Display equipment spending forecast 2020-2027 raised by 2% to $77 billion. OLED penetration continues to increase in smartphones, tablets and laptops, but demand for IT OLED is lower than expected. China’s share of the 2020-2027 spending is projected to be 83%, with the country leading every year.Read More
In 2025, we expect the notebook PC category to grow 5% YoY, with advanced notebook PC panel shipments increasing by 8% YoY. The biggest drivers for growth are the Windows 10 sunset on October 14, 2025, the rise of AI PCs and the 3-to-5-year replacement cycle. In 2024, the notebook PC category recovered and grew by double-digits YoY after declining 13% YoY in 2023. OLEDs and MiniLEDs accounted for an 8% share in 2024, up from 6% in 2023, as more brands recognized the potential of Copilot PCs.Read More
In 2025, we expect to see only 2% YoY growth for OLED smartphone panel revenues on a 6% bump in OLED smartphone units. Panel gains will be made on flexible OLEDs with the premium smartphone segment remaining strong. The biggest revenue declines are happening in mid-range devices as well as foldables. This follows a string of high-growth years, with 2024 revenues growing 10% YoY on 33% YoY unit growth driven by strong demand from Chinese OEMs, Apple and Samsung.Read More
The market for quantum dot films and diffuser plates increased 42% YoY in 2024. The key driver was QD-LCD and MiniLED TVs which accounted for the bulk of the market. We expect double-digit growth to continue in 2025, despite controversy over low-concentration films in some TVs. Notebooks and monitors to grow at an even steeper rate but will remain a small segment of the QD market. However, the new US tariffs will curb demand for premium displays if they become permanent. Material revenues in QD-OLED panels increased 38% YoY but are expected to decline in 2025 as Samsung Display improves quantum dot ink utilization.Read More
The 2025 SID Business Conference, powered by Counterpoint Research and sponsored by Applied Materials, Edison Innovations, InZiv, OTI Lumionics, Pixel-Flo, Smartkem, Tianma, Universal Display and VueReal, will feature over 20 presentations from some of the leading minds in the display industry. Taking place at the San Jose Convention Center on May 13 and 14, the event will feature three keynotes with unique insightsRead More
MicroLED will be a major topic at the 2025 SID Business Conference, powered by Counterpoint Research, on May 13 and 14 at the San Jose Convention Center. Several high-profile companies will present innovative solutions for the successful commercialization of MicroLED displays in multiple applications.Read More
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