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]

Core Insights - The article highlights the strong demand for OLED displays driven by the esports market and active promotion by panel and brand manufacturers, predicting a significant increase in OLED display shipments in 2025 [2][6] - It forecasts that the total OLED display shipments will reach 2.66 million units in 2025, representing an 86% year-on-year growth, with a penetration rate of approximately 2% in the overall display market [2][5] - The article anticipates that the penetration rate could rise to 5% by 2028, indicating sustained growth momentum in the coming years [2] Market Distribution - The primary markets for OLED displays include North America, Europe, and China, which together account for over 80% of total shipments [5] - In 2024, North America is expected to have the highest shipment share at 44%, but this is projected to decrease to 33% in 2025 due to international market changes [6] - The European market's share is expected to increase from 28% in 2024 to 33% in 2025, while China's share is forecasted to grow from 14% to 21% during the same period, driven by strong esports demand and upgrades in internet cafes [6]

Core Viewpoint - Despite overall economic pressures, both buyers and sellers in the OLED display panel market are optimistic, with significant growth expected in the coming years [1] Group 1: Market Growth - OLED display panel shipments are projected to experience explosive growth of 132% year-over-year in 2024 [1] - The momentum in shipments is expected to continue into 2025 [1] Group 2: Shipment Adjustments - TrendForce has revised its forecast for OLED display panel shipments this year from 2.8 million units to 3.4 million units [1] - The year-over-year growth rate for shipments has been adjusted from 40% to 69% [1]