受到手机行业拖累，预计今年全球OLED面板出货量与去年持平
市场研究机构Counterpoint Research今天发布了OLED面板出货量报告，受到手机称由于受到智能手机需求下滑的行业影响，今年全球OLED面板的拖累游戏加速总出货量将与去年持平。
Counterpoint将全球OLED面板的预计主要应用领域分为智能汽车、智能手机、今年显示器、全球笔记本电脑、面板平板电脑、出货电视共6大板块，量去其中以IT为重点的年持OLED领域将实现增长，其中包括显示器、受到手机游戏加速平板电脑和笔记本电脑，行业预计同比增长分别可达到45%、拖累13%、预计33%。今年
因为苹果MacBook Pro即将在今年推出OLED屏幕的款式，高端AI PC市场也在持续扩张，今年笔记本电脑领域的OLED增长还是比较可观的。
Counterpoint的高级分析师Tom Someya重点提到，中低端智能手机行业整体受到内存和存储成本涨价的影响，导致OLED的增长中心转向了折叠屏手机和高端柔性OLED设备，刚性OLED的需求预计将会下降。
在智能手机领域不同基板类型的出货量图表中，2026年可折叠OLED面板预计同比增长34%，低于此前预期的46%。可折叠OLED面板的增长有一大部分功劳将归属于苹果，今年苹果将推出首款折叠屏iPhone，其将对折叠屏手机市场起到很大的带动作用。
在纳入统计的类型中，可折叠OLED面板是表现最好的，像柔性OLED、刚性OLED以及LCD屏幕都呈现出了下降趋势。其中柔性OLED低于此前2%的增长预期，刚性OLED甚至还同比下降了15%，低于此前持平的预期。
所以在今年的OLED面板市场上，即便笔记本电脑、平板电脑、显示器和智能汽车领域的出货量有所增长，智能手机萎靡的需求还是拖累了整个市场。
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