Super Early Bird pricing for the AI + XR 360 Summit will expire on September 30. Hosted by Counterpoint Research, the event will take place on November 17 at the Santa Clara Convention Center. The event will not be live-streamed, so attendance will be in-person only.Read More
Counterpoint Research will be a Media Sponsor at the SID Mid-Europe Chapter Conference, which will take place on November 3-5 in Goettingen, Germany. Hosted by Coherent, the event is titled ‘Emissive Displays: OLED, MicroLED, and Beyond – Technology, Devices, Markets’. Dr Guillaume Chansin, Associate Director at Counterpoint, will deliver a talk on the XR display market and the opportunities for OLED and MicroLED displays.Read More
The agenda for the AI + XR 360 Summit will highlight key questions for the post-smartphone era and the convergence of AI and XR. Hosted by Counterpoint Research, the event will take place on November 17 at the Santa Clara Convention Center, in the heart of Silicon Valley. It will bring together leading analysts and companies in the fields of artificial intelligence, smart glasses and augmented reality to share how these disruptive technologies will make their way into consumer electronics.Read More
• China is still expected to dominate display capacity, growing from a 68% share in 2023 to 75% in 2028. China’s capacity is expected to grow at a 4.0% CAGR from 2023 to 2028. • South Korea’s share is expected to fall from 9% in 2023 to 8% in 2028, on a 0.6% CAGR. • Taiwan’s capacity is expected to fall at a -2.3% CAGR from 2023 to 2028, with its share falling from 19% in 2023 to 16% in 2028. • Japan’s share is expected to fall from 4% in 2023 to 1% in 2028 due to Sharp’s closure of SDP G10 and Sakai G4.5 OLED in Q3 2024, JDI Tottori LCD in Q2 2025 and Mobara LCD in Q2 2026, on a -21.3% CAGR from 2023 to 2028. • India is expected to delay the investment until after 2028, with operations expected to begin in 2030.Read More
Counterpoint Research will host the AI + XR 360 Summit on November 17 in Silicon Valley, California.a. This in-person event will bring together leading analysts and companies in the fields of Artificial Intelligence, Smart Glasses and Augmented Reality, to share discuss how these disruptive technologies will create new opportunities in the consumer and enterprise markets.Read More
Display equipment spending is expected to reach a cumulative $76 billion during 2020-2027. OLED will continue to contribute the lion’s share of these capex investments, with 31% YoY growth in 2025 alone. Visionox and CSOT are expected to adopt a new deposition method for OLED, which is currently the talk of the town. However, the capex difference between Photo Patterned OLED and Fine Metal Mask (FMM) is negligible. Canon (including Tokki and Anelva), Applied Materials and Nikon are expected to continue leading the display equipment market, with a combined revenue share of 28%.Read More
The global OLED evaporation material market’s revenue is expected to grow around 7% YoY in 2025. Chinese OLED evaporation material companies’ revenues are expected to grow 21% YoY in 2025. Their share of materials revenue from Chinese panel makers is forecast to reach 43% in 2029. In 2025, LTOM is expected to become the first Chinese OLED evaporation material company to enter the top 10.Read More
In Q1 2025, OLED panel shipments and revenues increased 4% YoY and 2% YoY, respectively. Most of the unit growth during the quarter was across TVs, tablets, monitors and smartphones, whereas OLED notebook PCs saw a decline. For the full year 2025, we forecast overall OLED panel unit growth of 4%. But revenues will remain flat mainly due to panel ASP declines across all applications, with the smartphone ASP declining 2% YoY.Read More
In Q1 2025, global Advanced TV shipments increased 44% YoY and revenues increased 35% YoY. TCL and Hisense increased their shipments by triple-digit percentages YoY. Both companies are gaining share driven by their emphasis on MiniLED TVs and ultra-large (>75”) screens. Samsung still leads the Advanced TV category, but its share has decreased as the Chinese brands gain.Read More
The global flat panel display market’s revenues grew 11% YoY in 2024 after bottoming in 2023. Strong revenues across a broad range of applications including tablets, TVs, monitors, notebooks and automotive reflect improved dynamics across a variety of metrics. We expect overall 2025 revenue growth to remain comparatively flat, weighed down by shrinking smartphone unit sales. We remain bullish on automotive displays with both short-term and long-term revenue growth expected to be in the high single digits to low double digits.Read More
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