机构上调OLED显示器面板出货年增率至69%，这两家公司是国产OLED材料设备核心供应商

Group 1 - The OLED display panel market is expected to experience significant growth, with a projected 132% year-on-year increase in 2024, continuing into 2025 [1] - TrendForce has revised the OLED display panel shipment forecast for this year from 2.8 million units to 3.4 million units, reflecting a year-on-year growth adjustment from 40% to 69% [1] - The overall panel market is facing some impact from tariff policies, but the OLED segment remains relatively unaffected, driven by high acceptance among gaming players and the expansion of product lines by brands [1] Group 2 - Samsung and LGD are actively investing resources to advance OLED technology while reducing LCD production capacity [1] - Domestic companies like Lite-On Optoelectronics are benefiting from the expansion of OLED panel manufacturers and the acceleration of domestic production of OLED materials [2] - OLED industry chain upstream companies like OLED are positioned as core suppliers for major panel manufacturers such as BOE and Visionox, driven by both materials and equipment [2]