Samsung Display’s Mid-Large Area OLED Shipments Surge 58.2% in Q2… Further Growth Expected in the Second Half
Samsung Display’s OLED panel shipments from 1Q24 to 2Q25
Samsung Display saw a significant increase in Mid-large area OLED panel shipments during the second quarter. According to UBI Research’s quarterly publication, OLED Display Market Tracker, the company shipped a total of 4.9 million large-area OLED panels in Q2 2025, marking a 58.2% rise from 3.1 million units in the first quarter.
By product category, OLED panel shipments for notebooks reached 2.5 million units, representing the largest share and more than double the volume of the previous quarter. UBI Research forecasts continued growth in notebook OLED shipments in the second half of the year, with total shipments in 2025 expected to reach around 10 million units. Furthermore, starting in 2026, Samsung Display is set to supply 2-stack tandem OLED panels for Apple’s MacBook Pro series, which is projected to drive notebook OLED shipments to over 15 million units annually.
OLED panel shipments for monitors also showed solid growth. Q2 shipments were estimated at 700,000 units, up approximately 44% from the first quarter. The annual shipment volume for 2025 is projected to reach about 2.5 million units.
In addition to notebooks and monitors, shipments of OLED panels for automotive displays, tablet PCs, and TVs remained similar to Q1 levels, with slight increases observed.
Chang Wook Han, Executive Vice President of UBI Research, commented, “Samsung Display experienced a temporary decline in shipments during Q1 due to reduced demand for tablet PC and notebook panels, but recovered to typical levels in Q2. From Q3 onward, panel shipments for the new iPad Pro models and notebook panels for DHL are expected to increase, further boosting Samsung Display’s shipment volume in the third and fourth quarters.”
Samsung Display is actively strengthening its presence in the large-area OLED market, accelerating business expansion across various sectors including notebooks, monitors, tablets, and automotive applications. Industry observers expect this trend to become a key growth driver for the overall OLED market.
Changwook Han, Executive Vice President/Analyst at UBI Research (cwhan@ubiresearch.com)
Quarterly Medium & Large OLED Display Market Tracker Sample
