Mini LED backlight TVs clearly dominated the show floor at CES 2026, overtaking OLED TVs as the next leading display technology. As major global brands jostle for position with the new technology, Mini LED TV shipments are expected to exceed 20 million units in 2026.

South Korea's optoelectronics industry once grew rapidly with Gwangju as its center, but growth slowed under competition from China. The National Assembly of South Korea recently held a forum to discuss the current state of the photonics market, including opportunities and challenges for Gwangju, which was once a major photonics hub. As optical technologies become core infrastructure supporting AI, cloud computing, and autonomous driving, South Korea's industry is calling for Gwangju to make a transformative integration.

LED driver IC designer Macroblock stated that Micro LED applications based on PCB substrates have been rolled out one after another, while Micro LED applications using glass substrates are expected to enter the mass production stage starting in 2026. The company expects double-digit annual growth, with more than 10 new vehicle models set to adopt its automotive IC products in 2026. Macroblock is optimistic that the share of automotive products will increase from 14% to nearly 20% in 2026.

CES has increasingly become a key platform for the automotive industry, often dubbed an alternative auto show in recent years due to the rising presence of car-related technologies. From concept vehicles and autonomous driving to electrification, automakers' displays frequently outshine traditional consumer electronics.

Although CES 2026 is not traditionally a smartphone-focused event, TCL drew attention with its new NxtPaper 70 Pro smartphone. The device features NxtPaper 4.0 display technology, with its most notable difference from conventional smartphones being a dedicated shortcut key that allows users to switch display modes.

Touch panel makers General Interface Solution (GIS) and TPK Holding are stepping up their transformation strategies.

Samsung Electronics is reportedly evaluating whether to source OLED display panels from China's BOE Technology Group for its flagship Galaxy S smartphone lineup, as it looks to rein in component costs while weighing legal and quality risks.

Sharp ceased production at its Sakai Display Product (SDP) factory in late August 2024, ending operations at the world's only 10G LCD panel fab. Despite this closure, Sharp is pursuing plans to build a new 10.5G LCD panel manufacturing facility in India in partnership with the Adani Group, a major Indian conglomerate. The initiative reflects Sharp's continued interest in expanding its LCD panel production, though significant challenges remain.

LG Display president Jeong Chul-dong has pledged to make transparent OLED a core growth priority in 2026, aiming to lift panel transparency from 45% to 70% as the company targets XR devices and next-generation automotive displays.

As 2026 begins, the LCD TV panel market typically enters a seasonal slowdown. However, due to the upcoming FIFA World Cup and strategic order increases by South Korean TV brands, demand for LCD TV panels in the fourth quarter of 2025 exceeded expectations and has carried into the first quarter of 2026. This momentum pushed LCD TV panel prices higher starting in January.