OLED emitting material development trends and outlook
This article introduces the contents of the “2025 OLED Emitting Materials Report” published by UBI Research in May 2025.
The “2025 OLED Emitting Materials Report” analyzes the latest trends and major issues in the OLED industry and comprehensively analyzes the technology development direction of OLED panel companies and emitting materials companies. It also analyzes the mass production capacities of OLED panel companies, supply chain and panel structure, and analyzes the performance of emitting materials in detail and forecasts the market size.
In terms of technological trends, competition for high-efficiency, long-life light-emitting technologies such as hyperfluorescence, TADF, and phosphorescent materials is intensifying, and improving the external quantum efficiency and lifetime of blue materials is emerging as a key issue for market expansion. With material innovations such as deuterium-substituted and boron-based fluorescent materials on the rise, Chinese players are rapidly expanding their presence in the dopant and host space, penetrating deeper into the global supply chain.
In 2024, the use of emitting materials was estimated at 129 tons. This was up nearly 30% from 101 tons in 2023 due to simultaneous increases in shipments from Korean and Chinese panel makers. By company, Samsung Display continues to account for the largest share, and its rigid OLED shipments have been increasingly driving material usage.
OLED emitting material demand from Korean panel makers is expected to reach 111 tons in 2025 and 150 tons in 2029, while material demand from Chinese panel makers is expected to grow at a CAGR of 10.3% from 54.4 tons in 2025 to reach 80.6 tons in 2029.
This report comprehensively analyzes the latest trends in the emitting materials industry, market size forecasts, strategies of major players, and technology development directions, providing important guidance for those in the display and materials industries to understand the market status and plan new businesses.
Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)