)

(Source: LG Display)

LG Display has exclusively applied for a hybrid phosphorescent blue tandem technology patent in both Korea and the United States. According to LG Display’s published patent, the hybrid phosphorescent blue tandem is shown to achieve efficiency that is about 1.7 times higher than the existing fluorescent blue tandem. In order to optimize efficiency, color coordinates, and lifespan, the spectral shape of the blue phosphorescent dopant, the thickness ratio of the fluorescent layer and the phosphorescent layer, and the location of the emitting layer are important, and the patent rights the technology content centered on these factors. It is evaluated as a patent that optimizes the commercialization of the hybrid phosphorescent blue tandem by utilizing high-efficiency phosphorescence and long-life fluorescence.

LG Display’s OLED panel with hybrid two-stack tandem applied can be seen at the world’s largest display event, ‘SID (Society for Information Display) 2025’, held in San Jose, California, USA from the 11th of this month (local time). The products on display this time are small and medium-sized panels that can be applied to IT devices such as smartphones and tablets. As the number of products that require both high image quality and high efficiency, such as AI PCs and AR/VR devices, is increasing, the application of blue phosphorescence technology is expected to expand rapidly.

Yoon Soo-young, CTO (Executive Vice President) of LG Display, said, “The success of the verification of blue phosphorescence productization, which is called the last puzzle for the dream OLED, will be an innovative milestone toward next-generation OLED,” and “We expect to be able to enjoy the effect of preempting the future market with blue phosphorescence technology.”

Chang Wook HAN, VP/Analyst, UBI Research(cwhan@ubiresearch.com)

OLED emitting material development trends and outlook

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This article introduces the contents of the “2025 OLED Emitting Materials Report” published by UBI Research in May 2025.

The “2025 OLED Emitting Materials Report” analyzes the latest trends and major issues in the OLED industry and comprehensively analyzes the technology development direction of OLED panel companies and emitting materials companies. It also analyzes the mass production capacities of OLED panel companies, supply chain and panel structure, and analyzes the performance of emitting materials in detail and forecasts the market size.

In terms of technological trends, competition for high-efficiency, long-life light-emitting technologies such as hyperfluorescence, TADF, and phosphorescent materials is intensifying, and improving the external quantum efficiency and lifetime of blue materials is emerging as a key issue for market expansion. With material innovations such as deuterium-substituted and boron-based fluorescent materials on the rise, Chinese players are rapidly expanding their presence in the dopant and host space, penetrating deeper into the global supply chain.

In 2024, the use of emitting materials was estimated at 129 tons. This was up nearly 30% from 101 tons in 2023 due to simultaneous increases in shipments from Korean and Chinese panel makers. By company, Samsung Display continues to account for the largest share, and its rigid OLED shipments have been increasingly driving material usage.

OLED emitting material demand from Korean panel makers is expected to reach 111 tons in 2025 and 150 tons in 2029, while material demand from Chinese panel makers is expected to grow at a CAGR of 10.3% from 54.4 tons in 2025 to reach 80.6 tons in 2029.

This report comprehensively analyzes the latest trends in the emitting materials industry, market size forecasts, strategies of major players, and technology development directions, providing important guidance for those in the display and materials industries to understand the market status and plan new businesses.

Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)

▶2025 OLED Emitting Materials Report Sample

Shanghai Auto Show 2025: Evolving Vehicle Displays Between Minimalism and Living Room

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As vehicle displays move beyond simple driver assistance devices to become a core element of the vehicle experience, the global auto industry is seeking a balance between two opposing trends. One is the ‘minimalism’ trend, which emphasizes simplicity by eliminating unnecessary elements, and the other is the ‘living room’ trend, which seeks to decorate vehicles like living rooms. These two trends are unfolding with distinct differences across regions, customer groups, and manufacturers.

Minimalism is developing in the direction of providing only necessary information intuitively and minimizing the number of physical buttons. This trend, which has spread mainly in the United States and Germany, is gaining strong support, especially among the younger generation with high tech sensibilities and consumers who value practicality.

On the other hand, the living room trend reflects the trend of transforming the interior of a vehicle beyond a means of transportation into a space where passengers can enjoy various entertainment such as movies, music, and games while driving. Large curved displays, passenger-only screens, and rear-seat entertainment screens are being installed throughout the vehicle, creating an environment where users can consume rich content while on the move. This living-room-type trend is particularly strong in the Chinese and Korean markets. Chinese consumers perceive their cars as a “second living space,” and they clearly prefer vehicles equipped with multiple large displays. In Korea, demand for living-room-type displays is also increasing, especially in electric vehicles and luxury SUVs.

The response methods are also different for each manufacturer. European companies maintain minimalism as their basic philosophy, but actively reflect living-room-type elements in their flagship models to enhance their sense of luxury. American companies are placing a relatively stronger emphasis on minimalism, but there is a movement to strengthen entertainment functions in luxury vehicles. Chinese companies have been expanding their market by emphasizing the living-room concept from the beginning, while Korean companies are flexibly adjusting their strategies by vehicle segment, applying the two trends in a balanced way.

We have summarized the ‘minimalism’ and ‘living room’ trends of vehicle displays by automakers exhibiting at the “Shanghai Auto Show 2025” is being held from April 2 to May 2.

‘Minimalism’ Trends

‘Minimalism’ Trends

‘Living Room’ Trends

‘Living Room’ Trends

 

 

 

 

 

 

 

 

 

 

 

Chang Wook HAN, VP/Analyst, UBI Research(cwhan@ubiresearch.com)

▶2025 Automotive Display Technology and Industry Trends Analysis Report

OLED Automotive Display Shipments to Hit 2.48 Million Units in 2024: Up 126% YoY

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In the ‘2025 Automotive Display Technology and Industry Trends Analysis Report’ by UBI Research, various technologies, companies, and market trends of automotive displays were introduced. In 2024, global shipments of automotive display panels reached 236 million units, an 8.3% increase from the previous year. It is expected to reach 241.8 million units in 2025. In 2024, OLED panel shipments reached approximately 2.48 million units, an increase of 126% from the previous year.

