CDC - Micro LED vs. OLED: AI Redraws the Battle Lines

 

Date: Wednesday, March 25, 2026
Time: 09:00-17:30
Venue: Shanghai Ballroom 3, 3F, Kerry Hotel Pudong, Shanghai
Simultaneous Interpretation will be provided.


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The global display industry sees fierce competition, with AI-display integration driving restructuring. Competition for large-size OLED capacity intensifies: Samsung Display's 8.6G OLED line will mass-produce in Q2 2026; BOE Chengdu 8.6G line accelerates commissioning; TCL CSOT and Visionox advance high-generation lines. Meanwhile, AR giants make efforts: Meta plans LCoS AR devices in 2026 and Micro LED products in 2027; Apple's first Apple Glasses (low-cost AR headset) is expected in 2026.

Three core themes:
1. AR+AI Glasses Product Roadmap: Core technology implementation and scenario expansion led by Meta, Apple;
2. Emerging Display Tech Breakthroughs: Large-size OLED mass production, Micro LED cutting-edge applications to solve capacity bottlenecks;
3. Display Innovation Ecosystem & Supply Chain: Seizing global supply chain restructuring opportunities.

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Agenda / 议程
   
09:30-09:50 Opening 开幕致辞
   
Moderator 主持人:
Gang Dong, Chairman & CEO, Toray Engineering (Shanghai) Co., Ltd.
董刚,董事长兼总经理,东丽先端工程技术(上海)有限公司
   
Lily Feng, President, SEMI China
冯莉,SEMI 中国总裁
   
Xinqing Liang, Chairman, CODA
梁新清,常务副理事长,中国光学光电子行业协会液晶分会
   
  Senior Vice-president, BOE Technology Group Co., Ltd.
高级副总裁,京东方科技集团股份有限公司
   
09:50-10:50 Keynote 主旨报告
   
  Goertek
歌尔股份有限公司
   
  VP,BOE Technology Group Co., Ltd.
副总裁,京东方科技集团股份有限公司
   
Pushing the limits of high-definition technology using inkjet technology
Dr.Hidehiro Yoshida,General Manager,Panasonic Production Engineering
   
  AR光学技术专家(Reserved)
   
10:50-12:15 Section 1: AR+AI Glasses Product Roadmap
AR+AI眼镜产品规划
   
  VP, SeeYA Technology Corporation
副总裁,视涯科技股份有限公司
   
  雷鸟创新 Rayneo(Reserved)
   
Ruby Yan,Business Unit Director, GlobalFoundries
   
  AR glasses (Reserved)
   
  Reserved
   
14:00-15:00 Section 2: Innovative Breakthroughs in Emerging Display Technologies
新型显示技术创新突破
   
Moderator 主持人:
River Zhang, Sr. LCOS Operation Director, OmniVision Group
张江元,LCOS高级营运总监,豪威半导体(上海)有限责任公司
   
  印刷OLED核心技术突破
梁博,技术企划总监,华星光电CSOT
   
  The Innovative Application of VIP Technology in OLED
Vip技术在OLED创新应用
维信诺 Visionox
   
  三安光电 Sanan Optoelectronics
   
  Market Analyst Report
分析师报告
   
15:00-17:30 Section 3: Innovation Ecosystem Supply Chain for Display
显示创新生态供应链
   
Advanced CMOS Backplane for future of OLED On Silicon microdisplays
Benoit Dupont, Senior Marketing Director Sensors & Displays, Tower Semiconductor
   
  Xavier Su,CEO/Co-founder Puyu Technology(Suzhou)Co.,Ltd.
苏兴才,总经理/联合创始人,普雨科技(苏州)有限公司
   
High-quality SiC Substrates Power AR Displays
高质量SiC衬底助力AR显示

欧阳鹏根,常务副总经理,浙江晶瑞电子材料有限公司
   
  Reserved
   
  Reserved
   
  Reserved
   
  Reserved
   
* Agenda is subject to change 会议议程更新中,以会议现场资料为准。