The Smartphone Panel Market Faces a Reality Check in 2026
by Joseph Bryans
After last year’s euphoria what else did you expect.
Tags:a-Si| AMOLED| Apple| BOE| LCD| LG| market research| Samsung| showcase| smartphone| UBI Research
LG Display Turns to Nvidia PhysicsNeMo to Compress OLED Development Cycles
by Emory Kale
A previously disclosed AI system deployed on LG Display’s OLED production lines provides real-time alerts and suggested solutions for quality anomalies.
Tags:ai| display manufacturing| LG| OLED| showcase
FPD Equipment Depreciation Accelerating, Easing Cost Pressures for LCD and OLED Makers
by Emory Kale
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.
Tags:display manufacturing| market resaerch| omdia
MicroLED Display Revenues Grow 150% in 2025, Boosted by AR Smart Glasses
by Shawnee Blackwood
The growth was driven primarily by augmented reality smart glasses, which accounted for 58% of total MicroLED revenues.
Tags:Automotive| Counterpoint| market research| MicroLED
Foxconn Walks Away from Sharp’s Kameyama LCD Plant, and That Tells You Everything
by Emory Kale
With the sale off the table, Sharp plans to halt production at Kameyama No. 2 by around August 2026.
Tags:Foxconn| LCD| sharp| showcase
Display’s Big Six Post Strongest Results in Years as OLED Shift Pays Off
by Joseph Bryans
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.
Tags:BOE| HKC| LG| omdia| Samsung| showcase| TCL CSOT| TrendForce| Visionox
State of the Display Industry: Q1 2026
by Emory Kale
Disciplined on LCD, racing in OLED, navigating a tariff-heavy world,
Tags:LCD| market resaerch| OLED| omdia| showcase| TrendForce
Samsung Bets Big on Glasses-Free 3D at ISE 2026, but the Real Story Is the System Around It
by Shawnee Blackwood
On 3D signage specifically, Samsung has a visible, productized lead.
Tags:Digital Signage| e-paper| ISE 2026| Micro LED| Samsung| showcase
The 8K TV Experiment Is Over
by Joseph Bryans
LG’s exit closes a chapter that content pipelines, streaming economics, and human vision were never going to write.
Tags:8K| LG| Netflix| Samsung| showcase
Meta’s Ray‑Ban Display Glasses Turn Near‑Eye From Experiment to Supply‑Constrained Business
by Joseph Bryans
Waveguide orders surge 87.5% as demand outpaces capacity; TrendForce revises AR glasses forecast upward with 32 million units projected by 2030.
Tags:Augmented Reality| market research| | showcase| TrendForce| VR| waveguides
OLED Monitor Shipments Surge 64% as Panel Makers Pivot from TVs to Higher-Margin IT Displays
by Emory Kale
Samsung Display and LG Display shift strategic focus toward monitors offering superior glass utilization and profitability; Chinese manufacturers prepare market entry.
Tags:market research| Monitor| OLED| showcase| UBI Research
LG Group Bets on Glass Interposers as Display Expertise Pivots Toward AI Chip Packaging
by Emory Kale
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.
Tags:Glass| LG| showcase