This is because OLED displays can contribute to the sophistication and efficiency of vehicle interior design, so OLEDs are actively adopted, especially in premium cars. Hyundai Motor Company’s Genesis GV80 vehicle, released last year, applied a 27-inch OLED display produced by LG Display. In addition, Nio, a Chinese EV car manufacturer, will adopt a 15.6-inch OLED and a 14.5-inch OLED display for passengers in its 2025 ET9 model.

27-inch OLED mounted on Genesis GV80 (source: Hyundai Motor Company)

27-inch OLED mounted on Genesis GV80 (source: Hyundai Motor Company)

As the entertainment use of vehicle displays increases, LCD displays are increasingly adopting Mini-LED with local dimming to provide a contrast ratio similar to OLED. In 2024, Mini-LED panel shipments was more than double to 3.4 million units compared to the previous year. Sony Honda Mobility’s electric vehicle, AFEELA, to be released in 2026, will use a 40-inch Pillar-to-Pillar Mini-LED display provided by LG Display.

“Software-defined vehicles (SDVs) require high resolution, low power, AR, and multi-display performance, and they require real-time data provision and optimized user experience. Accordingly, the adoption of OLED displays suitable for this will continue to expand, and vehicle OLED panel shipments will reach approximately 3 million units in 2025,” said Chang Wook Han, Executive Vice President of UBI Research.

Chang Wook HAN, VP/Analyst, UBI Research(cwhan@ubiresearch.com)

▶2025 Automotive Display Technology and Industry Trends Analysis Report

[Touch Taiwan 2025] AUO, Smart Cockpit (Micro LED)

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AUO Unveils 127-Inch Micro-LED TV at Touch Taiwan 2025 – Signaling Ambitions in the Premium Display Market

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AUO, a Taiwanese global display specialist, captured the attention of the industry by showcasing a 127-inch Micro-LED TV with its latest technology at Touch Taiwan 2025 in April. More than just a technology demonstration, AUO’s exhibit is seen as a strategic move with the company’s full-scale commercialization in the ultra-large premium TV market in mind.

The 127-inch Micro-LED TV on display was based on AUO’s proprietary bonding technology and pixel structure design, and realized 4K resolution and high brightness of over 1,000 nits on average. It demonstrated excellent picture quality performance, including color reproduction (DCI-P3 100%), which is an advantage of Micro-LED TVs.

AUO’s 127-inch Micro-LED TV on display is aimed at commercial digital signage, as well as high-end home cinema and special purpose markets. Considering the commercialization potential of Micro-LED technology and the spread of demand, AUO will continue to expand its product lineup with various sizes and specifications.

Micro-LED is a next-generation spontaneous light display technology that miniaturizes LED devices into individual pixels, offering longer lifetimes, higher brightness, freedom from burn-in, and superior response speeds compared to OLEDs. However, the technology is still technically complex and expensive, so AUO’s prototype display can be considered a symbolic milestone. It will be interesting to see how AUO’s Micro-LED technology will make an impact in the global premium TV market and whether it will be commercialized and achieved high production yields in the future.

127-inch Micro-LED TV (Resolution: 3840×2160, Pixel Pitch: 0.732mm)

127-inch Micro-LED TV (Resolution: 3840×2160, Pixel Pitch: 0.732mm)

Here are some of the key implications of the 127” Micro-LED TV development

  • World’s largest single 42” Micro-LED module in the world
  • Improved competitiveness by simplifying the entire product design/manufacturing process
  • Reduces the color difference between tiled modules
  • 5th generation Mass-Transfer technology reduces process costs and accelerates product commercialization

More details and technical analysis will be presented in a forthcoming Micro-LED report from UBI Research.

Nam Deog Kim, UBI Research Analyst(ndkim@ubiresearch.com)

▶Micro-LED Display Technologies for XR Applications Report Sample

Taiwanese company’s Micro-LED Display technology showcased at Touch Taiwan 2025 with various applications and commercialization possibilities

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Micro-LED display technology leaders AUO, Innolux, and PlayNitride showcased their latest technologies at Touch Taiwan 2025 on April 16 to demonstrate the wide range of applications and commercialization possibilities of Micro-LEDs. They showcased products for large displays and automotive solutions, as well as a variety of other applications.

AUO’s Micro LED presented exhibits in two areas, “Display” and “Mobility Solutions”, showcasing AUO’s technological innovations in the field of advanced displays. The company exhibited a 114-inch Micro LED TV developed in collaboration with Samsung Electronics, and also introduced a 127-inch TV tiled with eight 42-inch single modules, the world’s largest in-house development.

127” Micro-LED TV (Resolution: 3840x2160, 1000nit, Pixel Pitch: 0.732mm)

127” Micro-LED TV (Resolution: 3840×2160, 1000nit, Pixel Pitch: 0.732mm)

In addition, the 17.3-inch double-sided transparent Micro-LED display (shown below) is an application that can display different information on both sides, creating interactive services on both sides. Displays like this can also be used in many applications, such as commercial advertising, home decor, and more, where they can convey information while enhancing the style of the display.

17.3” Dual-side Transparent Micro-LED Display (left), Application case(right): from AUO

17.3” Dual-side Transparent Micro-LED Display (left), Application case(right): from AUO

When it comes to smart mobility solutions, AUO, together with its subsidiary BHTC, demonstrated the vision and possibilities of various automotive display applications, including Virtual Sky Canopy, XR Interactive Window, Morphing Center Control, Foldable Cruise Pilot, and Horizon Image Glass. (Shown below)

Other leading technologies include a 13-inch 3D AR heads-up Micro-LED display and a 14.6-inch flexible Micro-LED touch display with haptic capabilities.

Innolux’s Micro-LEDs were front and center at the booth with a 204-inch 8K Micro-LED display and a 130-inch foldable Mini-LED 4K TV (shown below). Other products included a 1.39-inch touch-embedded wearable Micro-LED display, Micro-LED mirror products, transparent displays, and Micro-LED floating displays. In the automotive application area, Innolux exhibited various automotive displays under the brand of their subsidiary CarUX. Among them, the Light Field Projective display with 9.6-inch Micro-LEDs was introduced.

