• In Q2’24, advanced notebook PCs (OLEDs and MiniLEDs) panel shipments increased 35% Y/Y.
• In 2024, we expect double-digit Y/Y growth for OLEDs and MiniLEDs.
• In 2024, we expect advanced notebook PC panel shipments to account for an 8% unit share of the total notebook PC market.

As revealed in DSCC’s latest Quarterly Advanced IT Display Shipment and Technology Report, advanced notebook PC panel shipments (OLEDs and MiniLEDs) decreased 6% Q/Q and increased 35% Y/Y in Q2’24 as a result of improved conditions during the 1H’24 amid the resurgence of the commercial markets. In Q2’24, OLED panel shipments decreased 13% Q/Q and increased 65% Y/Y and MiniLED panel shipments remained flat Q/Q and increased 20% Y/Y.

In 2024, advanced notebook PC panel shipments are expected to increase 36% Y/Y as a result of continued demand from the commercial and consumer sector driven by the three-to-five-year replacement cycle, the Microsoft OS update and AI PCs. We expect advanced notebook PCs to account for an 8% share of the total notebook PC market fueled by OLED notebook PC panel shipments increasing 58% Y/Y and MiniLED notebook PC panel shipments increasing 22% Y/Y.

Advanced Notebook PC Panel Shipments, 2020 - 2024

In 2028, as a result of a result of several G8.7 IT fabs coming online in 2025 – 2028 and the expectation that Apple will enter the OLED notebook PC category in 2026, advanced notebook PCs are expected to achieve double-digit unit share and revenue share.

The Advanced IT Display Shipment and Technology Report includes markets forecasts, panel and product roadmaps, cost trends, technology advancements and much more.