Ju Chao Zi Xun·2025-10-03 09:02Core Insights - The OLED display market is experiencing significant growth driven by increased shipments of flexible OLED panels from Samsung Display, particularly due to the launch of Apple's iPhone 17 and Samsung's Galaxy S25 series [2] - LG Display's panel shipments surged from 10.8 million units in Q2 to 20 million units in Q3, effectively doubling its output [2] - Chinese panel manufacturers also reported growth in Q3, with BOE's shipments increasing by approximately 5.4 million units and Visionox's shipments rising by about 6.7 million units [2] Company Highlights - LG Display is a key supplier for Apple's smartphones, accounting for about 60% of the panels used in the iPhone 17 Pro Max [2] - BOE's main clients include Chinese smartphone brands such as OPPO and Apple, while Visionox primarily supplies panels to brands like Honor, Xiaomi, and Vivo [2] Market Outlook - UBI Research's Vice President, Han Chang-wook, predicts a significant recovery in shipments from Korean panel manufacturers since Q3, with a key challenge being the stability of supply for major client Apple [2]