Nyob rau hauv qhov tseeb DSCC Peb Lub Hlis OLED Shipment Report (Lub quarterly OLED Vaj Huam Sib Luag Cov Khoom Muag Khoom Muag), nws tau kwv yees tias OLED vaj huam sib luag cov nyiaj tau los yuav ncav cuag 63 billion US las hauv 2026 ntawm qhov kev loj hlob txhua xyoo ntawm 8 feem pua. Qhov txiaj ntsig loj tshaj plaws yog los ntawm IT daim ntawv thov vaj huam sib luag xws li laptops, saib thiab ntsiav tshuaj. Cov nyiaj tau los ntawm txawb OLED vaj huam sib luag tau nce ntawm 6 feem pua cagR, thaum OLED TV vaj huam sib luag cov nyiaj tau los nce ntawm 9 feem pua CAGR.
Rau Notebook OLED panels, DSCC tau kho nws cov khoom xa tuaj txog li 31 feem pua cagR los ntawm 26 feem pua hauv kev hloov tshiab tsis ntev los no, thaum cov nyiaj tau los yuav tsum loj hlob ntawm 28 feem pua CAGR. DSCC cia siab tias Notebook OLED vaj huam sib luag cov nqi yuav poob ntxiv nrog kev qhia txog G8.5 nruj OLED cov kab ntau lawm, unleasing ntau xav tau.
Rau OLED cov ntxaij vab tshaus rau cov khoom siv, DSCC cia siab tias cov khoom xa tuaj yuav loj hlob ntawm cagR ntawm 95 feem pua ntawm 2021 txog 2026, thaum cov nyiaj tau los yuav loj hlob ntawm CAGR ntawm 45 feem pua.
For OLED screens for tablets, DSCC lowered its shipment forecast. Panel manufacturers will prioritize rigid OLED panel capacity for notebook and display production. In its latest report, DSCC downgraded shipments of OLED panels for tablets in 2021-2022. The main reason is the Samsung S8's delay. DSCC doesn't expect Apple to bring OLED screens to the IPAD until 2024. In 2021-2026, DSCC expects the cagR of OLED notebook screen shipments and revenues to be around 49 percent and 46 percent respectively.
Thaum lub sijhawm 2023-2026, kev tsim cov vaj huam sib luag nruj hauv OLED cov xov tooj ntawm tes yuav txo qis, thiab cov peev txheej tsim khoom yuav raug hloov mus rau IT daim ntawv thov vaj huam sib luag. Hauv xyoo 2023, DSCC cia siab tias 70 feem pua ntawm cov nyiaj tau los ntawm OLED mobile vaj huam sib luag yuav los ntawm OLED vaj huam sib luag hloov tau, 16 feem pua ntawm cov OLED cov vaj huam sib luag, thiab 13 feem pua ntawm cov foldable mobile panels.
Rau OLED TV vaj huam sib luag kev yuav khoom, OLED TV thiab QD OLED TV vaj huam sib luag xa khoom yuav ncav cuag 15.1 lab units hauv 2026, nrog cov nyiaj tau los ntawm 6.4 billion. Qd-oled TV xa khoom thiab nyiaj tau los hauv 2021-2026 suav txog li 8 feem pua thiab 12 feem pua.
