Large-area OLED display shipments are projected to grow 32.7% YoY in 2025, following an expected 116.5% surge in 2024, driven primarily by strong demand in the IT sector, according to Omdia.
The IT OLED market, encompassing monitors, notebooks, and tablet PCs, is anticipated to see triple-digit growth by the end of 2024. South Korean manufacturers are pivoting toward monitor OLED production to counterbalance sluggish TV display sales, while Chinese producers are expanding their IT OLED capabilities ahead of new Gen 8.6 RGB OLED fabrication facilities.
Apple’s iPad Pro OLED launch was expected to boost tablet PC OLED demand. However, lower-than-anticipated shipments have led to more conservative production planning for 2025.
Geopolitical tensions are influencing the shift toward OLED adoption, with some PC manufacturers reducing their reliance on Chinese-made LCDs in favor of South Korean OLED displays for premium products.
Omdia says OLED TV display shipments will see minimal growth of 1.4% in 2025, citing limited customer base, LCD TV competition, and ongoing financial challenges as factors pushing manufacturers toward monitor OLED production using existing Gen 8.5 facilities.