Innolux, 204” 8K Micro-LED Display

Innolux, 204” 8K Micro-LED Display

130” foldable Mini-LED 4K TV (left: unfolded view, right: folded view)

130” foldable Mini-LED 4K TV (left: unfolded view, right: folded view)

Micro-LED Mirror Product (left) and Transparent Display (right)

Micro-LED Mirror Product (left) and Transparent Display (right)

Innolux, 48” Windshield Reflective Solution

Innolux, 48” Windshield Reflective Solution

In addition to the 89-inch Micro-LED TV product developed in collaboration with Samsung, PlayNitride has developed a 1.39-inch Tantium Micro-LED display with a high brightness of 5000nits, a high brightness 8.07-inch transparent display, and a 0.18-inch high brightness (>500,000nits), high resolution (5,644 PPI, 720×720) and full color display for AR glasses based on its own technology platform. In addition to technology improvements, they also introduced applications such as a 9.38-inch floating display and a 3D display developed in collaboration with outside companies.

1.39” (326PPI, 5000 nits) Tantium Micro-LED Display Product

1.39” (326PPI, 5000 nits) Tantium Micro-LED Display Product

More details and technical analysis will be presented in a forthcoming Micro-LED report from UBI Research.

Nam Deog Kim, UBI Research Analyst(ndkim@ubiresearch.com)

▶Micro-LED Display Technologies for XR Applications Report Sample

[Seoul Mobility Show 2025] Hyundai Mobis, Holographic Windshield Transparent Display

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Apple iPhone 18 series, release schedule adjusted by specifications

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Apple iPhone 16 (Source: Apple)

Apple iPhone 16 (Source: Apple)

It is anticipated that Apple will delay the launch of the standard model in the iPhone 18 series, which is expected to be released in 2026.

Until now, Apple has released four models for each iPhone series: the standard model, Max, Pro, and Pro Max. In the 2025 iPhone 17 series, the Max model is expected to be replaced by a new Air model, and the Air model is projected to be the most expensive among the four.

While four smartphone models are expected to be released through 2025, it is now anticipated that the standard model will not be launched in 2026 and will be postponed to 2027.

In 2026, when Apple is expected to release the iPhone 18 series, the company is also likely to introduce its first foldable phone. Since the launch of the foldable phone could disperse sales volume, this strategic move seems to be under consideration.

If the release of the iPhone 18 standard model is delayed to the first half of 2027, it is expected to launch alongside the successor to the iPhone 16e, which is also anticipated to debut around that time. In this scenario, Apple would release higher-end models—such as the Pro, Air, and foldable phone—in the second half of the year, and lower-priced models in the first half of the following year, thereby securing different sales routes throughout the year.

Should Apple adopt this biannual product release strategy, it may affect the performance of panel suppliers such as Samsung Display, LG Display, and BOE. Historically, the release of the iPhone series in Q3 boosted the earnings of Korean panel makers starting in the third quarter, peaking in Q4. However, if new iPhone models are also released in the first half going forward, the earnings gap between the first and second halves of the year may narrow. On the other hand, if BOE continues to fall short in technology and only supplies panels for the standard model, its strong performance in the second half may shift to the first half instead.

Junho Kim, UBI Research analyst(alertriot@ubiresearch.com)

▶2025 Small OLED Display Annual Report Sample

ULVAC, China’s Metaways Collaborate to Showcase Silicon-Based Micro OLED Mass Production Process

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At a recent display industry exhibition, ULVAC unveiled its silicon-based Micro OLED display and mass production process, highlighting its competitive edge in the expanding XR and metaverse device market. The showcased solution is a result of collaboration with Zhejiang Hongxi Technology Co., Ltd. (Metaways), a rising Chinese player specializing in Micro OLED development and module integration.

The exhibited display is designed for ultra-compact, high-resolution applications including AR/VR smart glasses, pilot HMDs, infrared night vision systems, and wearable medical devices.

ULVAC introduced its optimized equipment for Micro OLED manufacturing, including the SELION-E300, NET-300C, and NET-300S. These tools are used for precise patterning of metals and insulators, low-temperature PECVD deposition, and advanced packaging. They offer high efficiency, high reliability, and stable throughput, making them ideal for silicon-based OLED production.

Metaways, ULVAC’s processing partner, has established itself as a leading Micro OLED module manufacturer in China. The company has developed a vertically integrated production line covering design, chip fabrication, driver circuitry, and final module assembly. With a strong R&D team including PhDs and experts from the University of Science and Technology of China, University of Electronic Science and Technology of China, and Nanjing University, Metaways is focusing on independent innovation and in-house technology development.

This collaboration represents a notable example of a Japanese equipment manufacturer working with a fast-growing Chinese display startup. As global demand for Micro OLED continues to rise, such partnerships are expected to accelerate the convergence of equipment and device technology across borders—paving the way for the next wave of high-resolution, ultra-compact display innovations.

Junho Kim, UBI Research analyst(alertriot@ubiresearch.com)

UBI Research’s micro display report

BOE unveils its microdisplay development policy

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At FPD China 2025’s “CDC Metaverse – Display on Silicon” on March 26, 2025, a group of experts presented on topics such as building AI and AR glass ecosystems, silicon-based display technology roadmaps, key process, equipment and material innovations, and industry and market trend forecasts.

 BOE presented “The Progress and Roadmap of BOE Si-Based Micro Display Technology,” revealing its plans to build a micro display base in Beijing and add silicon-based OLED and silicon-based LED technologies to form an ecosystem covering high-, medium-, and low-level micro displays of all required specifications.

In the high-speed LCD segment, the company is building a research and development line and manufacturing line for high-resolution (2000 ppi) LCDs for microdisplays at B20, the sixth-generation LTPS-LCD line in Beijing. Qingdao and Ordos, the regional bases for LCD, are manufacturing modules and panels for high-speed LCDs.

