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Recently, IDC released the latest "Global Smart Glasses Market Quarterly Tracking Report". The report shows that in the first quarter of 2025, the global smart glasses market shipments reached 1.487 million units, a year-on-year increase of 82.3%. In terms of subdivisions, the global audio and audio shooting glasses market shipments reached 831,000 units, a year-on-year increase of 219.5%; the AR/VR market shipments reached 656,000 units, a year-on-year increase of 18.1%.

On June 26, Nomura Securities analyst team pointed out in a report that Samsung Electronics' second-quarter chip shipments are expected to boost its performance as some customers stocked up in advance to avoid the US tariff increase in early July. The Korean technology giant is expected to increase its overall operating profit by 4% month-on-month to 7 trillion won in the quarter, of which the chip division's profit may double month-on-month to 3 trillion won in the April-June period. Analysts particularly emphasized that customers may place additional orders in late June and early July.

According to the latest data from Sigmaintell on June 26, overseas manufacturers will still dominate the global OLED terminal material revenue structure in 2024, with the top seven manufacturers accounting for a combined market share of 77%.Material companies in mainland China are rising rapidly, and their global terminal material market share has jumped from 1% in 2022 to 11% in 2024, showing a strong catching-up trend. In comparison, traditional powers such as South Korea, the United States, Germany, and Japan still hold a high share, but the growth rate is slowing down.

According to Korean media on June 25, LG Display (LGD) has been highly anticipated as it successfully achieved profitability in the first quarter of this year. However, the industry expects that it will fall into losses again in the second quarter.According to the Korean securities industry on the 24th, LGD's operating income in the second quarter is expected to be 5.6432 trillion won and its operating loss is 71.7 billion won. Compared with the successful profitability in the fourth quarter of last year and the first quarter of this year, it is expected to turn to losses again this time, but the loss will be smaller than the same period last year (operating loss of 93.7 billion won).The industry said that this is because Apple, a major customer, plans to launch a new iPhone in the second half of the year, so the second quarter is a low season compared to other periods, and performance decline is inevitable. However, it is predicted that starting from the third quarter, the company's restructuring of its business centered on organic light-emitting diodes (OLEDs) will bear fruit and show up."The second quarter will be affected by the seasonal off-season," said Kim Su-won, a researcher at Kiwoom Securities, but compared with the same period last year, shipments of flexible OLEDs to strategic customers increased by 20%.As the LCD TV business ended in the second quarter, the performance in the large-size display sector was initially expected to decline, but it is expected to be compensated by the expansion of OLED TV shipments. According to industry sources, LGD is increasing capacity utilization as TV customers in the European market demand for OLED panels.Meanwhile, LGD's investment is still ongoing. LGD recently invested a total of 1.26 trillion won in next-generation OLED technology, of which 700 billion won was invested in the Paju plant and the remaining 560 billion won was invested in the OLED plant in Vietnam.According to industry sources, LGD will use the cash assets it holds to pay the amount. Since the investment cycle will last until 2027, it is relatively less burdensome.According to the first quarter, LGD held 135.3 billion won in cash and cash equivalents. However, last year's operating cash flow improved continuously after the loss in the first quarter, reaching 811 billion won in the second quarter, 642 billion won in the third quarter, and 1.538 trillion won in the fourth quarter. In addition, part of the Guangzhou LCD factory sold last year, totaling 2.2466 trillion won, has also been used for some expenses. Among them, 1 billion won was used to repay the funds borrowed from LG.Although the second quarter may be a little difficult, there are forecasts that performance will improve significantly from the third quarter. This is mainly because the customer Apple launched the iPhone 17 series and the results of the OLED-centered business restructuring will begin to show. According to industry insiders, OLED will account for 67% of LGD's annual sales this year, an increase of 12% from last year.It is worth noting that LGD will also end the depreciation of the white OLED (W-OLED) factory for OLED TVs this year.According to industry insiders, LGD's OLED TV panel production capacity reaches 180,000 pieces per month. The domestic factory in South Korea has a monthly production capacity of 90,000 pieces and has ended depreciation. It is expected that the depreciation will be ended in the second half of this year, including the Guangzhou OLED TV panel factory (60,000 pieces per month). It is predicted that this year's annual depreciation will be 800 billion won less than last year. Last year's depreciation expenses were 5.2 trillion won. The industry believes that with the end of depreciation and increased production capacity, there is a high possibility of a turnaround in profitability in the second half of the year.

According to CCTV News, data from Southern Finance on June 21 shows that in 2024, the output value of OLED display panels and modules in my country will exceed 100 billion yuan, a year-on-year increase of 38%, accounting for 52% of the international market, and the market competitiveness and technological innovation capabilities will steadily improve.At the same time, a small screen has brought more than 200 billion yuan of industrial investment, directly driving more than 500 companies to participate and solving employment for more than 100,000 people.Now, the output value of OLED in my country has exceeded 100 billion yuan, accounting for more than half of the global market, driving the output value of the new display industry to exceed 100 billion US dollars.

