News – Display Daily

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

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.

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

TCL Narrows Gap with Samsung as Global TV Market Contracts

by Shawnee Blackwood

Chinese manufacturer’s 22% shipment surge brings market share within one point of longtime leader; domestic China weakness drags down Hisense, Xiaomi.

BOE Yield Crisis Triggers Massive iPhone OLED Order Shift to Samsung Display

by Emory Kale

Chinese panel maker’s two-month production disruption reinforces Samsung’s dominance as Apple’s critical OLED supplier.

Tags:Apple| iPhone| Samsung| showcase

Industrial Display Panel Revenue Climbs 24% to $3.4 Billion as Gaming and Action Cameras Drive Growth

by Emory Kale

AUO Display Plus leads market while AMOLED adoption accelerates across gaming, military, and specialty applications.

Sony Cedes TV Operations to TCL, Retains Bravia Brand in 51-49 Joint Venture

by Emory Kale

Japanese electronics giant formalizes exit from integrated TV manufacturing, following path of Toshiba, Hitachi, and other legacy brands

Large-Area Display Shipments Grew 2.9% in 2025 as OLED Monitors Surged While TV Growth Stalled

by Shawnee Blackwood

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.

Tags:LCD| Market Data| OLED| omdia