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Wednesday 23 September 2026
Automotive display growth shifts to HUDs, passenger screens

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.

Wednesday 23 September 2026
Samsung Display explores halftone black PDL tech to cut OLED production costs

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.

Wednesday 23 September 2026
Apple delays 20th-anniversary iPhone display upgrades
Apple has reportedly pushed back plans to add new display technologies to the iPhone model expected in 2027, which marks the product line's 20th anniversary. According to ET News, the change affects panel makers that had already lined up equipment upgrades and investment for the upgrade cycle.
Wednesday 23 September 2026
LG Display starts 720Hz gaming OLED mass production
Aiming to meet demand for high-speed gaming displays, LG Display (LGD) said it has begun mass production of a 24.5-inch gaming OLED panel with a 720Hz refresh rate. The panel will debut in a new Asus monitor chosen as the official screen for the global esports event PGL CS2 Major Singapore 2026.
Tuesday 22 September 2026
Chinese AMOLED material suppliers set for revenue gains as Gen 8 fabs boost localization
Chinese AMOLED material suppliers are poised to gain market share as new 8G OLED fabs expand capacity in China. The shift could reshape supply chains for global display buyers, while also accelerating global demand for materials used in notebooks, premium panels, and future OLED Macs.
Monday 21 September 2026
SDC president declares foldable leadership, urges Korea to defend OLED advantage

Facing aggressive expansion by Chinese competitors, Samsung Display (SDC) president and Korea Display Industry Association (KDIA) chairman Chung Yi expressed strong confidence in SDC's foldable panel capabilities. However, he warned that rival nations are funneling funds and expertise gained during the LCD era into OLED development. He called on South Korea to unite industry, government, academia, and research sectors to prevent a repeat of the loss of market leadership that occurred in the LCD industry.

Monday 21 September 2026
China monitor market splits as commercial demand holds up, premium displays gain ground

China's PC monitor market is entering a period of sharper structural divergence, with commercial demand offsetting part of a weakening consumer segment while rising component costs push manufacturers toward higher-value products.

Monday 21 September 2026
Samsung reportedly cuts QD TV output 80% as Neo QLED phaseout looms

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.

Friday 18 September 2026
Corning to raise display glass substrate prices 15% from 4Q26
Corning, the US glass substrate supplier, will raise prices for its yen-denominated display glass substrate products by 15% or more worldwide starting in the fourth quarter of 2026, according to industry sources. The company confirmed the move amid persistent cost pressure across the electronics supply chain.
Friday 18 September 2026
Foldable smartphone panel shipments fall 13% in 1H26 as market shifts to in-fold designs
Global foldable smartphone panel shipments declined 13% year-over-year in the first half of 2026, with the contraction concentrated in clamshell products, according to Counterpoint Research's Quarterly Foldable Display Shipment and Technology Report.
Friday 18 September 2026
Samsung Display reportedly taps Sunic for KRW300 billion RGB OLEDoS push
Samsung Display (SDC) is reportedly preparing to invest about KRW 300 billion in a 12-inch RGB OLED-on-Silicon (OLEDoS) production line, moving the next-generation microdisplay technology closer to mass production as the XR market shifts toward lighter glasses.
Thursday 17 September 2026
China optical suppliers power smart glasses supply chain
China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than 80% of smart glasses suppliers are from China, with Chinese vendors covering key areas from camera modules and light waveguides to microelectromechanical systems (MEMS) and batteries.
Thursday 17 September 2026
China's LCD trio flexes newfound pricing power as Taiwan panel makers retreat
China's top three liquid-crystal display (LCD) panel makers have sent written price-increase notices to customers for the first time, as Taiwan's leading panel makers sell factories and China tightens its grip on the global market. With South Korea and Japan already out of the thin-film-transistor LCD (TFT-LCD) market, China now controls more than 70% of LCD TV and monitor panel share, creating an effective oligopoly.
Wednesday 16 September 2026
AR glasses target 2 billion myopia users as China supply chain eyes doubling shipments

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.

Tuesday 15 September 2026
Apple's foldable debut set to further widen Samsung Display's OLED lead
Samsung Display could emerge as one of the biggest supply-chain beneficiaries of Apple's entry into foldable smartphones, as the Korean panel maker already accounts for about two-thirds of global foldable smartphone panel shipments, with Apple set to become a major new source of demand.
Tuesday 15 September 2026
South Korean firms hold 80% of the automotive OLED market
South Korean panel makers command about 80% of the automotive OLED market, according to Sigmaintell, as electrification and smarter vehicles keep demand for car displays stable and drive growth in new applications such as head-up displays. Competition is set to intensify as China's LCD makers press into higher-end automotive screens.
Tuesday 15 September 2026
China reshapes cockpit display race, set to produce 84% of global AR-HUDs by 2031

S&P Global Mobility senior research analyst for connected cars and user experience in Asia-Pacific Quan Zhang shared the latest forecasts for the cockpit display and head-up display (HUD) markets.

Monday 14 September 2026
South Korea broadens espionage law to counter rising tech leaks
South Korea's revised Criminal Act took effect September 13, extending the scope of espionage offenses from acts benefiting North Korea to those benefiting any foreign country or equivalent organization, as South Korea strengthens protection of semiconductors and other strategic technologies.
Monday 14 September 2026
Foldable smartphone panel shipments to grow 23% in 2026
Following the launch of Apple's first foldable iPhone, the iPhone Duo, combined sales momentum from Samsung Electronics, Huawei Technologies, Xiaomi, Oppo, Vivo, and Motorola is expected to drive global foldable smartphone shipments above 27 million units in 2026.
Monday 14 September 2026
China's OLED expansion narrows South Korea's auto, IT panel lead
China's OLED supply push is gathering pace, with BOE Technology Group (BOE), TCL China Star Optoelectronic Technology and Visionox rapidly expanding production and closing in on South Korean rivals. South Korean companies still hold an edge in OLED for smartphones and TVs, but their room to grow in IT devices and automotive OLEDs is likely to narrow.
Sunday 13 September 2026
HannStar to halve panel output as layoffs and a management exit fuel closure talk
HannStar Display is preparing to cut output at its only fab roughly in half, alongside a workforce reduction that industry sources put at as much as 70% — being carried out through a voluntary buyout program. The moves landed in the same week its general manager resigned, turning long-running speculation about a plant closure into the central question around the company.
Friday 11 September 2026
AUO, Innolux accelerate shift from displays to AI, CPO, advanced packaging
Taiwan's panel makers posted mixed August results as the industry's strategic focus shifts beyond monthly revenue toward AI, advanced packaging and co-packaged optics (CPO). AUO and Innolux, the island's two largest panel makers, are accelerating capacity reductions and asset sales while redirecting capital and technology toward higher-growth businesses. For smaller and mid-sized players, however, the path beyond displays remains far less defined.
Friday 11 September 2026
TPK, GIS post mixed August sales as 2H26 demand stays cautious
Touch panel makers TPK and General Interface Solution Holding reported diverging August revenue trends, but both remained cautious on consumer electronics demand in the second half of 2026. They expect touch and display demand to stay relatively soft.
Thursday 10 September 2026
Samsung pushes into display-equipped smart glasses as Meta leads market
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.
Thursday 10 September 2026
Navigating economies of scale: how South Korea and China are reshaping the OLED market
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.