The Smartphone Panel Market Faces a Reality Check in 2026
After last year’s euphoria what else did you expect.
LG Display Turns to Nvidia PhysicsNeMo to Compress OLED Development Cycles
A previously disclosed AI system deployed on LG Display’s OLED production lines provides real-time alerts and suggested solutions for quality anomalies.
News
FPD Equipment Depreciation Accelerating, Easing Cost Pressures for LCD and OLED Makers
The trend matters because FPD factories require multi-billion-dollar investments, and depreciation can account for up to one-third of total manufacturing costs across a wide range of applications.
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MicroLED Display Revenues Grow 150% in 2025, Boosted by AR Smart Glasses
The growth was driven primarily by augmented reality smart glasses, which accounted for 58% of total MicroLED revenues.
News
Foxconn Walks Away from Sharp’s Kameyama LCD Plant, and That Tells You Everything
With the sale off the table, Sharp plans to halt production at Kameyama No. 2 by around August 2026.
News
Meta’s Ray‑Ban Display Glasses Turn Near‑Eye From Experiment to Supply‑Constrained Business
Waveguide orders surge 87.5% as demand outpaces capacity; TrendForce revises AR glasses forecast upward with 32 million units projected by 2030.
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OLED Monitor Shipments Surge 64% as Panel Makers Pivot from TVs to Higher-Margin IT Displays
Samsung Display and LG Display shift strategic focus toward monitors offering superior glass utilization and profitability; Chinese manufacturers prepare market entry.
News
LG Group Bets on Glass Interposers as Display Expertise Pivots Toward AI Chip Packaging
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.
News
TCL Narrows Gap with Samsung as Global TV Market Contracts
Chinese manufacturer’s 22% shipment surge brings market share within one point of longtime leader; domestic China weakness drags down Hisense, Xiaomi.
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BOE Yield Crisis Triggers Massive iPhone OLED Order Shift to Samsung Display
Chinese panel maker’s two-month production disruption reinforces Samsung’s dominance as Apple’s critical OLED supplier.
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Industrial Display Panel Revenue Climbs 24% to $3.4 Billion as Gaming and Action Cameras Drive Growth
AUO Display Plus leads market while AMOLED adoption accelerates across gaming, military, and specialty applications.
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Sony Cedes TV Operations to TCL, Retains Bravia Brand in 51-49 Joint Venture
Japanese electronics giant formalizes exit from integrated TV manufacturing, following path of Toshiba, Hitachi, and other legacy brands
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Large-Area Display Shipments Grew 2.9% in 2025 as OLED Monitors Surged While TV Growth Stalled
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.
News
The Smartphone Panel Market Faces a Reality Check in 2026
After last year’s euphoria what else did you expect.
Daily
Display’s Big Six Post Strongest Results in Years as OLED Shift Pays Off
Korean incumbents Samsung Display and LG Display have leveraged their OLED technology leadership to rebuild margins, while Chinese scale players BOE, TCL CSOT, and HKC have used aggressive capacity utilization and cost discipline to generate strong cash flows.
Daily
State of the Display Industry: Q1 2026
Disciplined on LCD, racing in OLED, navigating a tariff-heavy world,
Daily
Samsung Bets Big on Glasses-Free 3D at ISE 2026, but the Real Story Is the System Around It
On 3D signage specifically, Samsung has a visible, productized lead.
Daily
The 8K TV Experiment Is Over
LG’s exit closes a chapter that content pipelines, streaming economics, and human vision were never going to write.
Daily
AR Finally Arrives
Bay Area SID’s one-day AR/VR conference “Seeing Is Believing” in November gave a glimpse of the current state of the technology and requirements for future development.
Daily
Cross-Industry Collaborations and New Products Drive AR and XR Momentum
Major industry players have unveiled initiatives that signal an accelerated drive toward immersive, consumer-ready AR devices.
Insider
Korea’s Display Industry Shuffles the Deck
Faced with tariff uncertainty and surging MiniLED TV sales from China, the country’s display industry looks for differentiation.
Insider
Building the First Display Fab in the US
OLEDWorks and JDI are going to establish a display fab in the western hemisphere.
Insider
China’s Subsidies Create 108% Growth in Mobile Phone Sales
What Display Daily thinks: The Elec, as is the wont of the Korean press, gleefully reports that BOE’s shipment of displays …
Insider
Sun Setting on Japan’s Legacy TV Business
Panasonic launches new TVs for the North American market at CES and is ready to sell its TV business.
Insider
MicroLED Display Revenues Grow 150% in 2025, Boosted by AR Smart Glasses
The growth was driven primarily by augmented reality smart glasses, which accounted for 58% of total MicroLED revenues.
News
TCL CSOT Builds Out Its Display Stack at CES 2026
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.
News
Tianma Brings Full-Stack Display Portfolio to CES 2026, From 108-inch MicroLED to 610 Hz Gaming Panels
Chinese display maker positions itself for high-value design wins across automotive, smartphone, and IT segments with over 60 advanced demos.
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LG Display Brings Tandem WOLED 2.0 to CES 2026, Pushing TV Panels to 4,500 Nits
Three years of rapid OLED evolution culminates in rebranded technology platform and record brightness claims,
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Automotive Display Market Shifts Toward Premium Technologies as Revenue Reaches $13.6B
The revenue growth stems from rising adoption of LTPS TFT LCD and OLED panels, which command higher average selling prices than traditional displays.
News
Display Technology Trends – SID Display Week 2025 Business Conference
OLED performance improvements have to be combined with manufacturing scaling and cost improvements to increase adoption rates in TV, IT, Auto, and other applications.
Daily
