2026 Outlook (1) Premium TV: OLED TV Cost Improvement and Mini-LED Expansion Strategy

In the 2025 TV market, the proliferation of large-size RGB Mini-LED products has significantly broadened technological options. Manufacturers, led by TCL and Hisense, have actively expanded their product lineup to 85- to 115-inch sizes, increasing affordability in the ultra-large market.
December 3, 2025/by UBIResearchNet

Micro-LED AR glasses market is set for significant expansion… ‘Lightweight design, outdoor visibility, and AI integration’ emerge as core competitive factors

A comprehensive review of major AR glasses released between 2023 and 2025 confirms that the global XR market is rapidly restructuring around ultra-lightweight AR glasses based on Micro-LED technology. Notably, lightweight AR glasses combining Micro-LED and waveguide technology have been successively launched, primarily in China.
December 2, 2025/by UBIResearchNet

CSOT T8 8.6G IJP OLED Project Nears Key Equipment Orders…Despite Scheduling Variables, Mass-Production Target Remains Intact

TCL CSOT’s T8 project, the world’s first Gen 8.6 inkjet printing (IJP) OLED mass-production line, has officially entered the equipment-ordering phase. Following a series of IJP OLED and oxide TFT roadmap disclosures at DTIC 2025 that demonstrated the company’s technical readiness, the project is now showing visible progress on the investment timeline as well.
December 1, 2025/by UBIResearchNet

Dual Axes of the 2025 OLED Market: Korea’s Premium Focus and China’s Expansion in Shipments

The OLED market in 2024 and 2025 witnessed marked changes in both the demand structure by application and the supply structure by panel manufacturer. The smartphone-centric demand base became more robust, while major Korean and Chinese panel manufacturers, leveraging their distinct strengths, expanded their market contributions, leading to continued diversification in the OLED industry.
November 28, 2025/by UBIResearchNet

When will the commercialization competition of Micro-LED smartwatch products become feasible?

The development of Micro-LED-based smartwatches has continued since 2020 through prototype exhibitions, and their high brightness characteristics led to high expectations for commercialization. Previously, companies like KONKA, AUO, Innolux, and Apple had attempted development or commercialization.
November 27, 2025/by UBIResearchNet

Smart Helmet Evolved with OLEDoS Technology: Shoei GT-Air 3 Smart Unveiled

Japanese premium helmet manufacturer Shoei has set a new standard in the smart helmet market by announcing the GT-Air 3 Smart, the world's first fully integrated augmented reality head-up display (HUD) helmet, developed in collaboration with French augmented reality specialist Airight. The core feature of this new product is its HUD, which utilizes Sony's OLEDoS microdisplay.
November 26, 2025/by UBIResearchNet

3Q25 OLED Emitting Material Purchases Rise 6.2%… Driven by iPhone 17 and iPad Pro Demand

According to UBI Research’s recently published OLED Emitting Material Market Tracker, global OLED panel makers recorded USD 521 million in emitting material purchases in the third quarter of 2025, marking a 6.2% increase QoQ.
November 21, 2025/by UBIResearchNet

Tianma Unveils Future Display Roadmap at TIC 2025

On November 18th, the 2025 Tianma Microelectronics Global Innovation Conference (TIC 2025) was held in Wuhan, under the theme of "Innovation, New Horizons." UBI Research summarized the key findings and technological trends presented at the event.
November 20, 2025/by UBIResearchNet

TIC 2025: Tianma Unveils Dual Micro LED Roadmap Targeting AR, Automotive, and IT

At the 2025 Tianma Microelectronics Global Innovation Conference (TIC 2025) held on November 18, Tianma garnered attention from the industry by unveiling its Micro LED technology roadmap and future strategy.
November 20, 2025/by UBIResearchNet

“Beyond Mobile” Era Begins… IT OLED to More Than Double by 2029

According to UBI Research’s recently published report, “Beyond Mobile: IT OLED Technology and Industry Analysis,” global shipments of IT OLEDs are expected to more than double from 24 million units in 2025 to 53 million units in 2029. The report states that OLED adoption in tablets, notebooks, and monitors is entering a structural growth phase over the next four years.
November 20, 2025/by UBIResearchNet

0.28-inch 5,131 PPI Micro LED and 1,500 PPI OLED… TCL CSOT Takes the Micro-display Market to the Next Level

TCL CSOT is further solidifying its presence in the next-generation near-field display market and driving changes in the AR and VR ecosystem. Unveiled at the 2025 Global Display Ecology Conference, the two latest micro-displays - a silicon-based Micro LED that delivers ultra-high resolution and a glass-based Real RGB OLED that achieves high PPI - target key requirements for the development of AR and VR devices, respectively.
November 19, 2025/by UBIResearchNet

China’s Display Industry prepares for EU PFAS regulations

China's display panel industry is accelerating its transition to PFAS-free production in response to the European Union's (EU) strengthened regulations on PFAS (Per- and Polyfluoroalkyl Substances, persistent harmful chemicals).
November 18, 2025/by UBIResearchNet