# OLED industry capacity and market trends

> Live situation record from CLSTR: https://clstr.news/situations/oled-industry-capacity-and-market-trends
> Updated: 2026-08-15T07:30:00.000Z. Sources: 10. Developments: 2.

The OLED industry continues to see significant capacity expansion despite facing near-term market pressures. Samsung Display has resumed a 67 trillion won expansion at its Asan campus to support IT OLED lines for devices such as laptops, tablets, and XR hardware. While the industry has committed over $20 billion toward expanding capacity for long-term growth in the automotive and IT sectors, the smartphone market is experiencing volatility.

By the second quarter of 2026, a critical memory chip shortage impacted global smartphone shipments, causing a 4 percent year-on-year decline. For some vendors, memory component costs have risen four to five times higher than the previous year, affecting device affordability. In India, smartphone shipments fell 13 percent year-on-year during this period due to these rising costs and macroeconomic headwinds.

Despite these pressures, the OLED sector shows divergent trends. Global OLED monitor shipments grew 26.1 percent quarter-on-quarter in the second quarter of 2026, driven largely by demand in China. Universal Display Corporation notes that the industry remains focused on multibillion-dollar, multiyear commitments to expand manufacturing capacity for long-term growth in the IT and automotive sectors.

## Timeline

### 2026-08-15: Electronics market faces memory shortages and manufacturing shifts

Memory chip shortages and rising costs are reshaping the electronics market, impacting smartphone shipments while driving shifts toward local manufacturing in India and long-term OLED capacity investments.

10 sources. https://clstr.news/cluster/oled-industry-commits-20b-to-capacity-amid-shifting-smartphone-demand

### 2026-07-23: Samsung Display Restarts 67 Trillion Won OLED Plant in Asan, Korea

Samsung Display will restart its 67 trillion‑won OLED expansion in Asan, South Korea, adding new production lines after a 2020 pause while warning that chip‑price inflation threatens the display market.

6 sources. https://clstr.news/cluster/samsung-display-restarts-67-trillion-won-oled-plant-in-asan-korea

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Cite as: OLED industry capacity and market trends. CLSTR, https://clstr.news/situations/oled-industry-capacity-and-market-trends