【群智咨询：OLED笔电面板出货量有望在三季度增至490万片 下半年市场份额将逆势增长至约10%以上】智通财经APP获悉，群智咨询(Sigmaintell)数据显示，2026年，OLED技术在联想、惠普、华硕三大主流品牌面板需求的渗透率都将超过10%，引领着OLED市场的增长方向。与此同时，MacBook
Pro
OLED的量产也构成下半年伊始OLED笔电面板市场成长的标志性事件，为OLED在笔电市场的增长注入新的增长动能。而戴尔、宏基等品牌虽然在OLED导入速度有所控制，但也维持逐渐增长趋势。主力品牌在OLED导入策略上呈现“三阵营”特征，指向OLED笔电市场的增长确定性。OLED面板出货量在2025年第一季度至2026年第二季度实现了从210万片到430万片的显著跃升，并有望在2026年第三季度持续增至490万片，增速领跑所有技术路径；同期，OLED在笔电面板整体出货中的份额也从4.1%稳步提升，尤其是在下半年仍将逆势增长至约10%以上。
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