UBI Research – Display Daily

LG Display Positioned for Strong Q3 Recovery on iPhone 17 and iPad OLED Production Ramp

by Emory Kale

Despite the volume decline, LG Display maintains a revenue advantage through its focus on higher-priced LTPO panels.

by Emory Kale

Automotive OLED shipments are projected to each 3 million units for the full year 2025.

Tags:Automotive| Market Data| OLED| Samsung| UBI Research

by Emory Kale

OLED shipments for smartphones from Chinese panel makers grew at an astonishing CAGR of 51% in the last three years.

Tags:Market Data| Materials| OLED| UBI Research

by Emory Kale

Shipments will cross the 1 billion units threshold in 2026.

Tags:Flexible Displays| Market Data| OLED| smartphone| UBI Research

by Emory Kale

The company’s notebook OLED panel shipments reached approximately 8.4 million units in 2024, a 55% increase compared to 2023.

Tags:Market Data| notebook| OLED| Samsung| UBI Research

by Emory Kale

RGB OLED remained the most widely used configuration, holding an 83.7% share in Q3.

Tags:Materials| OLED| UBI Research

by Emory Kale

Samsung shipped 500,000 automotive OLED displays in the third quarter.

Tags:Automotive| LG| Market Data| Samsung| UBI Research

by Emory Kale

With LG Display, Samsung, and BOE all poised to increase shipments, the small OLED market is on track for a banner year.

by Emory Kale

Korea’s market share dropped below China for the first time in the first quarter of 2024.

Tags:Market Data| Materials| OLED| UBI Research

by Emory Kale

By 2028, foldable phones are expected to make up 9.9% of total OLED shipments for smartphones.

Tags:foldables| Market Data| OLED| UBI Research

by Shawnee Blackwood

Korean panel companies are expected to increase their OLED emitting material purchases from $1.4 billion in 2024 to $1.5 billion in 2028.

Tags:OLED| UBI Research

by Shawnee Blackwood

The landscape is set to dramatically change with Apple’s forthcoming introduction of OLED technology in its 2024 iPad models.