Foldable OLED Panel Costs Falling Faster Than Expected
Panel manufacturers including Samsung Display and LG Display have expanded foldable OLED production capacity considerably faster than initial industry projections anticipated, driving unit costs down and enabling OEMs to introduce dual-screen models at price points that were commercially unviable just two years earlier. This cost decline is opening the category to mid-range laptop segments previously excluded entirely by premium panel pricing, and additional panel suppliers including Chinese manufacturers entering the foldable OLED market are accelerating the pace of price competition industry-wide. Vendors that locked in early supply agreements are capturing disproportionate share of the resulting cost advantage.
Market Impact: Adds 1.2 million hybrid-work unit sales








