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

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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.

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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