Sigmaintell: OLED notebook panel shipments are expected to increase to 4.9 million units in the third quarter, and their market share is expected to grow against the trend to above approximately 10% in the second half of the year.

Zhitong Finance APP has learned that, according to Sigmaintell data, in 2026, OLED technology penetration in the panel demand of the three major mainstream brands Lenovo, HP, and ASUS will all exceed 10%, leading the growth direction of the OLED market. At the same time, the mass production of MacBook Pro OLED also constitutes a landmark event for the growth of the OLED notebook panel market at the beginning of the second half of the year, injecting new growth momentum into OLED expansion in the notebook market. Although brands such as Dell and Acer have exercised some control over the pace of OLED adoption, they have also maintained a gradual growth trend. Major brands show a "three-camp" pattern in their OLED adoption strategies, pointing to the certainty of growth in the OLED notebook market. OLED panel shipments achieved a significant leap from 2.1 million units to 4.3 million units from the first quarter of 2025 to the second quarter of 2026, and are expected to continue rising to 4.9 million units in the third quarter of 2026, with growth outpacing all other technology paths; during the same period, OLED's share of overall notebook panel shipments also rose steadily from 4.1%, and especially in the second half of the year it will still grow against the trend to above about 10%.