Press Releases

Press Releases

China’s Share in Global Display Capacity to Reach 75% in 2028

August 25, 2025

• China is still expected to dominate display capacity, growing from a 68% share in 2023 to 75% in 2028. China’s capacity is expected to grow at a 4.0% CAGR from 2023 to 2028. • South Korea’s share is expected to fall from 9% in 2023 to 8% in 2028, on a 0.6% CAGR. • Taiwan’s capacity is expected to fall at a -2.3% CAGR from 2023 to 2028, with its share falling from 19% in 2023 to 16% in 2028. • Japan’s share is expected to fall from 4% in 2023 to 1% in 2028 due to Sharp’s closure of SDP G10 and Sakai G4.5 OLED in Q3 2024, JDI Tottori LCD in Q2 2025 and Mobara LCD in Q2 2026, on a -21.3% CAGR from 2023 to 2028. • India is expected to delay the investment until after 2028, with operations expected to begin in 2030.Read More

Counterpoint to Host AI + XR 360 Summit in Silicon Valley

August 18, 2025

Counterpoint Research will host the AI + XR 360 Summit on November 17 in Silicon Valley, California.a. This in-person event will bring together leading analysts and companies in the fields of Artificial Intelligence, Smart Glasses and Augmented Reality, to share discuss how these disruptive technologies will create new opportunities in the consumer and enterprise markets.Read More

Global Display Equipment Spending to Climb to $76 Billion During 2020-2027

August 14, 2025

Display equipment spending is expected to reach a cumulative $76 billion during 2020-2027. OLED will continue to contribute the lion’s share of these capex investments, with 31% YoY growth in 2025 alone. Visionox and CSOT are expected to adopt a new deposition method for OLED, which is currently the talk of the town. However, the capex difference between Photo Patterned OLED and Fine Metal Mask (FMM) is negligible. Canon (including Tokki and Anelva), Applied Materials and Nikon are expected to continue leading the display equipment market, with a combined revenue share of 28%.Read More

Signs of Change in Global OLED Evaporation Material Market as Chinese Companies Forge Ahead

August 11, 2025

The global OLED evaporation material market’s revenue is expected to grow around 7% YoY in 2025. Chinese OLED evaporation material companies’ revenues are expected to grow 21% YoY in 2025. Their share of materials revenue from Chinese panel makers is forecast to reach 43% in 2029. In 2025, LTOM is expected to become the first Chinese OLED evaporation material company to enter the top 10.Read More

OLED Panel Revenues Up 2% YoY in Q1 2025; Outlook for 2025 Remains Flattish Amid Tariff, Macro Environment Concerns

July 9, 2025

In Q1 2025, OLED panel shipments and revenues increased 4% YoY and 2% YoY, respectively. Most of the unit growth during the quarter was across TVs, tablets, monitors and smartphones, whereas OLED notebook PCs saw a decline. For the full year 2025, we forecast overall OLED panel unit growth of 4%. But revenues will remain flat mainly due to panel ASP declines across all applications, with the smartphone ASP declining 2% YoY.Read More

TCL, Hisense Threaten Samsung’s Leadership in Premium TV Market

June 23, 2025

In Q1 2025, global Advanced TV shipments increased 44% YoY and revenues increased 35% YoY. TCL and Hisense increased their shipments by triple-digit percentages YoY. Both companies are gaining share driven by their emphasis on MiniLED TVs and ultra-large (>75”) screens. Samsung still leads the Advanced TV category, but its share has decreased as the Chinese brands gain.Read More

TVs, Tablets Help Flat Panel Display Market Recover in 2024; Automotive to Drive Future Growth

June 2, 2025

The global flat panel display market’s revenues grew 11% YoY in 2024 after bottoming in 2023. Strong revenues across a broad range of applications including tablets, TVs, monitors, notebooks and automotive reflect improved dynamics across a variety of metrics. We expect overall 2025 revenue growth to remain comparatively flat, weighed down by shrinking smartphone unit sales. We remain bullish on automotive displays with both short-term and long-term revenue growth expected to be in the high single digits to low double digits.Read More

Automotive Display Shipments, Revenues, Area Reach New Heights in 2024

May 5, 2025

While display unit shipments grew slowly along with vehicle shipments, display revenues and display area grew much faster due to vehicle displays becoming bigger and more advanced. In particular, electric vehicles (EVs) and hybrids are driving display growth as they adopt significantly larger displays on average than internal combustion engine (ICE) vehicles. Toyota remained the #1 brand on a display revenue basis for at least the third straight year, while Tesla’s Model Y remained the #1 car model on a display revenue basis for the second straight year. Counterpoint Research has released its latest shipment report on automotive displays for passenger vehicles on a model-by-model basis, covering the Q1 2022-Q4 2024 period. The report covers the digital information cluster (DIC) and center information displays (CID). Prices are provided for each panel used in passenger vehicles.Read More

XR Display Market to Grow 6% YoY as AR Smart Glasses Gain Momentum

May 5, 2025

Global XR display shipments are expected to rise 6% in 2025, with shipments for AR glasses growing 42%. The growth will be a partial recovery, following a significant drop in display shipments in 2024. LCD will represent an 87% share of VR panel shipments, while OLED-on-Silicon will have a 75% share in AR. The recovery is projected to continue next year, but US tariffs on China bring a high level of uncertainty.Read More

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