Goertek advances as a powerhouse in the AR/XR glasses industry through the establishment of a new subsidiary
In 2025, the smart wearable device market is undergoing a new transformation, with AR/XR smart glasses advancing toward commercialization. Goertek, an audio, optical, and microelectronics manufacturer, has established several new companies and acquired businesses this year targeting its AR/VR operations.
ASUS ROG Leads Gaming Monitor Innovation with LG Display’s 4th-Generation White OLED
ASUS's gaming brand, ROG, recently released its 27-inch gaming monitor, the ROG Swift OLED PG27AQWP-W, featuring LG Display's latest 4th-generation white OLED panel.
BOE Establishes Micro OLED Production System on B1 Line… Strengthens ‘Micro Display’ Competitiveness with In-House Silicon Backplane Development
BOE will convert its Beijing B1 (LCD) line to complete an early-stage 12-inch silicon-based Micro OLED (OLEDoS) production cleanroom and establish a mass production system based on 5K resolution.
Slow Growth in Foldable Phones Due to High Prices and Weak Demand… The 2026 Foldable iPhone Expected to Be a Turning Point
According to UBI Research’s recently published Small OLED Display Market Tracker, global shipments of OLEDs for foldable phones continued to show weak year-on-year performance for three consecutive quarters.
Tianma to Significantly Expand Capacity of Xiamen 8.6-Generation LCD TM19 Line to Prepare for Apple IT Display Supply
Tianma is rapidly strengthening its competitiveness in the IT and industrial display markets by significantly expanding the capacity of its 8.6-generation LCD production line, TM19, located in Xiamen.
World’s First 270-inch TFT Micro-LED Unveiled: Vistar-Chenxian Lead the Next-Generation Large-Format Display Era
At the 2025 World Display Industry Innovation and Development Conference held in Chengdu, China, Chenxian Optoelectronics unveiled the world’s first 270-inch TFT-based Micro-LED display.
OLED Notebook Market Stagnant in 2025, Poised for Strong Growth from 2026
The global shipment of OLED notebooks in 2025 is expected to reach about 10 million units, remaining at a similar level to the previous year.
Google’s Smart Glasses Development Trends and Announcement of Collaboration with Magic Leap
Starting in 2024, Google has intensified its strategic push into smart AR glasses. Notably, with the announcement of its collaboration with U.S. AR company Magic Leap on October 29 this year, Google is strategically shifting beyond simply building a software platform to aiming for an integrated solution encompassing optics, displays, and manufacturing.
AR Glass Market Evolves in Two Directions: China’s Content-Immersive Approach vs. Global Big Tech’s AI-Integrated Wearable Platforms
TCL's AR brand RayNeo launched its latest AR glasses, the Air 4 Pro, in October 2025. It is pursuing a differentiated strategy in the global AR market by leveraging high-frequency PWM (Pulse Width Modulation) dimming technology and AI-based image optimization.
Cumulative Automotive OLED Shipments Reach 2.7 Million Units in Q3 – Porsche Adopts Curved OLED in Its Premium EV
The presence of OLED technology in the global automotive display market is expanding rapidly. According to UBI Research’s “Q4 Display Market Tracker,” shipments of automotive OLED displays reached approximately 2.5 million units in 2024, and the cumulative shipments as of Q3 2025 have already totaled around 2.7 million units.
Kyoto University-JNC joint research team innovates next-generation deep blue OLED materials with new ‘(Double Borylation)’ technology
A joint research team led by Professor Takuji Hatakeyama from the Department of Chemistry at Kyoto University, in collaboration with JNC Co., Ltd., has developed a novel ‘Double Borylation’ synthetic strategy and successfully realized a world-leading pure Deep Blue OLED emitting material.
China’s display industry accelerates OLED-centric restructuring – BOE accelerates technology and HKC enters the market
China’s panel industry is accelerating its restructuring around OLED technology through large-scale investments. BOE and HKC are each stepping up efforts to enhance OLED technologies for smartphones and IT applications, while establishing dual production systems that encompass both LTPS and OLED, aiming to strengthen their positions in the global display market.
Chinese company RayNeo released its new product, the RayNeo Air 4 glasses.
On October 23, consumer AR brand RayNeo held an autumn new product launch event and officially released its fourth-generation AR glasses, the ‘RayNeo Air 4 series’. The standard edition is priced at 1,599 yuan (approximately 320,000 KRW), while the Pro edition is priced at 1,699 yuan. Sales have already commenced on e-commerce platforms.
Tablet OLED Demand Rebounds… Mid- to Large-Size OLED Shipments Up 11% in Q3 2025
According to UBI Research’s Q4 Mid- to Large-Size OLED Display Market Tracker, the mid- to large-size OLED market in Q3 2025 rose 11% QoQ in shipments and 7.2% QoQ in revenue.
TCL CSOT Announces Early Start of 8.6Gen Printed OLED Production Line
TCL CSOT officially announced the commencement of construction for its 8.6-generation printed OLED display panel production line (T8 Project) in Guangzhou Province on October 21, 2025. This starts approximately one month ahead of the original schedule, with a total investment of 29.5 billion yuan (approximately 5.4 trillion won).
iPhone 18 with LTPO+: Intensifying Technology Race Among Panel Makers
The iPhone 18 will feature a new type of OLED backplane technology called LTPO+. While existing LTPOs employed a hybrid structure using oxide semiconductors only for the switching TFT, LTPO+'s key feature is the switch to oxide TFTs for both the switching TFT and the driving TFT.
Diversifying Micro-LED Strategies – Samsung with Ultra-Premium, LG Electronics, Vistar with Market Diversification
The global display industry is taking different strategic directions in the race to commercialize Micro-LED, the next generation of technology, and the evolution of Micro-LED is being realized not through "falling prices" but through "market diversification.
EMT (Eternal Material Technology), centered on the Hefei factory, is pushing forward business expansion in OLED emitters and PSPI.
The Chinese display materials company EMT is expanding its sales on two major axes: OLED emitters and LCD color-filter materials. This year, EMT’s total revenue is about ¥400 million (RMB), of which the organic emitter business accounts for about ¥200 million and the LCD color-filter RGB material business also accounts for about ¥200 million.