UBI Research says that according to its latest study, the OLED emitter market is set to grow from around $1.82 billion in 2022 to $2.75 billion in 2027, with an annual growth rate (CAGR) of 8.6%.
In 2027, UBI expects Samsung's emitter material orders to amount to $680 million - fueled by growth in foldable OLED panels. BOE's emitter material orders will reach $380 million, and LG Display's - $230 million.
UBI expects around LG to produce around 12.5 million WOLED panels in 2027, and Samsung to produce around 2 million QD-OLED TV panels. It seems as if UBI does not see much growth ahead in OLED TV panels.