Omdia: Global LED Video Display Shipments Rise 8.3% YoY in Q3 2025

Stock News
2025/12/24

Global LED video display product shipments increased by 8.3% year-over-year in Q3 2025, with revenue growing 6.9%, according to Omdia's latest market tracking report. Despite double-digit declines in Eastern Europe and North America, strong performance in the Middle East & Africa, Asia & Oceania, and Latin America & the Caribbean drove overall market stability.

Omdia senior analyst Liu Huilian noted, "The global LED video display market maintained positive momentum in Q3 2025, supported by regional diversification and technological innovation. Key breakthroughs in manufacturing processes and AI-driven enhancements are delivering stronger performance and higher efficiency for LED displays."

**Micro-LED Innovation & AI-Driven Efficiency Gains** Advancements in Mini-LED and Micro-LED production technologies are reshaping the market, particularly through developments in Chip-on-Board (COB) and Micro LED in Package (MIP) integration. New products feature substrate-free packaging, reducing LED chip sizes to 0.2mm × 0.2mm, streamlining production, lowering costs, and improving consistency and reliability. As chip specifications evolve toward finer designs, MIP and COB innovations are shortening production cycles, enhancing reliability, and improving image quality.

AI is further optimizing energy efficiency and visual performance. In key markets like China and Western Europe, where strict sustainability regulations apply, brands are leveraging AI to preprocess content, identify power-critical zones, and auto-adjust brightness for system stability. These innovations are fueling demand across diverse applications, including immersive cultural displays, AI-powered retail signage, and large-view sports/esports screens. High-resolution real-time monitoring solutions are also gaining traction in smart city command centers and data centers, while hybrid work and education sectors are adopting more LED all-in-one displays.

**Regional Market Insights: Emerging Markets Lead Growth** Omdia's research highlights significant regional shifts in 2025: - **Asia-Pacific (ex-China):** Maintained global leadership with 17.2% shipment share and 16.1% revenue share in Q3. Shipments surged 35.9% YoY, driven by manufacturing advantages and smart infrastructure policies, with India, Indonesia, and Vietnam as key growth drivers. - **Middle East & Africa:** Emerged as a high-growth region, with shipment share rising to 6.8%—a post-2021 peak. Infrastructure, digital transit, and stadium investments benefited brands like Daktronics, Absen, and Unilumin. - **China:** Shipment share fell to its lowest since 2021, with a 2.3% YoY shipment increase but a 7.1% revenue decline. Outdoor display demand shifted toward smaller-pitch and ultra-HD solutions for control rooms and corporate verticals amid retail/transport cost pressures. - **North America:** Showed resilience post-tariff adjustments, with supply chain adaptations supporting growth in high-value segments like fine-pitch displays and virtual production. Brands such as Samsung, AOTO, Unilumin, and SiliconCore expanded production outside China, including to the U.S. and Mexico. - **Latin America & Caribbean:** Omdia expects non-China manufacturing expansion to further bolster regional development.

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