Samsung and LG to Raise OLED Prices in 2027

According to market research firm Sigmaintell, Samsung Display and LG Display are planning to raise prices for OLED monitor panels in 2027 while lowering their shipment targets for the year. The move reflects concerns that higher panel prices could weaken market demand amid rising raw material costs and shortages of key components.

On November 11, Sigmaintell reported that both companies intend to increase OLED monitor panel prices next year. The research firm attributed the decision to rising production costs, which have also prompted the two manufacturers to revise their 2027 shipment targets downward.

According to Sigmaintell's analysis, rising memory chip prices and shortages of critical components are putting increasing pressure on the monitor market. Strong demand for AI semiconductors has tightened the supply of graphics processing units (GPUs) and graphics memory. Meanwhile, shortages of DRAM, combined with bottlenecks in semiconductor packaging and testing, have extended the production lead time for scaler ICs, which control image processing and display output in monitors. Their lead time has increased from less than one month to approximately one to two months.

The high-end gaming monitor segment is particularly affected by these supply constraints. Sigmaintell expects monitor demand next year to concentrate on QHD (Quad High Definition) models with refresh rates ranging from 200Hz to 360Hz. In contrast, growth in QHD monitors with refresh rates of 400Hz or higher and UHD (Ultra High Definition) models featuring 240Hz refresh rates is expected to slow due to limited component availability. Mainstream OLED gaming monitors are also expected to focus primarily on refresh rates between 320Hz and 360Hz.

Overall growth in the gaming monitor panel market is also expected to moderate. Global shipments of esports monitor panels are projected to increase by 9% this year, reaching 42.3 million units, compared with 38.7 million units in 2025. By 2027, however, shipments are forecast to remain relatively flat at approximately 42.3 million units.

Despite the broader market slowdown, OLED monitor panel shipments are expected to continue growing. Sigmaintell forecasts that Samsung Display's gaming OLED panel shipments will rise from 3.7 million units this year to 4.3 million units in 2027. LG Display's shipments are projected to increase from 1.6 million to 2 million units over the same period. Combined shipments from the two manufacturers are therefore expected to grow by approximately 19%, from 5.3 million units to 6.3 million units.

Sigmaintell noted that Samsung Display and LG Display are seeking to offset the contraction of the LCD market through continued growth in their OLED businesses. However, surging memory chip prices are increasing OLED panel production costs and pushing up panel prices, potentially putting additional pressure on market demand in 2027.