Beijing is also preparing R&D and production lines for OLEDoS and LEDoS for high-end applications. The company plans to design its own Si backplane after relying on design houses. In Chongqing, it is responsible for the development and production of AMOLED panels for VR, and BMOT, an OLEDoS line in Kunming, is producing 12-inch and 8-inch OLEDoS. 

Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)

UBI Research’s micro display report

Chinese Tianma company accelerates development of Micro-LED display technology and products

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The ICDT2025 conference was held from March 23rd to 25th in Xiamen, China. Among the exhibitors, Tianma company exhibited more Micro-LED products than other companies, showing that Tianma is the most active in product development among Chinese companies. Of course, in addition to Micro-LED, Tianma also exhibited automotive display products using LCD technology and OLED technology at the ICDT 2025 conference to showcase its technology.

The main Micro-LED products exhibited by Tianma are as follows. First of all, in terms of Micro-LED products, in addition to normal transparent displays, transparent Micro-LEDs with low-reflection technology and 27” Micro-LEDs for TVs and large screens (Tiling method) were exhibited. In addition, an 8” HUD screen for automobiles was exhibited using a Micro-LED panel with a brightness of 10000 nits.

8.07” Low-reflective Transparent Micro-LED Display

8.07” Low-reflective Transparent Micro-LED Display

8.0” HUD Application Display (10,000 nits luminance)

8.0” HUD Application Display (10,000 nits luminance)

27” Splicing Micro-LED Display

27” Splicing Micro-LED Display

The 27“ Micro-LED panel is made by stitching together a 7.5” screen with P0.4 mm, and the number of stitches can be increased to create video wall and commercial display applications. At the conference, we also presented Micro-LED efficiency enhancement technology and mass-transfer technology, showing that we are very active in technology development. These will be detailed in UBI Research’s Micro-LED technology report this year.

Through the project to build a micro-LED production line in Xiamen City, China, Tianma invested in equipment in March 2022 and is now equipped with a 3.5-generation micro-LED automation line. Based on Tienma’s LTPS technology, the company is accelerating technology development across the entire Micro-LED process and commercialization of automotive, tiling, and transparent display modules.

Nam Deog Kim, UBI Research Analyst(ndkim@ubiresearch.com)

▶Micro-LED Display Technologies for XR Applications Report Sample

OLED material usage in 2024 will reach a record 130 tons, surpassing 200 tons in 2028

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1Q25_Quarterly OLED Emitting Material Market Tracker

1Q25 Quarterly OLED Emitting Material Market Tracker

According to UBI Research’s “1Q25 Quarterly OLED Material Market Tracker,” the amount of emitting material used in 2024 was 130 tons. Shipments from Korean and Chinese panel makers increased simultaneously, up nearly 30% from 2023.
By company, Samsung Display continues to hold the largest share, and its rigid OLED shipments have been rising rapidly, driving material usage higher and higher. Samsung Display accounted for 42% of the total OLED emission materials market by volume, followed by LG Display at 20% and BOE at 13.2%.

While Korean panel makers still dominate in terms of material usage, Chinese panel makers are not far behind. In China, OLED shipments for smartphones from BOE, TCL CSOT, Tianma, Visionox, and EDO grew at a CAGR of 51% from 114 million units in 2021 to 394 million units in 2024. In addition, as Chinese panel makers such as BOE and EDO have recently begun supplying OLED panels for IT, the consumption of luminescent materials by Chinese panel makers is expected to increase even more steeply.

“In 2025, Samsung Display and LG Display are expected to ship more panels for iPhones than in 2024, and the overall shipments of IT devices such as tablet PCs, notebooks, and monitors are expected to increase significantly compared to 2024, so the growth of the luminescent material market is expected to continue for a while,” said Dr. Changho Noh of Ubi Research. “Additionally, with the expansion of mass production of OLEDs for IT by Chinese panel companies, the luminescent material market is expected to exceed 200 tons by 2028.”

Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)

▶OLED Emitting Material Market Track Sample

RGB Mini-LED TVs are forming a confrontation composition with OLED TVs, and future trends will be closely watched.

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While Micro-LED TVs are expected to enter the consumer market in 2025, RGB Mini-LED TVs with lower OLED performance are expected to enter the market and compete with OLED TVs. Chinese panel producers, which lag far behind Korea in OLED production volume, are strategically focusing on RGB Mini-LED technology development, while Samsung Electronics and SONY are also entering this field.

Hisense introduced a 116″ 4K TriChroma RGB Mini-LED TV at CES2025, featuring 97% BT.2020 color reproduction, 10,000 nits peak brightness, and a 10K-class local dimming zone. TCL also plans to launch an RGB Mini- LED TVs in 2026.

Samsung Electronics plans to launch RGB Mini-LED TVs, including Mini-LED and Micro-LED under the brand name RGB Micro-LED TV, in various sizes during 2025, and quietly unveiled a 98-inch 8K product at CES 2025.

Sony has also revealed that it is developing a general RGB LED Backlight technology, which is expected to be introduced into the Bravia XR Mini-LED TV and released as the Bravia XR RGB Mini-LED TV.

The price of the RGB Mini-LED Backlight is expected to be similar to the price of the traditional Mini-LED Backlight, and it will be interesting to see how it will fare against OLED TVs in the future.

Hisense 116UX 4K TV with TriChroma RGB mini LED backlight system (CES2025).

Hisense 116UX 4K TV with TriChroma RGB mini LED backlight system (CES2025).

Samsung 98-inch 8K Neo QLED prototype with RGB micro-LED backlighting (CES2025)

Samsung 98-inch 8K Neo QLED prototype with RGB micro-LED backlighting (CES2025)

Joohan Kim, UBI Research Analyst(joohanus@ubiresearch.com)

Small OLED display shipments in 2024 are expected to increase by 200 million units compared to 2023 and exceed 1 billion units in 2025

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‘1Q25 Small OLED Display Market Track’

‘1Q25 Small OLED Display Market Track’

According to UBI Research’s ‘1Q25 Small OLED Display Market Track’, which includes application performance and outlook for smartphones, foldable phones, smartwatches, etc., small OLED shipments in 2024 are expected to reach 980 million units, an increase of approximately 200 million units from 773 million units in 2023. The small OLED market is expected to exceed 1 billion units in 2025.

