New Publication Announcement: The Hegemony of the Display Industry Redefined by Physical AI ~ Shift from Panel Demise to Optics, Materials, and Integration ~ Published by CMC Research Co., Ltd.

➢ What's next after panels! Physical AI takes over the lead in the display industry and creates new hegemony!

➢ The shock of a market abandoning "display"! Capital shifts towards 2030 deciphered from CES/SPIE!

➢ The trap of gallium-antimony regulations! Material security determines the fate of next-generation devices!

➢ The true nature of "heat" that stops AI! Detailed explanation of the front lines of the material hegemony struggle to seize design freedom!

➢ Displays will "disappear"! From operation to "perception," Physical AI creates new markets!

➢ Spatial imaging is "understanding technology"! Don't miss investment opportunities in a 5 trillion dollar market where AI adds meaning!

➢ Crystal structure and operation evaluation data of post-lithium 3 technologies (Na/Ni-Zn/Fe-Air)!

➢ Who will be the winner in 2030? Drawing the boundary between the sinking of general-purpose panels and companies that grasp profits with optical integration technology!

📘 Book Overview

Title: The Hegemony of the Display Industry Redefined by Physical AI ~ Shift from Panel Demise to Optics, Materials, and Integration ~ (Physical AI and the Structural Transformation of the Display Sector)

Publication Date: May 7, 2026

Format: A4 size, softcover, 65 pages

Price: Main body (book version) 66,000 yen (tax included)

Set Price (book + PDF version CD): Main body + CD (PDF version) 110,000 yen (tax included)

ISBN: 978-4-910581-87-3

Edited and Published by: CMC Research Co., Ltd.

📝 Features of this book

The display industry is shifting from "display" to "perception." In the era of Physical AI, profits are moving not to panels, but to optics, materials, and integration. A thorough analysis of the hegemonic structure from CES/SPIE 2026 to 2030!

◎ Regarding Publication

In 2026, the technology industry was hit by the reality of "integration limits." While the logical evolution of AI reached its peak, severe bottlenecks of "heat" and "materials" became apparent in the social implementation process as physical devices. At CES2026, cases where smart glasses equipped with the latest AI functions were limited to several tens of minutes of operation due to heat generation were frequent, proving the failure of conventional designs. Without the integration of innovative optical materials and advanced heat dissipation technology, the social implementation of Physical AI is impossible.

Part II delves into the core of this new order of "heat dominance." Under the limits of semiconductor miniaturization, the high-density heat flux accompanying AI inference significantly restricts the design freedom of optical systems and sensors. Furthermore, the rise of geopolitical material nationalism makes it extremely difficult to obtain strategic materials such as gallium, germanium, and antimony. These regulations not only force a rewrite of design blueprints but also compel process innovation for the development of alternative materials. As emphasized in the SPIE2026 optical semiconductor session, the prolonged lifespan of InP lasers and the high-temperature stable operation of silicon photonics are key to determining the efficiency of AI infrastructure. Only companies that control material hegemony and master the physical phenomenon of heat can secure a sphere of existence for next-generation devices.

Beyond overcoming these physical constraints lies the enormous market of Physical AI. Part III traces the process by which displays are liberated from the confines of screens and evolve into "understanding technology" that projects meaning into real space. HMI is transforming from a "manipulation type" where users peer into screens to a "perceptive type" where the environment optimizes itself for the user. The evolution of AR-AIGlass to a constantly worn device has significantly revised shipment forecasts worldwide, forming the foundation of a 5 trillion dollar Physical AI market.

Part I deciphers the signs of this market shift from the trends of CES/SPIE, and Part IV presents the absolute conditions for remaining a "winner" in 2030. Especially for Japanese companies, it is urgent to adopt a strategy that directly connects their excellence at the material and component level to "AI-driven infrastructure" rather than merely supplying components.

CMC Research Department

📖 Book Structure/Table of Contents Overview

Part I: CES/SPIE 2026 Analysis: The Day the Market Abandoned "Display"

Chapter 1: The End of the High-Image Quality Competition and the Capital Shift to "Spatial Perception"

1. Critical point of "image quality saturation" in the display industry and prolonged investment recovery

2. Redefining from "display" to "perception": Intervention of AI agents

3. Economic and physical background where panel specifications do not generate profit

4. Conclusion: Investment criteria after 2026

Chapter 2: Premonitions of the 2030 Winner Map: AR-AI Glass and Human Augmentation

1. Geopolitics of platformers surrounding "perception infrastructure"

2. Paradigm shift in the next-generation XR industry: From conversational glasses to spatial perception infrastructure