Automotive Display Market Insight Report, Q3 2026
About the report
2026年11月2日
中文

我们提供显示行业的详细市场视角,覆盖智能手机、电视、平板电脑、XR 等主要应用领域,并从全球及区域市场维度跟踪关键显示技术与材料的发展。
核心特点 Display Capex/Equipment
核心特点
Display Capex/Equipment
服务内容
显示资本支出及设备市场季度追踪与预测
提供 LCD、OLED、Micro OLED 及 MicroLED 的详细晶圆厂生产计划及设备支出数据。覆盖 70 多个设备细分领域,并提供供应商及制造商的市场份额数据。同时提供按制造商、前板、背板、世代线、基板类型等维度划分的产能预测。
OLED 供需及资本支出季度追踪与预测
涵盖资本支出追踪产品中的全部 OLED 相关内容,并提供 OLED 晶圆厂良率以及移动/IT和电视领域的 OLED 供需预测,同时提供按应用划分的 OLED 需求预测。
先进设备采购订单及中标情况周度追踪
提供中国各座晶圆厂的完整设备信息,包括设备数量及供应商。同时提供韩国设备厂商采购订单的详细清单,包括订单规模及设备平均售价(ASP)。
About the report
2026年11月2日
Overview: Global TV shipments grew both YoY and MoM in September 2026 as brands began ramping up shipments ahead of the year-end promotional season. The MoM increase largely reflects typical seasonality. September marks the start of the peak sell-in period, as brands build channel inventory for China’s National Day Golden Week and Double 11 (Singles’ Day), followed by Black Friday and holiday sales in North America and Europe. By region, Europe grew YoY, extending its run as one of the strongest-performing regions this year, as Chinese brands continued to expand overseas to offset weak domestic demand amid reduced trade-in subsidy support in China. In contrast, MEA declined YoY.
2026年11月2日
About the report
2026年11月2日
Overview: Global TV shipments grew both YoY and MoM in September 2026 as brands began ramping up shipments ahead of the year-end promotional season. The MoM increase largely reflects typical seasonality. September marks the start of the peak sell-in period, as brands build channel inventory for China’s National Day Golden Week and Double 11 (Singles’ Day), followed by Black Friday and holiday sales in North America and Europe. By region, Europe grew YoY, extending its run as one of the strongest-performing regions this year, as Chinese brands continued to expand overseas to offset weak domestic demand amid reduced trade-in subsidy support in China. In contrast, MEA declined YoY.
2026年11月2日
2026年11月2日
2026年11月2日
2026年10月28日
2026年10月28日
2026年10月21日
2026年10月21日

Vice President of Research
Yoshio Tamura

Vice President of Research
Yoshio Tamura

Research Director
Bob Obrien

Research Director
Bob Obrien

Associate Director
David Naranjo

Associate Director
David Naranjo

Associate Director
Guillaume Chansin

Associate Director
Guillaume Chansin

Associate Director
Jayden Lee

Associate Director
Jayden Lee

Senior Analyst
Tom Someya

Senior Analyst
Tom Someya

Vice President of Research
Yoshio Tamura

Vice President of Research
Yoshio Tamura

Research Director
Bob Obrien

Research Director
Bob Obrien

Associate Director
David Naranjo

Associate Director
David Naranjo

Associate Director
Guillaume Chansin

Associate Director
Guillaume Chansin

Associate Director
Jayden Lee

Associate Director
Jayden Lee

Senior Analyst
Tom Someya

Senior Analyst
Tom Someya