Google announced its 2026 Google Pixel 11 smartphone family, with four different models, all based on high-end LTPO AMOLED displays.
We'll begin with the Google Pixel 11, that has a 6.3" 1080x2424 1-120Hz 3,000 nits (peak) LTPO AMOLED. The Google Pixel 11 Pro has a similar display, but with higher brightness (3,600 nits).
Samsung held its Galaxy Unpacked event in London yesterday, where it announced five new OLED devices: three foldable smartphones and two smartwatches. Between them, the new lineup introduces nine distinct OLED panels, some utilizing exciting new technologies. The lineup also includes the world's brightest smartwatch, surpassing even Garmin's microLED smartwatch.
We'll start with the new Samsung Galaxy Z Fold8, a "wide" foldable that sits between the Flip and the Fold in size - and confusingly, it is not the successor to last year's Galaxy Z Fold7. It has a 7.6" 1848x2448 (3,000 nits peak) 4:3 foldable LTPO Flex Titanium OLED, and the external display is a 5.5" 1248x1972 10:16 LTPO OLED.
Truly International Holdings is a Hong-Kong headquartered display and electronics manufacturer with over four decades of history, a public company that trades in the HK stock exchange (HKEX: 00732). Truly mostly operates its display business through its subsidiary Truly Semiconductors.
The company is the world's 2nd largest small and medium display maker, operating LCD, PMOLED, and AMOLED fabs, serving automotive, smartphone, wearable, industrial, and medical markets.
Truly is one of the world's leading PMOLED maker, and it is also a small-scale AMOLED maker. In the mid-2010s, Truly had ambitious plans to expand its AMOLED production, but the company later effectively retreated from its large-scale AMOLED strategy, formally terminating its planned 27.9 billion Yuan 6th-Gen AMOLED JV in September 2024, and is instead doubling down on TFT-LCD and niche OLED applications.
Tianma Microelectronics has established itself as one of the world's leading AMOLED producers, building on its legacy as an LCD producer. The company produced almost 60 million OLED displays in 2024, and it has grown over 20% in 2025, and produced over 75 million panels.
Tianma is not amongst the world three leading OLED producers (Samsung, BOE and LG Display), but it is a strong competitor, and holds an estimated 8-10% of the total smartphone AMOLED market. The company is also building strong capabilities in automotive OLEDs, and high-end smartphone AMOLED displays. In this article, we detail Tianma's history, AMOLED capabilities and fabs, its technology roadmap, opportunities and challenges, and its microLED and ePaper projects.
Everdisplay Optronics (also known as Hehui Optoelectronics, or EDO) stands as a significant player in the global AMOLED display industry, distinguished as China's first AMOLED manufacturer to achieve mass production (back in 2014). Founded in 2012 and headquartered in Shanghai, the company has grown from a startup with ambitious goals to a publicly traded corporation supplying AMOLED displays for wearables, smartphones, laptops, tablets, VR devices, and automobiles.
In this article, we detail the company's history, current capabilities, production lines and products, and also look into its future, its technology roadmap, opportunities and challenges – and its prospects as an investment opportunity.
Back in July, we reported that Japan Display, who's been in financial problems for many years, has decided to halt its OLED production at its Mobara Fab, its only active OLED production line. JDI was looking for a buyer to take over the fab, and according to reports, it may have found its buyer - China based HKC.
Originally, JDI planned to finally end production at Mobara by March 2026, but now it may shut down the fab earlier than expected.
In July we reported that Japan Display decided to halt its OLED production at its Mobara Fab, its only OLED production line, by March 2026. As a consequence, the company will no longer supply panels to Apple.
According to reports, Apple will exclusively use LG Display as its smartwatch OLED supplier in 2026. As Apple's expects to increase orders in 2026 by almost 20%, LGD's wearable OLED shipments are expected to increase quite dramatically as it will also take over JDI's share.
Apple introduced its latest smartphones and wearable devices, all equipped with LTPO AMOLED displays. All of these new devices will ship on September 19.
We'll start with the new iPhone 17 series which includes 3 models. The basic iPhone 17 has a 6.3" 120Hz 3,000 nits (peak) 1206x2622 LTPO AMOLED display and interestingly this year the iPhone 17 Pro has the same display. The iPhone 17 Pro Max has a larger 6.9" 120Hz 3,000 nits (peak) 1320x2868 LTPO AMOLED.
Garmin launched the world's first microLED wearable, the Fenix 8 MicroLED smartwatch. It uses a 1.4" 454x454 round microLED display that offers a brightness of 4,500 nits. This is the world's brightest smartwatch, as OLED panels today achieve only 3,000 nits .
The Fenix 8 MicroLED costs $1,999 - or $700 more than the Fenix 8 Pro AMOLED watch. It is likely that the microLED display carries a wide premium over comparable OLEDs, and it will be be very interesting to watch whether microLED makers can produce panels at lower costs in the future. Capacity at the AUO (the rumored producer) microLED line is relatively very low. But OLED wearable panel makers should definitely pay attention to the microLED industry.
