OLED MacBook Pro to help boost premium display shipments, per report

Counterpoint Research reports that Apple's upcoming MacBook Pro could help drive a 50% increase in OLED notebook display shipments by 2026. According to the research firm, advanced notebook display shipments are projected to grow by 11% in 2026 compared to 2025, with OLED notebook display shipments expected to increase at a much higher rate of 50% for that period.

The report indicates that this 11% growth in advanced notebook display shipments will outpace the broader notebook display market, which is expected to decline by 3% year-over-year. Counterpoint also anticipates OLED overtaking MiniLED as the dominant technology in the advanced notebook display market, with OLED's share growing from 56% in 2025 to 75% in 2026. In contrast, MiniLED is forecast to contract from 44% to 25% during the same timeframe.

The surge in OLED notebook panel shipments is attributed to Apple's likely adoption of the technology in its next-generation MacBook Pro, rumored to be unveiled on October 27 with a touchscreen display and a lighter, redesigned chassis. OLED notebook display shipments are projected to rise by 50% in 2026 and another 24% in 2027.

The growth is also driven by Apple's anticipated demand for premium AI PCs and advancements in OLED technology, such as tandem OLED architectures, which enhance brightness, power efficiency, and panel longevity. Apple already employs tandem OLED in the iPad Pro, and it is widely expected to utilize a similar two-stack tandem OLED architecture for the forthcoming 14-inch and 16-inch MacBook Pro models.

Looking further ahead, Counterpoint projects that OLED notebook panel shipments will grow at a compound annual rate of 26% between 2024 and 2030, while panel revenue is expected to expand at an annual rate of 35% over the same period.