TrendForce – Display Daily

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.

State of the Display Industry: Q1 2026

by Emory Kale

Disciplined on LCD, racing in OLED, navigating a tariff-heavy world,

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 to Surge 69% in 2025 as Gaming Demand Soars

by Emory Kale

Samsung and LG dominate OLED panel supply.

Tags:gaming monitors| Market Data| OLED| TrendForce

QD-OLED Technology Gains Momentum in Premium Monitor Market

by Emory Kale

As QD-OLED and WOLED technologies continue their technical race, analysts expect them to drive OLED adoption beyond traditional applications into industrial control systems, public information displays, and transparent displays.

Tags:Market Data| QD-OLED| Samsung| SDC| TrendForce

Notebook Market Penetration by OLED Growing

by Emory Kale

As this demand builds, panel makers are ramping up investments in high-generation (G8.6 and beyond) production lines.

Tags:Laptops| Notebooks| OLED| TrendForce

MicroLED Chip Market Set for Rapid Growth as AR and Automotive Uses Expand

by Shawnee Blackwood

As mass transfer techniques get better, the industry also needs to step up its game in testing and quality control.

Chinese Manufacturers’ Market Share of Smartphone Panel Shipments Expected to Exceed 70%

by Emory Kale

Global smartphone panel shipments are projected to dip slightly by 1.7% in 2025

Tags:AMOLED| LCD| Market Data| Smartphones| TrendForce

AMOLED Smartphones to Dominate by 2028

by Shawnee Blackwood

With volume shipments of panels to Apple for the iPhone 16, BOE leads the Chinese takeover of the market.

Tags:AMOLED| Market Data| Smartphones| TrendForce

Pricing Pressure on TVs and Panels to Impact Second Half Sales

by Emory Kale

The total market may see less than a percentage point drop this year in volume of shipments.

Tags:Markat Data| MiniLED| OLED| TrendForce| TV market

VR/MR Devices Split Between LCD and OLEDos Displays

by Joseph Bryans

VR/MR device shipments are expected to reach 37.3 million units by 2030, with a CAGR of 23% from 2023 to 2030.

Tags:Market Data| MR| TrendForce| VR

MicroLED Applications Pivot to Head-Mounted and Automotive Amid Industry Challenges

by Omid Rahmat

Apple dropped the ball on MicroLED. Will automotive OEMs pick it up and run with it?

Tags:Automotive| Market Data| MicroLED| showcase| TrendForce