The technological iteration ignites the demand for mid-sized OLEDs, domestic display panel companies are competing to expand production to strive for upstream

Zhitong
2025.11.02 23:00

In 2025, the competition focus of the global display panel industry is set to ignite from medium-sized OLEDs. According to institutional statistics, as of now, the total investment of four panel manufacturers—Samsung Display, BOE, Visionox, and TCL Huaxing—in the 8.6-generation OLED production lines is close to 170 billion yuan. Industry insiders indicate that China's OLED industry has officially transitioned from the "catch-up" phase in small and medium sizes to the "parallel running" and even "partial leading" era in medium sizes. Looking ahead, although China's medium-sized OLED industry still faces challenges, the trend of collective breakthroughs has become irreversible