From stretchable flexible screens to AI-powered intelligent cabins, from Micro-LED wearable devices to full-color electronic paper signs, the display industry is undergoing a profound transformation centered on technological breakthroughs, guided by scenario integration, and characterized by pattern reconfiguration. Since 2025, the global display industry has accelerated its departure from the "capacity scale competition" and entered a new stage of "technology value competition". Flexible displays, AI + display, glass-based MLED and other technologies have blossomed in multiple areas, and Chinese enterprises' influence in the global industrial chain has continued to increase.
Flexible displays break through physical boundaries and are implemented in multiple scenarios.
Flexible displays are becoming the core driving force for realizing the vision of "everything is display". Recently, a team from the Institute of Chemistry of the Chinese Academy of Sciences has successfully developed high-performance stretchable polymer light-emitting diodes (PLEDs), significantly improving the photoelectric performance and mechanical stability. LG Display of South Korea has also demonstrated a display prototype capable of withstanding 53% stretching deformation, laying the foundation for the industrialization of flexible technology. This "flexible" characteristic is breaking the limitations of traditional screen forms and giving rise to diverse application scenarios ranging from consumer electronics to public services.
In the field of intelligent terminals, form innovation continues to advance. In 2025, Huawei released the world's first tri-fold notebook, which, when unfolded, features a 18-inch large screen that enables seamless switching between office work and portability. Samsung's rolled-up screen phone can be stretched from the standard size to 12.4 inches, blurring the product boundary between "phone" and "tablet". Data shows that in 2024, the global shipment of flexible AMOLED panels reached 631 million pieces, accounting for 42% of the mobile phone screen market. It is expected that by 2031, the global flexible display market size will exceed 173 billion US dollars, with a compound annual growth rate of 34.3%.
The automotive and public service sectors have become a new frontier for flexible displays. High-end automakers such as Mercedes-Benz and BMW have all installed flexible OLED touchscreens and dashboards in their vehicles. BOE has also deeply collaborated with local automakers like NIO and Xpeng, and the mass-produced vehicle flexible screens have comprehensively surpassed traditional liquid crystal displays in terms of size, energy efficiency, and adaptability. The flexible transparent display used in the venues of the 2024 Paris Olympics has further extended the application of this technology to large-scale event scenarios, enabling immersive presentations of event broadcasts and interactive guided tours.
The technological routes are diversifying in multiple directions, and the industrial landscape is undergoing a profound restructuring.
Since 2025, the global display industry landscape has undergone a structural adjustment. Korean enterprises have accelerated their withdrawal from LCD production capacity and shifted their focus to OLED patent layout. The Chinese mainland has maintained its dominant position by leveraging its LCD production capacity advantage, while achieving breakthroughs in high-generation OLED and Micro-LED fields. Taiwanese enterprises in China have concentrated on specialized technical tracks to pursue differentiated development.
The OLED sector is witnessing two concurrent trends: "technological branding" and "high-end production capacity". Samsung Display has launched the exclusive MONT FLEX brand for foldable screens, emphasizing features such as no creases and ultra-narrow bezels. At the same time, it has exclusively secured the panel supply orders for Apple's foldable iPhone, OLED version of iPad mini, and MacBook Pro. The projected OLED panel shipment volume is expected to exceed 83 million units in 2025, with a market share approaching 65%. LG Display has announced that it will launch the first OLED technology brand "Tandem" at CES 2026, accelerating its transition towards high-end production. Domestic enterprises are not standing idle either. BOE's Chengdu 8.6th generation AMOLED production line has been lit up ahead of schedule. TCL Star has invested 29.5 billion yuan to build the world's first 8.6th generation printed OLED production line. Visonox has intensified its investment in maskless plate technology production lines, promoting the reduction of costs and the increase of penetration rates for medium-sized OLED displays.
At the CES 2026 exhibition, the integration of AI and display technology became the most prominent feature. The display screens evolved from "information carriers" to "intelligent interaction hubs", penetrating into all scenarios such as life, travel, and healthcare. BOE launched the "AI + AR Intelligent Cycling Glasses", which features a 0.12-inch Micro LED micro display and is equipped with AI algorithms to achieve collaboration among humans, vehicles, and the cloud; Samsung Display's "AI OLED Pendant" presents real-time information for viewing in the form of a necklace, opening up a new form of personal AI devices.
The vehicle-mounted scenario has become the core battlefield for AI + display. BOE's HERO 2.0 intelligent cockpit is equipped with a Micro LED panoramic head-up display with a brightness of 50,000 nits. The AI voice and gesture control recognition rate exceeds 98%, enabling interconnection between the vehicle and home, as well as between the vehicle and dealers. TCL Star's global first sliding central control screen can extend from 16 inches to 28 inches and supports more than 100,000 sliding operations. AUO's INVISY invisible display technology makes the screen "disappear inside the vehicle", presenting only dynamically when needed, balancing safety and experience.
In the industrial sector, AI is reconfiguring the R&D and manufacturing systems of enterprises. BOE has released the Blue Whale display large model and the industry's first "AI factory". TCL Star has launched "Star Intelligence X-Intelligence 3.0" a domain-specific large model. Samsung and LGD have optimized their production processes and yield control through AI, driving the industry towards intelligence and efficiency.
Looking ahead to 2026: Demand recovery and accelerated domestic production occur simultaneously
The research report of Orient Securities indicates that in 2026, driven by the World Cup events and the "trade-in" policy, the demand for LCDs is expected to rebound. The prices of TV panels of all sizes have risen across the board in January. At the same time, the penetration rate of medium-sized OLED will accelerate its growth, and the production lines of leading enterprises and the improvement of yield will drive down costs. At the industrial chain level, domestic enterprises have continuously made breakthroughs in OLED materials and driving chips. Leite Optoelectronics and Xiahe Technology have achieved material production, and Jicheng Beiyou is promoting the domestication of driving chips, providing support for the development of the industry.
Industry experts have stated that the display industry is entering a new stage characterized by "technological diversification, ubiquitous scenarios, and collaborative ecosystems". With the deep integration of AI, 5G, and Internet of Things technologies, display will become the core interface connecting the physical and digital worlds. Chinese enterprises, leveraging their complete industrial chain advantages and technological breakthroughs, are expected to take the lead in the global industrial restructuring and drive the display industry into a new era of higher-quality development.
Your message must be between 20-3,000 characters!
