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Graph showing forecasted growth of OLED notebook shipments from 2025 to 2029 based on UBI Research data

OLED Notebook Market Stagnant in 2025, Poised for Strong Growth from 2026

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Forecast graph showing OLED notebook panel shipments from 2025 to 2029 (Source: UBI Research)

OLED Shipment for Notebook Forecast (Source: UBI Research)

The global shipment of OLED notebooks in 2025 is expected to reach about 10 million units, remaining at a similar level to the previous year.

According to UBI Research’s “Mid-to-Large OLED Display Market Tracker”, cumulative shipments through the third quarter of 2025 are estimated at about 6.7 million units, and the total annual shipment is projected to be similar to that of 2024.

The OLED notebook market will remain in an adjustment phase through 2025, but it is evaluated as a period to strengthen the foundation for mid- to long-term growth. The market is currently led by Samsung Display, while LG Display and EverDisplay are also gradually expanding their shipments.

As OLED panel prices continue to fall, Chinese panel makers are expanding the supply of 2-Stack Tandem OLEDs and low-cost Single OLEDs, and steady market growth is expected to follow. Major Chinese companies such as BOE, Visionox, TCL CSOT, and EverDisplay are establishing mass-production lineups for global set makers such as Lenovo, Dell, HP, and Huawei, thereby enhancing their competitiveness.

In 2026, the market structure is expected to change significantly. Industry attention is focused on whether Apple will adopt OLED displays for the MacBook Pro. Apple introduced OLED for the first time in the iPad Pro in 2024 but experienced limited demand due to higher prices. Accordingly, the company is taking a cautious approach to applying OLED to the MacBook series, reportedly reviewing cost structure, demand elasticity, and supply-chain stability.

Changwook Han, Executive Vice President of UBI Research, said, “If Apple launches an OLED MacBook in 2026, the notebook OLED market is expected to grow by more than 30% year on year and to more than double by 2029 compared to 2025.” He added, “Not only Apple but also major global brands such as Acer, Dell, and HP are expanding OLED adoption in their high-end lineups, and OLED notebooks will gradually replace LCDs to become the mainstream premium display.”

Changwook Han, Executive Vice President/Analyst at UBI Research (cwhan@ubiresearch.com)

▶ Quarterly Small OLED Display Market Tracker Sample

▶Quarterly Medium & Large OLED Display Market Tracker Sample

Samsung Display’s Mid-Large Area OLED Shipments Surge 58.2% in Q2… Further Growth Expected in the Second Half

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Bar and line graph showing Samsung Display’s OLED panel shipments from 1Q24 to 2Q25, including QoQ and YoY growth trends.

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

▶ Quarterly Small OLED Display Market Tracker Sample

Samsung Display, Spurs on OLED for Notebook and Tablet

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삼성디스플레이의 OLED HP Labtop

Samsung OLED Equipped HP Spectre 360 (Source = HP)

Hyunjoo Kang / jjoo@olednet.com

With diverse merits, OLED application is increasing to include notebook, tablet, monitor, etc. Accordingly, Samsung Display’s OLED panel is being actively expanding to this market.

HP recently began shipping Spectre 360, a notebook equipped with Samsung Display’s 13.3 inch OLED with resolution of 2560 x 1600. Previously, in CES 2016 (6-9 Jan) Samsung Electronics revealed Samsung Display’s 12 inch OLED equipped Galaxy Tab Pro S, and HP and Dell also presented Samsung Display’s 13 inch mark OLED equipped labtop.

In SID 2016 (22-27 May), Samsung Display presented 2560 x 1440 resolution 13.3 inch and 14 inch OLED for notebook and actively targeted the notebook market. Following this, a Korean press reported that Samsung Display will stop production of TN panel, low resolution LCD panel for notebook and monitor. That Samsung Display is actively targeting the notebook market is analyzed to be a strategy to create premium market advocating diverse advantages of OLED.

Due to superior contrast ratio, OLED’s picture quality is clearer in comparison to LCD, and easy to create premium market as the weight can be lighter than LCD. Burn in effect, considered one of OLED’s drawbacks, is also known to have been much improved.

As the price of OLED is higher than LCD at present, specialist market, such as medical, should be targeted first. However, when the price competitiveness improves in future, popularization of OLED is anticipated. Accordingly, Samsung Display is actively taking action in notebook and tablet OLED market expansion. UBI Research reported that 2016 Q1 OLED panel shipment for tablet increased by more than 10 times compared to the same period in 2015.

According to UBI Research’s 2016 OLED Display Annual Report, the 11 inch – 13 inch, notebook and monitor use, OLED panel shipment is expected to record 100,000 units this year, and this is expected to increase by 10 times in 2020.