智通财经网·2025-11-04 11:40Core Insights - The global OLED laptop panel market is expected to reach a shipment volume of 12.7 million units by 2025, with a market penetration rate of 6% [1] - Rigid OLED (ROLED) will dominate the market with an estimated shipment of 12.1 million units, representing a 31% year-on-year growth [1][7] - Flexible OLED (FOLED) is projected to have a shipment of approximately 600,000 units, driven by flagship models like Huawei's 18-inch foldable PC [1] Market Trends - The OLED laptop market is witnessing rapid innovation, with new products being launched, such as Lenovo's Yoga Air X AI and Huawei's MateBook Fold [2] - The introduction of high-performance OLED screens is aligned with the trends in AI PC technology and the critical product iteration cycle in the PC market [2] Product Strategy - Samsung Display (SDC) is implementing a dual product strategy targeting both mainstream lightweight laptops and high-end gaming laptops, which is expected to enhance ROLED's market presence [6] - The mainstream FHD+ specifications for 14-inch and 16-inch laptops are being introduced to cater to traditional PC brands [6] Market Capacity and Production - The upcoming G8.6 OLED production lines are set to significantly impact the laptop panel market, with four new lines expected to come online in the next two years [10][11] - The G8.6 OLED production lines will focus on both Hybrid OLED and FOLED technologies, which offer advantages in display quality and thinness compared to traditional LCDs [11][15] Future Projections - By 2026, G8.6 OLED shipments are expected to reach around 1.7 million units, primarily driven by demand from Apple’s MacBook Pro [15] - The market for Hybrid OLED is anticipated to grow significantly by 2029, as it becomes the dominant technology in the high-end to mid-range laptop segments [18] Competitive Landscape - The competition between OLED and LCD technologies is expected to intensify, leading to a rapid upgrade in specifications across the laptop market [19] - The next five years are projected to be a revolutionary period for laptop display solutions, focusing on lighter, thinner, and smarter technologies [19]