News – Display Daily

Smart Glasses Shipments Doubled in Second Half of 2025, With Meta Commanding 82% of the Market

by Shawnee Blackwood

North America remained the largest regional market at 37% of global shipments, but the more notable development was Western Europe surging to 30%, supported by Meta’s new product launches.

Global TV Shipments Hold Steady in Q4 2025 as China Stumbles, Emerging Markets Surge

by Shawnee Blackwood

The China decline was not a surprise to those who have been tracking the market closely. Government subsidy programs that had pulled forward consumer upgrades throughout 2024 and into early 2025 ran their course, and the resulting hangover was sharp.

Tags:market research| omdia| showcase| TV market

TCL Brings Its Paper-Like NXTPAPER Technology to AMOLED, Opening a New Front in the Eye-Comfort Display Race

by Joseph Bryans

By pairing 3,200-nit AMOLED performance with hardware blue-light reduction, nano-matrix anti-glare, and circadian tuning, TCL and panel maker CSOT are betting that ‘healthy OLED’ is the next differentiator in a market Korean suppliers have so far defined around brightness and color volume.

Tags:AMOLED| MWC 2026| Nxtpaper| showcase| TCL

LG Display Earns Industry-First ‘100% Dimming Consistency’ Certification, Sharpening OLED’s Edge Over MiniLED

by Emory Kale

UL Solutions testing reveals LCD and RGB MiniLED panels reach only 43–83% dimming consistency, while LG’s self-emissive OLED panels hold at 100% across all measured window sizes — a structurally advantaged result that nonetheless sets a new industry benchmark as Chinese MiniLED makers press higher.

Tags:LG| MIneLED| OLED| showcase

UBI Research Puts a $52,000 Price Tag on 101-Inch MicroLED TV

by Shawnee Blackwood

Panel materials, the pixels and associated substrate, dominate the BOM cost structure.

Tags:MicroLED| showcase| UBI Research

Korea’s Displays Hitch a Ride on the AI Wave: January Exports Up 26 Percent

by Emory Kale

Panels are no longer the hero of Korea’s export story, but OLED-led growth confirms the industry is firmly back on the curve—riding the AI and premium-device cycle rather than trying to swim against it.

Tags:Korea| Market Data| OLED| shuowcase

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