Samsung Display Supplies Over 70% of OLED Panels for Major Laptop Brands

What happened

According to Chinese market research firm Sigmaintell on Oct. 15, Samsung Display supplies more than 70% of the OLED panels used by major laptop brands. As OLED adoption increases, supply has become increasingly concentrated: Lenovo relies primarily on Samsung Display while sourcing some panels from BOE and EverDisplay (EDO); HP also depends heavily on Samsung Display and uses EDO panels in certain models; Asus sources from Samsung Display, BOE and EDO; Acer obtains approximately 75% of its OLED panels from Samsung Display; and Dell sources panels for its XPS lineup from LG Display but relies mainly on Samsung Display for its other products. Laptop OLED panel shipments more than doubled from 2.1 million units in the first quarter of last year to 4.3 million units in the second quarter of this year, and are expected to reach 4.9 million units in the third quarter; OLED's share of the overall laptop panel market is projected to exceed 10% in the second half of this year; and Lenovo, HP and Asus are each expected to equip more than 10% of their laptops with OLED panels this year. Sigmaintell said that greater dependence on a single supplier weakens negotiating position on prices and increases coordination requirements, so major laptop brands are shifting procurement strategies toward securing multiple suppliers. In the entry-level segment, TCL CSOT is preparing to supply inkjet-printed (IJP) OLED panels: it began shipping monitor panels in the third quarter and plans to start mass production of laptop panels in the fourth quarter. In the midrange and high-end segments, BOE and Visionox are expanding supplies of flexible OLED panels, with BOE having begun mass production at its B16 line in the second quarter of this year and Visionox having started producing flexible OLED panels for laptops in the third quarter. Sigmaintell forecasts that amorphous silicon (a-Si) LCDs will account for approximately 48% of laptop panels in 2030, down from about 79% in 2024, while OLED's share is expected to rise to around 20% and oxide LCDs are projected to reach approximately 29%.

Impact and signal

Affected components and suppliers

Source and time

Source: The Elec · 10/15/2026 · View original source