Looking at the 2024 performance, most panel manufacturers in Korea and China saw an increase in shipments of 40 to 50 million units, and in particular, Chinese panel manufacturers TCL CSOT, Tianma, Visionox, and Everdisplay saw shipments increase by more than 50% compared to 2023. BOE, China’s largest panel manufacturer, saw its panel shipments increase by only about 8% due to temporary production suspensions caused by disruptions in iPhone supplies throughout the year.

Not only Chinese panel makers, but also Korean panel makers have seen a significant increase in shipments. As rigid OLED panels began to be applied to Samsung Electronics’ Galaxy A series, Samsung Display’s shipments are expected to surge from 320 million units in 2023 to 380 million units in 2024. LG Display’s smartphone OLED shipments also increased from 52 million units in 2023 to 68 million units in 2024 as its supply of panels for iPhones expanded.

With Chinese panel makers’ shipments steadily increasing, and Samsung Display’s rigid OLED shipments and LG Display’s iPhone panel shipments also increasing, small OLED shipments in 2025 are expected to easily exceed 1 billion units.

“OLEDs are being widely applied to lower-end models of Samsung Electronics’ Galaxy A series and low-cost models from Chinese set manufacturers, and BOE and Visionox’s new 8.6G lines are also designed to produce panels for smartphones, so small-sized OLED shipments are expected to continue to rise for the time being,” said Han Chang-wook, Vice President of UBI Research.

Chang Wook HAN, VP/Analyst, UBI Research(cwhan@ubiresearch.com)

▶Small OLED Display Quarterly Market Track Sample

Mid- to Large-sized OLED development trends and prospects

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This article introduces the contents of the ” 2025 Mid-to-Large OLED Display Annual Report” published by UBI Research in March 2025.

The ” 2025 Mid-to-Large OLED Display Annual Report” covers key issues, product trends, panel development trends and production line status, market outlook, etc. of the medium and large OLED industry.

OLED for IT (laptops and tablets) is driving the market for medium and large OLEDs. Automotive OLEDs and OLEDs for monitors are also growing rapidly, mainly in the premium market.

In 2024, OLED shipments for notebooks and tablets were 8.46 million and 7.5 million units, respectively. In 2023, OLED shipments for laptops and tablets were 5.4 million and 1.85 million units, respectively, an increase of 57% for laptops and 400% for tablets. The surge in tablet OLED shipments in 2024 was driven by 6.2 million OLEDs supplied for the iPad Pro.

In 2025, OLED shipments for laptops and tablets are forecast at 10.8 million and 16 million units, respectively.

It is projected that IT OLED shipments will exceed 50 million units by 2028, owing to their high contrast ratio, rapid response time, and superior color reproduction, making them well-suited for AI-enabled content.

UBI Research’s 2025 Mid-to-Large OLED Display Annual Report

UBI Research’s 2025 Mid-to-Large OLED Display Annual Report

For medium and large OLEDs, various TFT substrate technologies, OLED materials, and process technologies are applied depending on the application field, such as IT OLED panels, TVs, monitors, and automotive OLED panels. This report introduces the development trends of core technologies such as tandem OLED, emitting materials, and encapsulation technologies, classifies the characteristics of technologies by application field, and analyzes the development trends of LTPO and oxide TFT technologies. It also grasps the development trends of core technologies for next-generation OLED development, such as inkjet process and photolithography patterning technology, and analyzes technological competitiveness.

This report analyzes issues such as 8.6G IT line investment trends, OLED for IT and automotive OLED panels, and provides technology development trends by panel companies and OLED market forecasts through 2029, providing useful guidelines for researchers and developers to establish development directions and grasp market conditions for new business planning.

Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)

▶2025 Mid-to-Large OLED Display Annual Report Sample

[MWC 2025] Huawei, Mate XT Ultimate

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[MWC 2025] ZTE, UPC

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[MWC 2025] Lenovo, Robot Arm

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[MWC 2025] Lenovo, Slidable

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[MWC 2025] Lenovo, Foldable

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OLED shipments for IT to increase 2.2 times year-on-year in 2024, surpassing 50 million units in 2028

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UBI Research's latest report, "2025 Mid-to-Large OLED Display Annual Report"

UBI Research’s 2025 Mid-to-Large OLED Display Annual Report

According to UBI Research’s latest report, “2025 Mid-to-Large OLED Display Annual Report,” the number of IT OLEDs, especially notebook and tablet launches, surged in 2024, unlike small OLEDs, which have maintained a similar number of launches over the past four years. In 2024, OLED shipments for notebooks and tablets were 8.46 million and 7.5 million units, respectively. In 2023, OLED shipments for notebooks and tablets were 5.40 million and 1.85 million units, respectively, representing an increase of 57% for notebooks and 400% for tablets. The increase in tablet OLED shipments in 2024 was largely due to 6.2 million OLED units shipped for the iPad Pro.

There were eight OLED tablet PCs released in 2024: two from Apple, two from Samsung, two from Huawei, and two from Honor. Following the release of Apple’s iPad Pro in 2024, the market for OLED tablet PCs is expected to continue expanding, with models such as the iPad mini and Air also incorporating OLED technology.

The number of OLED-equipped laptops, which saw a slight decrease from 52 models in 2022 to 44 models in 2023, nearly doubled to 80 models in 2024. Looking ahead, the MacBook Pro is anticipated to feature OLED technology in 2026, and the MacBook Air is expected to adopt OLED in 2028.

