Monitor this situation.
Unsubscribe anytime.
[SITUATION] · [QUIET] · [BUSINESS]
3 clusters · 5 sources · 21 days · First seen · Last updated
Display technology and monitor market trends
Overview
The display market in mid-2026 shows a divergence between declining traditional television sales and significant growth in high-end monitor segments.
In the Chinese television market, retail volume fell 12.7% year-on-year in the first half of 2026. Despite the volume decline, the market is shifting toward value-reconstruction, characterized by rising average unit prices and a preference for larger screens. Mini LED technology is seeing increased penetration, particularly in the 85-inch-plus segment.
By July 2026, shipments from the top 10 professional television ODM factories declined 4.3% year-on-year, a trend attributed to the exhaustion of sports marketing momentum and high memory chip spot prices. While market leader MOKA saw a 17.0% year-on-year decrease, TPV reported a 57% increase. In the panel market, LCD television panel prices declined in August, though the rate of decline narrowed; analysts suggest prices may stabilize through October as brands like Samsung pursue annual targets.
Conversely, the global OLED monitor market experienced substantial growth in the second quarter of 2026, with shipments increasing 26.1% over the previous quarter and nearly doubling compared to Q2 2025. Drivers include new model releases, the Chinese ‘618’ shopping festival, and demand from internet cafes. Asus leads the market with a 23.1% share, followed by Samsung (13.1%) and MSI (12.8%). Within this segment, the premium QD-OLED market is seeing aggressive price reductions due to competition from manufacturers like ASRock, HP, and MSI, with some 27-inch models dropping nearly 50% in price.
Entities
TrendForce · AOC International · TPV · LuoTu Technology · Samsung
Timeline
-
19 days ago
[BUSINESS] 2 sourcesGlobal TV ODM shipments and LCD panel markets face shiftsGlobal TV ODM shipments fell 4.3% in July 2026, though TPV saw significant growth. LCD panel prices declined in August but are expected to stabilize in September.
-
28 days ago
[TECHNOLOGY] 3 sourcesOLED monitor market grows as QD-OLED prices dropThe OLED monitor market grew nearly 100% year-over-year in Q2 2026, driven by Chinese demand, while intense competition has slashed QD-OLED prices by up to 50%.
-
about 1 month ago
[BUSINESS] 2 sourcesChina TV market sees 12.7% sales drop as large‑screen, high‑end models dominateChinese TV sales fell 12.7% in H1 2026, with prices up and a shift to larger, Mini‑LED screens; monitor online sales dropped 9.8%, led by AOC, while high‑end and esports models gain share.
Sources
blogspan.net · borncity.com · cnmo.com · hardwareluxx.de · ithome.com
This summary has been updated 1 time: see revision history