The OLED (organic light-emitting diode) panel industry, currently dominated by television production, is expected to see a gradual shift toward computer monitors. According to UBI Research, by 2030, monitors could generate more revenue than OLED televisions. While OLED TVs have been the main showcase for this technology, the economic lead may soon shift to monitors. The research firm predicts that revenue from OLED monitors will grow from $1.52 billion in 2026 to $4.69 billion in 2030. Meanwhile, revenue from OLED televisions is expected to decline slightly, from $4.48 billion to $4.35 billion. This would make monitors the leading application of medium and large OLED panels in terms of value, surpassing televisions. OLED monitors are projected to more than triple their revenue during this period.
This shift is not entirely unexpected. Earlier discussions suggested the OLED monitor market could grow fivefold by 2030, reaching about 15 million units annually. However, the new forecasts highlight that the growth would be significant enough to shift the economic center of the entire OLED industry. UBI Research predicts an average annual growth rate of 32.5% for monitors, driven by demand from gaming, professional-grade models, and the introduction of more diverse screen formats. As a result, the global market for medium and large OLED panels is expected to grow from $10.01 billion in 2026 to $15.15 billion in 2030. The automotive industry will also contribute, with revenue from OLED panels used in vehicles expected to rise from $660 million to $1.38 billion.
It’s important to note that these figures reflect revenue from panels, not the number of screens sold. Thus, monitors surpassing televisions in value does not necessarily mean more OLED monitors will be sold than OLED TVs. Samsung Display is expected to benefit significantly from this shift. Already strong in computer screens and laptops through its QD-OLED and OLED Tandem technologies, Samsung is projected to see a 68% increase in revenue from medium and large OLED panels between 2026 and 2030. In comparison, LG Display is expected to see a 34% increase. This would narrow the revenue gap between the two manufacturers from $970 million to about $130 million.
LG Display would still remain more reliant on televisions, which currently account for over 60% of its revenue in this category. Samsung, on the other hand, is benefitting from a more balanced presence across monitors, laptops, and automotive applications. Chinese manufacturers are also making progress, with BOE expanding its production capacity for computer OLED panels and TCL CSOT working to industrialize its printed OLED process. While these projections span four years, they indicate that the future of OLED technology will no longer be determined solely by the living room. After establishing OLED in high-end televisions, the industry is now turning its focus toward offices and other professional environments to find its next growth driver.
OLED Market Shifts Toward Monitors and Diversified Applications by 2030
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