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TrendForce’s latest investigation reveals that global OLED monitor shipments remain in rapid growth mode. With brands actively launching new models, shipments hit a record high of approximately 507,000 units in 1Q25, marking a 175% YoY increase. Thanks to strong demand—particularly for 27-inch UHD models—shipments in 2Q25 are expected to climb to 650,000 units. For the full year, shipments are projected to reach 2.58 million units, up 81% YoY, raising OLED’s penetration rate in the overall monitor market to 2%.
TrendForce’s latest investigation finds that China’s subsidy policies and rising concerns over reciprocal tariffs are reshaping brand strategies in the panel market, indirectly influencing price trends for panel driver ICs.
TrendForce’s latest investigations reveal that ongoing advancements in OLED displays are propelling the growth of QD-OLED monitor shipments. QD-OLED’s share of OLED monitor shipments is expected to rise from 68% in 2024 to 73% in 2025, highlighting its strong competitiveness in the high-end monitor market. Driven by growing market demand, more brands and product lines are expected to adopt QD-OLED to deliver superior image quality and refresh rates for gamers and professional users.
TrendForce reports that the U.S. began implementing reciprocal tariffs on April 9th, based largely on trade deficits. Consequently, Asia—particularly Southeast Asia, a key hub for the consumer electronics supply chain—has been significantly impacted. The display industry now faces potential tariffs on optical films and AMOLED organic light-emitting materials, which may drive up material costs. Meanwhile, end-user demand could weaken, and prices for finished products may rise.
LG Display’s Guangzhou Gen 8.5 LCD line was officially transferred to CSOT today (April 1st) and renamed “T11”. CSOT will now own two Gen 6, four Gen 8.5, one Gen 8.6, and two Gen 10.5 LCD production lines with this acquisition. TrendForce notes that the completion of this—along with ramping up capacity at CSOT’s T9 Gen 8.6 line—will increase the company’s share of global large-generation (Gen 5 and above) LCD production area by 3.6 percentage points to 22.9%. As T11 mainly produces TV and public information display (PID) panels, the combined TV market share of the top three panel makers—BOE, CSOT, and HKC—is expected to rise further to 66%.
