Blog

LCD TV Panel Prices Heading Down in Q4 2025

October 7, 2025

After a brief respite in August and September, LCD TV panel prices are heading down again as we approach the holiday sales season. The recent pattern of more gentle price fluctuations seems to be holding but pricing pressure is on the downside.
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SDC Regains Top Spot in Foldable Smartphone Panels

September 29, 2025

Samsung Display (SDC) reclaimed the #1 position in the foldable smartphone panel market in Q2 2025 with a 53% share, according to the latest Quarterly Foldable/Rollable Display Shipment and Technology Report from Counterpoint Research. SDC’s return to the top spot follows a temporary dip to third place in Q1, when Huawei’s strong product ramp boosted shipments from suppliers BOE and Visionox. For the full year 2025, SDC is projected to capture 46% of global foldable panel shipments for smartphones.
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Meta Unveils its First AR Smart Glasses, Ray-Ban Meta Display

September 22, 2025

Meta has officially launched its first pair of AR smart glasses, the Ray-Ban Meta Display, along with other new smart glasses (Ray-Ban Meta Gen 2 and Oakley Meta Vanguard) at its Meta Connect event. The Ray-Ban Meta Display glasses feature a full-color monocular display, projected through a geometric (reflective) waveguide on the right lens. Meta has opted for an LCoS display instead of the MicroLED light engines demonstrated on the Orion prototype a year ago.
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TCL, Hisense Continue to Gain Share in Premium TV Market with MiniLED

September 22, 2025

TCL and Hisense both continued to gain share in the premium TV market in Q2 2025. The two companies have blown past LG and are battling for the #2 spot behind Samsung, according to Counterpoint Research’s latest Quarterly Advanced TV Shipment and Forecast Report, released last week. During the quarter, TCL and Hisense drove another huge increase in shipments in their home market of China while also showing increasing strength in overseas markets.
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Display Cost

LCD TV Panel Prices Stabilizing Ahead of Holiday Season

September 2, 2025

After a soft patch in the summer months, LCD TV panel prices are stabilizing as we approach the holiday sales season. The recent pattern of more gentle price fluctuations seems to be holding, and is vastly more moderate compared to the long-term pattern of wild price swings.
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Display Supply Chain Shifts Are Avoiding Trump Tariffs

August 25, 2025

The main justification given by President Trump for implementing tariffs on US imports was the massive US trade deficit in goods. One of the largest components of that trade deficit was electronics goods, largely imported from Asian countries, especially China. So, one might expect that the tariffs that are implemented would hit electronics goods hard, but that has not been the case so far. Trump’s exemptions for many key products and changes in the supply chain for electronics goods have meant that, thus far, display end products have, on average, faced minimal tariffs.
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