OLED shipments will surge threefold, and e-sports displays will usher in an explosive period

Regardless of the specific field, OLED panels impress users with their high contrast and high saturation. Therefore, for a long time, OLED panels have been successfully linked to the word "high-end" and have become an inaccessible high-end element in consumer-grade flagship products. It wasn't until MiniLED technology was applied to consumer products for the first time in 2021 that OLED technology, which was "killing everyone", really met its opponents.

Although MiniLED and OLED are following two completely different technical routes, judging from the market response, there are actually many similarities between the rising stars MiniLED and OLED: both emphasize "backlight control". ” concept, it is also possible to achieve theoretically “infinite” contrast by turning off part of the display.

More importantly, regardless of OLED or MiniLED, the selling prices of early products remain high: the high-end OLED market is almost monopolized by Samsung and LG, and high costs have also increased the selling prices of end products. It was not until domestic display companies established relevant production lines and increased the production capacity of OLED panels that OLED screens truly entered the mass market.

In fact, MiniLED has also fallen into the same price dilemma: although the price of MiniLED screens has dropped significantly compared with when the technology was first applied, compared with the prices of IPS, VA and even some small-size OLEDs, MiniLED has always been No price advantage.

And this also leaves OLED with the last chance to fight back in the MLED era.

According to a report released by research organization Omdia in mid-2023, the global market OLED panel shipments in 2022 will be 160,000 pieces. This number will increase to 800,000 pieces in 2023 and reach a high of 1.74 million pieces in 2024. However, this is only the starting point for the OLED explosion that Omdia believes: Omdia predicts that this number will reach 2.3 million pieces in 2025 and reach a record high of 2.77 million pieces in 2026.

According to the report, the surge in OLED shipments is related to "e-sports screens": Omdia believes that the share of OLED panels in the field of e-sports displays will increase significantly from 7.3% in 2022 to 32.1% in 2023, and reach 32.1% in 2024. 54%. In addition, the market share of e-sports screens will further increase in the next two years. Under the combined influence of the two factors of increasing total industry sales and increasing market share in the industry, OLED panels will usher in a sales explosion in 2024-2025.

At UDE 2023 held in the middle of the year, we can also see more and more brands beginning to apply MiniLED technology to the e-sports field. The technology demonstrations of various companies on UDE in MiroLED actually indicate that Chinese companies are expected to enter the upstream of the MicroLED industry. As the technology matures, it is expected that we will see MicroLED products shine in consumer products after 2025. At the same time, under the threat of MicroLED, the price of OLED products will also be further reduced.

For consumers, it is always a good thing to have more diverse choices at better prices.