Thaum Lub Kaum Ob Hlis 9, lub tuam txhab tshawb fawb kev lag luam CounterPoint Research tau tshaj tawm ib tsab xov xwm hauv blog nag hmo (hnub tim 8) hais tias vim muaj kev thov ntau rau cov xov tooj ntse thiab kev lag luam saib xyuas kev lag luam, kev xa khoom thoob ntiaj teb OLED vaj huam sib luag hauv Q3 2025 tau loj hlob 14% peb lub hlis twg (QoQ) thiab 5% xyoo-rau-xyoo (YoY).

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Ntawm ntau pawg khoom lag luam, cov vaj huam sib luag saib xyuas tau sawv tawm nrog kev ua tau zoo tshaj plaws: lawv cov khoom xa tuaj tau nce 21% QoQ thiab nce 55% YoY, qhia tias qhov kev nkag mus ntawm OLED thev naus laus zis hauv IT sector tau nrawm dua.

Cov vaj huam sib luag ntawm xov tooj ntse kuj tau xa cov txiaj ntsig zoo, loj hlob 16% QoQ thiab 6% YoY. Qhov kev loj hlob no feem ntau yog los ntawm lub caij nyoog siab tshaj plaws ntawm kev ua lag luam xov tooj ntse, nrog rau kev thov muaj zog rau iPhone 17 Pro series tshwj xeeb tshaj yog txhaj tshuaj rau hauv kev ua lag luam.

Txawm hais tias cov vaj huam sib luag laptop tseem nyob ruaj khov QoQ, lawv tseem ua tiav 18% YoY kev loj hlob.

Txawm li cas los xij, kev ua lag luam vaj huam sib luag OLED TV tseem qeeb: txawm tias muaj kev nce me ntsis 2% QoQ, kev xa khoom poob qis 2% YoY, thiab kev ua lag luam tseem tsis tau tawm ntawm nws qhov kev poob qis.

Hais txog cov chaw tsim khoom, ob lub tuam txhab loj hauv Kauslim Teb—Samsung Display (SDC) thiab LG Display (LGD)—tau xa cov kev ua tau zoo sib xyaw rau lub quarter no.

Tshwj xeeb, LGD, siv cov xaj loj rau iPhone 17 Pro series panels, pom nws cov khoom xa tuaj ntawm smartphone nce 59% QoQ; lub sijhawm ntawd, nws cov khoom xa tuaj ntawm smartwatch kuj nce siab 121% QoQ. Qhov no tso cai rau LGD kom tswj hwm nws txoj haujlwm saum toj kawg nkaus hauv kev lag luam nrog 38% thaj chaw sib koom (tsis hloov ntawm Q2).

Rau Samsung Display (SDC), txawm hais tias nws ua tiav 40% YoY kev loj hlob hauv ntu saib nrog nws cov vaj huam sib luag QD-OLED 27-nti, nws thaj chaw tag nrho tau poob qis mus rau 33% (tso 2 feem pua ​​​​​​ntawm Q2 2025's 35%) vim muaj kev poob qis ob npaug ntawm kev xa khoom vaj huam sib luag TV (12% ob qho tib si QoQ thiab YoY).

Tuam Tshoj lub BOE tau sau tseg 40% YoY kev loj hlob hauv cov vaj huam sib luag laptop thiab 27% YoY kev loj hlob hauv cov vaj huam sib luag smartphone, ua kom nws cov feem lag luam tag nrho ruaj khov ntawm 9%.

Visionox, uas tau tsav los ntawm kev loj hlob ntawm 31% QoQ, tau nce nws cov feem ntawm kev ua lag luam los ntawm 6% mus rau 7%.

Tianma, tau txais kev txhawb nqa los ntawm kev thov los ntawm Honor thiab Xiaomi, tau ua tiav 11% kev loj hlob QoQ thiab 28% kev loj hlob YoY hauv kev xa khoom, nrog rau feem lag luam ntawm 5%.

CounterPoint Research tau tshuaj xyuas tias thaum lub khw muag TV tseem tsis tau rov zoo, qhov kev thov rau IT panels (tshwj xeeb tshaj yog monitor panels) tau dhau los ua lub hauv paus tseem ceeb rau kev lag luam OLED thaum nws txav mus rau xyoo 2026.