China’s OLED surge revives LCD lessons for Korea

China is poised to overtake South Korea in OLED production capacity by 2029, raising fresh concerns that the industry could gradually shift toward price-driven competition — echoing the trajectory of the LCD market. According to industry tracker Counterpoint Research, Chinese panel makers are rapidly expanding investments in next-generation production lines, including 8.7-generation fabs, narrowing the gap with Korean rivals faster than expected. Lee Jae-ho, a senior analyst at Counterpoint Rese

By The Korea Herald