{"id":1615,"date":"2026-03-17T19:43:07","date_gmt":"2026-03-17T19:43:07","guid":{"rendered":"https:\/\/techandaudio.com\/?p=1615"},"modified":"2026-03-17T19:43:08","modified_gmt":"2026-03-17T19:43:08","slug":"oled-isnt-dead-but-lgs-latest-report-reveals-a-market-thats-quietly-changing","status":"publish","type":"post","link":"https:\/\/techandaudio.com\/es\/oled-isnt-dead-but-lgs-latest-report-reveals-a-market-thats-quietly-changing\/","title":{"rendered":"La tecnolog\u00eda OLED no ha muerto, pero el \u00faltimo informe de LG revela un mercado que est\u00e1 cambiando silenciosamente."},"content":{"rendered":"

In recent years, LG has become synonymous with OLED. This isn\u2019t just a technology, but a full strategy: leading the premium display market through picture quality rather than price. But the company\u2019s Q3 2025 financial report<\/a> paints a more complex picture. On one hand, profitability is improving and the production chain is stabilizing. On the other, LG is seeing declining sales in its TV segment amid growing pressure from competing technologies like Mini-LED and QD-OLED.<\/p>\n\n\n\n

To understand whether OLED is still a \u201cgood bet\u201d for LG, you need to break down the story. We\u2019ll do that using the company\u2019s latest financial report:<\/p>\n\n\n\n

TVs: A Decline That Hides a Bigger Story<\/h2>\n\n\n\n

According to the report, revenue from the \u201cTV\/audio\/monitor\/PC and others\u201d segment reached 13,842,223 (KRW) in the first nine months of 2025, compared to 15,182,241 in the same period last year.<\/p>\n\n\n\n

At first glance, this looks like a routine decline. But in reality, it\u2019s one of the most important indicators<\/strong> for the entire market. While this category includes monitors and PCs, TVs make up the bulk of it, consistent with LG\u2019s positioning as a premium OLED TV-focused brand. This drop aligns with broader market data showing that according to Display Daily, OLED TV shipments are barely growing, with just about 1.5% growth in 2025<\/a>.<\/p>\n\n\n\n

This suggests the issue isn\u2019t unique to LG, but affecting the entire OLED TV market. The main reason is saturation: consumers simply aren\u2019t upgrading their TVs as frequently. At the same time, technologies like Mini-LED deliver \u201cgood enough\u201d performance at a lower price point. For LG, which has bet heavily on OLED as a premium solution, this creates pressure from both sides, volume and pricing.<\/p>\n\n\n\n

That said, LG is still shipping millions of units annually, so this isn\u2019t a collapse, it\u2019s a maturing market.<\/p>\n\n\n\n

\n

Bottom line: the OLED TV market isn\u2019t shrinking, it\u2019s just no longer growing quickly.<\/strong><\/p>\n<\/blockquote>\n\n\n\n

\"What\u2019s
What\u2019s Really Happening in LGs OLED Business<\/figcaption><\/figure>\n\n\n\n

OLED Production Is Getting Stronger<\/strong><\/strong><\/h2>\n\n\n\n

The report notes that LG Display is responsible for \u201cproduction and supply of display products<\/strong>.\u201d<\/p>\n\n\n\n

It also shows a major turnaround: a profit of 582,429 in the first nine months of 2025, compared to a loss of 1,644,843 in the same period last year.<\/p>\n\n\n\n

To understand OLED, it\u2019s critical to recognize that LG Electronics doesn\u2019t actually manufacture its own panels, but relies on LG Display. <\/p>\n\n\n\n

\n

The key takeaway here is the shift from heavy losses to profitability. OLED production is becoming economically viable after years of massive investment.<\/strong><\/p>\n<\/blockquote>\n\n\n\n

This is also reflected in the broader market: Accrding to oled-info, LG Display is targeting around 6 million OLED TV panels in 2025<\/a>, with continued growth.<\/p>\n\n\n\n

In other words, production isn\u2019t declining, but becoming more efficient and expanding. However, there\u2019s a twist: improved profitability is partly driven by cost reductions, not just increased demand. Average panel prices have actually declined by about 5%<\/a>.<\/p>\n\n\n\n

\n

This suggests a transition: OLED is moving from an investment phase to an optimization phase: less growth, more efficiency.<\/strong><\/p>\n<\/blockquote>\n\n\n\n

Not Just TVs: Where Growth Is Actually Happening<\/strong><\/h2>\n\n\n\n

The same \u201cTV\/audio\/monitor\/PC and others\u201d category tells another story, one that\u2019s barely visible in the report itself.<\/p>\n\n\n\n

While TV sales are stagnating, OLED in monitors is booming. According to wccftech, In 2025, OLED monitor panel shipments surged by roughly 65\u201370%<\/a>. OLED laptops are also growing at a strong double-digit rate.<\/p>\n\n\n\n

