In September 2026, the hot topics in the LED industry will focus on three major directions: industry chain price adjustment, breakthroughs in RGB MiniLED technology, and brand patent litigation. Recently, multiple display companies have announced price increases for their products, while Hisense, Changhong, and others have launched a new generation of RGB MiniLED TVs. At the same time, TCL has sued Samsung for false advertising related to Mini LED. ‌‌‌

What changes have occurred in the prices of the industrial chain

Multiple companies have announced price adjustments: As of early September 2026, over a hundred LED display industry chain companies have issued price increase notices, and some companies have completed the third to fourth rounds of price adjustments within the year.

Liad: Announced a price increase for the entire range of products starting from September 10th, affected by the rising costs of precious metals such as gold, silver, copper, and core components such as PCBs.

Zhouming Technology plans to gradually increase the prices of various product lines within 10 days from September 5th to restore profitability.

Bako Optoelectronics: Starting from September 10th, the entire series of products will be uniformly increased by 8%, and some raw materials will increase by more than 30%.

Qiaoko Technology: Indoor and rental series products will increase by 12% -15% due to rising prices of materials such as driver ICs and tin aluminum, as well as longer delivery cycles. ‌‌‌

Market differentiation is evident: demand in first tier cities and vertical industries such as government and finance in China has recovered, but demand for second - and third tier cities and general low-end display screens has shrunk; The overall resilience of overseas markets is strong, with strong demand in Africa, South Asia, and the Middle East. ‌‌‌

What are the breakthroughs in new technologies

Popularity of RGB MiniLED TVs: 2026 is considered the year of technological explosion for RGB MiniLED TVs. Hisense TCL、 Changhong and other brands have launched new products.

Technical principle: Directly using red, green, and blue independently driven LED chips as backlight, eliminating the loss of white light passing through color filters, and achieving a color gamut of up to 110% BT.2020.

Energy efficiency advantage: Under the same brightness, power consumption is reduced by about 30% compared to traditional quantum dot solutions, and there is no risk of screen burn-in.

Representative products: Changhong has launched healing AI TVs such as the Chasing Light Q60S Pro, equipped with RGB MiniLED technology for color field control and five fold eye protection technology. ‌‌‌

Field sequence display technology debut: At the IFA 2026 exhibition, Hisense globally launched RGB field sequence display products, eliminating traditional color filters and generating colors in the time dimension through high-speed switching of RGB light sources. ‌‌‌

Progress in the MicroLED field: CATL increases investment in MicroLED, Star Key Semiconductor completes over 1 billion yuan in financing, and Sephorus launches MicroLED production line technological transformation. ‌‌‌

What are the new trends in industry competition

Patent lawsuit escalation: On September 1st, TCL North America filed a lawsuit against Samsung Electronics in a US court, accusing it of repackaging ordinary LED TVs without local dimming function as "M-series" Mini LED TVs for false advertising.

Controversy Focus: Currently, there is no unified technical standard for Mini LED, and each manufacturer can independently define their advertising standards. The core of the lawsuit lies in whether the product has true local dimming function.

Market background: Samsung regained the top market share of Mini LED TVs with the low-priced M series, while TCL attempted to defend its technological value and market share through legal means. ‌‌‌

Systematization of Commercial Display: Hisense Commercial Display emphasizes the full chain self consistency capability from signal input to final display, and the Star Map series and Nebula series achieve the same underlying capability for cross scene reuse. ‌‌‌

Domestic substitution acceleration: Ruituo Electronics in Bengbu High tech Zone has achieved import substitution of high-power LED light beads for automobiles, becoming an important supplier of mainstream car headlights in China. ‌‌