Posts

OLED shipments for IT to increase 2.2 times year-on-year in 2024, surpassing 50 million units in 2028

/in /by
UBI Research's latest report, "2025 Mid-to-Large OLED Display Annual Report"

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

According to UBI Research’s latest report, “2025 Mid-to-Large OLED Display Annual Report,” the number of IT OLEDs, especially notebook and tablet launches, surged in 2024, unlike small OLEDs, which have maintained a similar number of launches over the past four years. In 2024, OLED shipments for notebooks and tablets were 8.46 million and 7.5 million units, respectively. In 2023, OLED shipments for notebooks and tablets were 5.40 million and 1.85 million units, respectively, representing an increase of 57% for notebooks and 400% for tablets. The increase in tablet OLED shipments in 2024 was largely due to 6.2 million OLED units shipped for the iPad Pro.

There were eight OLED tablet PCs released in 2024: two from Apple, two from Samsung, two from Huawei, and two from Honor. Following the release of Apple’s iPad Pro in 2024, the market for OLED tablet PCs is expected to continue expanding, with models such as the iPad mini and Air also incorporating OLED technology.

The number of OLED-equipped laptops, which saw a slight decrease from 52 models in 2022 to 44 models in 2023, nearly doubled to 80 models in 2024. Looking ahead, the MacBook Pro is anticipated to feature OLED technology in 2026, and the MacBook Air is expected to adopt OLED in 2028.

“OLED, which is well established in the premium smartphone market, is expected to rapidly increase its use in IT products, especially at the premium end of the spectrum,” said Chang Wook Han, Vice President of UBI Research. “By 2025, OLED shipments for laptops and tablets are expected to reach 10.8 million and 16 million units, respectively, and by 2028, IT OLED shipments are expected to exceed 50 million units,” said Han. “OLEDs will become the premium display in IT devices, as they have the right characteristics for AI-powered content consumption, such as high contrast ratio, fast response time, and excellent color reproduction.”

Chang Wook HAN, VP/Analyst, UBI Research(cwhan@ubiresearch.com)

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

Samsung Display’s OLED panels for notebooks are expected to increase by 55% in 2024, with more than 10 million units shipped in 2025.

/in , , , /by
UBI Research ‘1Q25 mid-to-large OLED display market track’

UBI Research ‘1Q25 mid-to-large OLED display market track’

According to UBI Research’s ‘1Q25 mid- to large-sized OLED display market track’, Samsung Display’s shipments of OLED panels for notebooks in 2024 are approximately 8.4 million units, a 55% increase compared to 2023. The market is expanding as the volume of OLED panels for notebooks from Samsung Display, which supplies not only Samsung Electronics but also overseas notebook set makers such as Dell, HP, and Lenovo, increases.

Samsung Display shipped 8.4 million notebook OLED panels in 2024, and is expected to ship 10.7 million notebook OLED panels in 2025 and 18.3 million notebook OLED panels in 2026.

Just as it benefited from the application of OLED to Apple’s iPad Pro in 2024, the notebook OLED market is expected to grow rapidly by more than 40% in 2026, when OLED is applied to Apple’s MacBook Pro.

In addition to Apple, the number of OLED notebook products released by overseas notebook set companies is also increasing. The OLED notebook market, which was only 12 types released in 2020, is expanding with 33 types released in 2023 and 80 types in 2024.

In addition to regular notebooks, foldable notebooks released by Lenovo and Asus, and slideable notebooks scheduled to be released are also expected to contribute to market expansion.

Junho Kim, UBI Research analyst(alertriot@ubiresearch.com)

▶Medium & Large OLED Display Quarterly Market Track Sample

Due to the OLED iPad Pro for Tablet PC, shipments are rapidly increasing, and shipments are expected to increase by more than 6 times in 2024 compared to the previous year.

/in /by

According to the “3Q24 Medium-Large OLED Display Market Track” published by UBI Research, more than 12 million OLEDs for tablet PCs are expected to be shipped in 2024 thanks to Apple’s entry into the OLED market for tablet PCs.

As mass production of iPad Pro OLEDs began in the first quarter of 2024, shipments of OLEDs for tablet PCs surged to 1.2 million units in the first quarter and 3.4 million units in the second quarter.

As not only Samsung Display and LG Display, but also Chinese panel manufacturers have begun mass production of OLEDs for tablet PCs, the OLED market for tablet PCs is expected to expand further. Among Chinese panel manufacturers, BOE is expected to ship about 1.5 million OLED panels for tablet PCs in 2024, and Visionox is expected to ship about 800,000 OLED panels for tablet PCs.

Due to the increase in panel shipments by Apple and Chinese companies, OLED shipments for tablet PCs are expected to exceed 30 million units in 2028.

▶Medium & Large OLED Display Market Track Sample

OLED shipments for IT are expected to reach 31 million units in 2027, with an average annual growth rate of 41%

/in , , /by

According to the ‘IT OLED Technology and Industry Trend Analysis Report’ recently published by UBI Research, OLED shipments for tablet PCs, notebooks, and monitors are expected to reach 31 million units in 2027 with an average annual growth rate of 41%.

This forecast is based on Samsung Display’s 5.5G OLED line, 6G OLED line, 8.5G QD-OLED line, 8.6G (2290 x 2620 mm2) IT line, and LG Display, BOE, and Visionox’s 6G OLED line.

Shipment forecast for IT OLED

Shipment forecast for IT OLED

For IT products, OLED had been a market that received less attention than smartphones or TVs, but has began to receive significant attention due to the increase in demand for IT products in COVID-19 and the prospect of Apple using OLED for IT products.

Previously, Samsung Display was mass producing a small amount of OLED for IT from some of A2 as the 5.5G rigid OLED line and the 8.5G QD-OLED line, and some Chinese companies such as EDO were producing IT OLEDs in small quantities, but in 2024, Samsung Display and LG Display plan to mass produce OLED for Apple’s iPad in earnest from the 6G line, and BOE also plans to mass produce OLED for IT from the B12 line.

In addition, Samsung Display decided to invest in the 8.6G OLED line for IT early this year, and is expected to mass produce various IT products, including notebooks, from the first half of 2026.

Moreover, LG Display and BOE are planning to invest in the 8.6G line as soon as they secure investment funds and customers, and Visionox is also reportedly holding meetings with major equipment companies to invest in the 8.6G line.

If demand for OLED from set companies for IT increases in the future and panel companies invest in 8.6G lines, the IT market is expected to become a new high value-added market for OLED, following the smartphone market.

▶ IT OLED Technology and Industry Trend Analysis Report Sample