Huaan Securities released a research report stating that Q2 2025 confirmed IT applications (monitors and laptops) are becoming a new growth engine for OLED panels. The alignment of enhanced supply capabilities, broader OEM adoption, and consumer demand for premium displays, along with tariff factors, provides additional momentum for the shift toward OLED product portfolios. Previously, BOE and Visionox both announced the construction of 8.6G AMOLED production lines, and the establishment of domestic OLED production lines will further lay the foundation for future IT-sized OLED applications. Consumer electronics companies represented by Apple, whose supplier Samsung Display is accelerating mass production of IT-sized OLEDs, will further drive other related companies to advance their adoption of IT-sized OLED technology.
**Samsung Display to Launch Apple OLED MacBook Pro Panel Mass Production by End of Q2 2026**
Korean media TheElec reported that Samsung Display (SDC) is expected to begin trial production of panels for Apple's first OLED MacBook Pro laptops by the end of this year, with official mass production scheduled for the end of Q2 2026. Samsung Display has successfully secured exclusive supply of screens for Apple's OLED MacBook Pro, providing panels in both 14-inch and 16-inch sizes. These panels will be manufactured at Samsung Display's G8 IT OLED production facility A6. The A6 facility includes two OLED production lines with monthly glass substrate input capacity of 7,500 sheets each. Based on 14.3-inch panels, the annual production capacity can reach 10 million units. Apple's screen requirements will utilize one of these lines, with overall capacity in 2026 expected to be at the 2-3 million unit level.
**TCL Announces Construction of 8.6G Printed OLED Production Line with Total Investment of Approximately RMB 29.5 Billion**
On September 12, TCL Technology Group announced that the company and its subsidiary TCL CSOT, together with the Guangzhou Municipal Government and Guangzhou Economic and Technological Development Zone Management Committee, jointly signed a project cooperation agreement. They plan to jointly invest in building an 8.6G printed OLED display panel production line in Guangzhou (referred to as the "t8 project") with monthly processing capacity of approximately 22,500 sheets of 2290mm×2620mm glass substrates. The main products will cover applications in tablets, laptops, monitors, and other fields, with total expected investment of approximately RMB 29.5 billion.
**Domestic Active Construction of OLED Production Lines, Medium-to-Large IT OLED Opens Up OLED Application Market Space**
According to Counterpoint Research's September report, as China's supply chain matures and cost advantages emerge, domestic OLED panels are accelerating penetration into global markets in Q2 2025. Samsung Display (SDC) maintains its leading position with a 37% market share (36% in Q1); Chinese manufacturer BOE performed steadily, maintaining a 15% market share; Visionox's supply share was 14%, up from 12% in Q1; LG Display (LGD) had a 9% supply share, down from 11% in Q1; CSOT had a 9% supply share, up from 8% in Q1.
While smartphone and TV demand has stabilized, it remains weak compared to the same period last year. IT panels (monitors and laptops) achieved breakthrough growth, primarily benefiting from premium product adoption and diversified supplier participation. Q2 2025 confirmed that IT applications (monitors and laptops) are becoming a new growth engine for OLED panels. The alignment of enhanced supply capabilities, broader OEM adoption, and consumer demand for premium displays, combined with tariff factors, provides additional momentum for the shift toward OLED product portfolios.
Previously, BOE and Visionox both announced construction of 8.6G AMOLED production lines, and the establishment of domestic OLED production lines will further lay the foundation for future IT-sized OLED applications. Consumer electronics companies represented by Apple, whose supplier Samsung Display is accelerating mass production of IT-sized OLEDs, will further drive other related companies to advance their adoption of IT-sized OLED technology.
**Investment Recommendations**
Key recommended companies in the panel testing equipment sector: Jingzhida (688627.SH). Other panel production line equipment companies include: J&T (300567.SZ), OLED (688378.SH). OLED materials-related companies include Laite Optics (688150.SH).
**Risk Warnings**
Downstream demand falling short of expectations; intensified competition; technology iteration falling short of expectations.