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Korean[新着] OLEDパネルの売上高は2025年は減少するが、2026年には力強い回復が見込まれる
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冒頭部和訳
・2025年第3四半期には、OLEDパネルの出荷量は前年比1%増加し、売上高は前年比2%減少すると予想されています。
・第3四半期の出荷数量の増加は、主にモニターとノートパソコンで見られます。
・2025年通期では、主要アプリケーション全体で平均販売価格（ASP）の低下により、OLEDパネル全体の売上高は減少する見込みですが、出荷数量は前年比約2%増加すると予測されています。
・しかし、需要の回復とOLED生産能力の増強に支えられ、2026年には売上高の回復が見込まれます。
OLED Panel Revenues to Slip in 2025 Before Strong 2026 Rebound
- In Q3 2025, OLED panel shipments are expected to increase by 1% YoY and revenues are set to decline 2% YoY.
- Unit growth during the quarter will be mostly across monitors and notebook PCs.
- For full-year 2025, overall OLED panel revenues are set to decline due to ASP erosion across all major applications, while unit shipments are forecast to rise ~2% YoY.
- However, a stronger revenue rebound is expected in 2026, supported by demand recovery and additional OLED capacity.
Seoul, Beijing, Berlin, Buenos Aires, Fort Collins, Hong Kong, London, New Delhi, Taipei, Tokyo – October 8, 2025
Global OLED panel revenues are projected to decline 2% YoY in Q3 2025, following a 5% YoY decline in Q2 2025, according to Counterpoint Research’s latest Quarterly OLED Shipment Report. The slower rate of decline in Q3 is expected to be fueled by a 2% YoY unit increase in smartphone panel shipments and double-digit YoY unit growth from monitors and notebook PCs.
For full-year 2025, total OLED panel revenues are expected to see a modest decline. However, a stronger revenue rebound is expected in 2026, supported by robust demand recovery and additional OLED capacity coming online. Meanwhile, 2025 shipments are forecast to rise about 2% YoY, while unit growth is expected to be driven by smartphones, along with growth from notebook PCs and monitors.
“Although 2025 will be a transition year, characterized by mild revenue softness, the structural expansion of OLED adoption continues,” said David Naranjo, Associate Director at Counterpoint Research. “We expect revenues to see a significant rebound in 2026 as new capacity ramps up, panel efficiency improves, and IT applications further scale – positioning OLED technology for broader mainstream adoption across both consumer and automotive segments.”
Panel Supplier Performance – Q2, Q3, and 2025 Outlook
Samsung Display (SDC)
SDC’s area and revenue share in Q2 2025 climbed to 35% and 42%, respectively, driven by triple-digit QoQ percentage growth in notebook PCs and smartwatches, along with a double-digit percentage rise in TVs. Overall panel revenues increased 24% QoQ in Q2 2025, supported by 6% QoQ growth in smartphones and 24% QoQ growth in TVs.
For Q3 2025, SDC’s revenue share is projected to reach 44%, with full-year 2025 share expected at 41%, slightly down from 42% in 2024, as China Star, Tianma, and others gain traction.
LG Display (LGD)
LGD’s area share improved to 38% in Q2 2025, while panel revenue share declined to 21%, hurt by a double-digit QoQ percentage decline in smartphones, partially offset by double-digit percentage growth in TVs and single-digit percentage growth in smartwatches. For Q3 2025, LGD’s revenue share is forecast at 22%, with full-year share at 21%, down from 23% in 2024.
BOE
BOE’s area and revenue share declined to 9% and 15%, respectively, as a double-digit QoQ percentage rise in smartphones and notebook PCs was offset by a double-digit percentage decline in smartwatches. For Q3 2025, BOE is expected to maintain a 12% revenue share, with full-year 2025 share steady at 14%, unchanged from 2024.
Tianma
Tianma’s area share decreased to 5% in Q2 2025 while revenue share declined to 6%. Although the company does not produce OLED TVs – limiting total area growth – its revenue increased 8% QoQ, supported by smartphone and smartwatch demand. In Q3 2025, Tianma’s revenue share is projected at 6%, with full-year share at 6%, up from 5% in 2024.
For a deep dive into the $50-billion OLED panel market, refer to our latest Quarterly OLED Shipment Report, which includes quarterly tracking and forecasts for units, area, ASP, revenues, suppliers and brands by panel type across segments, including demand-side OLED product roadmaps and more.
[ご案内] FPD産業分析セミナー 2025年後期版
