#OLED

Omdia forecasts a 2.8% YoY increase in large-area display shipments in 2025, reaching 909.4 million units, driven by mobile PC demand despite TV and monitor declines. LCD shipments will rise 2.2%, while OLED will surge 19.0%, led by monitors and notebooks. The market reflects strategic shifts, with Chinese firms expanding LCD production and Korean manufacturers focusing on OLED in IT applications. China is projected to lead in both LCD shipments (67.6%) and total revenue (63.5%).

Chengdu Topway has successfully produced and delivered China’s first domestically developed 8.6th generation Common Metal Mask (CMM) to a leading client. This marks a significant breakthrough in OLED core material production, addressing a critical technology gap. The 2620 x 2290mm CMM is designed for medium-to-large sized displays and enables lower production costs. Overcoming challenges in exposure, etching, and tension control, this achievement reduces reliance on foreign technology and strengthens China’s advanced display ecosystem.