OLED display demand for notebook PCs to reach $11.5 billion by 2033

New research from Omdia finds that OLED display shipments for notebook PCs is expected to grow to $11.5 billion by 2033, accounting for approximately 16.2% of total OLED display revenue.

OLED display revenue for notebook PC is expected to reach $4 billion in 2026, primarily driven by demand for Apple’s MacBook Pro series. From July 2026, Samsung Display will supply OLED panels for Apple MacBook Pro series (14.3-inch and 16.3-inch), with the devices expected to launch in 3Q 2026.

“Apple is adopting hybrid OLED for the MacBook Pro series based on oxide TFT and RGB tandem OLED technology,” said Jerry Kang, Practice Leader at Omdia. “This combination is being used for the first time in this form factor and is designed to reduce power consumption compared to LTPO and RGB single OLEDs.”

Over the past decade, most OLED displays for notebook PC have been based on the rigid OLED technology, similar to that used in mid-range smartphone OLEDs. However, anticipating rising demand for OLEDs in IT applications, such as tablets and notebook PCs, panel suppliers investing in Gen8.6 production capacity using a range of technologies, including LTPO and Oxide TFT-based processes.

In addition, manufacturers are exploring new patterning methods to improve efficiency in large-screen OLED production, such as Ink-Jet Printing (IJP) and Fine Photo-lithographic Mask (FPM), alongside the established Fine Metal Mask (FMM) method.

“As seen previously in the smartphone OLED display market, a variety of technology combinations including backplanes, substrates, and OLED patterning methods, will be applied to notebook PC OLED displays over the long term,” Kang said. “In particular, demand for hybrid OLED is expected to increase significantly for notebook PCs by 2033, as it enables thinner and lighter device designs by saving space for circuits and batteries.”

Notebook OLED Revenue Forecast

Omdia forecasts that the shipment share of hybrid OLED will increase from 12.6% in 2026 to 89.5% in 2033 for notebook PC demand.

This press release is based on Omdia’s “OLED & Flexible Display Intelligence Service”. This report covers OLED trends, including application demand, industry issues, panel suppliers’ strategies, manufacturing technologies, supply/demand, and cost analysis.

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