Omdia: It is estimated that the shipment of OLED panels will exceed 1 billion units for the first time in 2025.

The global leading event of embedded systems, Embedded World 2025, will be held in Nuremberg, Germany from March 11 to 13, 2025. Omdia data shows that it is expected that in 2025, the shipment volume of OLED panels will exceed 1 billion units for the first time due to significant advances in process technology and expanded applications. Additionally, due to geopolitical issues and tariff challenges, more and more LCD and OLED backend modules are now being produced in Southeast Asia, with ASEAN and South American countries becoming increasingly important in LCD TV assembly. Benefiting from increased demand and production capacity improvements, the large-size TV display market and public display market are expanding. Omdia predicts that in 2025, the shipment volume of TVs and public displays measuring 85 inches and above will grow by 34%, while the shipment volume of LCD TV displays measuring 100 inches and above will exceed 1 million units for the first time in 2025. Trend 1: OLED panel shipment volume will exceed 1 billion units for the first time in 2025 It is expected that in 2025, due to significant advances in process technology and expanded applications, the shipment volume of OLED panels will exceed 1 billion units for the first time. These panels will provide embedded panel displays for various devices, including OLED TVs, smartphones, smartwatches, VR headsets, tablets, laptops, monitors, and car display panels. OLED technology continues to advance, with innovations including Tandem RGB, Hybrid OLED, Color Filter on Encapsulation (COE), Low Temperature Polycrystalline Oxide Plus (LTPO+), Polarization-Free (Pol-less), Inkjet Printing (IJP), Ultra-Thin Gorilla Glass (UTG), as well as new foldable, rollable, and stretchable forms. At the same time, competition in the OLED market is intensifying, with Korean industry leaders and Chinese competitors vying for dominance in technology and production capacity. At the Embedded World exhibition, pay special attention to the latest OLED technology and its applications, as these technologies will bring significant breakthroughs in performance, energy efficiency, flexible design, and cross-industry applications. Trend 2: Geopolitical factors and tariffs are reshaping the global display and OEM supply chain In the United States, 60% of LCD TVs are assembled in Mexico. Globally, 80% of personal computers and 70% of LCD panels are manufactured in China, while over 50% of OLED panels are produced in Korea. Meanwhile, mainland China is taking new measures to stimulate domestic display demand. To address these challenges, more and more display manufacturers and OEMs are diversifying their supply chains to meet the needs of multiple markets. This includes implementing multiple bills of materials, procuring different components and materials for the same product according to regional requirements. At the Embedded World exhibition, focus on the new strategies of system manufacturers, distributors, and agents from the Asia-Pacific region (especially mainland China manufacturers) as they strive to adapt to geopolitical and tariff-related challenges. Trend 3: Growth of large-size TV displays and public display market Due to increased demand and improvements in production capacity, the large-size TV display market and public display market are expanding. Final sales data from the end of 2024 showed an increase in consumer purchases of 75-inch and larger TVs, driven by competitive pricing and advanced features such as quantum dot technology, Mini LED backlighting, HDR technology, fast response times, and anti-reflective surfaces. In addition, the higher utilization of production capacities from the 8.5th to the 10.5th generation also supports this growth. In addition to consumer demand, industrial applications are also accelerating the adoption of large-size TVs in the digital signage market. It is expected that in 2025, the shipment volume of TVs and public displays measuring 85 inches and above will increase by 34%, while the shipment volume of LCD TV displays measuring 100 inches and above will exceed 1 million units for the first time in 2025. At the Embedded World exhibition, be sure to explore the latest solutions for large public displays and digital signage, which provide larger screens and superior image quality. Trend 4: Evolution of automotive display panels and HMI (Human Machine Interface) As the automotive industry transitions to software-defined vehicles (SDV) and embraces smart mobility and Mobility as a Service (MaaS), the roles of automotive display panels and human-machine interfaces are rapidly evolving. Although Micro LED, OLED, and Full Array Local Dimming (FALD) backlight LCD technologies continue to advance, high costs and the willingness of automakers to adopt them remain major challenges. Meanwhile, the aggressive pricing strategies and overcapacity of new energy vehicles in mainland China are intensifying global competition and driving OEMs and Tier 1 suppliers to implement strong cost reduction measures. Geopolitical tensions and trade barriers are reshaping supply chains, prompting automakers to diversify manufacturing locations and procurement strategies. Innovations such as Panoramic HUD, AI-driven HMIs, and holographic displays are constantly emerging, but their success will depend on cost, reliability, and user acceptance. At the Embedded World exhibition, explore the groundbreaking advancements in OLED and Micro LED displays, including free-form circular OLED integration for automotive interiors, redefining the concept of smart cockpits, and innovative solutions to address challenges in automotive display screens. Trend 5: Future trends in industrial display technology Compared to TV and IT displays, the evolution of industrial display technology is slower, as it plays a critical role in embedded systems and requires usability, efficiency, and durability in harsh environments. Here are some key factors driving trends in industrial display technology: High-resolution and Projected Capacitive (Pcap) touch screens: The industrial sector is shifting towards higher resolution and multi-touch capacitive screens to improve visualization and user interaction experiences. Durability and rugged design: Demand is increasing for durable, shock-resistant, waterproof, and sunlight-readable displays.Especially in outdoor, military, and industrial applications. In addition, geopolitical factors are also affecting supply chains, prompting display manufacturers to adopt multi-source strategies for different markets.Energy efficiency and low power consumption: With the priority consideration of ESG (Environmental, Social, and Governance) goals, energy-saving technologies (such as electronic paper, OLED, and other low-power display screens) are gaining attention. In addition to technological factors, ensuring product quality, stable prices, lifecycle stability, and long-term agreements are also key to the success of the industrial display market. These factors help manufacturers meet industry standards, maintain reliability, and promote lasting partnerships.