Apple is projected to drive 33% year-over-year growth in OLED notebook displays by 2026, according to Counterpoint Research. The shift hinges on Apple’s rumored move to OLED screens for MacBook Pro models, which could offset broader OLED market pressures from rising memory costs and declining smartphone demand. While smartphone OLED panels face headwinds—foldable OLED growth revised down to 34% from 46%, flexible OLED panels stagnating, and rigid OLED panels declining 15%—Apple’s notebook strategy stands out.

Counterpoint attributes this divergence to premium pricing in AI-driven PCs, which helps absorb higher component costs. Outside notebooks, the OLED market is expected to stay flat in 2026, with gains in monitors (up 45%), tablets (up 13%), and automotive displays balancing weaker smartphone performance. Analysts note Apple’s influence could redefine OLED adoption, as its transition to OLED notebooks may set a new standard for premium displays in portable computing.

This shift underscores OLED’s growing role beyond smartphones, particularly in high-margin segments like prosumer laptops and AI-integrated devices.