Ngokwemininingwane yakamuva ekhishwe inkampani yocwaningo lwemakethe i-Counterpoint Research, engxenyeni yesibili ka-2025, abakhiqizi bephaneli yokubonisa baseShayina babalelwa cishe ku-50% wemakethe ye-OLED yomhlaba wonke ngokwevolumu yokuthunyelwa.

Izibalo zibonisa ukuthi ku-Q2 2025, i-BOE, i-Visionox, ne-CSOT (i-China Star Optoelectronics Technology) ngokuhlangene yabamba ingxenye engu-38% yemakethe ye-OLED yomhlaba wonke, okuwukunyuka cishe kwamaphesenti angu-3 uma kuqhathaniswa nekota edlule. I-BOE ikleliswe endaweni yesibili emhlabeni jikelele ngesabelo semakethe esingu-15%, ilandelwa i-Visionox endaweni yesithathu ngo-14%, ne-CSOT endaweni yesihlanu ngo-9%. I-Samsung Display yahlala ingumholi womhlaba wonke ngesabelo semakethe esingu-37%, kuyilapho i-LG Display nayo ibe nesabelo esingu-9%, ngokuhambisana ne-CSOT. Lapho kufaka phakathi amasheya emakethe ye-OLED yamanye amabhizinisi aseShayina afana ne-EverDisplay Optronics ne-Tianma Microelectronics, isabelo semakethe sisonke sezinkampani zaseShayina sesisondele ku-50%.

I-Counterpoint Research iveze ukuthi njengoba uchungechunge lokuhlinzekwa kwemboni ekhombisayo lukhula futhi izinzuzo zezindleko ziqina, amaphaneli e-OLED enziwe e-China athatha ngokushesha imakethe yomhlaba. Umbiko wakamuva ubikezela ukuthi ngo-2028, isabelo samandla okukhiqiza emhlabeni wonke samaphaneli wokubonisa amaShayina sizokhuphuka sisuka ku-68% ngo-2023 siye ku-75%.

Ukuze kuthathwe imakethe ye-OLED ekhula ngokushesha yamadivayisi e-IT afana namathebulethi, amakhompyutha aphathekayo, nabaqaphi bemidlalo, abakhiqizi bamaphaneli baseShayina okuhlanganisa i-BOE, i-Visionox, ne-CSOT basheshisa ukutshalwa kwezimali emigqeni yokukhiqiza yephaneli ye-OLED yesizukulwane sesi-8.6—okubalulekile kumadivayisi e-IT esizukulwane esilandelayo—futhi bandise ngokushesha ubukhona babo emakethe ekhulayo ye-OLED egxile ku-IT. I-BOE ihlela ukutshala ama-yuan ayizigidi eziyizinkulungwane ezingama-63 ngo-2026 ekwakhiweni kwemigqa yokukhiqiza iphaneli ye-IT OLED yesizukulwane sesi-8.6. I-Visionox ihlose ukuqedela ukutshalwa kwezimali kwesikali esifanayo ngo-2027. I-CSOT kulindeleke futhi ukuthi imemezele ngokusemthethweni uhlelo lwayo lokutshala imali lwamaphaneli e-OLED aphrintiwe esizukulwane sesi-8 engxenyeni yesibili yonyaka.

Ucwaningo lwe-Counterpoint lubonise ukuthi ukuthunyelwa kwephaneli ye-OLED yomhlaba wonke ku-Q2 2025 kukhuphuke ngo-5% ngekota ngekota kodwa kwehle kancane ngo-2% unyaka nonyaka. Ezimakethe ezihlukene, ukuthunyelwa kwamaphaneli e-OLED ama-monitor namalaptop womabili azuze ukukhula okunamadijithi amabili, okuqinisekisa futhi ukuthi ama-OLED agxile ku-IT aba umshayeli omusha wokukhula embonini yokubonisa.

Ngokungafani nokuthuthuka okusheshayo kwamabhizinisi aseShayina, inkampani enkulu yaseNingizimu Korea ekhiqiza amaphaneli e-LGD (LG Display) ayikalumemezeli uhlelo lwayo lokutshala imali lwamaphaneli e-OLED esizukulwane sesi-8.6.