B[TrendForce: It is estimated that the total output value of Micro LED display application modules and Micro LED CPO modules will reach US$5.308 billion in 2030] September 16th, according to TrendForce, in 2026, the Micro LED industry will face the sluggish consumer market demand and the crowding out effect of AI capital expenditures, and corporate resources will shift to applications with clear commercialization potential. In terms of display applications, in addition to lowering the entry threshold through modularization and supply chain integration as much as possible, it is also developing towards highly interactive and high-added value fields; in non-display applications, Micro LED has further stepped into the field of CPO optical interconnection, trying to occupy a place in the infrastructure of AI. Overall, Micro LED is gradually getting rid of the single framework of traditional display technology and moving towards the development of cross-field technologies that connect smart wearables, smart cockpits, AR and AI computing power infrastructure. Through gradual penetration, it continues to expand market momentum. It is estimated that the total output value of Micro LED display application modules and Micro LED CPO modules will reach US$5.308 billion in 2030. B[Shenzhen Tianma A: The company is promoting the application of flexible AMOLED technology in high-end flagship and folding products] On September 10th, Shenzhen Tianma A9 stated at the performance briefing meeting that the company will prioritize improving operating quality and improving profitability, and will firmly implement the "2+1+N" development strategy. In the field of vehicle-mounted displays, the company is accelerating its penetration into the vehicle-mounted assembly and vehicle-mounted new energy markets to build higher barriers to competition; in the field of consumer displays, the company is promoting the application of flexible AMOLED technology in high-end flagship and folding products, and is actively expanding into diversified scenarios. In addition, the company will accelerate penetration in the IT display field and continue to strengthen its differentiated competitive advantages in segments such as sports and health, professional display, etc. In the non-display field, the company will also steadily promote the development and application of technologies in areas such as smart dimming glass, bio-microfluidic chips, panel-level smart antennas, and glass-based packaging substrates to cultivate new directions for business development. B[Agency: Global AMOLED mobile phone panel shipments will increase by 3.8% year-on-year in the first half of 2026] September 7th, CINNO Research statistics show that in the first half of 2026, the global market AMOLED smartphone panel shipments will be approximately 430 million pieces, a year-on-year increase of 3.8%, and the overall performance is better than expected. Although the smartphone terminal market is facing the pressure of weak demand, leading brands such as Apple and Samsung have maintained a stable procurement rhythm with their solid supply chain advantages and strong profitability resilience, becoming an important support for driving shipment growth. At the same time, in the face of subsequent market uncertainty, some domestic panel manufacturers took the initiative to release some future demand in order to maintain production line utilization and avoid potential risk of cost increases, further pushing up shipments in the first half of the year. In addition, against the backdrop of more conservative consumption intentions and longer replacement cycles for new phones, demand in the mobile phone repair market has increased significantly, providing additional growth for overall shipments.
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