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The article discusses the development of the automotive display industry in China, which currently accounts for 65.2% of global shipments. This share is expected to reach 65.2% in the second half of 2026, up from 56.6% in 2025. This shift is driven by sector restructuring, as companies outside China reduce their investments in traditional LCD displays and shift their capital toward more profitable technologies. Consequently, there is a significant decline in LCD production lines outside China. Meanwhile, China is focusing on manufacturing larger OLED and LTPS displays, continuing investments in G8.x and G6 OLED production capacities to strengthen its competitive position. This transition is part of a long-term change in the automotive display market, where China will remain the main source and the broadest base for producing different types of screens. It is also expected that external production lines will decrease from seven to three by 2028, with increased reliance on advanced OLED technologies.
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