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.
October 29, 2025/by UBIResearchNetChina’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.
October 27, 2025/by UBIResearchNetChinese 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.
October 24, 2025/by UBIResearchNetTablet 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.
October 24, 2025/by UBIResearchNetTCL 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).
October 22, 2025/by UBIResearchNetiPhone 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.
October 21, 2025/by UBIResearchNetDiversifying 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.
October 20, 2025/by UBIResearchNetEMT (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.
October 17, 2025/by UBIResearchNetBig tech companies enter the race to lead the next generation of wearable platforms
Global big tech companies are forming a full-scale competitive landscape in the next-generation wearable device market. Samsung Electronics plans to unveil its "Project Moohan" Galaxy XR headset this month.
October 16, 2025/by UBIResearchNetThe Competition in AI/AR Smart Glasses and the Advancement of Chinese companies in the Supply Chain Ecosystem
Meta officially announced its new products at the Meta Connect 2025 event on the 18th of last month (the 17th in US time), and began launching the Meta Ray-Ban Display smart glasses—its first consumer glasses to bring a display—in the US at the end of September.
October 15, 2025/by UBIResearchNetThe GV90’s Vehicle HMI Evolves with Rollable OLED
The luxury car market is emerging as a new stage for display innovation. Rollable OLED displays are gaining attention as a key technology for achieving both minimalism and cutting-edge sensibilities in vehicle interiors, and major manufacturers such as Hyundai Mobis and Forvia are competing to apply this technology to luxury vehicles.
October 14, 2025/by UBIResearchNetOLED panel shipments surge in Q3, with Korean companies showing a clear recovery thanks to the iPhone 17 launch
According to the "OLED Display Market Tracker," published quarterly by UBI Research, Korean panel manufacturers saw a significant increase in smartphone and foldable phone panel shipments in the third quarter.
October 2, 2025/by UBIResearchNet