PC Manufacturers Diversify OLED Supply to Manage Growth
Brands are seeking new OLED panel suppliers to maintain volume as the market share is projected to exceed 10 percent in 2026.
Updated on Oct. 16, 2026 in Semiconductors
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Laptop manufacturers are actively seeking alternatives to Samsung Display, which currently supplies more than 70 percent of the market's OLED panels. As OLED adoption grows, firms like Lenovo, HP, and Asus are diversifying their supply chains to include Chinese manufacturers to improve bargaining power.
Why it matters
The concentration of supply creates a bottleneck for PC makers as OLED integration in laptops accelerates. Diversifying to additional suppliers is a strategic move to manage costs and secure volume as the industry pushes toward a projected 10 percent market penetration.
Laptop OLED panel shipments reached 4.3 million units in Q2 2026, up from 2.1 million units in Q1 2025. Market analysts project shipments will climb to 4.9 million units in Q3 2026.
The players
Samsung Display
A dominant display manufacturer that currently supplies over 70 percent of OLED panels used by major laptop brands.
Lenovo
A global PC manufacturer currently sourcing OLED panels from Samsung, BOE, and EverDisplay.
HP
A major computer brand currently diversifying its OLED supply chain between Samsung Display and EverDisplay.
Asus
A technology company incorporating OLED displays into its laptop portfolio through multiple suppliers including Samsung, BOE, and EverDisplay.
Acer
A PC maker that relies on Samsung Display for 75 percent of its OLED panel procurement.
The details
OLED panels utilize organic light-emitting diodes—a material that emits light when current flows through it—to create high-contrast displays without needing a separate backlight. By engaging manufacturers like BOE and EverDisplay, PC brands aim to challenge the current market dominance of Samsung Display. This shift is intended to mitigate supply risks as brands like Lenovo, HP, and Asus ramp up OLED integration across their hardware lineups.
Timeline
Q1 2025: Laptop OLED shipments totaled 2.1 million units.
Q2 2026: Laptop OLED shipments reached 4.3 million units.
Q3 2026: Shipments are projected to reach 4.9 million units.
2H 2026: OLED share of the total laptop panel market is expected to exceed 10 percent.
The Tech Race
The transition to OLED in laptops is accelerating toward a projected 10 percent market share in the second half of 2026. PC makers are competing to secure capacity from Chinese manufacturers to avoid the supply constraints associated with their current dependency on a single dominant source.
Consumers should expect a wider variety of laptop models featuring OLED displays as manufacturers scale production throughout 2026. This diversification strategy is intended to keep device prices competitive as adoption rises across standard and premium laptop lines.
The takeaway
The industry is moving rapidly toward a 10 percent market share for OLED laptops, making supply chain resilience a priority for major hardware brands. Watch the shipment volume data for Q3 2026 to see if non-Samsung suppliers gain significant traction against the incumbent's 70 percent share.
Further reading
For more context on the evolving display market, explore our Semiconductors section.
Source note: This article includes information reported by OLED-Info.
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