Omdia estimates that AR, VR, and MR near-eye display revenue will reach $1.2bn in 2026, representing a YoY growth rate of over 200%. This growth is primarily driven by the widespread adoption of OLEDoS, also known as Micro OLED, in smart glasses and head-mounted display devices.
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Display Dynamics – February 2026: Near-eye display revenue will surpass $1bn for the first time in 2026, thanks to OLEDoS displays
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The Analyst Team
David Hsieh
Follow AnalystSenior Research Director, Components & Devices: Displays
David Hsieh is an expert in the TFT LCD, OLED, LCD TV, and smartphone display value chain for mainland China, Taiwan, Japan, and Korea. David is head of the Displays team and oversees the division’s end-to-end research on displays, covering the supply chain, materials, components, supply and demand dynamics, pricing, cost modeling, revenue and shipment forecasts, and emerging technologies.
In 2019, David and his leading display research analysts team joined Omdia from IHS Markit. Prior to Omdia, David was named as one of just 11 technology fellows by IHS Markit an honor that recognizes his deep expertise and exceptional standing within the analyst community. He is a graduate of Chung-Yuan Christian University in Taiwan and has a bachelor’s degree in industrial engineering. David also holds a master’s degree in business administration from Preston University, Wyoming, US. David is a fluent speaker of Chinese, Taiwanese, Japanese, and English.
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