OLED panel shipments grew 4% QoQ and 4% YoY in Q4 2025, following a 12% QoQ and 4% YoY increase in Q3 2025, according to Counterpoint Research’s latest OLED Shipment Report – Flash Edition. For full-year 2025, OLED panel shipments grew 3% YoY, driven primarily by rapid expansion in OLED IT applications, including OLED monitors (+67% YoY) and OLED notebook PCs (+24% YoY), while OLED smartphones posted modest growth of 2% YoY.
Q4 2025 application trends
- Smartphones: +10% QoQ, +6% YoY
- TVs: +14% QoQ, –3% YoY (seasonal lift, still weak YoY)
- Monitors: -1% QoQ, +87% YoY (significant YoY growth for 27”)
- Notebook PCs: +13% QoQ, +5% YoY (double-digit YoY growth for 13.5” and 15.6”)
OLED Panel Shipments and YoY Growth, Q4 2023 – Q4 2025
