Automotive OLEDs

For more than a decade, the story of the display industry has moved in one direction: China built, and Korea held. Chinese panel makers first overtook Korea in LCD, then spent heavily on 6-Gen flexible AMOLED lines, mostly financed by local governments and state-owned banks. China's share of global OLED capacity grew from only around 5% back in 2017 to over 40% in 2025 (this includes LG Display's Guangzhou fab). As recently as 2024, DSCC expected China to account for 85% of all display equipment spending between 2020 and 2027, with Korea at only 12%.

Korea, meanwhile, mostly consolidated. Samsung Display exited LCD and halted construction of its A7 fab in 2021. LG Display went through years of heavy losses, sold its last large-area LCD fab and held back from building an 8.6-Gen IT OLED line. As late as October 2025, Omdia warned that if Korea kept hesitating, China would hold 64% of the world's 8.6-Gen OLED capacity by 2028, and 70% by 2030.

In 2026, the signals started to point the other way. At least one major Chinese OLED project failed to win approval, BOE says its capital spending has peaked, Chinese second-tier makers are losing more money, and China's new five-year plan no longer singles out displays the way earlier plans did. At the same time, both Korean makers announced their largest OLED investment commitments in years - with direct financial backing from the Korean government. In this article we look at what is actually changing and how much of it is real, and what it means for OLED monitors, automotive displays, maskless production and the industry's other geographies: Japan, Taiwan and India.

In August 2026 Genesis introduced its flagship GV90 EV SUV, based on its new eMP platform. The car includes several new and innovative technologies, including a 24.6" "Cinematic Display" pop-up OLED display. The GV90 also sports two 13.2" 1920x1080 OLED displays on the back of the front seats.

Back in August, Samsung Display officially announced that it is supplying both OLED displays to Genesis. 

Jaguar just announced its new car (first one in over 5 years), the Type 01 EV. This all-electric luxury four-door grand tourer offer three motors, over 1,000 horsepower and a maximum range of 720 Km. 

The main driver display is a large single-glass 24" OLED display (could be made from several tiled panels, it is not clear). There's also a vertical 7-inch screen between the driver and the front passenger, but Jaguar did not detail whether it's an OLED or an LCD.

LG Display (LGD) is the world's second-largest OLED producer by revenue, and the company that turned OLED TVs from a prototype into an industry. It is also the only display maker with volume positions at both ends of the OLED market: large-area WOLED panels for TVs and monitors, and small and medium flexible AMOLEDs for smartphones, watches, tablets and cars.

After three years of heavy losses, a rights offering, a loan from its parent and the sale of its last large-area LCD fab, LG Display returned to an annual profit in 2025 - and in August 2026 it formally launched FLiPP, a maskless OLED production process that is its answer to the 8.6-Gen IT OLED fabs its rivals are building.

In this Spotlight we look at how LG Display got here, what it can actually produce today, where each of its OLED businesses stands, what the numbers say, and what we expect over the next three to five years. We also take a brief look at LG Electronics, LGD's parent and largest OLED TV customer.

According to reports from Korea, LG Electronics and Porsche are co-developing a next-generation large-screen display for Porsche's future cars. The project is funded (at least partially) by the Korean Ministry of Trade, Industry and Energy (MTIE).  

Porsche's 2025 Cayenne E-SUV with its curved OLED

The project goals is to develop a curved center information display CID, that combines both LCD and OLED displays. The project's title is "Development of a Large-Screen, High-Curvature Head-Unit CID for Autonomous Driving and Infotainment Services", and it will run until the end of 2028. LG Electronics actually started this project a year ago, but it is only now made public. 

UBI Research estimates that medium and large OLED revenues will grow from $10 billion in 2026 to $15.15 billion in 2030, a CAGR of 11%.

Most of the growth will come from two applications: monitors and automotive displays. OLED monitors will continue to grow quickly, and will triple in revenue from $1.52 billion in 2026 to $4.7 billion in 2030 (32.5% CAGR).

Chinese car maker announced its 2026 Mega Home MPV, sporting two AMOLED displays. The main information screen is a 29" 6K AMOLED, and the car also includes a rear-seat removable 21" 4K OLED display.

We do not know who produces the OLED for Li Auto, but its 2024 Auto Mega (1st-Gen) utilized three different AMOLED displays, all produced by Samsung Display.

A report from Korea claims that Genesis will launch its new upgraded G90 car later this year. The main information display will be a 18-inch flexible AMOLED display, produced by LG Display.

Genesis is accelerating its adoption of OLED displays - and all its flagship models, the GV90, the G80, GV80, GV70 and GV60 all use AMOLED displays. Interestingly, the company is using OLEDs produced by both LG Display and Samsung Display.

Last week Genesis introduced its flagship GV90 EV SUV, based on its new eMP platform. The car includes several new and innovative technologies, including a 24.6" "Cinematic Display" pop-up OLED display.

Samsung Display announced today that it is supplying the OLED displays to Genesis. The company also revealed that the car has two 13.2" 1920x1080 OLED displays on the back of the front seats. This is not surprising, as it was already reported last year.

Genesis introduced its flagship GV90 EV SUV, based on its new eMP platform. The car includes several new and innovative technologies, including the pop-up OLED display.

The OLED panel, which is a "Cinematic Display", provides a new user experience for Genesis. While driving, the screen offers a wide 24.6" screen, that "integrates seamlessly the instrument cluster, navigation, and media". When the vehicle is parked, pressing the display extension button raises the screen by 90mm, transforming it into a 24.6-inch display — approximately 1.7 times larger in area than when retracted.