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].

Group 1 - TrendForce has revised the OLED display panel shipment forecast for this year from 2.8 million to 3.4 million units, reflecting a year-on-year growth rate increase from 40% to 69% [1][4] - The OLED display panel market is experiencing strong growth momentum, driven by high acceptance among gaming players and the expansion of product lines by brands [4][5] - Samsung Display (SDC) and LG Display (LGD) continue to dominate the OLED display panel supply, with SDC shifting focus to OLED displays due to growth bottlenecks in OLED TV panels [4] Group 2 - LGD has adjusted its OLED display panel shipment target for this year to 800,000 units, with potential for further upward revision to 1 million units due to strong customer demand [4] - ASUS and MSI are actively promoting OLED display products, with ASUS's demand expected to exceed 500,000 units, contributing to LGD's positive outlook on OLED displays [5] - The Chinese market's trade-in policy is boosting domestic demand for OLED displays, prompting local second-tier brands to expand their product lines [5]

June 16, 2025 产业洞察 根据TrendForce集邦咨询最新调查，尽管总体经济情势面临压力，但OLED显示器面板买卖双方皆态 度积极，继2024年迎来爆发性的132%年成长后，预计这股出货动能将延续至2025年， TrendForce集 邦咨询因此上修今年OLED显示器面板出货量，由280万片调整至340万片，年增从40%上升至69% 整体面板市场受到关税政策带来的一定冲击，但OLED显示器面板目前受影响程度较轻微，成长动能 仍然强劲，主因之一是电竞玩家对OLED显示器接受度高，激励品牌扩大相关产品线。其次，韩系面 板厂也逐渐将发展重心放在OLED显示器面板。 TrendForce集邦咨询表示，OLED显示器面板供应仍由三星显示器(SDC)和乐金显示器(LGD)主导，随 着OLED电视面板在成长上遇到瓶颈，SDC转为重点发展OLED显示器，期望透过扩大显示器面板的 出货规模，达成A5产线维持高稼动率且获利的目标。 LGD原本受限于LCD业务亏损压力，没计划在OLED显示器领域和SDC中采取价格竞争，2025年出货 目标仅订于70万片以下。但考量客户需求畅旺、OLED面板供不应求，LCD一改先前的 ...

近年来，凭借高对比度、轻薄柔性等优势，OLED已在智能手机等小尺寸面板市场占据主导地位，并逐步渗透至笔记本电脑、显示器等中大尺寸 产品领域。然而，随着应用场景的扩展，成本压力与技术瓶颈日益凸显。 TrendForce研究经理周诗博在近期研讨会上指出，OLED向中大尺寸市场的拓展正面临"破釜沉舟"的关键阶段。 OLED应用拓展现况 根据TrendForce集邦咨询数据，2024年智能手机领域OLED技术渗透率已突破60%，其中，OLED在折叠屏手机应用成为一大亮点。 早期，折叠屏手机曾因机身厚重、触感不佳以及屏幕折痕明显等问题而备受诟病。随着3D打印技术以及UTG（超薄玻璃）等材料的优化，目前的 折叠屏产品厚度已可降至9毫米以下，折叠厚度问题得到显著改善，同时成本也得以优化。这些进步加速折叠屏手机的发展，也推动了OLED需求 的增长。 值得一提的是，市场传闻苹果计划于2026年推出折叠手机，有别于极致的追求厚度牺牲部分功能，苹果预计将采较稳妥的策略，以增进消费者的 体验为优先，苹果的入局或将加速行业标准的升级和供应链的成熟。 OLED除了在智能手机领域广泛应用以外，在中大尺寸显示设备（如显示器和笔记本电脑）中的 ...