As 2025 draws to a close, the commercial display industry has undergone profound transformation and innovation. From technological breakthroughs to application expansion, and from the reshaping of market landscape to the improvement of the ecosystem; let us look back on the top 10 key events in the commercial display sector in 2025 and gain insights into the industry's development trends.
01 Chinese commercial display brands’ global market share exceeds 50% for the first time
Industry data for 2025 shows that Chinese commercial display brands have collectively captured 54% of the global market share, exceeding half for the first time. This milestone indicates that after years of accumulation, China's display industry has developed comprehensive competitive edge in technology R&D, manufacturing and market expansion, bringing about profound adjustments to the global commercial display landscape.
02 AI fully permeates the industrial end-to-end chain, becoming a core engine for quality improvement and efficiency enhancement
BOE launched the "Blue Whale Display Large Model" and the industry's first "AI Factory", TCL CSOT released the "StarWisdom X-Intelligence 3.0", while companies including Samsung and LGD have integrated AI into their products and operations, driving shorter R&D cycles, higher production line yields and doubled operation and maintenance efficiency. AI has evolved from a concept into a core productive force, pushing the industry to shift from scale-based competition to technology value-oriented competition, and delivering end-to-end cost reduction and efficiency improvement.
03 TCL CSOT completes acquisition of LGD’s Guangzhou plant, reshaping the global LCD industry landscape
In 2025, TCL completed the acquisition of LGD's Guangzhou plant, marking the official end of South Korea's large-size LCD industry. Following this acquisition, TCL CSOT further expanded its production capacity and market share in the large-size LCD panel sector. Combined with the capacity layouts of domestic players such as BOE and HKC, Chinese enterprises' share of the global LCD TV panel market exceeded 70%, putting them in control of pricing power and discourse rights in the LCD TV space. Behind the continuous shift of global LCD production capacity and technological focus to Chinese Mainland is the further rise of mainland Chinese panel makers' global market share and dominant position in this field.
04 TCL CSOT P1.2 COB Direct-view Product Mass Production
The mass production of TCL CSOT P1.2 COB direct-view products has driven the industry's monthly COB production capacity to exceed 90,000 square meters. Leveraging advantages such as high reliability, low power consumption and seamless splicing, COB technology has achieved breakthroughs in cost and yield, and is widely used in scenarios including command centers, conference rooms and retail showcases. This has accelerated the popularization and large-scale application of COB technology, provided cost-effective high-end direct-view solutions, further promoted the large-scale popularization of COB technology, and advanced the cost reduction and performance improvement of LED commercial displays.
BOE's G8.6 OLED production line in Beijing was lit up ahead of schedule, ushering in a new era of large-size OLED
On December 30, BOE’s world’s first G8.6 OLED production line was lit up five months ahead of schedule, marking a key leap for China in the field of high-end OLED manufacturing, opening up a new track for the high-end development of large-size OLED worldwide, and further expanding the boundaries of commercial display applications such as VR and automotive displays.
06 Innovation in the Film Industry: LED Film Screens Enter the Mass Installation Phase
In 2025, technological innovations centered on LED cinema screens, motion capture and XR virtual production have driven the rapid development of the film industry. At the end of the year, *Avatar 3* launched its CINITY/CINITY LED giant screen version, which, joining hands with Chinese LED technology, set off a market frenzy with its multi-dimensional advantages. Earlier, *Nezha 2* released during the Spring Festival slot had already verified the experience value of LED cinema screens. China Film Group advanced its cinema upgrade program, covering over 120 theaters in 63 cities; this trend has consolidated the foothold of LED cinema screens in high-end specialty auditoriums, officially kicking off the replacement process of traditional projection auditoriums, and reshaping the cinema exhibition landscape following the path of "making a breakthrough in the high-end market and gradually penetrating into lower-tier markets".
07 Counter-trend Growth: Electronic Paper Emerges as a Promising Track
Against the backdrop of slowing growth in the global consumer electronics market, the electronic paper industry is registering strong counter-trend growth. Electronic shelf labels (ESLs) serve as the primary driver of this expansion, enabling real-time synchronized price updates and intelligent inventory management. Leveraging the dynamic balance between "steady state and interactivity", the electronic paper sector, empowered by AI technologies, is accelerating its penetration into core scenarios such as office work and reading. With its features including low power consumption and visual comfort, electronic paper will propel the display industry toward a greener, healthier and more circular development path.
08 Implementation of National Standard GB/T 46041-2025 for Product Carbon Footprint Display
To provide a unified basis for LCD carbon accounting, the standard requires covering the tracking of carbon emissions throughout the entire product lifecycle, so as to drive the green transformation of the industry from the production end to the product end. Leading enterprises such as BOE and TCL have taken the lead in implementing carbon footprint accounting systems to align with international carbon barrier requirements, making green and low-carbon development one of the core competitiveness of products.
09 Global deployment of naked-eye 3D outdoor large screens exceeds 10,000 units
By the third quarter of 2025, the number of glasses-free 3D outdoor displays in major cities worldwide has exceeded 10,000, emerging as an iconic landmark of urban digitalization. Thanks to maturing technologies and enriched content, glasses-free 3D is no longer a "short-lived gimmick" but has fostered a complete industrial chain for advertising. Multiple cities across Asia have further incorporated it into their planning as a "digital landmark", driving the in-depth integration of urban landscapes and commercial value.
10 The 2025 World Display Industry Innovation and Development Conference Held, Targeting the Direction of AI + Display
From November 3 to 4, Chengdu hosted a conference themed "Display Everywhere · AI Illuminates the Vision", releasing the high-quality industrial development index and the top 10 innovative technologies/products, with nearly 200 global debut achievements unveiled. Anchored in the direction of "AI + Display", the event aims to connect global resources, promote the integration of local enterprises into the global industrial chain, and facilitate collaborative innovation in the global commercial display industrial chain.
With the in-depth integration of display technology with fields such as human-computer interaction, artificial intelligence, and the Internet of Things, commercial display is becoming the core interface connecting the digital world and the physical world. Looking ahead to 2026, we have reasons to believe that the commercial display industry will continue to open a new chapter with its boundless creativity.
