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Sep 9
LG Display wins Sharp OLED TV supply deal for 2026 turnaround
LG Display has reportedly become Sharp's sole OLED TV panel supplier in 2026, a shift that could help lift the South Korean maker's large-size OLED business into profit for the first time this year. According to The Korea Economic Daily, the deal comes as Sharp expands OLED use across its premium television lineup and deepens its reliance on LG Display.
Samsung Electronics has begun developing its first smart glasses with an in-lens display, asking Samsung Display in August to develop a microdisplay that meets requirements for form factor, display area, color and price, according to industry sources cited by TheElec.

Shenzhen Huachuang Xinguang says MicroLED optical interconnect technology is feasible and expects to target data center applications within 3–5 years.

Economies of scale occur when a company's average cost per unit falls as overall production volume increases. In the competitive display industry, reaching this state relies on either mass production, technological innovation, or specialization. Currently, South Korean and Chinese display manufacturers are pursuing distinct strategies to achieve cost advantages in the OLED market. While South Korea focuses on advanced process integration and technological upgrades, China leverages massive production infrastructure and upcoming facility amortization.
AUO is accelerating its transformation by extending its established large-format panel manufacturing capabilities into advanced semiconductor packaging.
Himax Technologies this week announced an industry-leading automotive touch and display driver integration chip (TDDI) that supports a high-speed eDP interface, combining eDP, touch sensing and display driving on a single chip to meet new-generation smart cockpit demand for large, high-resolution, high-quality displays and real-time touch.
Apple has entered the foldable market at the top of it. iPhone Duo, announced in Cupertino on 9 September, starts at US$1,999 with 256GB and goes up to 2TB — above the US$1,899 Samsung charges for the wide-format Galaxy Z Fold8 — and is priced as a halo product rather than a volume one. The interesting question is not whether Apple can sell it. It is who gets to build it, and how few of them there are.
The display panel market has entered its traditional peak season, but the recovery in IT demand has fallen short of expectations. LCD monitor panel prices are holding steady in September, supported by seasonal inventory building ahead of year-end, while notebook panel demand has weakened sharply amid mounting brand inventory and subdued procurement. Prices for some notebook panel products remain stable, but signs of softness are emerging in selected specifications.
LCD panel supply could tighten around 2028 as Taiwan manufacturers exit the segment faster than expected, while China uses profits from LCD to ramp OLED investment. The shift is being driven by shrinking LCD line capacity, rising demand for advanced semiconductor packaging, and continued growth in large-screen TVs.
The 27th China International Optoelectronic Exposition (CIOE 2026) will run September 9-11 in Shenzhen, bringing together more than 5,000 exhibitors from over 30 countries and regions as AI infrastructure, high-speed optical communications and AR/VR applications reshape the optoelectronics industry.
The global LCD TV panel market is gradually moving toward supply-demand balance as activity recovers across the supply chain, with price declines expected to ease in September. The improvement reflects a pickup in third-quarter demand, along with market expectations that Chinese panel makers could cut production around China's National Day holiday in early October.

Huawei's Mate XT 2 combines an inward-folding tri-fold design with a built-in hardware privacy display, bringing two concepts already prominent in Samsung's premium smartphones into one device. The overlap reflects a broader shift in foldables toward screen protection, privacy and everyday usability.