The latest news is that the total shipments of OLED desktop displays (Monitor) in the first quarter of 2024 will be approximately 200,000 units, with an annual growth rate of 121%. After the brand's new machines are launched one after another in the second quarter, the growth rate for the quarter is expected to reach 52%, and the total shipment volume in the first half of the year will reach 500,000 units. In 2024, as brand manufacturers invest more resources to launch projects and panel manufacturers launch more new products to promote, annual shipments are estimated to be 1.34 million units, with an annual growth rate of 161%.
Dongping.com said that from the perspective of market share in the first quarter, Samsung ranked first, accounting for 36%. In the first quarter, Samsung's main sales of OLED desktop displays were 49-inch products. Due to the comparison of LCD desktop displays, the retail price of the model is only more than 20% higher, and its cost-effective advantage makes Samsung the first in OLED desktop display shipments. It is worth noting that Samsung will launch new mainstream OLED size products in 27-inch and 31.5-inch in the second quarter, which is expected to drive Samsung's OLED shipment performance upward in the second quarter.
Dell's sales of 34-inch OLED desktop displays suffered a setback in the first quarter of this year, mainly because other competitors also launched products with high homogeneity and lower retail prices. However, thanks to Dell's launch of new 27-inch and 31.5-inch OLED desktop displays in the first quarter, overall OLED shipments reached second place, with a market share of 21%.
LGE's market share in the first quarter was 19%, ranking third. In addition to the original 27-inch, 45-inch and 48-inch OLED products, new 34-inch and 39-inch products were also launched in the first quarter, resulting in shipments reaching a new high.
ASUS has long invested resources in the high-end desktop display market, and is also actively developing and promoting OLED products. Therefore, ASUS's OLED product line has a complete layout, spanning 15.6 inches to 49 inches, with a market share of approximately 10% in the first quarter, ranking fourth.
At the beginning of this year, MSI released a number of 31.5-inch and 27-inch models, and also launched more competitively priced 34-inch new products and 49-inch products, driving MSI's market share to increase significantly by 6 percentage points in the first quarter of this year. 7%, ranking fifth. At the same time, MSI not only announced a number of new models in the first quarter, but will also continue to have new product launches in the second half of the year. It is expected that shipments of OLED desktop displays will grow explosively in 2024.
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