OLED Monitor Shipments Set to Surge as Panel Makers Scale Up

UBI Research forecasts OLED monitor shipments rising to 3.2 million units in 2025, a 64% increase from 2024, with growth expected to stay above 50% this year. Improvements in yields and rising demand from gaming and creative markets are driving the expansion, signalling a shift toward premium OLED adoption in the monitor sector.

A man working at control panels in a dimly lit industrial room with various monitors.

Key Takeaways

  • 1UBI Research projects 3.2 million OLED monitor shipments in 2025, up 64% from 1.95 million in 2024.
  • 2Growth drivers include gaming and professional demand, improved manufacturing yields and capacity expansions.
  • 3Major panel makers (Samsung Display, LG Display) and Chinese competitors (BOE, TCL CSOT) are scaling OLED production.
  • 4OLED remains a premium, relatively small segment but is growing fast enough to reshape parts of the display supply chain.
  • 5Falling prices and broader model availability will increase buyer choice, while component suppliers must adapt to OLED-specific needs.

Editor's
Desk

Strategic Analysis

The rapid percentage growth masks a still modest absolute base, but it is strategically important: OLED’s diffusion into monitors signals a move toward premiumization of the display market that will reallocate margins and investment. Firms that control high-yield OLED capacity, IP for oxide backplanes and the specialised supply chain will gain leverage, while legacy LCD suppliers face renewed pressure to cut costs or pivot to differentiated MiniLED/MicroLED offerings. For investors, the story suggests a multi-year upgrade cycle in high-end displays; for policymakers, it highlights where industrial policy and trade frictions could shape the next generation of critical manufacturing capacity.

China Daily Brief Editorial
Strategic Insight
China Daily Brief

South Korea’s market researcher UBI Research projects a sharp acceleration in the adoption of OLED panels for computer monitors, forecasting shipments of 3.2 million units in 2025 — a 64% rise from 1.95 million in 2024. The report also notes that growth is expected to remain robust in the current year, with shipment increases likely to exceed 50%, underlining a transition from a niche to a scaling premium segment.

The upturn reflects a mix of demand-side and supply-side dynamics. On the demand side, gamers, creative professionals and premium laptop makers are embracing OLED for its superior contrast, faster pixel response and wide colour gamut. On the supply side, improvements in manufacturing yields, capacity additions at major fabs and intensified competition among suppliers are cutting costs and expanding the range of OLED sizes suitable for monitors.

For panel makers the numbers matter. Incumbents such as Samsung Display and LG Display continue to invest in OLED capacity, while Chinese manufacturers — including BOE and TCL CSOT — are pushing to climb the learning curve. That rising supply is feeding a broader ecosystem of monitor brands and OEMs that can now offer OLED at more price points than a few years ago.

The shift has implications for the broader display industry. A sustained move into OLED threatens to accelerate the decline in premium LCD demand and intensify price competition across panel technologies, including MiniLED and MicroLED. Component suppliers for driver ICs, backplanes and adhesive materials will see demand reconfigure as more panels adopt OLED-specific stacks and production methods.

Despite rapid percentage growth, OLED monitors still represent a relatively small slice of the global monitor market. The technology’s total-unit base remains modest compared with large-scale LCD production, meaning the near-term market will be defined by premiumization rather than mass-market replacement. Nevertheless, continued double-digit growth creates an attractive roadmap for firms targeting high-margin segments.

For international buyers and enterprise procurement teams, the consequence is clearer choice at falling premium. Consumers can expect more OLED models across sizes and use-cases, while enterprises and creatives should weigh the benefits of OLED’s image quality against longevity, burn-in risk and total cost of ownership. For policymakers and investors, the trend is another sign that display supply chains are evolving fast, with strategic stakes for companies that control fabrication capacity and IP.

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