Counterpoint Research has expanded its global display capex outlook period from 2028 to 2030, OLED spending is expected to account for 76% of total global display equipment spending from 2023 to 2030, while LCD is forecast at 21% and Micro-OLED at 3%. 

According to Counterpoint Research’s Quarterly Display Capex and Equipment Market Share Report, Q2 2026, total global display equipment spending in 2026 is projected to increase 53% YoY. Within this, both OLED and LCD are expected to grow by 77% and 1% YoY, respectively. Key drivers for 2026 include Visionox V5, CSOT t8, and Tianma TM18 Phase 3-1 for OLED, with Tianma TM19 Phase 3 dominating the LCD. 

Display Equipment Capex by Technology 

Furthermore, each panel maker has finalized its OLED pixel formation method. Visionox is currently mass-producing smartwatches at Gen 6 V3 using photo patterning instead of fine metal mask (FMM) deposition, while CSOT plans to mass-produce NBPCs and monitors using RGB inkjet technology at its t5 tools. 

Pixel Formation Methods of OLED Fabs 

Although OLED pixel formation methods other than FMM currently suffer from low yields, they are expected to improve as mass production continues. Additionally, Samsung Display and LG Display are also in the process of developing photo-patterning technologies. 

HKC is expected to launch its IPO around June, with the resulting proceeds anticipated to fund Gen 6 OLED investments. While HKC primarily produces LCD TVs at its Gen 8.6 fab, its Gen 6 LCD investment has been confirmed, utilizing equipment relocated from JDI's Mobara fab in Japan along with some additional new tools. 

Counterpoint Research’s Display Equipment Spending Service  

Counterpoint Research’s Quarterly Display Capex and Equipment Market Share Report tracks the technologies utilized across the display equipment sector, covering OLED, LCD and Micro-OLED fab schedules, OLED and LCD capacity, LCD, OLED and Micro-OLED equipment market sizes, and forecasts and shares for 80 different segments. Additionally, all design wins and units by fab by equipment type are tracked, with quarterly revenues provided for over 130 different display equipment suppliers. The Excel report is paired with an insights report providing context around the numbers, supply chain insights and typical process flows for each major process. 

About Counterpoint Research 

Counterpoint Research is a global market research firm specializing in products across the technology ecosystem. We advise a diverse range of clients – from smartphone OEMs to chipmakers and channel players to Big Tech – through our offices located in the world's major innovation hubs, manufacturing clusters and commercial centers. Our analyst team, led by seasoned experts, engages with stakeholders across the enterprise – from the C-suite to professionals in strategy, analyst relations (AR), market intelligence (MI), business intelligence (BI), product and marketing – to deliver services spanning market data, industry thought leadership and consulting. Our core areas of coverage include AI, Automotive, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks and Infrastructure, Semiconductors, Smartphones and Wearables. Visit our Insights page to explore our publicly available market data, insights and thought leadership, and to understand our focus, meet our analysts and start a conversation. 

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