Since 2025, the technological wave with generative AI and spatial computing as the core is reshaping thousands of industries with unprecedented depth and breadth. From the explosion of AI PC computing power to the deepening of the concept of "third space" in smart cockpits, to AR glasses ushering in a new era of lightweight interaction, display technology is at the center of this storm of change, ushering in a full-dimensional reconstruction from underlying materials to application ecology.
In the fierce battle of technological evolution, each mainstream technology route has reached an important turning point:
MLED medium and large size: towards experience revolution and cross-border application
Mini LED backlight technology has reached the peak of "RGB color". With its ultimate color purity, 10,000-level partitioned light control and ultra-high contrast, RGB Mini LED backlight technology is being enthusiastically anticipated by terminal brands and the entire industry chain, becoming a strategic high ground for the advancement of high-end TVs, professional monitors, and even e-sports displays.
Micro LED is ushering in commercialization and the development of new niches. With the maturity of COB technology, the advancement of MiP technology and the coordination of the industrial chain, Micro LED is accelerating its penetration in large-size commercial display and home markets. What is more forward-looking is that Micro LED has begun to find new niches in non-display applications such as optical communications, opening up a second growth curve for the industry.
Medium and large size OLED: acceleration of localization and global competition
Domestic materials are "accelerating". As core patents and material bottlenecks are successively overcome, the domestic OLED material industry has gradually entered a new stage of "independent controllability, technological breakthroughs and production capacity expansion".
Competition for high-generation lines is fierce. Globally, the construction of high-generation OLED production lines for IT and automotive markets has entered a stage of full speed advancement. Diversified technology route choices such as traditional evaporated OLED, printed OLED and ViP OLED have created more possibilities for the medium-sized OLED market.
Small size near-eye display: lightweight interaction and commercial milestone
Micro LED has become the brand of choice for AI+AR glasses. As the trend of lightweight and visually comfortable AI+AR glasses becomes increasingly prominent, Micro LED has become the preferred solution for many brands to build the next generation of mobile interactive terminals due to its advantages such as high brightness, low power consumption, small size, and high light transmittance.
Micro LED smart watches usher in a commercial era. In 2025, the world's first smartwatch equipped with Micro LED display technology-Garmin Fenix 8 Pro was officially born, marking the successful commercialization of Micro LED in the wearable field. With brightness up to 4,500 nits and extreme contrast, this product redefines the visual benchmark for outdoor wear, proving the commercial feasibility of this technology in small-sized, highly integrated devices.
Based on the current situation, the global display industry is at the center of the "digital and intelligent transformation", with opportunities and challenges coexisting. On the one hand, new scenarios are constantly emerging under the empowerment of AI, providing a broad stage for technological innovation; on the other hand, the pressure to break through key technology bottlenecks and the challenges of industry chain collaboration have also brought new tests to all practitioners.
At this critical juncture, TrendForce plans to hold the 2026 New Display Industry Seminar on April 22-23, bringing together senior experts in the fields of MLED and OLED and senior analysts from TrendForce in various fields. Through in-depth dialogue, they will jointly discuss how to solve the problem of equality between performance and cost, calibrate the course for the industry, and open a new era for the display industry.
Click the button above to register for free
See you in Shenzhen on April 22-23
Contact: mack
Phone: 13352972563
E-mail: mack@archled.net
Add: 3rd Floor, Building A, Mingjinhai Second Industrial Zone, Shiyan Street, Baoan, Shenzhen,Guangdong,China