Omdia：2025年第三季度全球LED视频显示屏出货量同比增长8.3%

Core Insights - The global LED video display market is projected to see an 8.3% year-on-year increase in shipment volume and a 6.9% increase in revenue by Q3 2025, driven by strong performance in the Middle East, Africa, Asia, Oceania, and Latin America despite declines in Eastern Europe and North America [1] Group 1: Market Performance - The Asia-Pacific region (excluding China) leads the global market with a shipment share of 17.2% and a revenue share of 16.1%, experiencing a shipment growth of 35.9% and revenue growth of 39.8% [3] - The Middle East and Africa have become key growth drivers, with a shipment share rising to 6.8%, the highest since 2021, fueled by infrastructure development and investments in digital transportation and sports venues [3] - In China, the market's shipment share has dropped to its lowest level since 2021, with a shipment growth of 2.3% but a revenue decline of 7.1%, as demand shifts towards control rooms and industries requiring smaller pixel pitches and ultra-high-definition displays [3] Group 2: Technological Innovations - Advances in Mini-LED and Micro-LED production technologies are reshaping the market, particularly through the development of Chip-on-Board (COB) and Micro LED in Package (MIP) technologies, which enhance performance and efficiency while reducing costs [1] - AI technology is being leveraged to improve energy efficiency and image quality, particularly in major markets like China and Western Europe, by automatically adjusting brightness based on power-critical areas [2] - The demand for LED displays is growing across various applications, including immersive cultural displays in public spaces, AI-driven digital signage in retail, and high-resolution monitoring solutions in smart city command centers and data centers [2] Group 3: Regional Market Dynamics - North America shows resilience amid recent tariff adjustments, with companies like Samsung, AOTO, Unilumin, and SiliconCore achieving year-on-year growth in high-value segments such as small-pitch displays and virtual production [4] - The expansion of manufacturing lines outside of China is expected to further support market development in the Latin America and Caribbean regions [4]