Large-area OLED Shipments to Increase 18.8% YoY in 2026 Despite Economic Uncertainty and Component Price Hike

Large-area OLED shipments are forecast to increase by 18.8% year-over-year (YoY), reaching 38.8 million in 2026, according to Omdia’s Large-area display market tracker. Growth will be primarily driven by OLED displays for monitor and notebook PC, which remain key areas for Korean OLED manufacturers. Conversely, overall large-area display shipments, including LCDs, are forecast to decline by 2.3% YoY to reach 916.9 million units.

Although pulled-forward demand continued during the first half of 2026, overall demand for large-area displays is expected to weaken during the year. The slowdown reflects rising component prices, recent geopolitical tensions involving the US and Iran, and increasing uncertainty across the global economy, particularly in the second half of 2026. Specifically, large-area LCD shipments are forecast to decrease by 3.0% YoY to 878.1 million. Total large-area display revenue is forecast to fall by 1.7% YoY to $69.9 billion in 2026. However, shipments of OLED displays for notebook PC and monitors are forecast to grow strongly, increasing by 66.0% YoY and 34.0% YoY respectively. This growth will help minimize the overall decline in large-area display revenue.

Revenue will also be supported by size migration towards LCD TV displays. Shipments of displays below 65 inches shipments are expected to decrease by 5.9% YoY, while shipments of displays measuring 65 inches and above are forecast to increase by 8.4% YoY in 2026.

YS Chung, Practice Leader in Omdia’s Display research practice, said: “Prices for memory, CPU and other PC components are expected to continue rising in 2026. As a result, PC prices have increased since the beginning of the year, weakening consumer demand. Monitor display shipments are forecast to decrease by 1.8% YoY, while shipments of notebook PC and tablet PC displays are expected to fall by 0.6% and 3.8%, respectively, in 2026.

TV brands and original equipment manufacturers (OEMs) are also facing higher memory and other component prices. However, unlikely IT devices, it is difficult for TV manufacturers to pass these additional costs to consumers through higher retail prices. Once TV brands and OEMs complete their pulled-forward purchasing of TV displays, panel procurement is expected to decline from the third quarter of 2026. As a result, TV display shipments are forecast to decrease by 2.5% YoY in 2026”.

Chung also added, “Despite weaker conditions across the wider market, large-area OLED shipments are expected to increase in 2026. Korean manufacturers will drive growth in OLED shipments for monitors and notebook PCs by allocating more capacity at Gen 8.5 OLED fabrication plants from TV displays to monitor displays. Samsung Display and BOE will begin mass production at their Gen 8.6 IT OLED fabrication plants from the middle of 2026, with production focused on OLED displays for notebook PC.”

Omdia will host the Korean Display Conference 2026 on 3 and 4 September 2026, at El Tower in Yangje, Seoul. YS Chung and more Omdia experts will present the latest trends in large-area display market, supported by Omdia’s in-depth research and industry analysis. Attendees will also hear from leading industry analysts on the latest developments across the display market and its applications.

The analysis and data in this release are drawn from Omdia’s large-area display market tracker, which provides comprehensive tracking and forecasting for the global large-area display market.

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