May 11 - According to the Korea Display Industry Association, Samsung Display and LG Display regained some ground in the small-to-medium OLED market last year.
Samsung Display's market share reached 44.6% by sales, up 1.3 percentage points from the year before. LG Display came in at 19.4%, an increase of 0.4 percentage points. This is the first time their combined share has risen since the fierce competition with Chinese makers began, so it's getting a lot of attention.
The two Korean companies used to dominate the market, holding a combined 85.5% in 2020. But their share kept falling - down to about 80% in 2022 and below 70% in 2023. It hit a low of 62.3% in 2024 before climbing back to 64% in 2025.
On the Chinese side, BOE held 14%, Visionox 5.5%, and TCL Huaxing 5.1%, totaling 35.9%. That's the first drop after they reached 37% the previous year.
Small-to-medium OLED panels are mainly used in smartphones, tablets, and laptops. OLED penetration in smartphones is already over 70%.
Analysts say the Korean rebound comes from their strength in high-end products. Samsung Display has successfully ramped up production of premium panels, and LG Display picked up all the Apple Watch OLED orders after Japan Display (JDI) exited that business in the second half of last year. These factors helped push their market share back up.
