OLEDs for laptops - introduction and industry news. - Page 2

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.

UBI Research says that Samsung Display's mid-large OLED panel shipments reached 4.9 million panels, up 58.2% from Q1 2025 (3.1 million). In the mid-large panel category, UBI includes panels for IT devices (monitors, tablets, laptops), TVs and automotive applications.

The main market for these panels for SDC is laptops with 2.5 million units, more than double than the shipments in the first quarter. UBI believes SDC will ship around 10 million laptop OLEDs in 2025, and over 15 million in 2026 when it starts shipping panels to Apple's MacBook Pro series.

Universal Display Corporation reported its financial results for the second quarter of 2025, with revenues of $171.8 million (up 8.4% from $158.5 million in Q2 2024). Its net income in the quarter was $67.3 million, up from $52.3 million in Q2 2024.

The company says it had a strong quarter, and it is forecasting strong demand for OLED displays, mostly driven by higher demand for IT OLED panels and automotive OLED panels. UDC updated its full-year 2025 guidance, increasing the lower end of its revenue projection which now in a range of $650-700 million.

Rollable OLED displays are highly exciting, as theoretically this technology could enable devices that have similar function to the current crop of foldable OLED phones (i.e. small displays that open up to larger ones) - but enable new design for devices that could be thinner and more desirable.

In this article we'll discuss why rollable OLEDs are more challenging to produce compared to foldable ones, look into the current status of the rollable OLED industry, update on Samsung Display's and Visionox's first rollable OLEDs, and speculate on the future of this technology - and what would it mean to the industry and to supply chain companies.

Rollable OLEDs - why are they so challenging?

Foldable OLEDs have been realized years ago, and some people believed that the move to rollable screens will be relatively easy - the folding radius of foldable displays can be smaller than that of a rollable ones - if you take a piece of paper and fold it, the damage to the paper is more severe than the damage you inflict when you roll it!

Last week, LG Display announced plans to invest $925 million to develop "advanced OLED technologies", saying that the funds will be invested over a period of 2 years (until June 30, 2027). The company did not share more information, but recent reports from Korea break down the project in more details.

So first of all, there are reports that LG Display will mostly focus on small and medium sized displays, for smartphones and IT devices. LG will also upgrade its WOLED production technology, for TV panels. Most of the funds will go into enabling LG to produce a higher percentage of high-end panels out of its OLED production lines.

The OLED Marketplace is now listing LG Display's flexible (foldable) 13.3" laptop display, the same display used by Lenovo in its 2020 ThinkPad X1 Fold. This panel offers a 1536x2048 resolution, a brightness of 300 nits, and a bending radius of 3R.

If you are interested in this display for your device or new project, contact us now, or check out more information over at the OLED Marketplace. We also list other flexible displays, ranging from wearable flexible OLEDs to smartphone and laptop type displays.

TCL CSOT is demonstrating its latest display technologies at SID Displayweek 2025. The company's main focus seems to be on inkjet printed OLED displays, and the company showed several new such displays, as it gears up towards mass production.

First up is a smartphone IJP OLED panel, which TCL says is the world's first. The 6.5-inch display offers a resolution of 824x1833 (326 PPI), with a real RGB structure. This is an impressive display, achieving very high density for an inkjet printing process.