Sharing useful information, BOE, TCL CSOT, Visionox and other major OLED manufacturers view the future of the industry this way

On April 22 and 23, 2026, TrendForce’s LEDinside and TrendForce Display held the two-day 2026 TrendForce New Display Industry Seminar (DTS 2026) at the JW Marriott Hotel Shenzhen.

The theme of the morning session of the seminar the next day was "OLED Display Special Session". At the meeting, experts from the OLED display industry chain including panels, OLED materials, display drivers, and TrendForce analysts gave wonderful speeches, analyzing the current situation and future of OLED displays from multiple perspectives. The following is the main content shared by the speakers:

The opening of the 8.6-generation line: AMOLED’s strategic transition and pattern restructuring when entering the IT field

Fan Boyu, Deputy General Manager of Research, TrendForce Technology

The global display industry is undergoing a profound paradigm shift. In the past ten years of fighting, mainland panel manufacturers have successfully gained dominance in the LCD field by relying on economies of scale and policies, forcing Japanese, Korean and Taiwanese manufacturers to successively reduce production capacity and exit the low-margin market. However, this is the starting point for another high-level competition. As Korean manufacturers fully shift to the AMOLED field, the focus of competition in the next decade has officially expanded from mobile phone screens to medium-sized IT applications.

The core driving force behind this wave comes from brand customers, especially Apple. With the introduction of AMOLED panels into the iPad Pro and the planning of future MacBook series, Apple's attitude has become the key to the industry's shift. As the penetration rate of AMOLED in the mobile phone market has become saturated, brands are actively introducing the advantages of AMOLED specifications such as thinness, high contrast, and high color saturation into laptops and tablet computers. In order to meet the cutting efficiency and cost requirements of medium-sized panels, the world's leading manufacturers have accelerated the deployment of G8.6 generation production lines.

On the G8.6 track, each company’s technical path has its own characteristics. Samsung Display and BOE have locked in the traditional FMM evaporation technology, trying to consolidate their leading position with stable yield and Tandem structure. At the same time, the ViP technology launched by Visionox and the IJP OLED technology developed by TCL Huaxing Optoelectronics represent the vision of mainland manufacturers trying to get rid of the equipment and material restrictions of Japan and South Korea and seeking to overtake in corners.

One of the keys to whether the penetration rate of AMOLED NB can increase year by year in the future is cost. In addition to the optimization of the production process, the localization process of materials will be a powerful tool for Chinese manufacturers to reduce costs and combat the patent barriers of Korean manufacturers. When upstream luminescent materials are no longer subject to large foreign manufacturers, the price of AMOLED panels is expected to move closer to LCD, thereby driving large-scale replacement demand in the market.

This G8.6 war, driven by Apple, driven by technology, and involving supply chain reorganization, will determine who has the say in defining specifications in the next display era.

Industrial Evolution and Strategic Opportunities of Big Generation OLED

Dr. Yang Dongfang, Director of BOE Technology Insights Department

OLED technology is undergoing rapid evolution from passive to active, from flat to foldable, from small size to medium and large size and large generation lines.

On the material and device side, the introduction of TADF (thermal activated delayed fluorescence) materials and Tandem (tandem) design has greatly improved the power consumption, color gamut, brightness and service life of OLED products; on the manufacturing side, the production line has jumped from the early G1 to G8.6, and production efficiency and large-size glass utilization have been greatly improved.

Looking to the future, the market for medium-sized OLED products (such as laptops, tablets, and car displays) is developing rapidly. In the AI era, displays will become interactive infrastructure to achieve depth perception and spatial interaction.

To this end, BOE is actively deploying innovative applications of high image quality, ultra-low power consumption (such as 1Hz low-frequency variable oxide technology), free-form and under-screen sensing, integrated fingerprint and other technologies to fully meet the needs of AI intelligence, health and personalized scenarios.

In terms of industrial layout, BOE's semiconductor display shipments have ranked among the top in the world, and it has 18 semiconductor display production lines.

Among them, the 8.6th-generation AMOLED production line project in Chengdu will start construction in early 2024 and will achieve mass production in 2026.

Dr. Yang Dongfang emphasized that in the future, BOE will continue to adhere to the concept of ecological win-win, build joint laboratories with upstream and downstream suppliers and universities and colleges, define industry standards, and build an OLED full-chain collaborative ecosystem from basic research to terminal scenario standardization.

Technological breakthroughs and productization practices of domestic OLED red light materials

Chen Zhikuan, Chairman Lu Milan

As the center of the global display industry shifts to China, domestic OLED core materials have entered a critical period of "comprehensive maturity". As an important participant, Ningbo Lumilan New Materials Co., Ltd. focuses on in-depth research and industrialization layout of red light materials, which has effectively promoted the penetration and replacement of domestic OLED core materials in high-end flagship terminals.