On June 12, according to analysis, the price of TV liquid crystal displays (LCD) is currently maintained at a level that allows Chinese panel companies to make a slight profit. Market research firm Counterpoint said that in the past, the price of LCD for TVs fluctuated greatly, but has stabilized since mid-2023.In the past, in order to increase the LCD market share, Chinese panel companies have adopted a low-price and large-scale attack strategy, but as Korean panel companies withdrew from the LCD market for TVs, competitors decreased and LCD price fluctuations also decreased, especially Chinese panel companies that have market dominance can adjust LCD supply independently.Samsung Display withdrew from the LCD business in 2022, and LG Display stopped producing LCD for TVs at its LCD factories in South Korea at the end of 2022. Samsung Display's Suzhou LCD factory and LG Display's Guangzhou LCD factory were both acquired by TCL Huaxing Optoelectronics.Counterpoint said that in recent years, from the perspective of panel companies in mainland China, considering government subsidies, the price range of LCD for TVs allows them to make a slight profit. Taiwan's panel companies may be close to the break-even point. But at the current price level, it is difficult for panel companies to make big profits, but the current situation is much better than the huge losses suffered during the oversupply period in the past few years.Price trends of LCD TV panels of various sizes from July 2023 to August 2025The price changes of LCD per square meter in the past two years have also remained in a narrow range. From July 2023 to August 2025, the price per square meter of 43-inch LCD was US$118 to US$129. The price per square meter of LCDs of sizes such as 49, 50, 55, 65, and 75 inches was US$139 to US$167. The price per square meter of 85-inch LCD was US$177 to US$185.The LCD TV panel price index (based on 2014 = 100) has not fluctuated much since mid-2023. As of May 2025, this index fluctuated between 41.8 and 45.6. It was 44.7 from March to May this year and is expected to be 42.4 in August.During the 2021 pandemic, the index fell sharply from the late 80s to 30 in September 2022. However, the LCD TV panel price index has fluctuated less after 2023 than from 2020 to 2022.In the first quarter of this year, LCD prices for TVs rose by an average of 2.8% from the fourth quarter of last year, affected by the uncertainty of the US government's tariff policy, the increased LCD inventory demand of TV manufacturers to prepare for stocking, and the expansion of subsidized TV sales in China's "trade-in".The average LCD price in the second quarter is expected to be higher than that in the first quarter for most screen sizes. LCD prices for major screen sizes in May exceeded previous forecasts and were similar to April. LCD sizes that did not fall in price in May are expected to continue to fall from June to the third quarter.LCD TV panel price index from January 2015 to August 2025Counterpoint said that LCD prices have experienced three mild ups and downs from the summer of 2023 to recently, and are currently in the middle of the third decline phase. The current decline phase is expected to bottom out at the end of the third quarter or the beginning of the fourth quarter.Judging from the latest corporate revenue, BOE, the world's number one LCD company, had an operating profit of 22.7692 billion yuan in the first quarter, a 3.8-fold increase from 5.8627 billion yuan in the same period last year; Samsung Display, which has no LCD business revenue, had an operating profit of 46 billion won (about 243 million yuan) in the first quarter; LG Display, which produced LCDs for TVs for the last time, had an operating profit of 3 billion won (15.87 million yuan) in the first quarter.

On June 11, Sigmaintell said that in June, the global display panel market demand may be adjusted, and the brand procurement strategy will gradually shift from the previous stocking to inventory optimization, and the tight supply-side capacity situation will gradually improve. Comprehensively considering both supply and demand, Sigmaintell predicts that the prices of mainstream specifications of Monitor OC and LCM panels will begin to stop rising in June, and the prices of MNT panels will enter an adjustment period.On the demand side, as the seasonal promotion stocking cycle in the domestic market ends, the inventory level of domestic brand groups gradually rises, and the panel procurement demand is expected to shrink month-on-month; in the North American market, as the tariff exemption window period approaches the end, considering the impact of the whole machine manufacturing and material transfer cycle, the stocking momentum of the main brands gradually weakens. At the same time, due to the continuous pull in of the previous demand, the inventory pressure of the main brands gradually increases; it is expected that the overall market demand in June will shrink month-on-month.On the supply side, under the background of cooling demand in the TV market, panel manufacturers will shift part of their production capacity to IT categories, and the tight supply situation of MNT in the early stage will gradually improve. At the same time, in order to maintain profitability, panel manufacturers still maintain the "dynamic production control" strategy to stabilize market supply and demand. Driven by this strategy, the supply and demand of the display panel market will show a dynamic balance.The performance of each size is as follows:21.5" FHD, Open cell & LCM panel prices stopped rising and stabilized in June;23.8" FHD, Open cell & LCM panel prices stopped rising and stabilized in June;27" FHD, Open cell & LCM panel prices stopped rising and stabilized.Notebook panelIn June, the global notebook panel market showed a stable supply and demand pattern of slowing demand and capacity regulation. On the demand side, as the tariff exemption window period in the North American market is coming to an end, the stocking momentum of major brands has further weakened. At the same time, coupled with the impact of rising overall inventory and differentiated demand confidence, the purchasing strategy of major brands will shift to inventory control; in the domestic market, under the background of diminishing marginal effects of the "national subsidy" policy, coupled with the end of the "618" promotion stocking cycle, the panel purchasing demand of domestic brand customers is expected to shrink month-on-month; on the supply side, affected by the contraction of TV demand, although panel manufacturers have tilted part of their production capacity to IT panels, driven by profit demands, panel manufacturers are still actively regulating production capacity to cope with demand fluctuations. At the same time, with the gradual mass production of new TED models, the prices of mainstream panels will face downward pressure.Based on both supply and demand, Sigmaintell predicts that the price performance of each size in June is as follows:Low-end HD TN: The average price of mainstream TN LCM is expected to remain the same in June;IPS For FHD&FHD+ products, the prices of mainstream panels remained stable at 16:9 on June 16:10. The prices of mainstream panels remained the same, while the prices of mid-range and high-end panels continued to diverge.