OLED-Info Pro - Page 2

Visionox is one of China's pioneering AMOLED producers, and arguably the industry's most technically ambitious second-tier player. Grown out of an OLED research group at Tsinghua University, the company built mainland China's first PMOLED line, its first AMOLED pilot line, and its first dedicated Gen-5.5 AMOLED mass-production line, and it currently holds somewhere around 10% of the global smartphone AMOLED market. By the end of 2024 it had shipped more than 240 million OLED panels cumulatively.

Yet Visionox is also the cautionary tale of the OLED industry. It is the smallest of the OLED focused panel makers, and the only major producer that remained loss-making in 2025, having accumulated roughly $1.2 billion in net losses over three and a half years. In late 2025 a Hefei government investment arm stepped in with a ~$410 million cash injection that made it the company's largest shareholder and de facto controller — a rescue that underlines both the strategic value Beijing places on a homegrown OLED champion and the financial fragility of the business itself.

That tension — between genuine technology leadership and a balance sheet under severe strain — runs through everything Visionox is doing right now, above all its $7.6 billion bet on an 8.6-Gen fab that will be the first in the world to attempt maskless OLED production at scale. In this article, we detail Visionox's history and corporate structure, its market position, its AMOLED capabilities and fabs, its ViP and pTSF technologies, its 8.6-Gen and microLED roadmaps, and its stock performance, opportunities and challenges.

When China published its 15th Five-Year Plan (FYP, 2026–2030) in March 2026, many assumed that the display industry had been handed another wave of state-level support. The assumption was understandable — but it requires a more careful reading.

A Chinese five-year plan is the country’s central blueprint for economic and social development over a five‑year period, setting binding and indicative targets that guide policy, investment, and regulation at every level of government. First introduced in 1953 and inspired by Soviet-style planning, these documents have evolved from rigid production quotas to a hybrid system that combines market mechanisms with state-directed priorities in areas such as technology, industry upgrading, environment, and social welfare. 

This article examines what the plan does and does not say, what it means for Chinese display investment, the implications for Korean display makers, and how alternative geographies — Japan, India, and the United States — are positioning themselves following this new plan.

Following the OLED industry shouldn’t mean struggling to get valuable information, tools and analyses - yet that’s the reality today. OLED-Info Pro changes that.

For $24.99 per month — or less on an annual plan — you get complete access to everything we offer. No tiers. No add-ons. No surprises. One subscription. Full access.

Towards the end of 2025, we believed that 2026 will be another year of increased AMOLED panel shipments, even without taking into account the two new 8.6-Gen IT OLED Lines that are expected to begin production. But as 2026 started, everyone started to realize that macro constraints are starting to shape OLED panel demand, and the AMOLED market started to contract.

The clearest example is memory. DRAM and NAND prices are both rising sharply, due to AI datacenters demand. This increased the cost of smartphone production, which led to a lower demand - some analysts estimate that smartphone shipments will fall around 10-14% in 2026. The main problem lies in low cost smartphones that already suffer from low margins. For OLED makers, the problem is even worse - as some brands are switching to lower cost LCDs in their budget and mid-range smartphones.

In this article we examine the three new macro constraints that are shaping the OLED industry in 2026, why this matters now more than it did in previous cycles, what we learned from the post-COVID IC shortage, the return of LCDs, which OLED segments are more resilient, and deeper implications for the next chapter in the OLED industry's growth story.

OLED‑Info Pro continues to deliver in‑depth, tightly focused research on the display ecosystem, blending technology analysis, market structure, and strategic outlooks. The newest batch of ten premium articles follows that formula, spotlighting how OLED players are responding to perovskite opportunities, process diversification, regional industrial policy, and shifting capital markets.

From equipment makers reinventing themselves in the perovskite era to country‑level ambitions in India, Japan, and beyond, these reports are designed for professionals who need more than headlines. Below is an overview of the latest stories and why each is essential reading.

OLED equipment and chemical makers enter the perovskite era (May 06, 2026)

The latest report examines how OLED deposition and materials suppliers are expanding into perovskite solar and optoelectronics, and why this transition is happening now. It explains how core OLED know‑how—vacuum chambers, thin‑film processes, encapsulation, and moisture control—maps onto perovskite device manufacturing, making this adjacent market a natural strategic extension.

