Omdia Predicts 2.8% YoY Growth in Large-Area Display Shipments for 2025, Driven by Mobile PC Displays
The large-area display market, encompassing panels larger than 9 inches, is poised for a modest yet notable recovery in 2025, according to the latest analysis from Omdia’s Large-area Display Market Tracker – 3Q25 with 2Q25 Results. Despite projected declines in key segments like TVs and monitors, overall unit shipments of large-area displays are forecast to grow by 2.8% year-over-year (YoY) in 2025. This growth is primarily fueled by robust demand for mobile PC displays, including notebooks and tablets, which are offsetting weaker performance in other application areas.
LCD Market Trends: A Mixed Outlook
LCD technology continues to dominate the large-area display landscape, accounting for the majority of shipments. In 2025, large-area LCD unit shipments are expected to increase by 2.2% YoY, reaching 873.9 million units. However, this growth is unevenly distributed across different applications:
- TV Displays: LCD TV panel shipments are forecast to decline by 3.4% YoY as the market faces ongoing challenges such as saturation and pricing pressures.
- Monitor Displays: Similarly, monitor LCD shipments are expected to decrease by 1.8% YoY, reflecting softening demand in this segment.
- Mobile PC Displays: The standout performers are tablet and notebook PC LCDs, which are projected to see significant increases of 17.5% and 4.2% YoY, respectively. This surge underscores the continued demand for mobile computing devices, driven by remote work, education, and entertainment trends.
OLED Market Momentum: High Growth Across IT Applications
In contrast to the relatively stable LCD market, the large-area OLED segment is set for explosive growth in 2025. Unit shipments of large-area OLED displays are forecast to rise by 19.0% YoY, propelled by strong demand in IT-related applications:
- Monitor OLEDs: Shipments are expected to skyrocket by 60.9% YoY as more consumers and professionals adopt OLED monitors for their superior color accuracy and contrast.
- Notebook PC OLEDs: This category is also seeing remarkable growth, with shipments projected to increase by 45.9% YoY. The appeal of OLED technology in premium notebooks continues to drive adoption among high-end users.
- Tablet PC OLEDs: While the broader tablet OLED market is forecast to decline by 2.3% YoY, leading manufacturers like Apple and Samsung are still driving growth in the high-end segment, with shipments to these clients expected to rise by 3.6% YoY.
OLED TV displays, meanwhile, are anticipated to grow modestly by 3.1% YoY, reflecting a slower but steady recovery in this segment.
Regional Dynamics Shaping the Market
The large-area display market is experiencing significant divergence driven by regional strategies and competitive dynamics:
- LCD Space: Chinese panel makers are aggressively pursuing market share in IT displays by ramping up new Gen 8.6 IPS LCD fabs. Companies like BOE and China Star are positioning themselves as leaders in this space. Meanwhile, other players such as LG Display and Sharp are focusing on profitability through strategic restructuring.
- OLED Space: Korean manufacturers are expanding into IT applications like monitors and notebook PCs to compensate for weaker performance in OLED TVs. Samsung Display and LG Display remain dominant forces in the OLED market, leveraging their expertise in high-end tablet displays to maintain leadership.
Forecast Breakdown: Market Share and Revenue Projections
LCD Shipments
In 2025, China is expected to account for 67.6% of total large-area LCD shipments, solidifying its position as the global leader. Taiwan and Korea will follow with 21.0% and 8.1%, respectively. Key players include:
- BOE: Leading with 37.1% of total large-area LCD shipments.
- China Star: Holding 16.8% of the market.
- Innolux: Capturing 11.4%.
OLED Shipments
Korea will dominate the large-area OLED market, accounting for 83.7% of shipments, followed by China at 16.3%. Key players include:
- Samsung Display: Leading with 54.3% of total large-area OLED shipments.
- LG Display: Capturing 29.4%.
- EDO: Holding 13.9%.
Revenue Projections
In terms of revenue, China is projected to dominate the large-area display market, contributing 63.5% of total revenue in 2025. Korea and Taiwan will follow with 18.0% and 14.7%, respectively. Key revenue leaders include:
- BOE: Leading with 29.7% of total large-area display revenue.
- China Star: Capturing 20.2%.
- LG Display: Holding 12.4%.
A Closer Look at Application-Specific Trends
The table below summarizes the latest forecasts for large-area display shipments by application:
| Applications | 2023 | 2024 | 2025(F) | 2024 YoY (%) | 2025(F) YoY (%) |
|---|---|---|---|---|---|
| TV | 241.8 | 250.0 | 241.9 | 3.4% | -3.2% |
| Monitor | 150.2 | 161.9 | 160.3 | 7.8% | -1.0% |
| Notebook PC | 190.5 | 216.8 | 230.0 | 13.8% | 6.1% |
| Tablet PC | 149.3 | 181.8 | 211.5 | 21.8% | 16.3% |
| Others/PID | 79.8 | 74.1 | 65.8 | -7.2% | -11.2% |
| Total | 811.6 | 884.6 | 909.4 | 9.0% | 2.8% |
Source: Omdia
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