2025 Market Share Segmentation: A Comparison of LCD and OLED Dominance
2025/10/13
2025 Market Outlook
l Large size panels (≥9inches) are projected to grow 2.8% YoY to about 910 million units.
l LCD shipments reach 873.9 million units (+2.2% YoY) while OLED shipments rise 19.0% YoY.
Product?level trends
|
Segment |
2025 YoY change |
Driver |
|
LCD TV |
–3.4% |
TV demand softening |
|
LCD Monitor |
–1.8% |
Traditional PC slowdown |
|
LCD Tablet |
+17.5% |
Mobile office & education |
|
LCD Notebook |
+4.2% |
High performance thin and light laptops |
|
OLED TV |
+3.1% |
Modest growth |
|
OLED Monitor |
+60.9% |
IT monitor boom |
|
OLED Notebook |
+45.9% |
Premium notebooks adopt OLED |
|
OLED Tablet |
–2.3% |
Slight decline |
Takeaway: Strong demand for mobile PC screens (tablets & notebooks) offsets the decline in TV and traditional monitor shipments, keeping overall large size panel shipments positive.
Regional & Vendor Share
l LCD: Mainland China 67.6%, Taiwan 21.0%, South Korea 8.1%.
l Top LCD vendors: BOE 37.1%, ChinaStar 16.8%, Innolux 11.4%.
l OLED: South Korea 83.7%, Mainland China 16.3%.
l Top OLED vendors: Samsung Display 54.3%, LG Display 29.4%, EDO 13.9%.
l Revenue: Total 2025 large size panel revenue ≈ US$72.7bn, with 83.7% from Mainland China, 18.0% from South Korea, 14.7% from Taiwan.
l Revenue leaders: BOE 29.7%, ChinaStar 20.2?%, LGDisplay 12.4%.
Strategic Highlights
l LCD: Chinese manufacturers expand 8.6?generation IPS factories to capture IT display share; LGDisplay, Sharp focus on cost structure improvements.
l OLED: Korean players shift to IT applications (monitors, notebooks) to compensate for weak TV OLED; they also leverage high end tablet customers (Apple, Samsung) – tablet OLED shipments still +3.6% for those clients.
All data are sourced from Omdia’s latest “Large?size Display Panel Market Tracker” (published 13 Oct 2025).