Since its establishment in 2017, Lumilan has focused on the research and development, production and sales of OLED luminescent materials, with a cumulative investment of more than 500 million yuan. The company has built a multi-dimensional production system, including a R&D center, Yunsheng base (sublimation production capacity of 10 tons/year) and Dingsheng base (synthetic production capacity of 10 tons/year).

In terms of quality control and performance verification, Lumilan is equipped with cutting-edge analytical instruments such as nuclear magnetic resonance spectrometers and time-of-flight mass spectrometers, and has built device verification platforms of various specifications such as CIC and Sunic to ensure full process control from material design to terminal performance.

At the level of industrial application, Lumilan has achieved a historic breakthrough. Its independently developed IP material RH new red luminescent main material has been successfully used in the Xiaomi Mi 17 flagship model in 2025 after rigorous testing. This milestone achievement marks that the performance and stability of domestic red light main materials have reached the top level, breaking the dependence on imports of high-end display materials.

Currently, Lumilan is advancing the construction of the second phase of the factory at full speed and is expected to be put into use in the second half of 2026. By then, the company's synthetic production capacity will jump to 30 tons/year, the total construction area will increase to 18,000 square meters, and the team size will expand to more than 200 people. By establishing joint laboratories with Xiaomi and scientific research institutes, Lumilan deeply integrates industry-university-research resources. Adhering to the mission of "quality first, customer first", Lumilan is committed to becoming the world's leading manufacturer of organic optoelectronic materials.

IJP OLED technology progress and trends

Zhou Mingzhong, Director of Technology Planning Center, TCL CSOT

As the first new OLED technology path in the display field that is led by a Chinese company and has entered the commercial stage, TCL CSOT has been deeply involved in the field of printed OLED for thirteen years. Through systematic research and development, TCL Huaxing has built a comprehensive leading advantage in materials, processes, equipment and mass production ramp-up.

In terms of image quality, printed OLED can implement Real Stripe RGB across multiple product lines, bringing sharper text display and extremely high color consistency. It is perfectly suitable for scenes that require extremely high text sharpness and color stability, such as monitors, laptops and tablets, and achieves "multi-screen homogeneity and same color".

In addition, TCL Huaxing is actively extending this technology to the field of flexible panels. At the CES 2026 exhibition, the Lenovo Legion Pro roll-screen concept notebook based on the flexible characteristics of printed OLED made a stunning debut and quickly became the focus. This marks that TCL CSOT is bringing cutting-edge display technology to the consumer market as quickly as possible through joint research and creation with leading customers.

In the commercialization process, TCL Huaxing has always made steady progress and achieved milestones repeatedly. In November 2024, Wuhan's G5.5 generation printed OLED production line (t12) achieved mass production and delivered the first medical display product. The production line yield rate quickly increased to more than 70% in a short period, which effectively verified the mass production feasibility and excellent ramping ability of this process route.

Based on this solid foundation, in October 2025, the world's first large-scale mass production of G8.6 generation printed OLED production line (t8 project) officially started in Guangzhou. The arrival of this historic node marks that high-generation printed OLEDs have accelerated into a new stage of mass production.

From technological breakthrough to mass production, TCL CSOT is steadily advancing printed OLED to inject new momentum into the high-quality development of the global display industry. In the future, TCL CSOT will continue to rely on deep technical barriers and work with global partners to accelerate the full-scenario commercial application of new display technologies.

The perfect balance of ultimate picture quality and power consumption: end-to-end AMOLED system optimization

Ye Bichun MTK MediaTek Technical Architecture Manager

From the 2017 iPhone X introduced AMOLED for the first time, to the commercialization of folding screens, the popularization of LTPO adaptive refresh, and then to the launch of 1nit eye protection screens and 165Hz high refresh rate models in 2025. The innovation of smartphone display hardware has never stopped, and every technological leap has significantly improved the user's visual experience.

However, while innovation brings immersive display effects, it also inevitably introduces a series of side effects such as shortened battery life, increased heat generation, screen burn-in and uneven Mura. How to find a balance between ultimate image quality and power consumption control has become a core proposition for AMOLED system optimization.

In this regard, MediaTek relies on the MiraVision display technology platform to build four core routes covering full-optical domain adaptation, AI image quality enhancement, display low power consumption and panel compensation technology, and has gone through three development stages from "Pioneer of Image Quality Enhancement" to "Intelligent Display Leader" to "Full Scene Experience Definer".

