Group 1 - The core viewpoint of the articles indicates a strong growth forecast for OLED display shipments driven by robust esports demand and active promotion by panel and brand manufacturers, with a projected shipment volume of 2.66 million units in 2025, representing an 86% year-on-year increase [1][2] - The overall penetration rate of OLED displays in the total monitor shipments is expected to reach approximately 2% in 2025, with a potential increase to 5% by 2028 [1] - The main markets for OLED displays include North America, Europe, and China, collectively accounting for over 80% of shipments, with consumers in these regions possessing significant purchasing power [2] Group 2 - North America is projected to have the highest shipment share at 44% in 2024, but this is expected to decline to 33% in 2025 due to international market changes and brands' efforts to diversify risk by increasing shipments to Europe and China [2] - The shipment share of OLED displays in the European market is anticipated to rise from 28% in 2024 to 33% in 2025, driven by enhanced marketing and promotion from esports brands [2] - The Chinese market is expected to see its OLED display shipment share grow from 14% in 2024 to 21% in 2025, fueled by strong esports demand and the ongoing upgrade of internet cafes to high-spec displays [2]
集邦咨询：预估2025年OLED显示器全球出货量将达266万台 同比增长86%
Zhi Tong Cai Jing·2025-08-14 05:47