The LCD display technology, which was once highly debated as "marginalized", has fully recovered in early 2026 under the dual drive of technological innovation and market demand. From the collective counterattack of high-end models on the mobile phone market, to the large-scale implementation of Mini LED backlight technology in the TV and laptop sectors, and to the continuous increase in the domestic production rate of core materials, LCD technology not only broke the monopoly of OLED but also penetrated various scenarios with its differentiated advantages. The all-inclusive upgrade pattern led by Chinese enterprises has officially taken shape, driving the industry into a new growth cycle driven by value.
In the core sector of consumer electronics, LCD screens are launching a "high-end comeback war". LCD models that have long been trapped in the "exclusive for 1,000-yuan phones" label have witnessed a flagship-level configuration upgrade this year. The upcoming Snapdragon 8E5 LCD flagship from Lenovo, equipped with the top panel from BOE ADS Pro, achieves the rare dual support of 2.5K resolution and 144Hz high refresh rate in the industry, combined with the new gate material, reduces screen latency by 40%, with a pixel density of 446PPI, making the display effect smooth without graininess, and the sliding handiness is comparable to OLED screens. More importantly, global DC dimming and hardware-level low blue light certification have become standard features, fundamentally solving the low brightness flicker problem of OLED screens, and paired with a peak brightness of 2000nits, it also meets the requirements for eye protection and clear display outdoors.
The diversified layout of the brand has further expanded the market boundaries of LCD mobile phones. The TCL 60 Ultra Nxtpaper, with its 7.2-inch ultra-large LCD screen and paper-like anti-glare technology, reduces the reflection rate to nearly zero, precisely adapting to long-term reading and office scenarios; the Unihertz tank series of three-defense new models rely on the low power consumption advantage of LCD screens, combined with a 9000mAh ultra-large battery, achieving a "two-day one charge" battery life performance, making it the preferred choice for outdoor enthusiasts. These models are all equipped with metal mid-chassis, AG anti-glare backplate, X-axis linear motor and other flagship details, completely breaking away from the stereotype of "inferior performance". A survey by the Medical University of Kanto in Japan shows that 31% of users are extremely sensitive to the flicker of OLED screens, and this demand gap is becoming the core opportunity for the high-endization of LCD.
The mass production breakthrough of Mini LED backlight technology has become the core engine for the high-endization of LCD in the large-screen and commercial fields. Currently, leading enterprises have overcome the industry pain points of high cost and low yield of Mini LED through process innovation. A high-end display brand, after adopting a 1000+ zone Mini LED backlight module, has achieved a measured contrast ratio of over 1 million:1, a dark field brightness of as low as 0.0005 nits, and a peak brightness of up to 1200 nits. The HDR effect has been highly recognized by professional institutions. In the notebook field, leading manufacturers have adopted a thin Mini LED solution. With only an increase of 0.5mm in thickness, they have achieved a 2000 nits instantaneous peak brightness. During long-term full-load operation, the brightness fluctuation is controlled within 3%, and the temperature performance is better than that of similar competitors. According to Omdia data, in 2025, the global shipment of Mini LED backlit LCD TV panels will reach 38 million pieces, with a penetration rate exceeding 38%, and it is expected to continue to rise this year.
The in-depth breakthrough in the domestication of core materials has laid a solid foundation of cost and technology for the upgrading of LCD industry. By 2025, China's LCD material industry will achieve a key leap, with the domestic production rate of polarizing films reaching 50%, liquid crystal materials reaching 45%, and the domestic production rates of glass substrates and driving ICs increasing to 38% and 28% respectively. Sangjin Optoelectronics and Sanlipu have achieved mass production of 3-meter ultra-wide polarizing films, which are suitable for 110-inch large-screen LCD products; Chengzhi Yonghua has developed high-end VA liquid crystal with a response time of ≤ 5ms, which perfectly matches Mini LED panels; Dongguo Optoelectronics has a monthly production capacity of over 600,000 square meters of G8.5+ generation glass substrates, with a stable yield rate at a high level. The domestication of materials directly drives the cost down, and the cost of 65-inch Mini LED LCD panels has decreased by 29% compared to 2023, providing strong support for the popularization of technology.
The reconfiguration of the global industrial landscape has further strengthened the competitive advantage of LCD. As Japanese and Korean manufacturers accelerate their withdrawal from traditional LCD production, a duopoly structure of BOE and TCL Star has emerged, collectively accounting for over 50% of global LCD production capacity. By dynamically adjusting production rates, they maintain a healthy industry ecosystem. In 2025, the price of TV panels shows a structural stabilization. Meanwhile, LCD technology is extending to special scenarios such as industrial monitoring and medical displays. Shenzhen Tianma's high-temperature resistant LCD screens have occupied 40% of the market share in the field of new energy storage, with a gross profit margin exceeding 40%, opening up new profit growth poles.
Industry insiders point out that the recovery of the LCD industry is not a replacement of OLED, but a return to the essence of differentiated competition. OLED's advantages in color display and thinness of the device still cannot be replaced, while LCD, with its features of eye-protection, stability, long battery life and controllable cost, forms unique competitiveness in specific scenarios. With the iteration of Mini LED technology and the deepening of material autonomy, LCD has embarked on a second growth curve. Chinese enterprises will continue to lead the global technological upgrade and market expansion rhythm, promoting the industry to achieve high-quality development.
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