Maɓallin Takeaway: A ranar 8 ga Oktoba, kamfanin bincike na kasuwa CounterPoint Research ya fitar da rahoto, yana hasashen cewa jigilar kayayyaki na OLED za su haɓaka 1% kowace shekara (YoY) a cikin Q3 2025, tare da kudaden shiga da ake tsammanin zai ragu 2% YoY. Ci gaban jigilar kayayyaki a cikin wannan kwata zai fi maida hankali ne a cikin na'urori masu saka idanu da kwamfyutoci.
A ranar 8 ga Oktoba, Binciken CounterPoint ya fitar da rahoto, yana yin hasashen ci gaban 1% YoY a cikin jigilar kayayyaki na OLED da raguwar 2% YoY a cikin kudaden shiga don Q3 2025. Ci gaban jigilar kayayyaki a cikin kwata zai kasance da farko ta masu saka idanu da kwamfyutoci.
Kamfanin ya lura cewa kudaden shiga na OLED panel na duniya ya fadi 5% YoY a cikin Q2 2025. Duk da haka, a cikin Q3, goyon bayan karuwar 2% YoY a cikin jigilar wayoyin hannu da ci gaban YoY mai lamba biyu a cikin saka idanu da jigilar kwamfutar tafi-da-gidanka, raguwar YoY a cikin kudaden shiga OLED zai ragu zuwa 2%.
Overall, da m yi imanin cewa goyan bayan wani karfi bukatar dawo da kuma sabon OLED samar iya aiki, jimlar shekara-shekara kudaden shiga na OLED bangarori zai ragu kadan a 2025, amma wani karfi kudaden shiga rebound zai faru a 2026. Kore ta wayowin komai da ruwan, kwamfyutocin, da kuma saka idanu, duniya OLED panel kaya a 2025 ana hasashen girma kamar 2% YoY.
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Ayyukan Ma'aikatan Panel
Samsung nuni
A cikin Q2 2025, Nuni na Samsung ya amfana daga haɓakar lambobi uku kwata-kan-kwata (QoQ) a cikin kwamfyutar tafi-da-gidanka da na'urorin smartwatch, da kuma haɓakar QoQ mai lamba biyu a cikin bangarorin TV. Rabon jigilar kayayyaki na OLED ya tashi zuwa 35%, kuma rabon kudaden shiga ya kai 42%.
Ayyukan kamfanin da rabon kudaden shiga na Samsung Display zai kai kashi 44% a cikin Q3 2025 da 41% na cikakken shekara ta 2025 - kadan kadan fiye da 42% a cikin 2024.
LG nuni
A cikin Q2 2025, rabon yanki na LG Display ya karu zuwa 38%, yayin da rabon kudaden shiga ya ragu zuwa 21%. Wannan ya samo asali ne saboda raguwar lambar QoQ mai lamba biyu a jigilar kayayyaki ta wayar hannu, kodayake haɓakar lambobi biyu a cikin bangarorin TV da haɓaka lambobi ɗaya a cikin bangarorin smartwatch sun ɗan daidaita tasirin. Ana hasashen cewa rabon kudaden shiga na LG Display zai zama 22% a cikin Q3 2025 da 21% na cikar shekara - ya ragu daga 23% a cikin 2024.
BOE
Don BOE, haɓakar QoQ mai lamba biyu a cikin wayoyin hannu da kwamfyutocin kwamfutar tafi-da-gidanka an daidaita su ta hanyar raguwar lambobi QoQ mai lamba biyu a cikin fa'idodin smartwatch, wanda ke haifar da jigilar kayayyaki na OLED ya faɗi zuwa 9% kuma rabon kudaden shiga zuwa 15%.
Ayyukan kamfanin wanda rabon kudaden shiga na BOE zai kasance a 12% a cikin Q3 2025 kuma ya daidaita a 14% na cikakken shekara ta 2025, daidai da 2024.
Tianma
A cikin Q2 2025, rabon jigilar kayayyaki na Tianma OLED ya ragu zuwa 5% kuma rabon kudaden shiga ya ragu zuwa 6%. Duk da cewa kamfanin ba ya samar da OLED TVs (wanda ke iyakance haɓakar kuɗin shiga), kudaden shigar sa har yanzu ya karu da 8% QoQ wanda ke goyan bayan buƙatun wayoyin hannu da smartwatches.
An yi hasashen cewa, yawan kudaden shiga na Tianma zai kai kashi 6% a cikin Q3 2025 da kuma kashi 6% na cikar shekara - daga kashi 5% a shekarar 2024.
Lokacin aikawa: Oktoba-16-2025