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Meta Unveils its First AR Smart Glasses, Ray-Ban Meta Display

September 22, 2025

Meta has officially launched its first pair of AR smart glasses, the Ray-Ban Meta Display, along with other new smart glasses (Ray-Ban Meta Gen 2 and Oakley Meta Vanguard) at its Meta Connect event. The Ray-Ban Meta Display glasses feature a full-color monocular display, projected through a geometric (reflective) waveguide on the right lens. Meta has opted for an LCoS display instead of the MicroLED light engines demonstrated on the Orion prototype a year ago.
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TCL, Hisense Continue to Gain Share in Premium TV Market with MiniLED

September 22, 2025

TCL and Hisense both continued to gain share in the premium TV market in Q2 2025. The two companies have blown past LG and are battling for the #2 spot behind Samsung, according to Counterpoint Research’s latest Quarterly Advanced TV Shipment and Forecast Report, released last week. During the quarter, TCL and Hisense drove another huge increase in shipments in their home market of China while also showing increasing strength in overseas markets.
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Display Cost

LCD TV Panel Prices Stabilizing Ahead of Holiday Season

September 2, 2025

After a soft patch in the summer months, LCD TV panel prices are stabilizing as we approach the holiday sales season. The recent pattern of more gentle price fluctuations seems to be holding, and is vastly more moderate compared to the long-term pattern of wild price swings.
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Display Supply Chain Shifts Are Avoiding Trump Tariffs

August 25, 2025

The main justification given by President Trump for implementing tariffs on US imports was the massive US trade deficit in goods. One of the largest components of that trade deficit was electronics goods, largely imported from Asian countries, especially China. So, one might expect that the tariffs that are implemented would hit electronics goods hard, but that has not been the case so far. Trump’s exemptions for many key products and changes in the supply chain for electronics goods have meant that, thus far, display end products have, on average, faced minimal tariffs.
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Webinar Highlights: Preparing for India Display Conference 2025

August 25, 2025

India’s display story took centre stage on August 21, 2025, as Counterpoint Research, SID and ICEA came together for a pre-event webinar to explore how India is preparing for its next major leap in the display ecosystem. The session ‘From Silicon to Screens – India’s Next Tech Leap’ acted as the curtain-raiser to the India Display Conference (IDC) 2025, scheduled to be held on September 4 in New Delhi.
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Trump Tariffs Forced a Huge Shift in Electronics Supply Chain as China Imports Plummeted; Vietnam the Main Winner

August 18, 2025

The global supply chain for electronics has scrambled to adjust to President Trump’s tariff regime. After witnessing a surge in Q1 2025, imports continued at a strong pace in Q2, but with a big shift away from China. This analysis is based on import data released by the US International Trade Commission (ITC), showing that the supply chain for electronics has already reacted to the increased tariffs by shifting imports away from China and toward Vietnam, India and other countries.
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