BOE

• Area share: 10% (up from 8% in Q4)
• Smartwatches: +393% QoQ
• Smartphones: -14% QoQ   

Tianma

• Area share: 6% (up from 5% in Q4)
• Smartwatches: -21% QoQ
• Smartphones: -19% QoQ   

Visionox

• Area share: 6% (up from 5% in Q4)
• Smartwatches: +8% QoQ
• Smartphones: -20% QoQ   

OLED Area Share by Panel Supplier, Q1 2024 – Q1 2026

Analyst takes

In Q1 2026, the OLED industry showed signs of splitting into different segments. Smartphones and TVs, which still make up most of the OLED market, are affected by seasonal changes in demand. At the same time, IT OLED products are quickly becoming a key area of growth. Shipments of OLED monitors almost doubled compared to last year, and OLED notebook panels grew by 87% YoY, even though the overall PC market was weak.

This quarter also showed that Chinese panel makers are becoming more competitive. Companies like BOE, Tianma and Visionox increased their share of the OLED market, mainly because of growth in smartphones and wearables. Samsung Display and LG Display are still leaders, but they are starting to feel pressure as the market becomes more varied.

Looking ahead, the ramp of Gen 8.6/8.7 OLED production lines and growing adoption of OLED in AI PCs, gaming monitors and premium notebooks are expected to further shift industry growth toward larger-sized OLED applications.

Key takeaways

• Global OLED panel shipments fell by 21% QoQ and 2% YoY, mainly because of weaker seasonal demand for smartphones and TVs.
• OLED monitors stood out, growing 14% from the previous quarter and 96% from last year, thanks to strong demand for premium gaming and productivity displays.
• Shipments of OLED notebook PC panels rose 87% YoY, showing that adoption is still growing even though the overall PC market is weaker.
• Samsung Display and LG Display both kept a 36% share of OLED area, although each saw a small decline in its share.
• BOE grew its area share to 10%, while Tianma and Visionox each reached 6%. This shows that Chinese OLED suppliers are continuing to gain ground.
• IT OLED applications are becoming the main growth driver for the industry as Gen 8.x OLED capacity increases and more OEMs use OLED in notebooks and monitors.

Counterpoint’s long-term forecast for OLED units, revenues, area, panel-supplier share, form factor, share, brand share and more will be available later this month. For more information, please contact [email protected]