Wahi a ka ʻikepili i hoʻokuʻu ʻia e ka ʻoihana noiʻi mākeke ʻo Counterpoint Research, i ka hapaha ʻelua o 2025, ua helu nā mea hana panela hōʻike Kina no kahi kokoke i 50% o ka mākeke OLED honua ma ke ʻano o ka nui o ka hoʻouna ʻana.

Ua hōʻike ʻia nā helu helu ma Q2 2025, ua paʻa pū ʻo BOE, Visionox, a me CSOT (China Star Optoelectronics Technology) i kahi 38% o ka mākeke OLED honua, he piʻi ʻana o kahi 3 pakeneka i hoʻohālikelike ʻia me ka hapaha i hala. Ua kūlana ʻo BOE i ka lua ma ka honua me ka 15% o ka mākeke, ukali ʻia e Visionox ma ke kolu o kahi me 14%, a ʻo CSOT ma ka ʻelima o kahi me 9%. Ua noho ʻo Samsung Display ma ke alakaʻi honua me ka 37% o ka mākeke, ʻoiai ua paʻa pū ʻo LG Display i kahi 9%, e like me CSOT. I ka hoʻokomo ʻana i nā māhele mākeke OLED o nā ʻoihana Kina ʻē aʻe e like me EverDisplay Optronics a me Tianma Microelectronics, ua kokoke ka māhele mākeke holoʻokoʻa o nā ʻoihana Kina i 50%.

Ua kuhikuhi ʻo Counterpoint Research i ka wā e oʻo ai ke kaulahao lako o ka ʻoihana hōʻikeʻike a hoʻoikaika i nā pono kumukūʻai, ke hopu koke nei nā panela OLED i hana ʻia ma Kina i ka mākeke honua. Ua wānana ka hōʻike hou loa ma ka makahiki 2028, e piʻi aʻe ka mahele o ka mana hana honua o nā panela hōʻikeʻike Kina mai 68% ma 2023 a i 75%.

No ka hopu ʻana i ka mākeke OLED e ulu wikiwiki nei no nā polokalamu IT e like me nā papa, nā kamepiula lawe lima, a me nā monitor pāʻani, ke hoʻolalelale nei nā mea hana panela Kina e like me BOE, Visionox, a me CSOT i nā hoʻopukapuka kālā ma nā laina hana panela OLED hanauna 8.6—he mea nui no nā polokalamu IT hanauna e hiki mai ana—a ke hoʻonui koke nei i ko lākou alo i ka mākeke OLED e ulu nei ma ka IT. Hoʻolālā ʻo BOE e hoʻopukapuka i 63 biliona yuan ma ka makahiki 2026 i ke kūkulu ʻana i nā laina hana panela OLED IT hanauna 8.6. Manaʻo ʻo Visionox e hoʻopau i kahi hoʻopukapuka kālā o kahi pālākiō like ma ka makahiki 2027. Manaʻo ʻia hoʻi e hoʻolaha kūhelu ʻo CSOT i kāna hoʻolālā hoʻopukapuka kālā no nā panela OLED i paʻi ʻia i ka hanauna 8 i ka hapa lua o ka makahiki.

Ua hōʻike ʻo Counterpoint Research ua piʻi ka hoʻouna ʻana o nā panela OLED honua i ka hapaha 2 2025 ma 5% i kēlā me kēia hapaha akā ua emi iki ma 2% i kēlā me kēia makahiki. Ma nā mākeke i māhele ʻia, ua loaʻa i nā hoʻouna ʻana o nā panela OLED no nā monitor a me nā kamepiula lawe lima ka ulu ʻana o ka helu pālua, kahi e hōʻoia hou ai ua lilo nā OLED i kālele ʻia e IT i mea hoʻokele hou o ka ulu ʻana i ka ʻoihana hōʻike.

I ka hoʻohālikelike ʻana i ka holomua wikiwiki o nā ʻoihana Kina, ʻaʻole i hoʻolaha ka mea hana panel nui o Kōlea Hema ʻo LGD (LG Display) i kāna hoʻolālā hoʻopukapuka kālā no nā panela OLED hanauna 8.6.