The OLED monitor panel market is experiencing significant momentum, with gaming emerging as a key growth engine.
According to TrendForce, the segment witnessed a robust 132 percent year-over-year growth in 2024 and is forecast to grow 69 percent in 2025, with projected shipments increasing from 2.8 million to 3.4 million units. This expansion comes even as the broader display panel industry contends with global macroeconomic headwinds and trade uncertainties.
Gaming as a Catalyst for OLED Adoption
The gaming sector has become the primary catalyst for OLED monitor adoption. Gamers’ preference for ultra-fast refresh rates, deep contrast, and vibrant visuals aligns well with the advantages of OLED technology. At COMPUTEX 2025, leading gaming brands such as ASUS and MSI showcased 27-inch QD-OLED gaming monitors with blazing 500Hz refresh rates, underscoring their commitment to high-performance displays. ASUS, in particular, is expected to exceed 500,000 OLED monitor unit shipments in 2025, driven by aggressive marketing of both QD-OLED and WOLED technologies.
Vendor Strategies and Panel Supply Shifts
Korean panel makers Samsung Display (SDC) and LG Display (LGD) are at the forefront of supply. With OLED TV panel demand plateauing, SDC is strategically refocusing on the monitor segment to optimize output from its A5 production line. This move is designed to maintain high fab utilization rates and profitability.
LGD, having previously adopted a cautious approach due to losses in its LCD business and reluctance to engage in pricing wars, is now shifting gears. Originally targeting fewer than 700,000 OLED monitor panel shipments in 2025, LGD has revised its target to 800,000 — and is considering ramping up to 1 million units — spurred by stronger-than-anticipated customer demand and constrained supply dynamics. LGD’s renewed focus is bolstered by rising interest in WOLED monitors, particularly among ASUS and other leading OEMs.
Market Expansion and Local Demand Support
The OLED monitor boom is not limited to global brands. In China, domestic electronics subsidies are driving a surge in consumer upgrades, especially in the gaming category. This policy-driven demand is encouraging tier-2 Chinese brands to broaden their OLED monitor offerings, further fueling panel orders from SDC and LGD.
Outlook
Despite external economic and trade challenges, the OLED monitor segment is poised for sustained growth in 2025, powered by innovation in gaming displays, strategic shifts by panel makers, and supportive domestic policies in key markets. As panel makers recalibrate their production strategies and OEMs double down on OLED product lines, the technology is set to transition from a niche offering to a mainstream choice for gaming and high-performance monitor applications.
InfotechLead.com News Desk
