China and Japan control over 90% of OLEDoS market

China and Japan account for more than 90% of the OLEDoS market, the silicon-based displays used in smart glasses and XR devices. South Korean panel makers, dominant in smartphone OLEDs, are hesitant to commit to mass OLEDoS production and risk losing leadership in the AI device era.

• China and Japan hold over 90% of the OLEDoS market
• OLEDoS is key for smart glasses and XR platforms
• South Korean vendors delay mass OLEDoS production
• South Korea's panel leadership is at risk in the AI era