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Digitimes September 14, 2026 By DIGITIMES neutral

China's OLED expansion narrows South Korea's auto, IT panel lead

Supply Chain
China's OLED supply push is gathering pace, with BOE Technology Group (BOE), TCL China Star Optoelectronic Technology and Visionox rapidly expanding production and closing in on South Korean rivals. South Korean companies still hold an edge in OLED for smartphones and TVs, but their room to grow in IT devices and automotive OLEDs is likely to narrow.
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