CounterPoint：2026 年 OLED 笔记本面板出货量预估同比增幅达 30%

Core Insights - The global laptop display and panel market is expected to experience steady growth driven by factors such as enterprise device upgrades, the proliferation of artificial intelligence applications, and the continuous launch of new products [1][3] Group 1: Market Growth Projections - The global laptop display shipment is projected to grow by 4% year-on-year in 2025, indicating a stable recovery in market demand [3] - Advanced laptop panels, including OLED and Mini LED technologies, are expected to see a more pronounced performance, with a projected 9% year-on-year growth in shipment volume for 2025 [3] - OLED laptop panel shipments are anticipated to achieve a 30% year-on-year growth by 2026, reflecting strong development potential [1][3] Group 2: Factors Driving Growth - Continuous optimization of cost efficiency is identified as a key supporting factor for the high growth expectations in the OLED laptop panel market [3] - The increasing number of brands actively expanding their high-end laptop product lines is contributing to the market share growth of OLED panels, which are favored for their advantages in color performance, contrast, and energy efficiency [3] - The anticipated launch of the OLED MacBook Pro by Apple at the end of 2026 or early 2027 is seen as a significant catalyst for the IT market's transition towards high-performance, energy-efficient displays [3][4] Group 3: Industry Outlook - The demand for enterprise device upgrades and the application of software and AI technologies are continuously stimulating market potential, with expectations for strong market performance in 2025 [4] - The high-end laptop panel segment is expected to witness a 9% year-on-year growth in shipment volume in 2025, indicating a robust growth year driven by technological iteration and consumer upgrades [4]