According to TrendForce's latest research report, "TrendForce 2026 Global Mini LED Backlight Market Trends and TV Brand Shipment Analysis," total shipments across consumer electronics applications in the global Mini LED backlight market are estimated to exceed 30 million units in 2026, representing year-over-year growth of more than 60%, driven by TV brands' accelerated adoption of Mini LED and continued expansion into larger screen sizes. TV applications remain the primary growth driver. As RGB Mini LED technology gradually expands into the mainstream market and China's "trade-in" policy continues to support demand, Mini LED backlight TV shipments are expected to reach 25 million units in 2026, with market penetration exceeding 10%.

TV Brands Continue to Expand Their Mini LED Product Portfolios
As the shipment scale of Mini LED backlight TVs grows rapidly, brand manufacturers continue to expand the market through downward price shifts, size expansion, and technological differentiation. Samsung has successfully penetrated the mainstream market with affordable series such as the M70 and M80, which eliminate the quantum dot film, and is expected to achieve a market share of over 30% and regain its global leadership position. Chinese brand TCL stabilizes its mid-to-high-end market through localization strategies and a comprehensive focus on SQD Mini LED technology, with estimated shipment growth and a market share maintaining second place globally. Hisense strategically focuses on large sizes and premiumization, establishing technological differentiation through RGB Mini LED. In addition, Xiaomi continues to leverage the advantages of its highly cost-effective products, while Sony focuses on the high-end RGB Mini LED market; both strengthen their market layouts by expanding their product size matrices.

COB and POB Packaging Technologies to Develop in Parallel
In terms of packaging technology, the Mini LED backlight market is seeing parallel development of COB and POB. With its advantages in high-dimming-zone configurations, COB technology continues to maintain a core position in high-end and large-screen TV applications, with its share of the Mini LED backlight TV market expected to approach 50% in 2026. Meanwhile, POB offers mature manufacturing processes and significant cost advantages. As brands such as Huawei and Xiaomi expand its adoption in cost-sensitive models, POB is accelerating the replacement of conventional backlight LEDs in the mid-to-low-end segment, with POB package demand estimated to exceed 16 billion units in 2026. The two packaging approaches will develop differentiated application strategies based on product positioning and cost requirements, further shaping demand across the LED chip and packaging supply chain.

IT and VR Applications Continue to Face Competition from OLED
Compared with TV applications, Mini LED backlights in the IT and VR markets continue to face competition from OLED technologies. TrendForce's analysis indicates that Mini LED notebook (NB) shipments are expected to grow significantly in the short term in 2026, driven by Apple's MacBook Pro demand. However, as Gen 8.6 OLED production lines gradually come online and Apple plans to transition to OLED after 2027, the Mini LED NB market is expected to enter a period of rapid decline in 2028. In the monitor (MNT) market, cost reductions are helping Mini LED maintain a foothold in the mid-to-low-end segment, while OLED continues to erode its share in the high-end segment. In the VR market, flagship models are increasingly shifting toward self-emissive OLEDoS solutions with pixel-level dimming. As manufacturing yields improve and costs decline, the image-quality premium offered by Mini LED in VR is expected to narrow significantly, increasing the long-term risk of further market marginalization.

Author: Christine / TrendForce

TrendForce2026 Global Mini LED Backlight Market Trends and TV Brand Shipment Analysis
Release: 29 September 2026
Language: Traditional Chinese / English
Format: PDF
Page: 30-40 / Annual

Chapter I. Mini LED Backlight / OLED Product Shipment and Penetration Rate Forecast (by Application)

• 2026-2030 Overview of Mini LED Backlight Shipments for Various Consumer Electronics Applications
• 2026-2030 Overview of Mini LED Backlight Penetration Rates for Various Consumer Electronics Applications
• 2026-2030 Mini LED Backlight / OLED TV Shipment Forecast
• 2026-2030 Mini LED Backlight / OLED TV Penetration Rate Forecast
• 2026-2030 Mini LED Backlight / OLED MNT Shipment Forecast
• 2026-2030 Mini LED Backlight / OLED MNT Penetration Rate Forecast
• 2026-2030 Mini LED Backlight / OLED NB Shipment Forecast
• 2026-2030 Mini LED Backlight / OLED NB Penetration Rate Forecast
• 2026-2030 Mini LED Backlight VR Device Shipment and Penetration Rate Forecast
• 2026-2030 Types of Mini LED Backlight for TV and LED Demand Forecast
• 2026-2030 Types of Mini LED Backlight for MNT and LED Demand Forecast
• 2026-2030 Types of Mini LED Backlight for NB and LED Demand Forecast
• 2026-2030 Types of Mini LED Backlight for VR Device and LED Demand Forecast

Chapter II. Mini LED Packaging Technologies COB vs. POB- Market Value and Demand by Backlight Application

• LED Demand by Mini LED Backlight Application- COB
• LED Demand by Mini LED Backlight Application- POB
• LED Market Value Forecast for Various Mini LED Backlight Applications- COB
• LED Market Value Forecast for Various Mini LED Backlight Applications- POB
• LED Market Value Forecast for Various Mini LED Backlight Applications- COB and POB

Chapter III. Mini LED Backlight TV Brand Shipments and Dynamics

• 2025-2026(E) Mini LED Backlight TV Shipments by Brand
• Samsung
• TCL
• Hisense
• Xiaomi
• Sony