Omdia: Large-Area Display Shipments to Increase 2.8% YoY in 2025, Driven by Mobile PC Displays

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10/03/2025 – 02:00 AM

LONDON – Large-area display shipments, exceeding 9 inches, are poised for a 2.8% year-over-year increase in 2025, according to a fresh analysis from Omdia. This growth trajectory occurs despite an expected downturn in the television and monitor sectors, buoyed instead by robust demand for mobile PC displays in notebooks and tablets.

The latest “Large-area display market tracker – 3Q25 with 2Q25 results” highlights a shifting landscape in display technology, where mobile computing and strategic market maneuvering are key drivers.

Mobile PC Display Powering Growth Amidst Market Softness

Omdia’s report projects a 2.2% year-over-year rise in large-area LCD unit shipments, reaching 873.9 million units in 2025. However, this overall growth masks a more nuanced reality. LCD TV and monitor displays are forecast to decline by 3.4% and 1.8% respectively. The slack is picked up by tablet and notebook PC LCD shipments which are forecast to surge by 17.5% and 4.2% respectively.

The OLED market is demonstrating even stronger growth potential, projecting a 19.0% year-over-year increase in unit shipments for 2025. Monitor and notebook PC OLEDs will be the vanguard, expected to jump by 60.9% and 45.9% respectively. While tablet PC OLED shipments are forecast to slightly decrease by 2.3% year-over-year, OLED TV displays are anticipated to gain, showing a 3.1% year-over-year increase.

“The display market is currently being shaped by distinct regional strategies,” says Peter Su, Principal Analyst at Omdia. “Chinese panel manufacturers aim to capture market share in IT displays through the expansion of new Gen 8.6 IPS LCD fabs, while other major players like LG Display and Sharp are prioritizing profitability through strategic restructuring. This divergence is shaping the cost structure and innovation focus within the LCD segment.”

Su further adds, “Concurrently, in the OLED arena, Korean manufacturers are actively expanding into IT applications like monitors and notebook PCs as a strategic move to counterbalance the comparatively weaker performance of OLED TVs. These manufacturers are capitalizing on their leading position in the high-end tablet market, with shipments to key clients like Apple and Samsung growing by 3.6%, even against an overall decline in the tablet OLED market.” This targeted expansion into IT applications is a key driver in maintaining market share amidst shifts in the broader electronics market.

Figure 1: Large-area display shipment latest forecast in 2025 (millions of units)

Geopolitical Influence and Market Share Dynamics

The Omdia report also highlights the geographical distribution of display manufacturing, with Chinese manufacturers playing an increasingly dominant role in the LCD market. This is not merely a shift in production; it signifies a strategic realignment in the global technology supply chain.

• LCD Shipments: In 2025, China is forecast to capture 67.6% of all large-area LCD shipments, followed by Taiwan with 21.0% and Korea with 8.1%. Players driving this include BOE, expected to lead with 37.1% of total large-area LCD shipments, along with China Star at 16.8% and Innolux at 11.4%.

• OLED Shipments: Conversely, Korea is projected to dominate the OLED space, accounting for 83.7% of total large-area OLED shipments in 2025, with China following at 16.3%. Key players include Samsung Display, expected to lead with 54.3%, 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%. BOE is again expected to lead with 29.7% of total revenue, followed by China Star with 20.2% and LG Display with 12.4%.

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