Omdia predicts that in the second half of 2026, Chinese panels will account for 65.2% of global vehicle displays.
2026-09-07 12:12Products & Apps🔥 47.3 heat score
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According to the latest report by Omdia, it is expected that in the second half of 2026, Chinese panel manufacturers will account for 65.2% of global vehicle display shipments, a rise from the first half of the year. This data reflects the structural trend of China’s market share rising continuously from 28.1% since 2019 to 56.6% in 2025. Due to the low return on LCD production lines, the number of a-Si/Oxide production lines outside mainland China is expected to decrease from 7 in 2026 to 3 in 2028; for LTPS LCDs, capacity outside the mainland is mature and there are no major new projects. In the OLED sector, China continues to invest in high-generation production lines such as BOE B16, TCL CSOT T8, and Visionox V5 to meet the needs of smartphones and IT applications. It is also expected that some G6 OLED production lines will complete depreciation by 2028 to reduce costs. Currently, South Korea remains the only mature automotive OLED production base outside China.
According to the latest report by Omdia, it is expected that Chinese panel manufacturers will account for 65.2% of global automotive display shipments in the second half of 2026. This growth continues the structural shift in China’s market share, which increased from 28.1% in 2019 to 56.6% by 2025. This reflects the low return on investment from mature LCD production lines, prompting external manufacturers to adopt light-asset strategies and reduce front-end capacity. In the a-Si/Oxide sector, the number of commercializable production lines outside mainland China is expected to decrease from 7 in 2026 to 3 by 2028; for LTPS LCDs, the production capacity base outside mainland China is mature, with no major new installations planned. On the OLED front, China continues to invest in high-generation production lines such as BOE B16, TCL CSOT T8, and Visionox V5 to meet the needs of the mobile phone and IT industries. Currently, South Korea remains the only mature automotive OLED production base outside China.
According to the latest report by Omdia, it is expected that Chinese panel manufacturers will account for 65.2% of global automotive display shipments in the second half of 2026, up from 59% in the first half of the year. This trend reflects structural restructuring in the industry: China’s market share increased from 28.1% in 2019 to 56.6% by 2025. Due to the low returns associated with LCD production lines, the number of a-Si/Oxide production lines outside mainland China is expected to decrease from 7 in 2026 to 3 in 2028; LTPS production lines outside the mainland are becoming more mature, with no significant new capacity additions. China continues to invest in G8.x OLED production capacity (such as BOE B16, TCL CSOT T8, and Visionox V5), and it is expected that some G6 OLED production lines will complete depreciation by 2028 to reduce costs. Currently, South Korea remains the only mature automotive OLED production base outside China.