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

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

Counterpoint Research tau taw qhia tias thaum cov khoom siv hauv kev lag luam zaub loj hlob thiab cov nqi zoo dua, cov vaj huam sib luag OLED ua nyob rau hauv Suav teb sai sai ntes tau lub ntiaj teb kev lag luam. Daim ntawv tshaj tawm tshiab kwv yees tias los ntawm xyoo 2028, lub peev xwm tsim khoom thoob ntiaj teb ntawm Suav cov vaj huam sib luag zaub yuav nce ntxiv los ntawm 68% hauv xyoo 2023 mus rau 75%.

Yuav kom tau txais kev lag luam OLED uas loj hlob sai rau cov khoom siv IT xws li ntsiav tshuaj, laptops, thiab cov saib ua si, cov chaw tsim khoom vaj huam sib luag hauv Suav teb suav nrog BOE, Visionox, thiab CSOT tab tom ua kom nrawm dua kev nqis peev hauv cov kab tsim khoom vaj huam sib luag OLED tiam 8.6 - qhov tseem ceeb rau cov khoom siv IT tiam tom ntej - thiab nthuav dav lawv qhov muaj nyob hauv kev lag luam OLED uas loj hlob sai. BOE npaj yuav nqis peev 63 billion yuan los ntawm xyoo 2026 hauv kev tsim cov kab tsim khoom vaj huam sib luag IT OLED tiam 8.6. Visionox npaj siab yuav ua tiav kev nqis peev ntawm qhov ntsuas zoo sib xws los ntawm xyoo 2027. CSOT kuj tseem yuav tshaj tawm nws txoj kev npaj nqis peev rau cov vaj huam sib luag OLED luam tawm tiam 8 hauv ib nrab xyoo tom ntej.

Kev Tshawb Fawb Counterpoint tau qhia tias kev xa khoom thoob ntiaj teb ntawm OLED vaj huam sib luag hauv Q2 2025 tau nce 5% peb lub hlis twg tab sis txo qis me ntsis 2% xyoo-rau-xyoo. Hauv kev lag luam faib ua ntu, kev xa khoom ntawm OLED vaj huam sib luag rau cov saib thiab laptops ob leeg tau ua tiav kev loj hlob ob npaug, uas ntxiv lees paub tias IT-focused OLEDs tab tom dhau los ua tus tsav tsheb tshiab ntawm kev loj hlob hauv kev lag luam zaub.

Sib piv rau kev nce qib sai ntawm cov tuam txhab Suav teb, Kaus Lim Qab Teb lub tuam txhab tsim vaj huam sib luag loj LGD (LG Display) tseem tsis tau tshaj tawm nws txoj kev npaj peev rau 8.6th-tiam OLED panels.