In terms of AI empowerment, MediaTek is driven by the MiraVision core engine and uses AI PQ and full-optical adaptive technology to ensure that it can provide the ultimate visual experience under any ambient light.

In terms of system-level power consumption optimization, MediaTek has broken through the dilemma of high performance and high power consumption of AMOLED by integrating a complete link from the AP to the panel and through system-level power-saving solutions such as partial refresh, achieving dual leadership in display performance and battery life.

In response to the problems of rag screens and yin-yang screens in low-brightness scenes, MediaTek uses AP DeMura and AP DeBurn-in technologies to accurately repair rag screens and screen burn-in residual images, significantly improving panel display uniformity, extending product service life, and reducing after-sales repair rates.

Visionox ViP innovative display technology and applications

Peng Tao, Visionox Product Engineering Department Director

With the rapid development of AI technology, terminal applications have put forward higher requirements for display performance, including low power consumption, high resolution, eye protection experience and multi-form adaptation capabilities. The core of display technology innovation is thus deeply shifting from "materials and devices" to "pixel structure and process system".

At the technical level, Visionox ViP technology achieves a breakthrough in the underlying process path through an FMM-free RGB self-aligned pixelization solution, which can significantly improve device reliability and achieve a leap-forward improvement in core performance: the aperture ratio is significantly increased from the traditional 29% to 69%, the pixel density is as high as 1700ppi, and the power consumption is reduced by 38%. With Tandem stacked device technology, it can achieve six times the device life or four times the brightness of traditional OLEDs.

In addition, ViP can be widely used in all-scenario products from micro displays to medium and large-sized panels, taking into account performance and economy, providing key support for emerging applications such as VR near-eye displays, under-screen sensing, and smart terminals. Currently, ViP technology has been shipped to brand customers, and ViP has thus completed a key leap from technological breakthrough to industrial implementation.

At the industrial level, on April 15, 2026, Visionox held a process equipment move-in ceremony for the world's first high-generation AMOLED production line equipped with ViP technology. As production line equipment is moved in, processes are integrated, and production capacity is gradually released, the production line will accelerate into a new stage of large-scale industrialization. Visionox has always insisted on empowering customers with leading technology and excellent product capabilities, allowing innovation to be truly transformed into market value, and allowing China Screen to go global and serve the world.

New Trends in the OLED Industry: Panoramic Analysis of Technological Innovation

Zhou Shibo, Chief Expert of OLED Technology and Market at TrendForce

The OLED display industry is moving from a single application era to a critical stage of multiple scenarios and structural reshaping. In the TV market, QD-OLED and WOLED are facing slowing growth and cost pressure, and TV applications are gradually entering a mature stage. However, through product specification optimization and cost structure adjustment, OLED can still maintain differentiation advantages in niche markets such as high-end displays, shifting from scale competition to value deepening.

In the notebook field, Apple’s introduction of OLED products has driven investment in the G8.6 generation production line and opened up the development space for new process technologies such as FMM-free. This means that competition will extend from pure yield and production capacity to a comprehensive competition of process paths and cost efficiency; although the short term may still be affected by the pace of memory supply, the mid- to long-term growth trend is quite clear.

In the mobile phone market, the core of competition for foldable mobile phones is shifting from hardware design to user experience and application ecology. "No creases" will become the final threshold towards mainstreaming. Its essence is not only an institutional issue, but also involves the collaborative design of materials and structures. Display technology is also moving from single-point breakthroughs to system integration.

In terms of material systems, changes are even more critical. As the localization of materials accelerates, the supply chain structure is gradually reorganized, which not only helps reduce costs, but also reduces dependence on the existing international system. At the same time, the bottleneck of blue OLED is driving the rapid evolution of light-emitting technology, from traditional architecture to the parallel development of new materials such as MR-TADF, Hyperfluorescence and pTSF. As display specifications further advance towards BT.2020, industrial competition has shifted from brightness and contrast to the level optimization of color purity and energy efficiency, and iterative innovation of materials will become the key to determining product performance efficiency.

Overall, OLED competition has evolved from application penetration to a comprehensive reconstruction of process, material and specification definitions.

With the strong support of the speakers, attendees, and TCL China Star Optoelectronics Technology Co., Ltd., BOE Technology Group Co., Ltd., MediaTek Technology Co., Ltd., Ningbo Lumilan New Materials Co., Ltd., and Visionox Technology Co., Ltd., the 2026 New Display Industry Symposium (DTS) - OLED display session ended successfully. I wish the OLED industry to maintain its vitality and usher in a new era of development with wider applications.