Published September 2026 · Analysis period: Q2 2026
2026 Q2 OLED 市場ブリーフィング
Q2 performance review and H2 market outlook
A concise quarterly interpretation of the market shifts behind Small OLED, Medium & Large OLED and OLED emitting materials, built from UBI Research Market Trackers and internal databases.
Small OLED · Medium & Large OLED · OLED Emitting Materials
This page contains the introduction only. Full briefing files are not publicly available here. Contact UBI Research about authorized access.
Quarter in Brief
Three shifts that define the quarter
01
Small OLED: profitability over volume
Shipments remained broadly flat while revenue eased, making customer concentration and premium product mix more important than total volume.
02
Medium & Large OLED: growth moves toward IT
Notebook and monitor demand strengthened the transition from TV-led growth toward a more diversified IT application portfolio.
03
Emitting materials: value and volume diverge
Purchase value declined while volume increased, requiring unit price, material structure and panel-maker purchasing mix to be read separately.
Inside this edition
What the briefing covers
Publication basis and analytical scope
Small OLED performance and outlook
Medium & Large OLED application mix
8.6G investment and customer schedules
OLED emitting-material value and volume
H2 scenarios and six leading indicators
Company strategy implications
Sources and methodology
Published | September 2026 |
Analysis period | Q2 2026 |
Data basis | 3Q26 quarterly trackers |
Language | Korean |
Editor | Dr. Choonghoon YI, CEO & Chief Analyst |
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