China, Japan dominate over 90% of OLEDoS market, threatening South Korea's panel leadership in the AI era

DIGITIMESSeptember 23, 2026en

South Korean display makers, long dominant in the global smartphone OLED market, remain hesitant to commit to mass production of OLED-on-silicon (OLEDoS) displays, an essential component for personal AI platforms such as smart glasses and extended reality (XR) headsets. As Chinese and Japanese rivals aggressively expand capacity and secure customer wins, industry observers warn that South Korea risks losing its foothold in next-generation displays in the AI era.

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