Key Takeaway: Ma ʻOkakopa 8, ua hoʻokuʻu ka hui noiʻi mākeke ʻo CounterPoint Research i kahi hōʻike, e manaʻo ana e piʻi ka hoʻouna ʻana o ka panel OLED i 1% makahiki-ma-makahiki (YoY) i Q3 2025, me ka loaʻa kālā e manaʻo ʻia e emi iho 2% YoY. ʻO ka ulu ʻana o ka hoʻouna ʻana i kēia hapaha ka mea nui i ka nānā ʻana a me nā kamepiula.

Ma ka lā 8 o ʻOkakopa, ua hoʻopuka ʻo CounterPoint Research i kahi hōʻike, e hōʻike ana i ka ulu ʻana o 1% YoY i nā hoʻouna panel OLED a me ka emi ʻana o 2% YoY i ka loaʻa kālā no Q3 2025. ʻO ka ulu ʻana o nā moku i ka hapaha e alakaʻi nui ʻia e nā monitor a me nā kamepiula.

Hoʻomaopopo ka paʻa i ka hāʻule ʻana o ka loaʻa kālā o ka panel OLED honua i ka 5% YoY i ka Q2 2025. Eia naʻe, i ka Q3, kākoʻo ʻia e ka piʻi ʻana o 2% YoY i ka hoʻouna ʻana o nā panela smartphone a me ka ulu ʻana o YoY pālua ʻelua i ka nānā ʻana a me ka lawe pona, e hōʻemi ka YoY i ka loaʻa kālā o ka panel OLED i 2%.

Ma ke ʻano holoʻokoʻa, manaʻo ka paʻa e kākoʻo ʻia e ka hoʻihoʻi koi ikaika a me ka mana hana OLED hou, e emi iki ka huina o ka loaʻa kālā makahiki o nā panela OLED i 2025, akā ʻoi aku ka ikaika o ka loaʻa hou ʻana i ka makahiki 2026. Ke alakaʻi ʻia e nā smartphones, laptops, a me nā mākaʻikaʻi, nā moku OLED panel honua i 2025 e manaʻo ʻia e ulu ma kahi o 2% YoY.

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Ka Hana Hana a na Mea Hana Panel

Hōʻike Samsung

I ka Q2 2025, ua pōmaikaʻi ʻo Samsung Display mai ka ulu ʻana o ka ʻekolu-helu quarter-on-quarter (QoQ) i nā panela pona a me ka smartwatch, a me ka ulu ʻana o ka QoQ pālua ʻelua i nā pā TV. Ua piʻi aʻe ka mahele o ka hoʻouna ʻana o ka panel OLED i 35%, a ua hōʻea ka loaʻa kālā i 42%.

ʻO nā papahana paʻa e loaʻa ana ka loaʻa kālā o Samsung Display i ka 44% ma Q3 2025 a me 41% no ka makahiki piha 2025-ma lalo o 42% i 2024.

Hōʻike LG

I ka Q2 2025, ua hoʻonui ʻia ka māhele ʻāpana o LG Display i 38%, ʻoiai ua hāʻule kāna ʻāpana kālā i 21%. ʻO kēia ma muli o ka emi ʻana o ka QoQ pālua ʻelua i ka hoʻouna ʻana i ka papa kelepona, ʻoiai ʻo ka ulu ʻana o ka helu pālua i nā panela TV a me ka ulu ʻana o ka helu hoʻokahi i nā panela smartwatch e hoʻopau i ka hopena. Manaʻo ʻia ʻo ka loaʻa kālā o LG Display he 22% ma Q3 2025 a me 21% no ka makahiki holoʻokoʻa — iho mai 23% i 2024.

BOE

No BOE, ua hoʻopau ʻia ka ulu ʻana o ka QoQ pālua ʻelua ma nā kelepona a me nā panela pona e ka emi ʻana o ka QoQ pālua ʻelua i nā panela smartwatch, e alakaʻi ana i kāna hāʻawi ʻana i ka OLED i hāʻule i 9% a me ka loaʻa kālā i 15%.

ʻO nā papahana paʻa e noho mau ana ka loaʻa kālā o BOE ma 12% i ka Q3 2025 a hoʻopaʻa ʻia ma 14% no ka makahiki piha 2025, ma ka pā me 2024.

Tianma

I ka Q2 2025, ua hāʻule ka ʻāpana hoʻouna OLED o Tianma i 5% a ua hāʻule kāna ʻāpana kālā i 6%. ʻOiai ʻaʻole hana ka hui i nā TV OLED (e kaupalena ana i ka ulu ʻana o ka loaʻa kālā), ua ulu mau kāna loaʻa kālā he 8% QoQ i kākoʻo ʻia e ke koi no nā kelepona a me nā wati.

Manaʻo ʻia e piʻi ka ʻāpana kālā o Tianma i 6% ma Q3 2025 a me 6% no ka makahiki holoʻokoʻa - mai ka 5% i 2024.