The global display market will ship 128 million units in 2025, and OLED’s share will surge

[ Gearbest Technology News]According to the latest “Global Display Market Brand Shipment Quarterly Data Report” released by Luotu Technology, global display brand shipments will reach 128 million units in 2025, a year-on-year increase of 1.1%, and the market size shows a “high at first and then low” trend. Among them, OLED displays have become the biggest highlight, with shipments soaring 72% year-on-year to 24.5 million units, driving a significant increase in the proportion of high-end products.

At the same time, the pace of the display market is clearly differentiated. In the first half of the year, driven by the commercial replacement wave caused by the discontinuation of Windows 10, as well as China's “national subsidy” policy and e-sports consumption, shipments increased by 2.8% year-on-year. However, in the second half of the year, affected by the rising cost of raw materials, the decline of China's subsidy policy, and the fall in consumer demand in North America, shipments fell slightly by 0.5%. The supply chain cost pressure and the tightening of consumer budgets have caused a double squeeze, and the demand for non-rigid machine replacement has slowed down significantly.

The brand landscape is reshuffling at an accelerated pace. Dell led the way with shipments of 22.5 million units, but fell 5% year-on-year, mainly due to the reduction of corporate orders in the second half of the year and insufficient layout in the e-sports field; TPV (TPV) jumped to second place with shipments of 17.6 million units, and its own brand AOC continued to lead the e-sports category in the Chinese market; Lenovo exceeded 11 million units with a growth rate of 11%, and achieved growth against the trend by deeply exploring the Chinese market and expanding in emerging markets. E-sports brands such as ASUS and MSI performed well, leading the top camp with growth rates of 24% and 17% respectively. High-end product lines such as ROG and MAG played a major role.

Technology iteration and scenario expansion have become key driving forces. The cost of OLED and Mini LED technologies continues to decline, and the penetration rate is expected to exceed 15% in 2026, driving an increase in premium capabilities in the high-end market. The expansion of the e-sports industry and the start of the AI ​​PC replacement cycle have driven the demand for high-brush monitors above 240Hz to increase by 30%. On the supply chain side, mainland China panel manufacturers have made breakthroughs in OLED and inkjet printing technologies, which are expected to reduce their reliance on overseas production capacity.

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