Press Releases from August 2025

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

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

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

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

Press Release Archives