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KoreanDon’t Miss Out On Counterpoint Research’s AI + XR 360 Summit 2025
October 27, 2025Time is running out to secure your spot at Counterpoint’s AI + XR 360 Summit 2025, taking place November 17th at the Santa Clara Convention Center.Read More
Press Releases
Press Releases
AI + XR 360 Summit: Register Before Price Increase
September 29, 2025Super Early Bird pricing for the AI + XR 360 Summit will expire on September 30. Hosted by Counterpoint Research, the event will take place on November 17 at the Santa Clara Convention Center. The event will not be live-streamed, so attendance will be in-person only.Read More
Counterpoint to Speak at SID Mid-Europe Chapter Conference
September 29, 2025Counterpoint Research will be a Media Sponsor at the SID Mid-Europe Chapter Conference, which will take place on November 3-5 in Goettingen, Germany. Hosted by Coherent, the event is titled ‘Emissive Displays: OLED, MicroLED, and Beyond – Technology, Devices, Markets’. Dr Guillaume Chansin, Associate Director at Counterpoint, will deliver a talk on the XR display market and the opportunities for OLED and MicroLED displays.Read More
AI + XR 360 Summit Will Explore Innovations in Semiconductors, Displays
September 9, 2025The agenda for the AI + XR 360 Summit will highlight key questions for the post-smartphone era and the convergence of AI and XR. Hosted by Counterpoint Research, the event will take place on November 17 at the Santa Clara Convention Center, in the heart of Silicon Valley. It will bring together leading analysts and companies in the fields of artificial intelligence, smart glasses and augmented reality to share how these disruptive technologies will make their way into consumer electronics.Read More
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, 2025Counterpoint 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, 2025Display 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, 2025The 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, 2025In 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, 2025In 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
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