On August 7, 2026, multiple updates emerged across the LED industrial chain. A contract dispute case involving control‑system firm Nova Star will go to trial in September. The company has faced several commercial and labour‑related lawsuits in recent years.
Technologically, Chinese research teams have made breakthroughs in GaN‑based ultraviolet VCSEL chips capable of continuous room‑temperature lighting, boosting applications in ultraviolet sterilization and Mini‑LED backlights. Aoled secured an order worth over 47 million yuan for AMOLED production‑line upgrades, advancing its flexible display business.
For LED chips, broad‑view‑angle Mini‑LED display chips from Can‑Opto‑Technology have entered mass‑production, with its related‑sector revenue soaring in the first half. HC Semitek launched a 970‑million‑yuan MLED project for vehicle‑mounted screens and AR displays.
The long‑term price‑cut cycle of the LED industry has ended. Prices of drive ICs and lamp beads have surged, and screen manufacturers raised product prices. COB packaging is gradually replacing traditional SMD techniques. Overseas, indium‑phosphide wafers are in short supply, while Everlight engages in overseas patent competition for flip‑chip products, reflecting fiercer rivalry over high‑end chips and patents.