Samsung Display, LG Display Plan OLED Monitor Panel Price Hikes in 2027

What happened

Market research firm Sigmaintell said Nov. 11 that Samsung Display and LG Display plan to raise OLED monitor panel prices in 2027, citing rising material costs as the cause; the two companies are also believed to have lowered their 2027 OLED monitor panel shipment targets from initial plans, reflecting concerns that higher prices could dampen demand. On shipment forecasts: Sigmaintell projects Samsung Display's gaming OLED panel shipments will rise to 4.3 million units next year from 3.7 million this year, while LG Display's shipments will increase to 2 million from 1.6 million; combined shipments from the two companies are projected to grow about 19% to 6.3 million units from 5.3 million. Global gaming monitor panel shipments are projected to rise 9% to 42.3 million units this year from 38.7 million in 2025, before remaining flat at 42.3 million units in 2027. On background pressures: rising memory chip prices and shortages of key components are putting pressure on the monitor market; growing demand for AI semiconductors has tightened supplies of GPUs and graphics memory; production lead times for scaler ICs, which control monitor displays, have lengthened from less than one month to one to two months due to DRAM shortages and bottlenecks in semiconductor packaging and testing. The high-end gaming monitor segment has been particularly affected: Sigmaintell expects monitor demand next year to concentrate on QHD models with refresh rates of 200 to 360Hz, while growth in QHD models at 400Hz and above and UHD 240Hz models will slow due to supply constraints; mainstream OLED monitor specifications are expected to center on refresh rates of 320 to 360Hz. Sigmaintell said the two companies will offset the contraction in the LCD market through OLED growth, but OLED panel price increases driven by surging memory chip prices are expected to weigh on demand next year.

Impact and signal

Affected components and suppliers

Source and time

Source: The Elec · 11/12/2026 · View original source