Speech theme:

OLED Market Expansion and Challenges in Micro-LED Commercialization

Speech summary:

OLED market growth has been driven mainly by smartphones, but the next phase depends on expansion beyond mobile devices into IT applications. 2026 is expected to be a key inflection year for IT OLED, supported by wider tandem OLED adoption, increasing 8.6G OLED investments and ramp-ups, Apple’s expected OLED MacBook Pro launch, and growing OLED penetration in gaming monitors. This presentation examines how these trends are broadening OLED applications and reshaping the IT display market. Meanwhile, Micro-LED offers superior brightness and durability, but commercialization remains constrained by low yield, an immature ecosystem, and high manufacturing costs. The presentation also analyzes Micro-LED TV BOM cost structure, cost-reduction directions, and market entry scenarios through 2030.