LG Display president Jeong Chul-dong has pledged to make transparent OLED a core growth priority in 2026, aiming to lift panel transparency from 45% to 70% as the company targets XR devices and next-generation automotive displays.
As 2026 begins, the LCD TV panel market typically enters a seasonal slowdown. However, due to the upcoming FIFA World Cup and strategic order increases by South Korean TV brands, demand for LCD TV panels in the fourth quarter of 2025 exceeded expectations and has carried into the first quarter of 2026. This momentum pushed LCD TV panel prices higher starting in January.
Tex Year Industries has just about completed its layout in specialty adhesives, materials, and chemicals for the AI and optoelectronics industries. It expects to see a significant increase in shipments and double-digit growth in 2026. This year, Tex Year will focus on five areas: AI cloud data centers, EVs, drones, smartphones, and Mini LED displays.
AU Optronics' new subsidiary, AUO Mobility Solutions Corporation, presented its latest automotive display and connectivity technologies at CES 2026. Under the theme "Together, We Drive The New Era," the company is focusing on display interfaces, automotive computing, and intelligent vehicle connectivity. It showcased collaborations to create human-centered smart cockpits as a "third space."
Samsung hosted The First Look ahead of the opening of CES 2026, led by head of the Device eXperience (DX) division Han Jong-hee, together with SW Yong, head of the Visual Display (VD) Business, and CK Kim, head of the Digital Appliances (DA) Business. The theme of this year's event was to promote Samsung's "Companion to AI Living" vision for 2026.
TCL's marketing of its entry-level RGB Mini LED television has come under closer industry scrutiny after market research firm Omdia said the product does not fully adopt the RGB backlight architecture implied by its branding. The findings have prompted discussion among analysts and regional media about how emerging display technologies are defined and communicated to consumers, particularly as competition intensifies in the premium TV segment.
HKC, a major Chinese display manufacturer, is weighing a potential entry into organic light-emitting diode production through a proposed sixth-generation facility. The move would mark a shift for the liquid crystal display specialist. However, it faces technical hurdles and skepticism from equipment suppliers.
Samsung Electronics' decision to acquire a major advanced driver-assistance systems (ADAS) business through its subsidiary Harman is widely viewed as a decisive escalation of its ambitions in automotive electronics. Yet the move is also stirring unease among industry observers, who warn that it could complicate Samsung's long-standing partnership with Hyundai Motor Group, raising questions about how the two South Korean giants will navigate an increasingly crowded and competitive automotive technology market.
BOE Technology Group (BOE) is poised to retain its position as the world leader in TV panel shipments in 2026, with market projections showing stable volumes after a significant increase in 2025. Industry sources note that while BOE strengthens its foothold, other major panel makers face a complex landscape shaped by supply chain dynamics and cost pressures.
With the shift from black-and-white to color boosting pull-in demand, ESG, and AI, e-paper terminals are thriving. Both E Ink Holdings, the leading global e-paper materials supplier, and Netronix, the world's largest ereader ODM, have seen clear growth in 2025 and are expected to continue into 2026.
BOE announced on December 30 that its first 8.6G AMOLED production line in Chengdu, China, has begun early production, five months ahead of the original schedule, shifting from construction to operation and mass production preparation, with full production expected to start in 2026.
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