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Mid- to Large-sized OLED development trends and prospects

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

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

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