A ranar 9 ga Disamba, kamfanin binciken kasuwa na CounterPoint Research ya buga wani rubutu a shafin yanar gizo jiya (na 8) yana mai cewa sakamakon tsananin buƙatar yanayi na wayoyin komai da ruwanka da kuma kasuwar sa ido mai tasowa, jigilar kayan OLED na duniya a kwata na uku na 2025 ya karu da kashi 14% na kwata-kwata (QoQ) da kashi 5% na shekara-shekara (YoY).

https://www.perfectdisplay.com/27-ips-qhd-180hz-gaming-monitor-product/

https://www.perfectdisplay.com/49-va-curved-1500r-165hz-gaming-monitor-product/

https://www.perfectdisplay.com/27-ips-qhd-280hz-gaming-monitor-2-product/

Daga cikin nau'ikan samfura daban-daban, bangarorin sa ido sun yi fice da mafi kyawun aiki: jigilar kayayyaki sun karu da kashi 21% QoQ kuma sun karu da kashi 55% YoY, wanda ke nuna cewa saurin shigar fasahar OLED a fannin IT yana ƙaruwa.

Allon wayoyin salula sun kuma bayar da sakamako mai kyau, inda suka karu da kashi 16% na QoQ da kashi 6% na YoY. Wannan ci gaban ya samo asali ne daga kololuwar yanayin kasuwar wayoyin salula, musamman bukatar da ake da ita ta wayar iPhone 17 Pro, wanda hakan ya haifar da karuwar kasuwa.

Duk da cewa kwamfutocin tafi-da-gidanka sun kasance a kwance QoQ, har yanzu sun sami ci gaba da kashi 18% na YoY.

Duk da haka, kasuwar talabijin ta OLED ta ci gaba da kasancewa cikin jinkiri: duk da ƙaramin ƙaruwa na QoQ da kashi 2%, jigilar kaya ta faɗi da kashi 2% na YoY, kuma har yanzu kasuwar ba ta fito daga koma bayan tattalin arzikinta ba.

Dangane da masana'antun, manyan kamfanonin Koriya ta Kudu guda biyu—Samsung Display (SDC) da LG Display (LGD)—sun nuna nasarori daban-daban a wannan kwata.

Musamman ma, LGD, wacce ta yi amfani da manyan oda don allunan jerin iPhone 17 Pro, ta ga jigilar allunan wayoyinta ta karu da kashi 59% na QoQ; a halin yanzu, jigilar allunan smartwatch ɗinta ta karu da kashi 121% na QoQ. Wannan ya ba LGD damar ci gaba da kasancewa a matsayi na farko a masana'antar tare da kaso 38% na yankin (babu ƙasa da kwata na biyu).

Ga Samsung Display (SDC), kodayake ya sami ci gaba da kashi 40% na YoY a ɓangaren na'urar saka idanu tare da bangarorin QD-OLED masu inci 27, jimlar rabon yankinsa ya ragu zuwa kashi 33% (ƙasa da maki 2% daga kashi 35% na kwata na biyu na 2025 saboda raguwar lambobi biyu a jigilar kayan talabijin (kashi 12% duka QoQ da YoY).

Kamfanin BOE na kasar Sin ya sami karuwar kashi 40% na YoY a cikin kwamfutocin tafi-da-gidanka da kuma karuwar kashi 27% na YoY a cikin kwamfutocin wayar salula, wanda hakan ya sa jimillar hannun jarin kasuwarsa ta tsaya cak a kashi 9%.

Visionox, wanda ci gaban QoQ mai ƙarfi da kashi 31% ya haifar, ya ƙara yawan kasuwarsa daga kashi 6% zuwa kashi 7%.

Tianma, wacce buƙatu daga Honor da Xiaomi suka ƙaru, ta sami ci gaban QoQ da kashi 11% da kuma ci gaban YoY da kashi 28% a jigilar kaya, tare da kaso na kasuwa na kashi 5%.

Binciken CounterPoint ya yi nazari kan cewa yayin da kasuwar talabijin ba ta farfaɗo ba tukuna, ci gaba da buƙatu na allunan IT (musamman allunan sa ido) ya zama babban abin da ke haifar da ci gaban masana'antar OLED yayin da take shirin zuwa 2026.