What happened
According to Omdia's latest research, Chinese panel makers are projected to account for 65.2% of global automotive display shipments in the second half of 2026, up from 59% in the first half of the same year.
This increase continues a significant structural shift in automotive display production, as Chinese panel makers' market share has more than doubled from 28.1% in 2019 to 56.6% in 2025.
Why it matters
The rising dominance of Chinese panel makers in automotive displays reflects a broader trend in the display industry, where China has become a major hub for manufacturing. This shift could impact global supply chains and pricing dynamics.
As Chinese firms increase their share, they may gain more influence over technology standards and innovation in automotive displays, potentially reshaping the competitive landscape for traditional players.
Key facts
Omdia projects Chinese panel makers will hold 65.2% of global automotive display shipments in H2 2026.
Chinese panel makers' share is expected to rise from 59% in H1 2026 to 65.2% in H2 2026.
Chinese panel makers' market share grew from 28.1% in 2019 to 56.6% in 2025.
What to watch next
Monitor whether Chinese panel makers continue to expand their share beyond 2026, and how this affects global automotive display pricing and availability.
Watch for potential responses from non-Chinese panel makers, such as increased investment in niche technologies or strategic partnerships, to counterbalance the shift.