Robust Gaming Demand Drives OLED Monitor Panel Shipments to Rise 69% YoY in 2025

[TheLostSwede]

TrendForce's latest research reveals that despite ongoing macroeconomic challenges, both buyers and sellers remain bullish on the OLED monitor panel market. Following a remarkable 132% YoY growth in 2024, this strong momentum is expected to carry over into 2025. As a result, TrendForce has revised its 2025 OLED monitor panel shipment forecast upward from 2.8 million to 3.4 million units—raising the annual growth rate from 40% to 69%.

While the broader panel market is feeling the strain of the U.S.'s reciprocal tariffs, the OLED monitor segment has been relatively insulated and continues to exhibit strong growth. One key driver is the high acceptance of OLED monitors among gaming enthusiasts, encouraging brands to expand their OLED gaming product lines. In parallel, Korean panel makers are increasingly shifting their focus toward OLED monitors.




TrendForce notes that Samsung Display (SDC) and LG Display (LGD) remain the primary suppliers of OLED monitor panels. With growth in the OLED TV panel segment slowing, SDC is pivoting toward OLED monitors as a strategic focus—aiming to scale shipments and maintain high utilization and profitability at its A5 production line.

LGD, previously constrained by losses in its LCD business and hesitant to engage in aggressive price competition with SDC, had initially set a conservative shipment target of under 700,000 units for 2025. However, surging customer demand and limited OLED panel supply have prompted LGD to revise its target to 800,000 units, with the potential to raise it further to 1 million units.

On the demand side, gaming brands such as ASUS and MSI are heavily promoting OLED monitors. At COMPUTEX in May, both companies showcased 27-inch QD-OLED gaming monitors with 500 Hz refresh rates. Their OLED monitor panel demand is expected to double in 2025, with ASUS alone projected to surpass 500,000 units. ASUS is actively marketing both QD-OLED and WOLED monitors, significantly boosting demand for WOLED panels—a key factor in LGD's more aggressive stance on this market segment.

Additionally, China's domestic electronics replacement subsidies are fueling gaming demand, prompting local tier-2 brands to rapidly expand their OLED monitor product lines.

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[Vayra86]

Sweet, now drop those MSRPs!

 

[Denver]

I hope this leads to better prices in the medium term. But what really interests me is seeing mini-LED and micro-LED go mainstream, since they don’t suffer from burn-in issues like OLED does.

 

[TheLostSwede]

I hope this leads to better prices in the medium term. But what really interests me is seeing mini-LED and micro-LED go mainstream, since they don’t suffer from burn-in issues like OLED does.

mini-LED is already mainstream, no? Problem is that not many companies seem to offer mini-LED displays, but you can get 1440p monitors from around US$260.
From what I learnt at Touch Taiwan a couple of years ago, micro-LED is still some way out when it comes to consumer products, as it's still not cost effective to produce computer monitor sized displays using the tech, at least not in a high-enough resolution that anyone is going to want to pay for them.

 

[konga]

I hope this leads to better prices in the medium term. But what really interests me is seeing mini-LED and micro-LED go mainstream, since they don’t suffer from burn-in issues like OLED does.

Mini LED displays are just LCDs with a mini LED backlight. So far, no monitor with a mini LED backlight has impressed me as much as the best OLEDs. Micro LED meanwhile is probably not going to happen in monitor-form this decade. EL-QD (electroluminescent quantum dots), on the other hand, may end up being the practical middle ground that replaces OLED later this decade. A few companies are working on the technology, and commercialization is expected "within a few years."

 

[blinnbanir]

I thought Gaming was dying lol.

 

[TheLostSwede]

Mini LED displays are just LCDs with a mini LED backlight. So far, no monitor with a mini LED backlight has impressed me as much as the best OLEDs. Micro LED meanwhile is probably not going to happen in monitor-form this decade. EL-QD (electroluminescent quantum dots), on the other hand, may end up being the practical middle ground that replaces OLED later this decade. A few companies are working on the technology, and commercialization is expected "within a few years."

Why wouldn't Micro LED happen this decade?
The below links are from two years ago. Ok, that's laptop size, but still not far from monitor size.
Will it beat OLED in terms of cost? Maybe not, but it doesn't mean that there won't be products in the market this decade.

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[mechtech]

............is it really gaming or just the actual availability of oled monitors finally???

 

[Bwaze]

............is it really gaming or just the actual availability of oled monitors finally???

Most of them are labeled as gaming - inherent panel advantage is very fast transitions, so they offer great image even if the refresh rate isn't highest available.

Also, it's easier to sell such monitors to gamers, most of them don't game for the whole day. Productivity on the other hand usually can't avoid but to use very static elements for hours every day, worst case scenario for burn in - which is still problematic, there hasn't really been any breakthrough, other than the power of advertising.

Also, text clarity, colour fringing, blurred text due to sub-pixel shenanigans isn't something people are willing to accept in such expensive products, unless you're a gamer, and don't really read that much.