Technology-driven dual-wheel approach revitalizes the LCD industry and breaks away from its traditional labels.

The LCD display technology, which was previously labeled as a "retired industry" and "low-end configuration", witnessed a comprehensive breakthrough at the beginning of 2026. From the collective counterattack of high-end models on the mobile phone market, to the large-scale implementation of Mini LED technology in the TV market, and to the continuous increase in the domestic production rate of core materials, LCD technology, through the collaborative innovation of the entire industrial chain, broke the monopoly of OLED technology and established differentiated competitive advantages in multiple scenarios such as consumer electronics and industrial display. The new LCD industry pattern led by Chinese enterprises has officially taken shape.

In the mobile phone market, a "high-end counterattack war" of LCD screens is in full swing. For a long time, LCD models have been trapped in the stereotype of being "exclusive for under 1,000 yuan phones", but in 2026, brands such as Lenovo, TCL, and Motorola launched a series of high-end LCD new models, completely reversing this situation. The upcoming Snapdragon 8E5 LCD flagship from Lenovo, equipped with the top panel of BOE ADS Pro, achieves the rare dual advantages of 2.5K resolution and 144Hz high refresh rate in the industry, combined with the new gate material to reduce screen latency by 40%, with a pixel density of 446 PPI, 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 combined with a peak brightness of 2000 nits, it also meets the requirements for eye protection and clear display in outdoor conditions.

Diversified layout enables LCD mobile phones to meet diverse user needs. 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, providing an immersive paper-like reading experience for long-term reading and office users. Lenovo has also planned a 6.5-inch high-end small-screen model, achieving a narrow bezel through sensor screen-in integration, balancing the small-screen feel with high screen-to-body ratio. The Unihertz tank series of new all-weather phones feature a 9000mAh ultra-large battery, combined with the low power consumption advantage of the LCD screen itself, achieving a "two-day one charge" battery life performance. Equipped with IP68/69-level waterproof and high-definition imaging, it becomes the top choice for outdoor enthusiasts. These models all come with flagship configurations such as metal mid-chassis, AG anti-glare backplate, X-axis linear motor, etc., completely getting rid of the label of "inferior performance". 

In the fields of television and commercial display, the mass production breakthrough of Mini LED backlight technology has become the core engine for the high-endization of LCD. TCL Huaxing adopts the COG bonding technology, directly bonding Mini LED light beads onto the glass substrate instead of using traditional PCB carrier boards. This reduces material costs by 32%. The number of light control zones on a 65-inch panel has exceeded 6,042, with a contrast ratio of 1,000,000:1, and the picture quality is comparable to OLED. BOE has improved yield by enhancing the AI visual inspection system, with defect recognition accuracy reaching 99.8%. This has increased the yield of Mini LED backlight modules from 78% to 92%, and the single-piece manufacturing cost has decreased by 25%. The cost reduction has promoted the popularization of terminal products. By 2025, the global shipment of Mini LED backlight LCD television panels will reach 38 million pieces, with a penetration rate exceeding 38%. The TCL Q10L series has surpassed LG OLED models in sales in the high-end markets of Europe and America. 

The in-depth breakthrough in the domestication of core materials has laid a solid foundation 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 cost reduction. The cost of 65-inch Mini LED LCD panels has decreased by 29% compared to 2023, providing support for the popularization of the technology. 

The global industrial landscape continues to concentrate on China, further consolidating the development advantages of LCD technology. By 2025, Japanese and South Korean manufacturers will accelerate their withdrawal from traditional LCD production. Sharp has sold multiple LCD production lines, and LGD's Guangzhou 8.5-generation LCD line was acquired and upgraded by TCL Huaxing. According to the research data from CEC Intelligence, in 2025, the top three enterprises in the global LCD TV panel industry (all Chinese enterprises) will increase their shipment share to 65.1%, and their profit share will exceed 85%. At the same time, LCD technology is extending to special scenarios such as industry and healthcare. Shenzhen Tianma's high-temperature resistant LCD screen occupies 40% of the market share in the field of new energy energy storage monitoring, with a gross profit margin exceeding 40%, opening up new profit spaces. 

Industry insiders indicate that the full recovery of the LCD industry is not a replacement of OLED technology, but rather a return to the essence of differentiated competition. The advantages of OLED screens in terms of color performance and thinness of the body are still irreplaceable, while LCD screens, with their features of eye-protection, stability, long battery life and controllable costs, have formed unique competitiveness in specific scenarios. With continuous technological iteration and the expansion of scenarios, the LCD industry has embarked on a second growth curve. Chinese enterprises will continue to lead the global technological upgrade and market expansion pace.