Cov Lus Qhia Tseem Ceeb: Thaum Lub Kaum Hli 8, lub tuam txhab tshawb fawb kev lag luam CounterPoint Research tau tshaj tawm ib daim ntawv tshaj tawm, kwv yees tias kev xa khoom ntawm OLED vaj huam sib luag yuav loj hlob 1% txhua xyoo (YoY) hauv Q3 2025, nrog rau cov nyiaj tau los yuav poob qis 2% YoY. Kev loj hlob ntawm kev xa khoom hauv lub quarter no yuav tsom mus rau cov monitors thiab laptops.

Thaum Lub Kaum Hli 8, CounterPoint Research tau tshaj tawm ib daim ntawv tshaj tawm, kwv yees tias kev xa khoom ntawm OLED vaj huam sib luag yuav loj hlob 1% YoY thiab kev poob qis 2% YoY hauv cov nyiaj tau los rau Q3 2025. Kev loj hlob ntawm kev xa khoom hauv peb lub hlis yuav yog los ntawm cov monitors thiab laptops.

Lub tuam txhab sau tseg tias cov nyiaj tau los ntawm OLED vaj huam sib luag thoob ntiaj teb tau poob 5% YoY hauv Q2 2025. Txawm li cas los xij, hauv Q3, txhawb nqa los ntawm 2% YoY nce hauv kev xa khoom ntawm cov xov tooj ntse thiab kev loj hlob ob npaug YoY hauv kev xa khoom ntawm monitor thiab laptop, qhov kev poob qis YoY hauv cov nyiaj tau los ntawm OLED vaj huam sib luag yuav nqaim mus rau 2%.

Zuag qhia tag nrho, lub tuam txhab ntseeg tias vim muaj kev thov rov qab los zoo thiab muaj peev xwm tsim OLED tshiab, tag nrho cov nyiaj tau los txhua xyoo ntawm OLED panels yuav poob me ntsis hauv xyoo 2025, tab sis yuav muaj kev rov qab los zoo dua hauv xyoo 2026. Vim muaj cov xov tooj ntse, laptops, thiab monitors, kev xa khoom thoob ntiaj teb OLED panels hauv xyoo 2025 kwv yees tias yuav loj hlob kwv yees li 2% YoY.

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Kev Ua Haujlwm ntawm Cov Neeg Ua Vaj Huam Sib Luag

Samsung Zaub

Hauv Q2 2025, Samsung Display tau txais txiaj ntsig los ntawm kev loj hlob peb npaug ntawm peb lub hlis twg (QoQ) hauv cov vaj huam sib luag laptop thiab smartwatch, nrog rau kev loj hlob ob npaug ntawm QoQ hauv cov vaj huam sib luag TV. Nws cov khoom xa tawm OLED vaj huam sib luag tau nce mus txog 35%, thiab cov nyiaj tau los tau txog 42%.

Lub tuam txhab kwv yees tias Samsung Display cov nyiaj tau los yuav nce mus txog 44% hauv Q3 2025 thiab 41% rau tag nrho xyoo 2025 - qis dua me ntsis ntawm 42% hauv xyoo 2024.

LG Zaub

Hauv Q2 2025, LG Display cov cheeb tsam vaj huam sib luag tau nce mus txog 38%, thaum nws cov nyiaj tau los poob qis mus txog 21%. Qhov no feem ntau yog vim muaj kev poob qis ob npaug ntawm QoQ hauv kev xa khoom vaj huam sib luag ntawm xov tooj ntse, txawm hais tias kev loj hlob ob npaug ntawm cov vaj huam sib luag TV thiab kev loj hlob ib tus lej hauv cov vaj huam sib luag smartwatch tau them ib feem ntawm qhov cuam tshuam. Nws tau kwv yees tias LG Display cov nyiaj tau los yuav yog 22% hauv Q3 2025 thiab 21% rau tag nrho lub xyoo - poob qis los ntawm 23% hauv 2024.

BOE

Rau BOE, kev loj hlob ob npaug ntawm QoQ hauv cov xov tooj ntse thiab laptop panels tau raug txo los ntawm kev poob qis ob npaug ntawm QoQ hauv cov smartwatch panels, ua rau nws cov khoom xa tuaj OLED poob qis mus rau 9% thiab cov nyiaj tau los poob qis mus rau 15%.

Lub tuam txhab kwv yees tias BOE cov nyiaj tau los yuav tseem nyob ntawm 12% hauv Q3 2025 thiab ruaj khov ntawm 14% rau tag nrho xyoo 2025, sib npaug nrog xyoo 2024.

Tianma

Hauv Q2 2025, Tianma cov khoom xa tawm OLED tau poob qis mus rau 5% thiab nws cov nyiaj tau los tau poob qis mus rau 6%. Txawm hais tias lub tuam txhab tsis tsim cov TV OLED (uas txwv nws cov nyiaj tau los loj hlob), nws cov nyiaj tau los tseem loj hlob 8% QoQ txhawb nqa los ntawm kev thov rau cov xov tooj ntse thiab smartwatches.

Nws kwv yees tias Tianma cov nyiaj tau los yuav ncav cuag 6% hauv Q3 2025 thiab 6% rau tag nrho lub xyoo - nce los ntawm 5% hauv xyoo 2024.