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Waveguide orders surge 87.5% as demand outpaces capacity; TrendForce revises AR glasses forecast upward with 32 million units projected by 2030.
Samsung Display and LG Display shift strategic focus toward monitors offering superior glass utilization and profitability; Chinese manufacturers prepare market entry.
The glass interposer push is less about changing today’s panel capacity or pricing dynamics than about diversifying the broader LG Group into semiconductor packaging where display-adjacent expertise creates competitive advantage.
Chinese manufacturer’s 22% shipment surge brings market share within one point of longtime leader; domestic China weakness drags down Hisense, Xiaomi.
Chinese panel maker’s two-month production disruption reinforces Samsung’s dominance as Apple’s critical OLED supplier.
AUO Display Plus leads market while AMOLED adoption accelerates across gaming, military, and specialty applications.
Japanese electronics giant formalizes exit from integrated TV manufacturing, following path of Toshiba, Hitachi, and other legacy brands
Omdia data shows Korean suppliers pivoting from OLED TV to IT panels ahead of Gen 8.6 fab ramp, while Chinese LCD makers extended market share lead.
Quantum dot supplier proposed spectrally engineered deep red channel drawing on photobiomodulation research, but stopped short of health claims.
Dolby Vision 2-equipped televisions from Hisense, TCL, and Philips are expected to ship throughout 2026.
Hisense is clearly betting that the technical story sells, particularly against OLED competitors that can’t match MiniLED brightness in sunlit living rooms.
The company’s booth philosophy seems clear: demonstrate manufacturing breadth and signal to OEMs that CSOT can serve as a one-stop shop across consumer, automotive, and extended reality segments.
Jon Peddie Research
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