Global notebook PC display shipments are projected to expand 4% year-over-year in 2025, driven by enterprise upgrades, AI adoption, and new product launches, according to Counterpoint Research. Advanced panels (OLED and MiniLED) will lead growth at 9%, setting the stage for Apple’s OLED MacBook Pro models to accelerate adoption in 2026.
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Market Growth Projections
| Category | 2025 Growth | 2026 Outlook | Market Share |
|---|---|---|---|
| Total Notebook Panels | +4% YoY | — | 100% |
| Advanced Panels (OLED + MiniLED) | +9% YoY | — | 8% of total |
| OLED Notebook Panels | +9% YoY | +30% YoY | Growing rapidly |
| Apple OLED MacBooks | — | 14.3″ & 16.3″ models launch | Market catalyst |
AI and Enterprise Driving Demand
“Major brands expect to perform well through 2025 as enterprise refresh activity, software upgrades, and AI enablement sustain robust demand momentum,” said David Naranjo, Associate Director at Counterpoint Research.
Enterprise upgrades and AI-enabled notebook PCs are creating sustained buying cycles, with businesses investing in hardware capable of running advanced AI workloads locally. This shift from cloud-dependent to on-device AI processing requires more powerful displays and components.
Advanced Panels Gaining Ground
Advanced notebook PC panels—encompassing OLED and MiniLED technologies—will account for 8% of total shipments in 2025, with 9% year-over-year growth. While still a relatively small portion, this segment represents the premium tier driving innovation and profit margins for manufacturers.
OLED technology specifically shows strong momentum with 9% growth expected in 2025, positioning the technology for explosive expansion when Apple enters the market.
2026: The OLED Inflection Point
The real transformation arrives in 2026, when OLED notebook shipments are projected to surge 30% year-over-year. This acceleration is directly tied to Apple’s introduction of 14.3-inch and 16.3-inch OLED MacBook Pro models.
Apple’s entry typically reshapes entire product categories. When the company adopts new display technology, it validates the ecosystem for suppliers, competitors, and consumers simultaneously—creating a market-wide shift rather than isolated adoption.
The MacBook Pro OLED launch will likely pressure competitors to accelerate their own OLED roadmaps, expanding the technology from premium flagship devices to mid-range models faster than originally anticipated.
Supply Chain Implications
This growth trajectory benefits panel manufacturers like Samsung Display and LG Display, who’ve invested heavily in OLED production capacity for IT form factors. The notebook segment offers higher margins than smartphone panels while leveraging similar manufacturing processes.
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The convergence of AI demand, enterprise upgrades, and OLED adoption is creating a multi-year growth cycle for premium notebook displays—with 2025 setting the foundation and 2026 delivering the acceleration.
FAQs
Why are notebook panel shipments growing in 2025?
Enterprise refresh cycles, AI-enabled PC adoption, and new premium product launches are driving 4% overall growth, with advanced panels (OLED/MiniLED) growing 9%.
What’s driving the 2026 OLED surge?
Apple’s introduction of 14.3-inch and 16.3-inch OLED MacBook Pro models is expected to accelerate industry-wide OLED adoption, driving 30% year-over-year growth.
