OLED显示器市场迎来爆发式增长出货量预计今年翻番

Core Insights - The global OLED display shipment is projected to reach 2.4 million units this year, representing a year-on-year growth of approximately 95% [1] - The primary driver of this robust growth is the rapid penetration of the high-end gaming market [1] Company Performance - LG Display's cumulative OLED display shipments for the first ten months of this year have increased by about 47% year-on-year [1] - Samsung Display's OLED display shipments also saw a significant year-on-year growth of 71.1% in the third and fourth quarters of this year [1] Technological Advancements - Both LG Display and Samsung Display are accelerating technological iterations to solidify and expand their leading positions in the gaming display market [1] - LG Display has launched a professional gaming OLED panel with a refresh rate of up to 720Hz and a response time of only 0.03 milliseconds [1] - Samsung Display is promoting its quantum dot (QD)-OLED technology, releasing several high-spec products, including those with a maximum refresh rate of 500Hz [1] Market Trends - High refresh rates and the adoption of OLED panels have become two key trends driving the development of the gaming display market [1] - The competition in this sector is expected to intensify as technology advancements continue [1]