Raws li cov ntaub ntawv tsis ntev los no tau tshaj tawm los ntawm kev lag luam tshawb fawb tuam txhab Counterpoint Research, nyob rau lub quarter thib ob ntawm 2025, Suav cov khoom lag luam vaj huam sib luag suav txog ze li 50% ntawm lub ntiaj teb OLED kev lag luam nyob rau hauv cov nqe lus ntawm cov khoom xa tuaj.

Kev txheeb cais qhia tau tias hauv Q2 2025, BOE, Visionox, thiab CSOT (Tuam Tshoj Star Optoelectronics Technology) koom ua ke tuav 38% feem ntawm lub ntiaj teb OLED kev ua lag luam, nce li ntawm 3 feem pua ​​​​cov ntsiab lus piv rau lub quarter dhau los. BOE qeb thib ob thoob ntiaj teb nrog 15% kev lag luam sib koom, ua raws li Visionox nyob rau hauv thib peb nrog 14%, thiab CSOT nyob rau hauv thib tsib nrog 9%. Samsung Display tseem yog tus thawj coj thoob ntiaj teb nrog 37% kev lag luam sib koom, thaum LG Display kuj tuav 9% feem, nrog rau CSOT. Thaum suav nrog OLED kev lag luam sib koom ntawm lwm cov tuam txhab Suav xws li EverDisplay Optronics thiab Tianma Microelectronics, tag nrho kev lag luam feem ntawm Suav tuam txhab lag luam tau nce mus txog 50%.

Kev tshawb fawb Counterpoint tau taw qhia tias raws li kev lag luam cov khoom lag luam cov khoom lag luam loj hlob thiab cov nqi zoo zog ntxiv, OLED panels ua nyob rau hauv Suav teb tau nrawm nrawm rau kev lag luam thoob ntiaj teb. Daim ntawv tshaj tawm tshiab tshaj tawm tau kwv yees tias los ntawm 2028, lub ntiaj teb kev tsim khoom muaj peev xwm sib koom ntawm Suav vaj huam sib luag yuav nce los ntawm 68% hauv 2023 txog 75%.

Txhawm rau txeeb OLED kev lag luam nrawm nrawm rau IT khoom siv xws li ntsiav tshuaj, laptops, thiab kev saib xyuas kev ua si, Suav vaj huam sib luag cov tuam txhab suav nrog BOE, Visionox, thiab CSOT tau nrawm cov peev txheej hauv 8.6th tiam OLED vaj huam sib luag cov kab ntau lawm - qhov tseem ceeb rau cov khoom siv IT tiam tom ntej - thiab nthuav dav lawv lub xub ntiag nyob rau hauv kev loj hlob OLED kev lag luam. BOE npaj yuav nqis peev 63 billion yuan los ntawm 2026 hauv kev tsim kho 8.6th-tiam IT OLED vaj huam sib luag cov kab ntau lawm. Visionox npaj siab yuav ua kom tiav ib qho kev nqis peev ntawm qhov zoo sib xws los ntawm 2027. CSOT tseem xav tias yuav tshaj tawm nws txoj kev npaj peev rau 8th-tiam luam OLED panels nyob rau hauv ib nrab ntawm lub xyoo.

Kev tshawb fawb Counterpoint tau qhia tias thoob ntiaj teb OLED vaj huam sib luag xa khoom hauv Q2 2025 tau nce 5% peb lub hlis twg tab sis poob qis me ntsis los ntawm 2% xyoo-rau-xyoo. Hauv kev lag luam segmented, kev xa khoom ntawm OLED panels rau cov saib thiab laptops ob qho tib si tau ua tiav kev loj hlob ob tus lej, uas tau lees paub ntxiv tias OLEDs tsom rau IT tau dhau los ua tus tsav tsheb tshiab ntawm kev loj hlob hauv kev lag luam zaub.

Hauv kev sib piv rau kev nce qib sai ntawm Suav cov lag luam, Kaus Lim Qab Teb lub chaw tsim khoom loj LGD (LG Display) tseem tsis tau tshaj tawm nws cov phiaj xwm peev rau 8.6th-tiam OLED panels.