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Mid- to Large-sized OLED development trends and prospects

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This article introduces the contents of the ” 2025 Mid-to-Large OLED Display Annual Report” published by UBI Research in March 2025.

The ” 2025 Mid-to-Large OLED Display Annual Report” covers key issues, product trends, panel development trends and production line status, market outlook, etc. of the medium and large OLED industry.

OLED for IT (laptops and tablets) is driving the market for medium and large OLEDs. Automotive OLEDs and OLEDs for monitors are also growing rapidly, mainly in the premium market.

In 2024, OLED shipments for notebooks and tablets were 8.46 million and 7.5 million units, respectively. In 2023, OLED shipments for laptops and tablets were 5.4 million and 1.85 million units, respectively, an increase of 57% for laptops and 400% for tablets. The surge in tablet OLED shipments in 2024 was driven by 6.2 million OLEDs supplied for the iPad Pro.

In 2025, OLED shipments for laptops and tablets are forecast at 10.8 million and 16 million units, respectively.

It is projected that IT OLED shipments will exceed 50 million units by 2028, owing to their high contrast ratio, rapid response time, and superior color reproduction, making them well-suited for AI-enabled content.

UBI Research’s 2025 Mid-to-Large OLED Display Annual Report

UBI Research’s 2025 Mid-to-Large OLED Display Annual Report

For medium and large OLEDs, various TFT substrate technologies, OLED materials, and process technologies are applied depending on the application field, such as IT OLED panels, TVs, monitors, and automotive OLED panels. This report introduces the development trends of core technologies such as tandem OLED, emitting materials, and encapsulation technologies, classifies the characteristics of technologies by application field, and analyzes the development trends of LTPO and oxide TFT technologies. It also grasps the development trends of core technologies for next-generation OLED development, such as inkjet process and photolithography patterning technology, and analyzes technological competitiveness.

This report analyzes issues such as 8.6G IT line investment trends, OLED for IT and automotive OLED panels, and provides technology development trends by panel companies and OLED market forecasts through 2029, providing useful guidelines for researchers and developers to establish development directions and grasp market conditions for new business planning.

Chang Ho NOH, UBI Research Analyst(chnoh@ubiresearch.com)

▶2025 Mid-to-Large OLED Display Annual Report Sample

[IMID 2023 Keynote] LG Display’s automotive tandem OLED, applied to Hyundai Genesis

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LG Display ‘Discovering the Best Automotive Display Solution for Tomorrow

LG Display ‘Discovering the Best Automotive Display Solution for Tomorrow

At the ‘IMID 2023’ held in BEXCO, Busan on the 23rd, Kim Byeong-gu, head of LG Display’s Auto Business Group, gave a keynote speech on the theme of ‘Discovering the Best Automotive Display Solution for Tomorrow’.

“The electric vehicle market is expected to grow 18% annually from the current 15 million units, reaching 50 million units annually by 2030,” said Kim, head of the group. He also predicted, “The automotive display market is expected to grow by 10% annually and reach a market of 12 billion dollars by 2030, and in particular, the automotive OLED market will show a high annual growth rate of 28%.”

The number of displays mounted on vehicles is increasing every year, and the size is increasing every year. Kim said, “The number of displays installed in vehicles increases every year, and by 2030, an average of 2.3 displays will be installed, and the average size will be over 15 inches.”. And He also mentioned, “We will manufacture large-size OLEDs for vehicles larger than 50 inches within a few years.”

LG Display ‘Discovering the Best Automotive Display Solution for Tomorrow

LG Display ‘Discovering the Best Automotive Display Solution for Tomorrow

Currently, LG Display is supplying luxury flagship P-OLED, premium OLED ATO (Advanced Thin OLED), and low-end LTPS LCD as automotive displays.

Group leader Kim said, “LG ​​Display, after mass-producing the world’s first automotive tandem OLED in 2019, has developed and mass-produced ‘Tandem OLED 2.0,’ which improves brightness by 30% and reduces power consumption by 40% in 2023. And LG Display is developing ‘Tandem OLED 3.0’, which improves luminance by 20% and power consumption by 20% from the second generation.”

LG Display ‘Discovering the Best Automotive Display Solution for Tomorrow

LG Display ‘Discovering the Best Automotive Display Solution for Tomorrow

Following this, Group Head Kim disclosed LG Display’s tandem OLED customers, such as Genesis, Mercedes-Benz, GM, Volvo, and Jaguar. Group leader Kim emphasized the Genesis of Hyundai Motor Company and emphasized, “We have been developing cooperation with Hyundai Motor Group for two years, and sooner or later, Genesis with LG Display’s tandem OLED will appear.”

Lastly, Group Head Kim said, “Based on continuous customer value realization and high-quality orders based on future technologies, LG Display will have a share of more than 50% in the automotive display market in 2026, excluding a-si LCD, and 60% in the automotive OLED display market.”

At the 10th CAR-ELE JAPAN, Many Companies Unveiled Automotive OLED Display and Lighting

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By Hana Oh (hanaoh@ubiresearch.com)

OLED display and lighting are expected to become increasingly applied to the interior and exterior of automobiles.

At CES 2018, Samsung Electronics introduced the OLED-applied dashboard. LG Electronics unveiled the center fascia with 14-inch OLED, and OLED set makers continue to exhibit their OLED applications for automobiles.

At the 10th CAR-ELE JAPAN held in TOKYO BIG SIGHT(Tokyo International Exhibition Center) on 17th, several companies including Tianma and Truly exhibited automotive OLED displays and lighting.

Tianma exhibited 4.2-inch, 5.46-inch and 5.99-inch OLED panels. The 5.99-inch OLED was a full-screen OLED, and the company official said “The full screen will be applied not only to mobile devices but also to automobiles such as CIDs and navigation systems due to the nature of automotive displays sensitive to visual impacts.” It is said they produced the OLED Panel with high luminance, including 5.46-inch and 4.2-inch OLED with luminance of 650 cd/m2, ensuring good high visibility under sunlight. In addition, they announced that they will manufacture unbreakable flexible type of OLED even though the exhibited OLEDs were all rigid type.

<Tianma’s Automotive OLED Panel>

Truly exhibited 5.5-inch OLED panel. The company’s official mentioned that although they can not disclose detailed specifications, it should be further developed in terms of reliability for the application to the current automotive displays. In addition, they announced that automotive potentials such as autonomous vehicles are so huge that the importance of displays that can provide visual information will become even more important, and therefore they will invest in it.

Lastly, Nippon Electric Glass introduced OLED lighting which was created in collaboration with OLEDWorks. “This was created as interior lights and taillights for vehicles.” and “The OLED lighting substrate uses IEL(internal extraction layer) to improve more efficiency when applied to indoor lights, and better visibility when applied to taillights,” explained the company’s official.”

<OLED Lighting exhibited by Nippon Electric Glass>

Meanwhile, in relation to OLED lighting, OLED light source companies such as LG Display and Osram supplied the OLED lights for tail lights to finished car makers such as Mercedes-Benz and BMW. In particular, it is expected to start the OLED lighting market in earnest, for example LG Display’s announcement of full-scale operation of the Gen5 OLED light source production line in December.