年增69%，2025年OLED显示器面板出货量或达340万片

Core Viewpoint - Despite overall economic pressures, the OLED display panel market is experiencing strong growth momentum, with a projected 132% year-on-year growth in 2024 and an upward revision of the 2023 shipment forecast from 2.8 million to 3.4 million units, representing a year-on-year increase from 40% to 69% [1][4]. Group 1: Market Dynamics - The overall panel market is facing some impact from tariff policies, but the OLED display panel segment is less affected, primarily due to high acceptance among gaming players, which encourages brands to expand their product lines [4]. - Samsung Display (SDC) and LG Display (LGD) continue to dominate the OLED display panel supply, with SDC shifting focus to OLED displays as OLED TV panel growth encounters bottlenecks [4]. Group 2: Company Strategies - LGD, initially constrained by losses in the LCD business, has revised its OLED display shipment target for 2023 from below 700,000 units to 800,000 units, with potential further upward adjustments to 1 million units due to strong customer demand [5]. - ASUS and MSI are actively promoting OLED display products, with ASUS's demand expected to exceed 500,000 units, driven by the introduction of QDOLED and WOLED displays [5]. Group 3: Demand Drivers - The demand for OLED panels is being bolstered by local second-tier brands in China, which are expanding their OLED display product lines due to a trade-in policy that stimulates domestic demand [5].