Malinga ndi zomwe zatulutsidwa posachedwa ndi kampani yofufuza zamsika ya Counterpoint Research, mgawo lachiwiri la 2025, opanga mawonetsero aku China adatenga pafupifupi 50% ya msika wapadziko lonse wa OLED potengera kuchuluka kwa kutumiza.

Ziwerengero zikuwonetsa kuti mu Q2 2025, BOE, Visionox, ndi CSOT (China Star Optoelectronics Technology) pamodzi anali ndi gawo la 38% la msika wapadziko lonse wa OLED, kuwonjezeka kwa pafupifupi 3 peresenti poyerekeza ndi kotala yapitayi. BOE idakhala yachiwiri padziko lonse lapansi ndi 15% pamsika, kutsatiridwa ndi Visionox pamalo achitatu ndi 14%, ndi CSOT pamalo achisanu ndi 9%. Samsung Display idakhalabe mtsogoleri wapadziko lonse lapansi wokhala ndi gawo la 37% pamsika, pomwe LG Display idagawananso 9%, molingana ndi CSOT. Mukaphatikiza magawo amsika a OLED amakampani ena aku China monga EverDisplay Optronics ndi Tianma Microelectronics, msika wonse wamakampani aku China wayandikira 50%.

Kafukufuku wa Counterpoint adawonetsa kuti momwe makampani owonetsera akukula komanso phindu lamtengo wapatali, mapanelo a OLED opangidwa ku China akutenga msika wapadziko lonse lapansi. Lipoti laposachedwa likuneneratu kuti pofika chaka cha 2028, gawo lopanga padziko lonse lapansi la mapanelo aku China lidzakwera kuchoka pa 68% mu 2023 mpaka 75%.

Kuti atenge msika womwe ukukula mwachangu wa OLED wa zida za IT monga mapiritsi, ma laputopu, ndi oyang'anira masewera, opanga magulu aku China kuphatikiza BOE, Visionox, ndi CSOT akufulumizitsa mabizinesi mumizere yopangira gulu la OLED la 8.6th-m'badwo wofunikira pazida zam'tsogolo za IT - ndikukulitsa msanga kupezeka kwawo pamsika womwe ukukula wa OLED wokhazikika pa IT. BOE ikukonzekera kuyika ndalama zokwana 63 biliyoni pofika chaka cha 2026 pomanga mizere yopangira gulu la 8.6 la IT OLED. Visionox ikufuna kumaliza ndalama zofananira pofika chaka cha 2027. CSOT ikuyembekezekanso kulengeza mwalamulo dongosolo lake lazachuma lamagulu a 8th osindikizidwa a OLED mu theka lachiwiri la chaka.

Kafukufuku wa Counterpoint adawonetsa kuti kutumiza kwa gulu la OLED padziko lonse lapansi mu Q2 2025 kudakwera ndi 5% kotala ndi kotala koma kudatsika pang'ono ndi 2% pachaka. M'misika yamagulu, kutumiza kwa mapanelo a OLED kwa oyang'anira ndi ma laputopu onse adapeza kukula kwa manambala awiri, zomwe zimatsimikiziranso kuti ma OLED omwe amayang'ana pa IT akukhala dalaivala watsopano wakukula kwamakampani owonetsera.

Mosiyana ndi kupita patsogolo kwachangu kwa mabizinesi aku China, kampani yayikulu yaku South Korea ya LGD (LG Display) sinalengezebe mapulani ake opangira ma 8.6th-generation OLED panels.