OLED Notebook Market Stagnant in 2025, Poised for Strong Growth from 2026
OLED Shipment for Notebook Forecast (Source: UBI Research)
The global shipment of OLED notebooks in 2025 is expected to reach about 10 million units, remaining at a similar level to the previous year.
According to UBI Research’s “Mid-to-Large OLED Display Market Tracker”, cumulative shipments through the third quarter of 2025 are estimated at about 6.7 million units, and the total annual shipment is projected to be similar to that of 2024.
The OLED notebook market will remain in an adjustment phase through 2025, but it is evaluated as a period to strengthen the foundation for mid- to long-term growth. The market is currently led by Samsung Display, while LG Display and EverDisplay are also gradually expanding their shipments.
As OLED panel prices continue to fall, Chinese panel makers are expanding the supply of 2-Stack Tandem OLEDs and low-cost Single OLEDs, and steady market growth is expected to follow. Major Chinese companies such as BOE, Visionox, TCL CSOT, and EverDisplay are establishing mass-production lineups for global set makers such as Lenovo, Dell, HP, and Huawei, thereby enhancing their competitiveness.
In 2026, the market structure is expected to change significantly. Industry attention is focused on whether Apple will adopt OLED displays for the MacBook Pro. Apple introduced OLED for the first time in the iPad Pro in 2024 but experienced limited demand due to higher prices. Accordingly, the company is taking a cautious approach to applying OLED to the MacBook series, reportedly reviewing cost structure, demand elasticity, and supply-chain stability.
Changwook Han, Executive Vice President of UBI Research, said, “If Apple launches an OLED MacBook in 2026, the notebook OLED market is expected to grow by more than 30% year on year and to more than double by 2029 compared to 2025.” He added, “Not only Apple but also major global brands such as Acer, Dell, and HP are expanding OLED adoption in their high-end lineups, and OLED notebooks will gradually replace LCDs to become the mainstream premium display.”
Changwook Han, Executive Vice President/Analyst at UBI Research (cwhan@ubiresearch.com)
Quarterly Small OLED Display Market Tracker Sample
