Counterpoint (DSCC) says that OLED panel shipments declined 2% in the second quarter of 2025 compared to 2024 (but grew 5% from the last quarter).
The best performing segments are OLED monitors and laptop panels, both posting double-digit growth from 2024. Interestingly, Counterpoint updates that the new US tariffs on imported devices from China raised tariffs for entry-level models that use LCDs, and so there is higher demand for premium models - which benefits the OLED industry.
Counterpoint also details the market share of OLED producers. In general most OLED producers retained their market share. Samsung's share rose slightly, while its laptop OLED shipments increased 131% from the previous quarter. Strong demand for the company's 27-inch QD-OLED panels resulted in a 90% growth in shipments from last year.
LG Display saw its market share drop to 9% (from 11%), with a -20% reduction in smartphone OLED panels.
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