The article surveys which equipment vendors and chemical houses already have perovskite projects or commercial contracts, and what types of tools or materials they are bringing to market. It then discusses market drivers, such as a plateauing OLED capex cycle versus surging interest in high‑efficiency perovskite devices, and offers practical guidance for OLED‑ecosystem companies evaluating whether and how to participate.

Recently, we have started to witness a new trend in the display manufacturing equipment industry - companies that supply deposition systems to OLED fabs are now actively developing, testing, and commercializing equipment for perovskite solar cell production. The same is true for OLED material makers.

In this article we introduce the perovskite industry and market, discuss the perovskites production process, talk about OLED process companies and material developers active with perovskites, and give advice to industry players.

Several companies, including Sunic System, Jusung Engineering, and Suzhou Precision Systems (SPS) have already finalized their R&D, and secured perovskite equipment contracts. This is not coincidental. The technological DNA of OLED deposition — vacuum chambers, large-area thin-film coating, precision moisture control, encapsulation — maps almost perfectly onto the manufacturing requirements of perovskite devices. At the same time that interest in perovskites is at an all time high, the OLED equipment market is entering a plateau phase and future investments are uncertain. For equipment makers, the timing could not be more deliberate.

We’re excited to introduce OLED-Info AI — a new AI-powered assistant built specifically for the OLED industry, based on our comprehensive OLED industry knowledge and data.

Available exclusively to OLED-Info Pro subscribers, OLED-Info AI gives you instant access to the full depth of OLED-Info’s trusted data and insights. The system is trained on our complete knowledge base, including industry and market spreadsheets, the OLED-Info Toolbox guides, insights and presentations, and over 240 such as datasheets, brochures, and technical materials.

Instead of searching through documents, you can now simply ask questions — and get fast, precise, and contextual answers drawn directly from our curated content.

Whether you’re analyzing market trends, comparing technologies, researching materials, or exploring supply chain data, OLED-Info AI helps you find what you need, and can provide much better answers compared to standard AI chat bots like ChatGPT or Claude. If you have used these bots before, you may have noticed that they give incomplete, and sometimes wrong industry information. We have launched our new AI service to improve on these services as it is based on our large data and information, collected for over 20 years.

In our OLED history article series, we look back 20, 10, and 5 years ago, and revisit the history of the OLED industry. We hope these are articles are nostalgic, and fun - but also informative - by reflecting on the past, we can better understand how far the industry has come and where it is headed. 

20 years ago - Q2 2006

In early 2006, the industry was still at a very early stage, mostly focused on PMOLED production and microdisplays. In may 2006, Universal Display reported revenues of $3.2 million in revenues from the quarter - mostly from grants, projects and development materials. This is far from its current $170 million quarter, but it was actually more than double its Q2 2005 revenues. In Q2 2006, UDC started working with Mitsubishi on inkjet printing materials, and with Nippon Steel Chemicals on evaporation materials. We posted an interview with UDC's VP Janice Mahone - this is an interesting read from a 20 years perspective. The company was already getting ready for Samsung's 2007 AMOLED production.

The OLED industry moves fast — and keeping track of every new presentation, datasheet, and company report can be a challenge. That’s why we created the OLED Library, part of OLED-Info Pro, where you’ll find a growing collection of brochures, marketing materials, technical documents, and corporate reports from leading companies across the OLED ecosystem.

We keep adding new documents to the Library, and currently we are at 242 items. The latest uploads include：

• TSK Corporation – company and technology introduction to its OLED emitter platform
• Toray Industries – 2025 report
• Plansee – company profile and a brochure on the company's display materials
• Dexerials – integrated report (2025)
• Device Co. – equipment catalog (2024)
• DELO – high-barrier encapsulants product brochure (2024)
• Dai Nippon Printing – company profile (2025)
• Truly – company profile and display catalog (2026)

These documents — and many more — are available exclusively to OLED-Info Pro subscribers. You can also access them directly when browsing a specific company in our OLED Company Directory.

We’re happy to share that our second OLED-Info Pro video lecture is now live — and it’s something new: our first-ever OLED-Info Pro Video Podcast! 

In this episode, we discuss the latest about all four upcoming 8.6-Gen IT OLED lines, market demand for IT AMOLEDs, and more! Watch the new episode now and stay ahead with OLED-Info Pro!

Our new OLED-Info Pro Video Podcast will bring you the latest updates from the OLED industry, insightful commentary on recent developments, and exclusive interviews with industry experts. It’s a dynamic new format that keeps you informed and connected with what’s happening in the world of OLEDs.