Samsung Display plans to boost OLED production in 2025

Samsung Display is gearing up to boost production in 2025, with plans to increase small and mid-sized OLED panels by 10%. The company aims to expand into new revenue areas by focusing on high-value products like tablets and foldable displays.

In 2025, the company expects to produce 475.6 million small and mid-sized OLED panels, up from 432.2 million this year, according to information.

Samsung Display is the leader in the global market for small-to-medium OLED panels, holding over 50% of the share, so its production goals will bring significant changes to market conditions. The production boost will be particularly focused on IT rigid OLED displays and foldable panels.

The company plans to produce 12.5 million units of IT rigid OLED in 2025, a 56% rise from this year’s 8 million units. It also plans to make 12.5 million foldable displays, a significant 150% increase from 5 million units this year, mainly for the Samsung Galaxy Z Fold series.

The decision to increase OLED production comes as the global smartphone market slows down, which has been Samsung Display’s main source of revenue. While the company sold more panels than expected this year, growth in high-end smartphones has been slow. To adapt, Samsung is focusing on expanding its business in tablets and foldables.

Samsung Display is also targeting the tablet market as more tablet makers switch from LCD to OLED panels. While its tablet OLED production didn’t meet expectations this year, demand is expected to rise in 2025. Samsung plans to produce 11.25 million tablet OLED panels next year.

However, Samsung Display faces more competition in the OLED supply chain, particularly from Apple. Notably, Apple has started using OLED panels from other companies like LG Display and BOE. As a result, Samsung Display expects its OLED supply volume for Apple to stay steady next year, with little growth expected in its iPhone and iPad orders.