Speech theme:

AI-Driven Innovation in the Display Industry —2026–2027 Display Technology and Market Prospects

Speech summary:

Amid the industrial transformation wave fueled by the full-scale implementation of artificial intelligence technologies, the global display industry has entered a brand-new cycle of technological iteration and application innovation. Artificial intelligence reshapes the form of terminal hardware and human-computer interaction modes. As a core growth engine, it continuously drives the upgrading of display technologies, the transformation of the entire industrial chain, and the restructuring of the market landscape. At present, industrial innovation is highly concentrated on two core application scenarios, namely AI PCs and XR devices, which also accelerate the commercial adoption and performance optimization of advanced display technologies such as OLED and Micro LED.

This presentation aligns with the overall development trajectory of the global display industry. It first analyzes the profound transformations brought by artificial intelligence to the display sector from a macro industrial perspective, followed by an in-depth breakdown of the two mainstream tracks. For the AI PC track, it focuses on product innovation, ecological shifts and future market trends generated by the coordinated upgrading of chips and display panels. For the XR track (including AI smart glasses), it forecasts the industry’s development trajectory and key business opportunities over the next five years from multiple dimensions: optical display solutions, user interactive experience, power consumption management, and upstream & downstream industrial chain layout.