According to Counterpoint Research (DSCC), Quantum Dots film and diffuser plate sales grew 42% in 2024, driven by demand from QD-LCD and MiniLED TVs. In the notebook segment, revenues grew 228%, mostly due to Apple's first adoption of QDs in MacBook Pro devices.
Counterpoint expects revenues to continue rising, and in 2025 the growth is forecasted to be 27.5% from 2024. The company acknowledges that the US tariffs and trade war may curb demand for premium displays, and Counterpoint has no clear visibility on that issue.
Counterpoint says that revenues for QD materials shipped to Samsung Display's QD-OLED production line increased by around 38% in 2024. As there's no capacity increase, and thanks for SDC's new ink recycling technology, QD-OLED material revenues are expected to decline in 2025.