MicroLED remains a promising next-generation display technology, but industry analysts say its commercial breakthrough still hinges on thin-film transistor (TFT) technology and the participation of South Korean panel makers Samsung Display (SDC) and LG Display (LGD). Yet SDC is reportedly taking a cautious stance on microLED TV applications.

With global TV demand slowing and panel prices continuing to fall, display makers are facing intensifying profit pressure. Analysts say the industry's bottleneck extends beyond low-priced Chinese competition and reflects a broader reshaping of the consumer electronics value chain, with OLED's next growth phase likely to depend on lower manufacturing costs and wider adoption in IT devices.

Electronic paper, once a niche technology overlooked by the display industry, is gaining momentum as E Ink continues to expand its applications from early e-book readers into electronic shelf labels (ESL). Riding the global retail digitalization wave, the technology is now driving rapid market growth.

Novatek, a Taiwan-based display driver integrated circuit (DDI) supplier, said at its August 6 investor conference that second-quarter 2026 revenue and gross margin exceeded expectations, supported by stronger customer orders across all three major product lines and a sharp sequential increase in profit.

Samsung Electronics is expected to double its purchases of TV LCD panels from BOE in 2026 while cutting orders from CSOT, as Samsung and LG Electronics rebalance their supplier mixes in an LCD market increasingly dominated by Chinese panel makers.