It’s Only Common Sense: Marketing Isn’t Fluff, It’s Ammunition
Driving Innovation: Mechanical and Optical Processes During Rigid-flex Production
The Chemical Connection: Onshoring PCB Production—Daunting but Certainly Possible
Omdia Forecasts Large-Area Display Shipments to Grow 2.8% YoY in 2025, Mobile PC Displays Lead the Growth
October 3, 2025 | BUSINESS WIREEstimated reading time: 2 minutes
According to the latest analysis from Omdia’s Large-area display market tracker - 3Q25 with 2Q25 results, large-area display (above 9-inch) unit shipments are forecast to increase by 2.8% year-over-year (YoY) in 2025. This growth comes despite projected declines in the TV and monitor markets and is driven by strong performance in mobile PC displays for notebooks and tablets.
Mobile PC Display Demand Offsets Decline in TV and Monitor Markets
Large-area LCD unit shipments are expected to increase by 2.2% YoY to 873.9 million units in 2025. While LCD TV and monitor displays are forecast to decrease by 3.4% and 1.8% YoY respectively, this is offset by significant growth in tablet and notebook PC LCD shipments, which are expected to increase by 17.5% YoY and 4.2% YoY.
The large-area OLED market is set for even stronger growth, with unit shipments forecast to grow by 19.0% YoY in 2025. This expansion is led by monitor and notebook PC OLEDs, which are projected to increase by 60.9% YoY and 45.9% YoY. In contrast, tablet PC OLED shipments are forecast to decrease by 2.3% YoY, though OLED TV display shipments are expected to see a 3.1% YoY increase.
“The market is seeing a major divergence driven by regional strategies. In the LCD space, Chinese panel makers are pursuing market share in IT displays by ramping up new Gen 8.6 IPS LCD fabs, while other makers, such as LG Display and Sharp, focus on profitability through restructuring,” said Peter Su, Principal Analyst at Omdia. “Simultaneously, in the OLED segment, Korean makers are expanding into IT applications like monitors and notebook PCs to compensate for weaker OLED TV performance. This allows them to leverage their strengths in the high-end tablet segment, growing shipments by 3.6% to clients like Apple and Samsung even as the overall tablet OLED market declines.”
- LCD shipments: China is forecast to account for 67.6% of total large-area LCD shipments in 2025, followed by Taiwan with 21.0% and Korea with 8.1%.
- Key players: BOE is expected to lead with 37.1% of total large-area LCD shipments, followed by China Star with 16.8% and Innolux with 11.4%.
- OLED shipments: Korea is projected to dominate with 83.7% of total large-area OLED shipments in 2025, followed by China with 16.3%.
- Key players: Samsung Display is expected to lead with 54.3%, followed by LG Display with 29.4% and EDO with 13.9%.
- Large-area display revenue: China is projected to dominate with 63.5% of total large-area display revenue in 2025, followed by Korea with 18.0% and Taiwan with 14.7%.
- Key players: BOE is expected to lead with 29.7% of total large-area display revenue, followed by China Star with 20.2% and LG Display with 12.4%.
Share on:
Testimonial
"In a year when every marketing dollar mattered, I chose to keep I-Connect007 in our 2025 plan. Their commitment to high-quality, insightful content aligns with Koh Young’s values and helps readers navigate a changing industry. "
Brent Fischthal - Koh YoungSuggested Items
Pull-In Demand and Fading China Subsidies Push 3Q25 Global TV Shipments Below 50 Million Units for the First Time, Down 4.9% YoY
11/03/2025 | TrendForceTrendForce’s latest investigations indicate that global TV shipments in 3Q25 totaled 49.75 million units, representing a 6% increase QoQ but a 4.9% decrease YoY.
I-Connect007 Editor’s Choice: Five Must-Reads for the Week
08/29/2025 | Nolan Johnson, I-Connect007This week, we bring you Global Electronics Association’s Chris Mitchell’s government relations column on—you guessed it—trade deals. TTM is balancing its facilities between East and West. The Global Electronics Association released July numbers for North American PCB shipments, and the news is good. Meanwhile, the corresponding report for EMS might seem like bad news, but that’s misleading. Be sure to look deeper for the rest of the story. Finally, for a bit space-science palate cleansing, I’m sharing news of the latest launch of NASA’s X-37B.
North American PCB Industry Shipments Up 20.7% in July
08/27/2025 | Global Electronics AssociationThe Global Electronics Association announced today the July 2025 findings from its North American Printed Circuit Board (PCB) Statistical Program. The book-to-bill ratio stands at 1.00. Total North American PCB shipments in July 2025 were up 20.7% compared to the same month last year.
U.S. Uses Secret Trackers to Trace AI Chips Diverted to China, Sources Say
08/18/2025 | I-Connect007 Editorial TeamTwo sources told Reuters that U.S. authorities have secretly placed location trackers in some advanced chip shipments they see as at high risk of illegal diversion to China. They said the trackers are intended to locate AI chips that are sent to locations restricted by U.S. export laws, but authorities only examine some shipments.
Q2 Client CPU Shipments Increased 8% from Last Quarter, Up 13% YoY
08/13/2025 | Jon Peddie ResearchJon Peddie Research reports that the global client CPU market expanded for two quarters in a row, and in Q2’25, it showed unseasonal growth of 7.9% from last quarter, while server CPU shipments increased 22% year over year.