Ngokutsho kwedatha yamva nje ekhutshwe yinkampani yophando lwemarike i-Counterpoint Research, kwikota yesibini ka-2025, abavelisi bepaneli yokubonisa yaseTshayina babalelwa malunga ne-50% yemarike ye-OLED yehlabathi malunga nomthamo wokuthumela.

Izibalo zibonisa ukuba kwi-Q2 2025, i-BOE, i-Visionox, kunye ne-CSOT (i-China Star Optoelectronics Technology) ngokuhlangeneyo ibambe isabelo se-38% semarike ye-OLED yehlabathi, ukwanda kweepesenti ze-3 zeepesenti xa kuthelekiswa nekota yangaphambili. I-BOE ibekwe kwindawo yesibini kwihlabathi jikelele nge-15% yesabelo semarike, ilandelwa yi-Visionox kwindawo yesithathu nge-14%, kunye ne-CSOT kwindawo yesihlanu nge-9%. I-Samsung Display yahlala iyinkokeli yehlabathi kunye nesabelo semarike ye-37%, ngelixa i-LG Display nayo ibambe isabelo se-9%, ngokuhambelana ne-CSOT. Xa kubandakanywa izabelo zemarike ze-OLED zamanye amashishini aseTshayina afana ne-EverDisplay Optronics kunye ne-Tianma Microelectronics, isabelo semarike sisonke seenkampani zaseTshayina sisondele kwi-50%.

Uphando lwe-Counterpoint lubonise ukuba njengoko ikhonkco lokubonelela ngemboniselo likhula kunye neenzuzo zeendleko zomeleza, iiphaneli ze-OLED ezenziwe e-China zithatha ngokukhawuleza imarike yehlabathi. Ingxelo yamva nje iqikelela ukuba ngo-2028, isabelo samandla emveliso yehlabathi jikelele yeepaneli zokubonisa zaseTshayina ziya kunyuka ukusuka kwi-68% kwi-2023 ukuya kwi-75%.

Ukubamba imarike ye-OLED ekhula ngokukhawuleza yezixhobo ze-IT ezifana neetafile, ii-laptops, kunye nabahloli bemidlalo, abavelisi bepaneli baseTshayina kuquka i-BOE, i-Visionox, kunye ne-CSOT bakhawuleza utyalo-mali kwi-8.6th-isizukulwana se-OLED kwimigca yokuvelisa i-panel ye-OLED-eyimfuneko kwisizukulwana esilandelayo sezixhobo ze-IT-kwaye ngokukhawuleza bandise ubukho babo kwimarike ye-OLED ekhulayo ye-IT. I-BOE iceba ukutyala i-63 yebhiliyoni ye-yuan ngo-2026 ekwakhiweni kwe-8.6th yesizukulwana se-IT OLED imigca yokuvelisa ipaneli. I-Visionox izimisele ukugqiba utyalo-mali lwesikali esifanayo ngo-2027. I-CSOT kulindeleke ukuba ivakalise ngokusemthethweni isicwangciso sayo sotyalo-mali kwiiphaneli ze-OLED eziprintiweyo zesizukulwana se-8 kwisiqingatha sesibini sonyaka.

Uphando lwe-Counterpoint lubonise ukuba ukuthunyelwa kwephaneli ye-OLED yehlabathi kwi-Q2 2025 kunyuke nge-5% kwikota-kwikota kodwa yehla kancinane nge-2% ngonyaka. Kwiimarike ezicandiweyo, ukuthunyelwa kweephaneli ze-OLED zababeki-sweni kunye neelaptops zombini zifezekise ukukhula kwamanani aphindwe kabini, okuqinisekisa ngakumbi ukuba ii-OLED ezigxile kwi-IT ziba ngumqhubi omtsha wokukhula kwishishini lokubonisa.

Ngokwahlukileyo kwinkqubela phambili ekhawulezileyo yamashishini aseTshayina, umenzi wepaneli omkhulu waseMzantsi Korea we-LGD (LG Display) awukabhengezi isicwangciso sayo sotyalo-mali kwiiphaneli ze-OLED ze-8.6.