“OLED, which is well established in the premium smartphone market, is expected to rapidly increase its use in IT products, especially at the premium end of the spectrum,” said Chang Wook Han, Vice President of UBI Research. “By 2025, OLED shipments for laptops and tablets are expected to reach 10.8 million and 16 million units, respectively, and by 2028, IT OLED shipments are expected to exceed 50 million units,” said Han. “OLEDs will become the premium display in IT devices, as they have the right characteristics for AI-powered content consumption, such as high contrast ratio, fast response time, and excellent color reproduction.”

Chang Wook HAN, VP/Analyst, UBI Research(cwhan@ubiresearch.com)

▶2025 Mid-to-Large OLED Display Annual Report Sample

OLED shipments for smartphones and foldable phones to increase 27% year-on-year in 2024, exceeding 1 billion units in 2026

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According to the ‘2025 Small OLED Display Annual Report’ recently published by UBI Research, in 2024, OLED shipments for smartphones and foldable phones totaled 8.34 billion and 24 million units, respectively. In 2023, OLED shipments for smartphones and foldable phones were 65.5 billion and 22 million units, respectively.

In 2024, the total OLED shipments for smartphones and foldable phones increased by 27% year-on-year due to the expansion of rigid OLED usage by Samsung Electronics and the increase in flexible OLED shipments by Chinese panel makers.

In 2025, OLED shipments for smartphones and foldable phones are expected to reach 910 million and 38 million units, respectively, representing a 9% increase for smartphones and a 27% increase for foldable phones compared to 2024.

In 2025, OLED shipments for smartphones and foldable phones in China are expected to reach 4.9 billion units, compared to 4.51 billion units in South Korea.

With Apple expected to launch a foldable OLED phone in 2026, the foldable phone market is expected to grow rapidly.

OLED shipments for smartphones and foldable phones are expected to exceed 1 billion units in 2026 and 1.3 billion units in 2029.

Although small OLED shipments are expected to increase, sales are expected to decline from 2025 onwards. China’s flexible OLED shipments will continue to grow, but overall revenue will decline due to lower selling prices.

As panel shipments increase, the revenue share of Chinese panel makers will slowly increase, but Korean panel makers are expected to account for more than 50% of the revenue share by 2029.

Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)

 ▶2025 Small OLED Display Annual Report Sample

Lenovo launches rollable Notebook in mid-2025, exclusively supplies SDC panels

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foldable notebook exhibited by Lenovo

foldable notebook exhibited by Lenovo

Laptop manufacturer Lenovo plans to launch a rollable OLED notebook in 2025, and Samsung Display is expected to exclusively supply the panels.

Lenovo simultaneously exhibited an AI notebook with foldable OLED and an AI notebook with rollable OLED at MWC 2025 held in Barcelona, ​​Spain.

The name of the foldable notebook displayed by Lenovo is ‘ThinkBook codename Flip’, and it has a screen size of 13 inches when folded and 18.1 inches when unfolded. It is very light at 1.4 kg and has a thickness of 16.9 mm.

ThinkBook Plus Gen 6 Rollable AI PC

ThinkBook Plus Gen 6 Rollable AI PC

Lenovo introduced Rollable AI PC as another new product. The name of the Rollable AI PC is ‘ThinkBook Plus Gen 6 Rollable AI PC’ and it is equipped with a rollable display that increases in size from 14 inches to a maximum of 16.7 inches. Both Lenovo products are exclusively supplied by Samsung Display and are scheduled to be released in mid-2025.

Attention is being paid to whether the size of the foldable/rollable notebook market will expand with Lenovo’s entry into the rollable notebook market.

Junho Kim, UBI Research analyst(alertriot@ubiresearch.com)

Small OLED Development Trends and Outlook

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The “2025 Small OLED Display Annual Report” by UBI Research, released in March 2025, forecasts significant growth in OLED shipments. In 2024, smartphone and foldable phone OLED shipments are projected to hit 8.33 billion and 25 million units, respectively, rising to 9.1 billion and 30 million units in 2025. This growth is driven by Samsung’s increased use of rigid OLEDs, more flexible OLED shipments from Chinese manufacturers, and a shift from LCD to OLED displays.

In 2025, China is expected to ship 4.9 billion units for smartphones and foldable phones, surpassing South Korea’s 4.51 billion units. Additionally, Apple’s anticipated launch of a foldable OLED phone in 2026 is expected to further accelerate market growth.

The use of new LTPO, pol-less, and low reflectivity technologies is increasing, especially in premium models, to reduce device thickness. Chinese companies are adopting tandem OLEDs for smartphones to gain market share. BOE is developing an 8.6-generation OLED production line in Chengdu B16 to produce hybrid OLEDs for IT devices and flexible OLEDs for smartphones.

The “2025 Small OLED Display Annual Report” analyzes small OLED trends, panel development, and future market forecasts. It covers technology trends, monthly utilization rates for 2024, and market forecasts by panel maker, application, and country up to 2029, providing a crucial guide for market understanding and business planning.

Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)

▶2025 Small OLED Display Annual Report Sample

Samsung Display’s OLED panels for notebooks are expected to increase by 55% in 2024, with more than 10 million units shipped in 2025.

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UBI Research ‘1Q25 mid-to-large OLED display market track’

UBI Research ‘1Q25 mid-to-large OLED display market track’

According to UBI Research’s ‘1Q25 mid- to large-sized OLED display market track’, Samsung Display’s shipments of OLED panels for notebooks in 2024 are approximately 8.4 million units, a 55% increase compared to 2023. The market is expanding as the volume of OLED panels for notebooks from Samsung Display, which supplies not only Samsung Electronics but also overseas notebook set makers such as Dell, HP, and Lenovo, increases.

Samsung Display shipped 8.4 million notebook OLED panels in 2024, and is expected to ship 10.7 million notebook OLED panels in 2025 and 18.3 million notebook OLED panels in 2026.

Just as it benefited from the application of OLED to Apple’s iPad Pro in 2024, the notebook OLED market is expected to grow rapidly by more than 40% in 2026, when OLED is applied to Apple’s MacBook Pro.

In addition to Apple, the number of OLED notebook products released by overseas notebook set companies is also increasing. The OLED notebook market, which was only 12 types released in 2020, is expanding with 33 types released in 2023 and 80 types in 2024.

