DSCC released its later OLED market forecasts, which now includes 2026. DSCC sees the rate of OLED market growth decelerating, with revenues reaching just over $60 billion in 2026.
Most of the growth in the next 5 years, according to DSCC, will come from new IT applications: OLED displays for monitors, laptops and tablets.
By 2026, laptop OLED panel revenues will reach $8.2 billion, a CAGR of 26% from 2021. OLED monitor revenues will grow at a faster rate (45%) but will reach a smaller market of $2.7 billion in 2026. Tablet OLED displays will reach $3.9 billion. The main market will remain smartphone displays, which will generate $45 billion in 2026 (7% CAGR from 2021).
DSCC estimates that 8.5-Gen AMOLED fabs will enable a cost saving of 32% in the production of 15.6" AMOLED displays. Samsung's QD-OLED production next year will enable growth in the OLED Monitor market.