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.
UBI further says that SDC shipped 700,000 OLED monitor panels during the quarter, 44% up from Q1 2025. The annual shipments in 2025 will reach about 2.5 million units.
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