Meta has reportedly tapped Chinese microdisplay maker SeeYA Technology to supply OLED-on-silicon (OLEDoS) panels for its next-generation lightweight mixed-reality headset, codenamed Phoenix, while rival BOE failed to obtain supplier qualification, according to South Korea's The Elec.
Samsung Display has resumed construction at its second campus in Asan, South Chungcheong Province, reviving a long-dormant OLED project just as the foldable smartphone market is expected to swing from a weak first half of 2026 to a stronger second half.
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.
E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said IoT and e-paper signage businesses remain strong. Full-year revenue growth is now expected at 10-15%, down from an earlier forecast of 20-25%, while consumer electronics revenue could fall by double digits.
