Report

AI Reshaping IT Market and Accelerating the Shift to OLED

AI PCs are accelerating the premiumization of notebooks, monitors and tablets, increasing demand for higher-quality display technologies.
OLED IT (Notebook PCs, Monitors and Tablets) panel shipments are expected to grow 26% YoY in 2026 despite weakness in the overall categories.
Rising DRAM and NAND costs are pressuring OEM margins, encouraging vendors to focus on higher-value configurations where OLED displays can support ASP expansion.
OLED gaming monitors remain one of the fastest-growing segments in the display market, supported by QD-OLED, Tandem OLED and ultra-high refresh rate technologies.
New Gen 8.6 and Gen 8.7 OLED investments by Samsung Display and BOE, combined with Visionox's ViP technology, are improving the economics of OLED adoption in IT devices.

AI is Changing How OEMs Differentiate PCs

The AI PC market has evolved rapidly from a processor-centric discussion into a broader platform conversation. While much of the industry's focus remains on NPUs, GPUs and local AI inference capabilities, OEMs are increasingly recognizing that consumers evaluate products based on the overall experience rather than the silicon specifications alone.

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Branche:

Display

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Report

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Branche:

Display

Berichtstyp:

Report

Dienstleistung:

Standard

Zeitraum:

Other

Autor

David Naranjo

David Naranjo joined Counterpoint Research as part of its acquisition of DSCC, where he was Senior Director. David has more than 20 years’ experience in the consumer and commercial electronics industry. David’s professional background includes a wide range of responsibilities in product development, product planning, product management, product marketing, data analytics, and executive /operational management. Prior experience includes working in the consumer and commercial electronics industry as Director of Business Line Management at ViewSonic, Director of Product Planning at Samsung Electronics, Director of Connected Products at Kenmore, Director of Product Management at Mitsubishi Digital Electronics and Group Manager at Panasonic. David has a Bachelor of Electrical Engineering and an MBA in Finance and Marketing.

AI PCs are accelerating the premiumization of notebooks, monitors and tablets, increasing demand for higher-quality display technologies.
OLED IT (Notebook PCs, Monitors and Tablets) panel shipments are expected to grow 26% YoY in 2026 despite weakness in the overall categories.
Rising DRAM and NAND costs are pressuring OEM margins, encouraging vendors to focus on higher-value configurations where OLED displays can support ASP expansion.
OLED gaming monitors remain one of the fastest-growing segments in the display market, supported by QD-OLED, Tandem OLED and ultra-high refresh rate technologies.
New Gen 8.6 and Gen 8.7 OLED investments by Samsung Display and BOE, combined with Visionox's ViP technology, are improving the economics of OLED adoption in IT devices.