In addition to regular notebooks, foldable notebooks released by Lenovo and Asus, and slideable notebooks scheduled to be released are also expected to contribute to market expansion.

Junho Kim, UBI Research analyst(alertriot@ubiresearch.com)

▶Medium & Large OLED Display Quarterly Market Track Sample

[MWC 2025] Samsung Display, Light Field Display

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[MWC 2025] Samsung Display, Round Display

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[MWC 2025] Samsung Display, Rollable Display

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[MWC 2025] Samsung Display, Next Gen Foldable Display

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[MWC 2025] Samsung Display, Micro LED Stretchable Display

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[MWC 2025] Samsung Display, Foldable Display

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[MWC 2025] Samsung Display, Bezel less Display

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Moving forward with ultra-large vehicle displays

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Not only are vehicle displays increasing in size and number, but pillar-to-pillar displays, which integrate multiple displays on the dashboard into a single screen, have recently been applied to automobiles. Pillar-to-pillar displays have the advantage of enhancing the competitiveness of premium automobile brands through simple and stylish interiors, and allowing users to enjoy movies and games in the car through large screens. The Geely Galaxy E8 EV, launched last year, is equipped with a 45-inch pillar-to-pillar display. The display is a panel with amorphous silicon TFTs and Mini-LEDs and was supplied by BOE.

Sony Honda Mobility’s upcoming 2026 electric vehicle, AFEELA, will feature a 40-inch pillar-to-pillar display. The 40-inch pillar-to-pillar display panel with LTPS TFT and Mini-LEDs is provided by LG Display.

(Source: LG Display)

(Source: LG Display)

TPS TFTs have the advantage of faster mobility than amorphous silicon TFTs, making it easier to create high-resolution, high-brightness panels and reducing the black border, known as the bezel. And Mini-LEDs that utilize localized dimming are more expensive as the number of chips increases, but they offer OLED-like image quality with higher contrast and reduced thickness, which is important for external viewability.

“The share of LTPS TFTs in automotive displays was 34.7% in 2024 by revenue and will grow to 52.3% by 2030,” said Chang Wook Han, principal analyst at UBI Research. “The share of Mini-LEDs in automotive displays was 6.4% in 2024 and will increase to 29.1% by 2030,” said Han.

Chang Wook HAN, UBI Research Analyst(cwhan@ubiresearch.com)

▶2025 Automotive Display Technology and Industry Trends Analysis Report Sample

OLED & XR KOREA 2025: The Premier Conference on the Latest Innovations in Display Technology

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The OLED & XR KOREA 2025 conference, a global event showcasing the latest technologies and innovations in the display industry, will take place from April 16 to 18, 2025, at Yangjae EL Tower in Seoul, South Korea. This event will bring together leading companies and experts from the global OLED and XR industries to discuss next-generation display technologies and market trends in depth. Key topics will include form factor innovations, software-defined vehicles (SDV), XR optical technology, quantum dot (QD) applications, and trends in China’s OLEDoS industry.

UBI Research, the host of the event, emphasized the significance of holding this conference in South Korea, where industry leaders such as Samsung Display and LG Display are driving technological advancements in the display industry. The conference aims to facilitate global technological exchange and collaboration while creating new business opportunities for display and XR companies, component suppliers, panel manufacturers, research institutions, and investors.

The event will feature discussions on stretchable displays, SDV displays, XR displays, Micro LED displays, QD technology, and the Chinese OLEDoS industry. The session on stretchable displays will highlight their flexibility and design freedom, while SDV displays will focus on technologies suited for the era of electric and autonomous vehicles. Additionally, the event will explore the latest trends in Micro LED and XR display technologies, the role of QD technology in automotive displays, and an analysis of the current status and challenges of China’s OLEDoS industry. Other specialized programs will also be included in the conference agenda.

 Pre Registration for OLED & XR KOREA 2025 is open until April 11, 2025. For more details, visit the official OLED & XR KOREA website at https://olednxrkorea.com/.

▶Register Now for OLED & XR KOREA 2025

“AI/AR Glasses Growth, Significant Expectations for the Development of Micro-LED Displays”

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AI technology is making a soft landing and the AI era is opening up. Recently, the competition among big tech companies to become the winner of the AI war has become more intense. It is expected that the multimodal technology of AI will renew the market’s perception of AI functions through interactions such as voice, video, and photos. AI/AR glasses are expected to be more popular as they have a viewing function and are equipped with various sensors such as cameras, microphones, and speakers to access data, voice, or displays in real time to complete interactions. Accordingly, AI/AR glasses have received a lot of attention in the past year.

Ray-Ban META AI Glasses (left) and META Orion AR Glasses Prototype (right) (source: META)

Ray-Ban META AI Glasses (left) and META Orion AR Glasses Prototype (right) (source: META)

The Ray-Ban smart glasses can be seen as Meta’s present, and the Orion project as its future. In September 2024, Meta unveiled the Orion glasses prototype, showcasing the new possibilities of AR glasses with innovative display technology. Micro LED was adopted as the display solution for the Orion AR glasses. AR glasses require ultra-high brightness (5,000 nits or more, ideally 10,000 nits or more) to be visible in outdoor environments. In addition, micro-LEDs are essential for lightweight, compact display engines that are required for AR glasses to be very slim and stylish when they are worn.

JBD “Hummingbird Mini II” mono-color engine (0.15cc, 0.3 grams) and daily-use glasses (source: JBD)

JBD “Hummingbird Mini II” mono-color engine (0.15cc, 0.3 grams) and daily-use glasses (source: JBD)

“AI” was the highlight of CES 2025, and AI smart glasses were one of the main attractions. Companies such as Vuzix, Rokid, Goertek, and RayNeo introduced new AI glasses products that use micro-LEDs.

