Insight
PR
Display
IT Displays
애플 OLED 맥북프로 효과, 패널 출하량 50% 급증
노트북 OLED 패널 출하량, 올해 50%, 내년 24% 성장 전망
2026년 10월 28일
Display
스마트폰, TV, 태블릿, XR 등 주요 기술과 소재를 아우르며 글로벌·지역별 관점에서 디스플레이 시장을 상세히 다룹니다.
"Display" Data and Research
Key Features Display Fab Utilization
Key Features
Display Fab Utilization
- 용량 정보를 포함한 전체 평판 디스플레이 팹 종합 목록
- 월간 용량 및 가동률 데이터
- 패널 제조사, 프론트플레인, 백플레인, 기판, 주요 애플리케이션 등 세부 항목별 생산량
- 전망치를 포함한 과거 추적 데이터
What is included?
분기 디스플레이 팹 가동률 트래커 & 인사이트
분기별 디스플레이 팹 용량 및 가동률 데이터와 인사이트 보고서를 제공합니다.
분기 OLED 및 모바일/IT LCD 팹 가동률 트래커 & 인사이트
분기별 OLED 및 모바일/IT 팹 가동률 트래커와 인사이트 보고서를 제공합니다.
Latest Research
Report
Industry Beats
Standard
Display
AI-Driven Memory Shock Hits Demand and Exacerbates OLED Oversupply
We have updated Counterpoint Research’s Quarterly OLED Supply/Demand and Capital Spending Report for Q3 2026 with our latest capacity outlook for the industry and forecast for OLED panel demand. The biggest change in our outlook stems from the slowdown in demand due to large price increases in smartphone handsets, caused by the surge in demand for memory chips to fill Artificial Intelligence (AI) data centers. We now expect the memory shortage to extend past 2027 and expect recovery to come only slowly. As a result, our forecast for demand for OLED smartphones and IT products has been reduced for 2026-2030. Lower demand means a greater oversupply, which will continue to make the pricing environment for OLED panels challenging.
2026년 10월 28일
Insight
PR
Display
IT Displays
애플 OLED 맥북프로 효과, 패널 출하량 50% 급증
노트북 OLED 패널 출하량, 올해 50%, 내년 24% 성장 전망
2026년 10월 28일
Report
Industry Beats
Standard
Display
AI-Driven Memory Shock Hits Demand and Exacerbates OLED Oversupply
We have updated Counterpoint Research’s Quarterly OLED Supply/Demand and Capital Spending Report for Q3 2026 with our latest capacity outlook for the industry and forecast for OLED panel demand. The biggest change in our outlook stems from the slowdown in demand due to large price increases in smartphone handsets, caused by the surge in demand for memory chips to fill Artificial Intelligence (AI) data centers. We now expect the memory shortage to extend past 2027 and expect recovery to come only slowly. As a result, our forecast for demand for OLED smartphones and IT products has been reduced for 2026-2030. Lower demand means a greater oversupply, which will continue to make the pricing environment for OLED panels challenging.
2026년 10월 28일
Related Research
Report
Industry Beats
Standard
Display
AI-Driven Memory Shock Hits Demand and Exacerbates OLED Oversupply
2026년 10월 28일
Report
Display
Display Market Trends
Smartwatch Displays
OLED Smartwatch Revenues Set to Fall 10% in 2026 as MicroLED Struggles to Gain Traction
2026년 10월 28일
Report
Extended Reality (XR)
AI
XR Displays
Global XR & Smart Glasses Market Intelligence Tracker Sep 2026
2026년 10월 21일
Report
Industry Beats
Standard
Display
TV
TV Displays
Webinar Replay: Global TV Shipments Market Update: Technology and Brand Battles Signal an Inflection Point
2026년 10월 21일
Report
Display
Display Market Trends
PC
Memory Shortage Driving Record PC Price Inflation
2026년 10월 21일
Report
Industry Beats
Standard
Display
OLED Panel Shipments to Decline 5% in 2026 as IT OLED Growth and Premiumization Support Revenues
2026년 10월 21일
오피니언 리더
Vice President of Research
Yoshio Tamura
Vice President of Research
Yoshio Tamura
Research Director
Bob Obrien
Research Director
Bob Obrien
Associate Director
David Naranjo
Associate Director
David Naranjo
Associate Director
Guillaume Chansin
Associate Director
Guillaume Chansin
Associate Director
Jayden Lee
Associate Director
Jayden Lee
Senior Analyst
Tom Someya
Senior Analyst
Tom Someya
Vice President of Research
Yoshio Tamura
Vice President of Research
Yoshio Tamura
Research Director
Bob Obrien
Research Director
Bob Obrien
Associate Director
David Naranjo
Associate Director
David Naranjo
Associate Director
Guillaume Chansin
Associate Director
Guillaume Chansin
Associate Director
Jayden Lee
Associate Director
Jayden Lee
Senior Analyst
Tom Someya
Senior Analyst
Tom Someya
