Statistics from CINNO Research show that in the first half of 2026, China's optoelectronic display industry invested about 17.8 billion yuan, a year-on-year decrease of 80.3%, and the scale of investment declined significantly from the same period last year. This change is mainly affected by a combination of factors: the recovery in consumer electronics terminal demand is weak, panel prices have stabilized after experiencing an early rise, and the overall pace of industry expansion has slowed; at the same time, LCD/OLED production lines, which were invested heavily in the previous two years, have entered the production capacity release stage one after another, demand for new factory construction has declined markedly, and the industry's capital expenditure has entered a phased contraction window. Despite a sharp decline in total volume, the investment structure showed distinct characteristics of targeted concentration. The precise flow of industry capital to the core link of high technology barriers and high domestic replacement urgency shows that the optoelectronic display industry has moved from a “scale-driven” stage to a “technology-driven” stage.

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