OLED Oversupply Persists but Set to Decline Slowly

Published March 31, 2025

We have updated our Quarterly OLED Supply/Demand and Capital Spending Report for Q1 2025 with Counterpoint Research’s latest capacity outlook for the industry and forecast for OLED panel demand. With demand for OLED displays for mobile and IT applications increasing at the end of 2024, we have raised our longer-term demand outlook. At the same time, with the financial case for OLED capacity expansion remaining a challenge, our outlook for supply growth has been slightly reduced. We now see demand growth for OLED for mobile and IT applications exceeding supply growth, and oversupply gradually declining throughout our five-year forecast period.

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Written by

Bob O'Brien

bob.obrien@counterpointresearch.com

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