Among the manufacturers of micro-LED displays, China’s Jade Bird Display (JBD), a company specializing in micro-LED microdisplays, has begun mass production at its facility in Hefei with a manufacturing capacity of more than 100 million 0.13-inch micro-LED panels per year. In addition to US and European companies, Chinese and Taiwanese companies such as Sitan and Raysolve are moving quickly to develop and prepare for the production of LEDoS displays. At UBI Research’s seminar held on on February 14, a presentation was given on micro-LED technologies for XR and trends in the industry. AI glasses began to blossom in 2024 with the development of AI and AR technology, and more large manufacturers are expected to enter the market in 2025. AI/AR smart glasses are expected to promote the accelerated development of the AI/AR industry, and there are high expectations for the development of micro-LED technology.

UBI Research published a report on micro-LED technology for XR in January. This report summarizes the technology related to the production of LEDoS panels required for XR glasses. It will help to improve the understanding of LEDoS’s micro-LED technology and will be an important reference for companies developing micro-LED display technologies to plan the future direction of technological development.

UBI Research Nam Deog Kim Analyst(ndkim@ubiresearch.com)

▶Micro-LED Display Technologies for XR Applications Report Sample

CES 2025 becomes a competition hall for panoramic HUDs

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We will introduce the contents of the “2025 Automotive Display Technology and Industry Trends Analysis Report” published by UBI Research in February 2025 as a series. As the first series, we will introduce Panoramic-HUD, which is included in the report.

Generally, automotive head up displays are projected on the windshield, the windshield of a car, and the driver can see a virtual image generated several meters away. Unlike general HUDs, Panoramic HUDs directly reflect the image projected from the display onto a black film coated on the lower surface of the windshield, but they are classified as HUDs because they allow the driver to maintain a head-up view while driving.

Panoramic HUDs are implemented using a direct image method, so their design is simple and the system cost is low. This reduces manufacturing costs while enabling the digital experience of premium vehicles. In addition, P-HUDs have the advantage of being able to use polarized sunglasses that prevent glare because they reflect p-polarization. Therefore, it is expected that panoramic HUDs will enter the market before AR-HUDs become widespread. At this year’s CES, several companies announced Panoramic HUDs, reminiscent of the P-HUD competition arena. BMW calls its panoramic HUD “Panoramic Vision” and announced that it will be installed in the Neue Klass model to be released from 2025. It uses TFT-LCD and has a brightness of about 5,000nits, but higher brightness is needed to improve outdoor visibility, and for this purpose, it is working closely with e-LEAD, a Taiwanese company that manufactures black films.

(Source: BMW)

(Source: BMW)

BOE introduced a P-HUD with a brightness of 5,000nits (normal) / 7,000nits (10% peak) by applying a 44.8-inch oxide TFT-LCD panel and 2,850 zone local dimming, and polarized sunglasses can be used because the P-polarization reflectance is 25%.

TCL-CSOT introduced a P-HUD with a brightness of 11,000 nit by applying three 11.98-inch TFT-LCD panels and 384 zone local dimming.

CarUX, a subsidiary established by Innolux in 2019, introduced a 48-inch P-HUD and boasted a high brightness of 14,000 nit by using a micro-LED panel.

Hyundai Mobis introduced a transparent P-HUD with a transmittance of 95% by introducing holographic technology from Zeiss in Germany, and plans to mass produce it in 2027. Continental also introduced the “Scenic View HUD,” a panoramic HUD with three TFT-LCD panels and local dimming, in 2023, and plans to release it in 2026.

Since the P-HUD is located in the vent, heating, ventilation, and air conditioning hardware must be rearranged, and heat dissipation issues must be resolved, so there are many issues to be resolved in addition to the display, so it took a long time, but 2025 is expected to be the first year of the P-HUD release.

This report covers the overall trends of vehicle display technology, including HUD, as well as the status of display development and vehicle application by finished vehicles, electrical equipment manufacturers, and panel manufacturers. If you are involved in the automobile and display industries, now is an important time to analyze market trends and prepare future strategies. We hope that you will gain insight one step ahead through this report so that you can understand the future trends of the vehicle display market in advance and proactively respond to industry changes.

UBI Research Chang Wook HAN Analyst(cwhan@ubiresearch.com)

▶2025 Automotive Display Technology and Industry Trends Analysis Report Sample

[CES 2025] TCL CSOT, QD Mini LED Display

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[CES 2025] TCL CSOT, IJP Medical Ultrasound Suitcase

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[CES 2025] TCL CSOT, Curved Wood Infused Display / Entertainment Display

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[CES 2025] TCL CSOT, 163-inch Micro LED TV

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[CES 2025] TCL CSOT, 115-inch QD Mini LED TV

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[CES 2025] TCL CSOT, 14-inch IJP QD EL Notebook

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[CES 2025] TCL CSOT, 4K 120Hz IJP OLED MNT

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[CES 2025] TCL CSOT, 3D AR HUD

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[CES 2025] TCL CSOT, 21.6″ 4K IJP OLED Professional Display

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[CES 2025] Seoul Semiconductor, 360 Same color

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[CES 2025] Samsung Display, Stretchable Display

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[CES 2025] Samsung Display, Slidable Flex Vertical

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[CES 2025] LG Electronics, Transparent OLED T

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[CES 2025] LG Electronics, Transparent OLED T

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[CES 2025] Samsung Display, AI Winning Mode On for OLED laptops

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[CES 2025] Samsung Electronics, Micro LED TV

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[CES 2025] LG Electronics, LG Signature OLED T

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[CES 2025] LG Electronics, AI Home

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[CES 2025] Kyocera, BIFOCAL Mirror

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[CES 2025] Hisense, Ultra Bright Laser TV

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[CES 2025] Hisense, Rollable Laser TV

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[CES 2025] Hisense, RGB Local Dimming Mini LED TV

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[CES 2025] Hisense, Micro LED Transparency Display

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[CES 2025] Changhong, 77-inch OLED TV

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[CES 2025] BOE, Foldable + Curvable Flexible Automotive Display

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[CES 2025] BOE, Automotive Slidable OLED Display

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[CES 2025] Samsung Display, Micro LED Watch

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[CES 2025] LG Electronics, Transparent OLED

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