Next-generation XR ecosystem driven by AI integration and device convergence
As AI technology advances, the XR market is heating up again, evolving from a simple wearable device to a personalized digital assistant. Global big tech companies such as Google, Meta, Apple, and others are taking the lead in the market with their respective ecosystems, and Samsung Electronics is also joining the trend with aggressive investments and product strategies.
July 7, 2025/by UBIResearchNetBOE Opposes Hefei Government’s Withdrawal from B9 Stake… Sensitive to Potential Fund Shift to Visionox
BOE is strongly opposing the Hefei local government's move to withdraw its stake in the B9 OLED plant. The Hefei government is reportedly seeking to divest its shares worth around 20 billion yuan, and there are growing concerns that the funds could be redirected to Visionox’s V5 line—a direct competitor. BOE is closely monitoring the direction of this potential fund reallocation.
July 4, 2025/by UBIResearchNetChinese companies accelerate launch of AI glasses, intensifying competition in the AI glasses market
As AI technology continues to mature, the AI era is upon us. Following last year's trend, 2025 is expected to see the release of even more AI-powered eyewear products. The integration of AI and AR technologies, which began last year, is set to flourish further by 2025.
July 3, 2025/by UBIResearchNetSamsung Display Develops High-Resolution OLEDoS Microdisplay for Next-Generation XR
Samsung Display researchers revealed it in a recent paper published in J. Soc. Info. Display, the official journal of the Society for Information Display (SID), that they have developed a next-generation OLED-on-Silicon (OLEDoS) microdisplay with 4032 PPI (pixels per inch). This technology is optimized for the next generation of XR devices, including virtual reality (VR), mixed reality (MR), and augmented reality (AR), with panels that dramatically reduce system power consumption and crosstalk while maintaining high resolution and image quality.
July 2, 2025/by UBIResearchNetTransparent Displays for Vehicles: How Far Can They Go? – Analysis of Regulations, Technology, and Market Applicability
The application areas of transparent displays applicable to automobiles are diversifying along with technological advancements, and currently, the feasibility of four major areas is being discussed.
July 1, 2025/by UBIResearchNetBOE Secures Annual Production Capacity of 100 Million iPhone OLED Panels with B11 Line… 350,000 Units per Module Line
According to UBI Research’s China Industry Trends Report, BOE has established an annual production capacity of up to 100 million OLED panels for iPhones, primarily through its B11 line.
June 26, 2025/by UBIResearchNetRollable Display Commercializes as Next-Generation Form Factor … Samsung Display Leads Technology with Material Innovation
"SID Display Week 2025," the world's largest display technology event held in San Jose, USA, in May 2025, was a stage where you can directly see the evolution of next-generation form factor technology. In particular, rollable and slidable displays are no longer concepts, but have become technologies that are about to be commercialized as actual products.
June 24, 2025/by UBIResearchNetSamsung Display’s Foldable OLED Shipments Surge from May – Takes Q2 Market Share Lead
According to the Monthly Smartphone & Foldable Phone OLED Display Market Tracker published by UBI Research, a market research firm, Samsung Display’s shipments of foldable OLED panels surged starting in May, securing the top market share in the second quarter of 2025.
June 20, 2025/by UBIResearchNetLG Display to Invest KRW 1.26 Trillion to Advance OLED Technology – Focus on LTPO 3.0, COE, and RGB 2-Stack at Paju
LG Display has embarked on a major initiative to strengthen its OLED business. On June 17, the company announced that its board of directors had approved a large-scale facility investment plan worth KRW 1.26 trillion (approx. USD 900 million), aimed at enhancing next-generation OLED technologies at its production bases in Paju, South Korea, and Vietnam.
June 20, 2025/by UBIResearchNetAI Optical Communication Opens the Way… Micro LED Accelerates Entry into Display Market
Micro LED, which has been attracting attention as a next-generation display technology, is finding commercialization possibilities in new applications. Although its entry into the display market has been delayed due to low yields and complex manufacturing processes, the practicality of Micro LED is drawing attention again as demand for high-speed optical communication (Co-Packaged Optics, CPO) between AI semiconductors has recently increased.
June 18, 2025/by UBIResearchNetPhotolithography-based OLED processes: Challenges and opportunities for next-generation display innovation
OLED technology has become the centerpiece of smartphone displays due to its superior image quality and flexibility. The fine metal mask (FMM) process is currently the dominant technology for patterning RGB subpixels in small and medium-sized OLED displays, such as smartphones.
June 17, 2025/by UBIResearchNetOLED Panel Production for Next iPad Pro to Begin in July, Shipments Expected to Match 2024 Volumes
Following the introduction of OLED displays in the 2024 iPad Pro series, Apple is set to continue using OLED panels in the 2025 iPad Pro lineup. Panel production for the next-generation iPad Pro is scheduled to begin in July.
June 16, 2025/by UBIResearchNet