Automotive Display Market Insight Report, Q3 2026
About the report
2026년 11월 2일
한국어

스마트폰, TV, 태블릿, XR 등 주요 기술과 소재를 아우르며 글로벌·지역별 관점에서 디스플레이 시장을 상세히 다룹니다.
Key Features Display Capex/Equipment
Key Features
Display Capex/Equipment
What is included?
분기 디스플레이 Capex 및 장비 시장 트래커 & 전망
LCD, OLED, Micro OLED, MicroLED의 상세 팹 일정과 장비 투자 현황을 다루며, 70개 이상의 장비 세그먼트를 공급사·제조사별 시장 점유율과 함께 제공합니다. 제조사, 프론트플레인, 백플레인, Gen 사이즈, 기판 유형별 용량 전망도 포함됩니다.
분기 OLED 수급 및 설비투자 트래커 & 전망
Capex 트래커의 모든 OLED 콘텐츠에 더해 OLED 팹 수율, 모바일/IT 및 TV 수급 전망을 제공하며, 애플리케이션별 OLED 수요 전망도 포함합니다.
주간 첨단 장비 발주(PO) 및 수주 트래커
중국 내 모든 팹의 완전한 툴셋 현황을 유닛 수와 공급사별로 제공하며, 주문 규모와 툴 ASP를 포함한 한국 장비 업체들의 발주 현황도 종합적으로 담고 있습니다.
About the report
2026년 11월 2일
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.
2026년 11월 2일
About the report
2026년 11월 2일
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.
2026년 11월 2일
2026년 11월 2일
2026년 11월 2일
2026년 10월 28일
2026년 10월 28일
2026년 10월 21일
2026년 10월 21일

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