LENOVO GROUP(HK:00992) Ge Long Hui·2026-02-03 07:24Group 1 - The global display market is projected to reach 128 million units in 2025, reflecting a 1.1% increase from the previous year [1] - OLED displays are a significant growth driver, with shipments surging 72% year-on-year to 24.5 million units [1] - Dell remains the market leader with 22.5 million units shipped, despite a 5% decline in market share [1] Group 2 - The display market is expected to encounter three core opportunities in 2026: technological upgrades, expanded usage scenarios, and localized supply chain optimization [2] - The cost reduction of OLED and Mini LED technologies will enhance market penetration and create ample premium pricing opportunities [2] - The gaming industry and content creation ecosystem are driving demand for high-refresh-rate and high-color-accuracy displays [2]