Notebook PC OLED Revenue to Hit $11.5 Billion by 2033 as Apple MacBook Pro Drives Demand
Updated
Updated · Informa PLC · Jun 4
Notebook PC OLED Revenue to Hit $11.5 Billion by 2033 as Apple MacBook Pro Drives Demand
3 articles · Updated · Informa PLC · Jun 4
Summary
Omdia forecasts notebook PC OLED display revenue will reach $4 billion in 2026 and climb to $11.5 billion by 2033, making up 16.2% of total OLED display revenue.
Apple’s MacBook Pro is the main near-term catalyst: Samsung Display will begin supplying 14.3-inch and 16.3-inch OLED panels from July 2026, with the new laptops expected in the third quarter.
Apple is adopting hybrid OLED based on oxide TFT and RGB tandem OLED technology, a first for this form factor, to cut power use and support thinner, lighter notebook designs.
That shift is expected to reshape the market, with hybrid OLED’s share of notebook PC OLED shipments rising from 12.6% in 2026 to 89.5% in 2033.
Panel makers are already expanding Gen 8.6 capacity and testing production methods including IJP, FPM and FMM as OLED demand broadens from smartphones into tablets and notebooks.
Hybrid OLED promises thinner, more efficient laptops, but what hidden manufacturing costs could delay this technology from reaching mainstream consumers?
As rivals race to build competing fabs, how long will Apple's revolutionary hybrid OLED display advantage actually last?