Omdia: Global Automotive Display Shipments Reach 120.96 Million Units in First Half of 2025, Up 5.1% YoY

Stock News
2025/11/06

According to Omdia's latest "Automotive Display Intelligence Service" report, global automotive display shipments reached 120.96 million units in the first half of 2025, marking a 5.1% year-over-year increase. While the growth rate has slowed compared to last year's double-digit expansion, the market is entering a new phase of structural transformation—shifting from simple screen proliferation to coordinated, software-defined cockpit integration.

Table 1: Global Automotive Display Shipments by Application (H1 2025 vs. H1 2024) The Center Stack Display (CSD) segment grew by 2.0% YoY after two years of rapid expansion. With high factory-installation penetration rates, incremental growth opportunities are limited. A similar maturity effect impacted the aftermarket, where shipments plunged 15.9% YoY as most new vehicles now come standard with CSDs, reducing retrofit demand. Meanwhile, Control Panel Display shipments declined 4.1%, reflecting the trend of integrating HVAC and audio interfaces. Functions previously reliant on standalone control panels are now consolidated into main CSDs or replaced by physical buttons to comply with safety regulations and improve ergonomics and tactile feedback.

Despite slowing shipment growth, CSD technology continues to advance rapidly. In this segment, a-Si LCD market share dropped from 69.6% in H1 2023 to 51.0% in H1 2025, while LTPS LCD surged from 29.1% to 46.4%, becoming the mainstream choice due to in-cell touch integration, higher brightness, and slimmer designs. AMOLED penetration nearly doubled to 2.1%, driven primarily by premium EVs and flagship cockpit projects. This upgrade cycle highlights the shift from merely increasing screen counts to enhancing optical performance, energy efficiency, and AI-optimized visual quality.

The Instrument Cluster Display (ICD) segment grew 16.8% YoY to 43.3 million units, with sub-6-inch small displays showing the fastest growth, supported by compact EVs and entry-level models in emerging markets. Head-Up Display (HUD) shipments rose 25.3% YoY, propelled by large-format projection optics. HUDs measuring 3.1 inches or larger now account for over 50% of total shipments, signaling a major step toward AR-HUD deployment and immersive forward visualization.

Omdia's analysis indicates 2025 marks a restructuring phase for automotive display ecosystems. Slowing CSD growth doesn't signal market weakness but reflects the redistribution of display functions within cockpits—CSDs serve as integration hubs, ICDs provide real-time visualization, and HUDs expand situational awareness. As zonal compute architectures mature and regulatory compliance tightens, automotive displays are evolving from standalone modules into coordinated visualization systems. The next competitive frontier will focus not on how many screens a vehicle has, but on how intelligently each display interacts with computing, optics, and localized user experiences to redefine human-machine interaction in future cockpits.

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