Core Viewpoint - The OLED display market is experiencing significant growth, with increasing shipment volumes and new brands entering the market, leading to lower prices for consumers [1]. Group 1: New Brands in the OLED Display Market - In 2025, the QD-OLED segment welcomed six new brands: HP, Acer, GIGABYTE, ViewSonic, Lenovo, and Inno&cn, while the W-OLED segment saw the addition of Sony [2]. - Lenovo's sub-brands, Lecoo and Legion, launched a total of seven new QD-OLED display products before the Double 11 sales event, focusing on mainstream sizes of 27 inches and 32 inches [2]. Group 2: New Specifications in OLED Displays - In 2025, both QD-OLED and W-OLED displays introduced new specifications in terms of resolution and refresh rates, although no new sizes were released [3]. - The 27-inch QD-OLED displays upgraded their resolution from 2K to 4K, with new refresh rates of 180Hz, 280Hz, and 500Hz [5]. - W-OLED displays introduced a 45-inch 5K product, while the 27-inch 2K models saw refresh rates increase to 280Hz, and the 32-inch 4K models reached 165Hz [5]. Group 3: Pricing Trends in OLED Displays - The price of the 27-inch 2K 240Hz QD-OLED displays has reached new lows due to promotional events and new product releases [6]. - During the 2025 Double 618 promotion, the price dropped to 2,337 yuan, a 15% decrease compared to the 2024 Double 11 [9]. - By the 2025 Double 11, the price further decreased to 1,999 yuan, marking a 28% year-on-year drop from 2024 and a 14% decrease from the 2025 618 event [9]. Group 4: Market Projections - TrendForce forecasts that OLED display shipments will reach 2.65 million units in 2025, representing an 86% year-on-year increase, with a penetration rate of approximately 2.1% in the overall display market [9].

Core Viewpoint - The OLED display market is experiencing rapid growth, with continuous product launches and specifications to meet consumer demand, as observed by TrendForce Display [1][6]. Product Launch Timeline - In February 2025, brands began releasing a 27-inch 4K 240Hz QD-OLED display, upgrading the resolution from 2K to 4K [4]. - By June 2025, brands introduced 27-inch 2K 280Hz and 500Hz QD-OLED displays, with the 280Hz being an upgrade from the existing 240Hz model [4]. - In July 2025, a 45-inch 5K 165Hz W-OLED curved display was launched, filling a gap in the W-OLED product lineup for 5K resolution [4]. - In August 2025, a 27-inch 2K 280Hz W-OLED display was released, featuring a peak brightness of 1,500 nits and a color gamut of 99.5% DCI-P3 [5]. - By October 2025, a 27-inch 2K 180Hz QD-OLED display was launched, expanding the refresh rate options for this size to five different levels [6]. Market Outlook - The OLED display market is projected to reach 2.64 million units shipped in 2025, representing an 86% year-on-year increase, with a penetration rate of approximately 2.1% in the overall display market [6]. - By 2028, the market may challenge a 5% penetration rate, driven by strong demand in the gaming display sector and proactive efforts from panel and brand manufacturers [6].

Core Viewpoint - The OLED display market is rapidly evolving with new product launches almost every month, driven by strong demand in the gaming sector and competitive pricing strategies from various brands [2][3][6]. Product Launches - Alienware has released a 27-inch 2K 280Hz QD-OLED display priced at 5,649 yuan. Other brands like MSI, AOC, and TITAN ARMY have launched 27-inch 2K 500Hz QD-OLED displays, with AOC's product being the most competitively priced at 4,999 yuan [3]. - In addition to QD-OLED displays, new W-OLED displays have also been introduced, including a 34-inch model from LG Electronics and a 32-inch model from ASUS [3]. - The market has seen a decrease in prices for some OLED displays in September compared to August, with Samsung's 27-inch 4K QD-OLED display dropping by 500 yuan (7% decrease) and Philips' 27-inch 2K 280Hz QD-OLED display decreasing by 300 yuan (9% decrease) [3]. Market Trends - By September 2025, eight brands had launched 27-inch 2K 280Hz QD-OLED displays, while seven brands had introduced 27-inch 2K 500Hz QD-OLED displays, indicating a growing competitive landscape [5]. - The specifications of OLED displays are expanding, with potential future products like a 27-inch 2K 540Hz model anticipated to meet consumer demand [5]. - Currently, OLED displays are primarily used in the gaming sector, but there is potential for expansion into products tailored for content creators [5]. Supply Chain Insights - The supply of OLED display panels is mainly dominated by South Korean manufacturers, but the growing market may attract more panel suppliers in the future [5]. Market Projections - TrendForce forecasts that OLED display shipments will reach 2.64 million units in 2025, representing an 86% year-on-year increase, with a penetration rate of approximately 2.1% in the overall display market. By 2028, this rate could challenge 5% due to strong demand in gaming and proactive efforts from panel and brand manufacturers [6].

Core Viewpoint - The OLED monitor market is experiencing rapid growth, with significant increases in shipment volumes expected in 2025, driven by new product launches from various brands [1]. Industry Overview - TrendForce's research indicates that OLED monitor shipments are projected to reach approximately 507,000 units in Q1 2025, representing a year-on-year increase of 175%. By Q2 2025, shipments are expected to rise to 650,000 units, with an annual growth rate of 81%, leading to a total of 2.58 million units for the year [1]. Market Share Analysis - Samsung leads the OLED monitor market with a 22.4% market share, primarily driven by its 49-inch product line, which accounts for 40% of its shipments. The 27-inch UHD products are expected to become the highest-selling category for Samsung in Q2 [2][3]. - ASUS has climbed to the second position with a market share of 21.6%, closing the gap with Samsung to less than one percentage point. ASUS has invested heavily in OLED technology and diversified its product offerings, including portable dual-screen monitors [2][4]. - MSI holds the third position with a 14% market share, benefiting from a strong performance in 2024, where it achieved a 63% year-on-year growth in overall monitor shipments and a staggering 36-fold increase in OLED shipments [2][5]. - LGE ranks fourth with a 13% market share, boosted by the launch of its 45-inch WUHD model. However, it is expected to lag behind competitors due to a lack of focus on the popular 27-inch UHD segment [2][6]. - Dell occupies the fifth position with an 11% market share, with expectations of growth driven by the introduction of new 27-inch UHD and 31.5-inch 120Hz models aimed at the business market [2][7].