Core Viewpoint - The global display equipment spending is projected to reach $75.8 billion from 2020 to 2027, driven by increasing demand for OLED and LCD displays across various industries including IT, automotive, and mobile devices [4][5]. Group 1: Market Trends - The major technology driving capital expenditures is OLED, followed by LCD and Micro-OLED. By 2025, OLED-related equipment spending is expected to grow by 31%, while LCD spending is projected to decline by 45% [6]. - From 2025 to 2027, OLED is anticipated to account for 80% of total investments, with LCD's share dropping to just 17% [6]. Group 2: Technological Developments - Most manufacturers with 6th generation OLED production lines are expanding to 8.7 generation without changing deposition methods, benefiting from stable yields and advancements in Fine Metal Mask (FMM) technology [7]. - Chinese manufacturers are exploring alternatives to FMM technology, with companies like Visionox and Huaxing Optoelectronics adopting new deposition methods such as photopatterned OLED and RGB inkjet OLED [9]. Group 3: Competitive Landscape - Canon, including Tokki and Anelva, is expected to continue leading the display equipment market, with a projected revenue growth of 9% by 2025, capturing a market share of 12% [11]. - The market share of Applied Materials is expected to slightly decline to 9%, while Nikon's market share is anticipated to decrease with a projected revenue drop of 22% this year [14]. - The display equipment supply chain is lengthy and fragmented, with 170+ manufacturers tracked. The competitive landscape is shifting due to geopolitical changes and the rise of local Chinese suppliers [14]. Group 4: Industry Insights - The report covers progress in OLED, LCD, and Micro-OLED production lines, market sizes, shares, and forecasts, along with quarterly revenues of over 130 display equipment suppliers [18].

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]