This means OLED isn\u2019t declining, it\u2019s shifting categories. According to PCGamer, LG itself isn\u2019t the leader in OLED monitors, with roughly a 13% market share<\/a>, but it remains a meaningful player. This also explains why the overall category in LG\u2019s report is down: OLED monitor growth is still too small to offset weakness in OLED TVs<\/strong>.<\/p>\n\n\n\n

\n

Bottom line: OLED isn\u2019t disappearing. It\u2019s moving from TVs to monitors and laptops.<\/strong><\/p>\n<\/blockquote>\n\n\n\n

Competition: QLED, Mini-LED, and the Real Threat<\/strong><\/h2>\n\n\n\n

It\u2019s important to note that LG\u2019s report does not directly mention QLED or Mini-LED, and that\u2019s significant in itself. It suggests LG is still \u201call-in\u201d on OLED<\/strong>. But the market isn\u2019t. Technologies like Mini-LED, marketed as QNED by LG and Neo QLED by Samsung, offer higher brightness at lower prices.<\/p>\n\n\n\n

At the same time, Samsung\u2019s QD-OLED improves on LG\u2019s WRGB-OLED approach, particularly in color performance. This is already impacting LG\u2019s position. According to Biggo, Samsung increased its OLED TV sales by about 38% in 2025<\/a>, closing the gap with LG.<\/p>\n\n\n\n

Meanwhile, LG has even paused production and development of 8K OLED TVs<\/a>, signaling a more cautious approach.<\/p>\n\n\n\n

\n

The competitive landscape has shifted: it\u2019s no longer OLED vs. LCD, but OLED vs. \u201calmost OLED\u201d technologies like Mini-LED, and even OLED vs. OLED (QD-OLED).<\/strong><\/p>\n<\/blockquote>\n\n\n\n

Analysis: Is OLED Still the Right Bet?<\/strong><\/h2>\n\n\n\n

On one hand, according to future market insights, the global OLED market is still expected to grow at a strong double-digit CAGR<\/a>, LG Display is turning profitable, reducing execution risk, and OLED remains dominant in the premium segment, capturing nearly 45% of TVs priced above $1,500<\/a> citated in ked global. In addition, there is also strong growth in OLED monitors and laptops screens.<\/p>\n\n\n\n

On the other hand, the OLED TV market, which is LG\u2019s core business, is stagnating and reduced prices are putting pressure on margins. LG also faces strong competition from Mini-LED and QD-OLED, and has hHigh dependency on a single supply chain (LG Display).<\/p>\n\n\n\n

El resultado final<\/strong><\/h2>\n\n\n\n

OLED is no longer a pure growth story, but a mature market undergoing transition.<\/p>\n\n\n\n

    \n
  • In TVs: growth has nearly stalled<\/li>\n\n\n\n
  • In production: profitability is improving<\/li>\n\n\n\n
  • In computing: growth is accelerating<\/li>\n\n\n\n
  • In competition: pressure is intensifying<\/li>\n<\/ul>\n\n\n\n
    \n

    Conclusion: LG isn\u2019t losing the OLED market, but realizing that OLED is no longer the future. It\u2019s the present.<\/strong><\/p>\n<\/blockquote>\n\n\n\n

    <\/p>\n

    <\/div>","protected":false},"excerpt":{"rendered":"

    El \u00faltimo informe de LG revela un cambio oculto: la tecnolog\u00eda OLED no est\u00e1 colapsando, pero su crecimiento se est\u00e1 estancando, la competencia est\u00e1 aumentando y la verdadera batalla apenas comienza.<\/p>","protected":false},"author":1,"featured_media":1616,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[18],"tags":[26,9],"class_list":["post-1615","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tvs-projectors","tag-analysis","tag-featured"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/techandaudio.com\/es\/wp-json\/wp\/v2\/posts\/1615","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/techandaudio.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/techandaudio.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/techandaudio.com\/es\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/techandaudio.com\/es\/wp-json\/wp\/v2\/comments?post=1615"}],"version-history":[{"count":1,"href":"https:\/\/techandaudio.com\/es\/wp-json\/wp\/v2\/posts\/1615\/revisions"}],"predecessor-version":[{"id":1618,"href":"https:\/\/techandaudio.com\/es\/wp-json\/wp\/v2\/posts\/1615\/revisions\/1618"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/techandaudio.com\/es\/wp-json\/wp\/v2\/media\/1616"}],"wp:attachment":[{"href":"https:\/\/techandaudio.com\/es\/wp-json\/wp\/v2\/media?parent=1615"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/techandaudio.com\/es\/wp-json\/wp\/v2\/categories?post=1615"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/techandaudio.com\/es\/wp-json\/wp\/v2\/tags?post=1615"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}