The global automotive display market is entering a new phase of growth, with demand shifting away from central consoles and instrument clusters toward niche applications such as head-up displays (HUDs) and front-passenger entertainment panels. DIGITIMES Intelligence analyst Jason Yang said the global automotive display shipment compound annual growth rate (CAGR) is expected to reach only about 2.4% from 2026 to 2031, but HUDs and entertainment panels will grow 14.4% and 17.9%, respectively.
Samsung Display is evaluating a new manufacturing process known as halftone black pixel definition layer (PDL) that could streamline the production of its OLED panels, industry sources disclosed to The ELEC on September 22. By integrating two separate manufacturing steps into a single photolithography process, the display maker aims to reduce costs and boost efficiency for upcoming flagship devices.
Major Taiwanese optical lens maker Largan Precision announced on September 17 that it acquired around 7,468.43 square meters of land and 12,215.54 square meters of building space in the Nantun District, Taiwan, for NT$1.17 billion (approx. US$36.82 million), to be used for future capacity expansion. The purchase marks the company's seventh land acquisition in 2026, with the acquisitions mainly involving ready-to-use factory buildings and land, in a move suggesting it is preparing for co-packaged optics (CPO).
Samsung Electronics will reportedly slash quantum-dot (QD) LCD TV production in 2026 to 2 million to 3 million units, down as much as 80% year-over-year, while it also plans to gradually scale back Neo QLED output and potentially stop production as early as 2028. The move shifts the company's LCD TV focus toward Mini LED models without QD.
Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and said shipments are set to double year after year, even as the industry continues to sift winners from losers. At this year's China International Optoelectronic Exposition (CIOE), smart glasses remained a standout theme alongside optical communications.
Apple's expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung Display (SDC), LG Innotek, Samsung Electro-Mechanics (Semco), Samsung Electronics, and SK Hynix securing positions across displays, cameras, substrates, passive components, and memory.
