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Event Highlights: SID Automotive Display & Electronics Workshop, New Delhi

June 30, 2025

The Society for Information Display (SID), in collaboration with the India Cellular and Electronics Association (ICEA), hosted the first-ever Auto motive Display & Electronics Workshop in New Delhi. The workshop brought together industry veterans, government advisors and academic experts to explore and discuss automotive market trends, policies and cutting-edge innovations in display technologies and electronic architecture.
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US TV Imports Largely Safe from Trump Tariffs But Monitor Makers Still Rely on China

June 23, 2025

TV importers in the US can largely dodge the Trump “reciprocal” tariffs, but importers of monitors continue to rely on China and face a 20% tariff starting in Q2 2025. Last month we shared data from the US International Trade Commission (ITC) on imports of electronic goods, smartphones and mobile PCs. We continue that analysis covering the two applications with the greatest impact on display area – monitors and TVs.
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India’s Panel Dynamics: LCD Holds Ground as OLED Gains Momentum

June 16, 2025

India’s ambition to become a global electronics manufacturing hub is gaining momentum, as the country charts a path toward a $500-billion electronics industry and 6 million new jobs by FY2030. Therefore, it becomes crucial to examine the market dynamics and trends that are shaping this transformation.
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End of FPD Oversupply in Sight, LCD Shortage on Horizon

June 16, 2025

Capacity additions put in place during the pandemic demand boom resulted in a systematic oversupply in the display industry that continues in 2025. But as long-term demand drivers continue to play out, that oversupply will eventually turn to a shortage. That turn will happen within the five-year timeframe of the forecast from Counterpoint Research’s Quarterly FPD Supply/Demand Report, released last week. Although we expect only modest growth in demand for display products, that persistent growth will fill up capacity and eventually lead to demand for new or expanded LCD fabs.
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LCD TV Panel Prices Continue Decline in June

June 9, 2025

For most of the history of the flat panel display industry, LCD TV panel prices were characterized by wild swings, as the industry went from oversupply to shortage. That pattern stopped in 2023 and a new pattern emerged with more gentle fluctuations. In Q2 2025, this new pattern has prices falling from a recent peak in Q1, continuing the unprecedented run of relative stability.
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India Commands 9% of Global Flat Panel Display Revenue

June 9, 2025

Globally, display technology is evolving at a rapid pace, driven by the rising demand for thinner, lighter, brighter and more energy-efficient screens. From LCD and QLED to OLED and Micro-LED, display types cater to a wide range of industries, including consumer electronics, IT, automotive, healthcare, retail, education and entertainment, and all of these are seeing rising demand.
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TCL, Hisense Threaten Samsung’s Leadership in Premium TV Market

June 2, 2025

TCL and Hisense both continued to gain share in the premium TV market in Q1 2025 and both companies threaten to dethrone Samsung, the market’s leading brand for the last 20 years, according to Counterpoint Research’s latest Quarterly Advanced TV Shipment and Forecast Report, released last week. The two companies drove a huge increase in shipments in their home market of China but also showed increasing strength in overseas markets.
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SID Business Conference: MicroLED Session Overview

May 27, 2025

On the second day of the SID Business Conference, a session on ‘MicroLED Display Commercialization’ featured five talks from Counterpoint, Aledia, Smartkem, InZiv and Pixel-Flo. While this report will only focus on this session, it should be noted that MicroLED technology was also discussed by Tianma (keynote session) and VueReal (automotive session) on Day 1 of the conference.
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SID Business Conference: IT Session Highlights

May 27, 2025

The ‘IT Market and Technology Outlook’ session consisted of an analyst, OLED material suppliers, a laser systems company and a panel supplier: • David Naranjo, Associate Director, Counterpoint Research • Dr Georg Bernatz, Global Head of Technical Marketing OLED, EMD Electronics • Jan Blochwitz-Nimoth, CEO, beeOLED • Dr Oliver Haupt, Director Strategic Marketing, Coherent LaserSystems • Dr Fa-Hsyang Chen, Manager of TFT Technology Development, Visionox
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SID Business Conference: TV Session Highlights Wide Color Gamut Battle

May 27, 2025

The SID Business Conference session on ‘Display Technologies Shaping the TV Market’ highlighted developments in arguably the most important application for displays, including competing visions for wide color gamut solutions. The session included four presentations, starting with my own and including one TV OEM and two materials companies.
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