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Recently, TCL CSOT began constructing its t8 Gen 8.6 OLED factory, marking the start of large-scale global investments in IT OLED panel production. TrendForce reports that Samsung Display (SDC) continues to lead by making the earliest investments in Gen 8.6 OLED capacity. Meanwhile, Chinese manufacturers like BOE, Visionox, and TCL CSOT are also progressing with their own Gen 8.6 OLED manufacturing plans.
Apple is making a notable comeback in the VR/MR market with its upgraded Vision Pro, which still uses OLEDoS display panels. The device aims to drive the next generation of head-mounted devices by enhancing computing power and weight distribution.
TrendForce’s recent research indicates that demand for LCD TV panels is expected to decrease in the fourth quarter of 2025. Leading panel manufacturers, such as BOE, CSOT, and HKC, intend to pause production at their major TV panel factories during China’s National Day holiday. TrendForce’s utilization rate model estimates that overall factory utilization in October is projected to fall by six percentage points compared with the levels planned by panel makers in August, declining to 79%.
TrendForce’s latest investigations reveal that Meta has released its first mass-produced AR device—the Meta Ray-Ban Display Glasses—featuring LCoS display technology. This move is expected to boost LCoS’s share of AR displays to 13% by 2026. By contrast, single-panel full-color LEDoS is not expected to achieve major breakthroughs in technology and cost until 2028. Until then, competition between the two technologies is set to intensify.
TrendForce’s latest investigations reveal that the anticipated launch of Apple’s first foldable device in the second half of 2026 is expected to lift foldable phone penetration from 1.6% in 2025 to over 3% in 2027. The evolution of foldable phones from multi-part hinge assemblies to integrated hinge designs, coupled with breakthroughs in materials, structures, and thickness, has enabled thinner and lighter devices. Among these advances, hinge technology has emerged as a key competitive focus.
