Group 1 - The core viewpoint of the article is that the global flexible OLED panel shipments are expected to exceed 700 million units for the first time in 2025 [2][4]. Group 2 - Analysis of global OLED smartphone panel shipment trends from Q1 2021 to Q3 2025 indicates a steady growth trajectory [4]. - The market share trends of Chinese manufacturers in the global OLED smartphone panel market from 2020 to Q3 2025 show increasing competitiveness [4]. - Q3 2025 global OLED smartphone panel shipment rankings reveal the leading manufacturers in the market [4]. - The market share analysis of global OLED smartphone panel manufacturers in Q3 2025 highlights the distribution of market power among key players [4]. - The trend analysis of rigid and flexible OLED smartphone panel ratios from Q1 2021 to Q3 2025 indicates a shift in consumer preferences [4]. - Price trends for rigid and flexible OLED smartphone panels from Q1 2023 to Q1 2026 suggest potential pricing strategies for manufacturers [4]. - Q3 2025 global flexible OLED smartphone panel shipment rankings provide insights into the competitive landscape [4]. - The market share analysis of global flexible OLED smartphone panel manufacturers in Q3 2025 reflects the dynamics of the industry [4]. - Q3 2025 global rigid OLED smartphone panel shipment rankings indicate the performance of various manufacturers [4]. - The market share analysis of global rigid OLED smartphone panel manufacturers in Q3 2025 shows the competitive positioning of key players [4]. - The shipment trend analysis for rigid and flexible OLED smartphone panels from 2021 to 2027 suggests future market developments [4].

Core Insights - The global smartphone panel market is experiencing moderate growth, with a projected shipment of approximately 1.09 billion units in the first half of 2025, reflecting a year-on-year increase of 1.6% [1] Segment Summaries Flexible OLED Market - The flexible OLED segment is benefiting from continuous cost optimization and penetration into mid-range smartphone models, with shipments nearing 300 million units in the first half of 2025, representing a year-on-year growth of approximately 5.2% [3] - The market share of flexible OLED is steadily increasing, driven by demand from various mid to low-end smartphone brands [3] a-Si LCD Market - The a-Si LCD segment is showing resilience in a volatile global economic environment, with shipments reaching approximately 640 million units in the first half of 2025, marking a year-on-year increase of about 14.2% [2] - The cost advantage of a-Si LCD panels is contributing to their growth in shipments [2] LTPS LCD Market - The LTPS LCD market is experiencing a significant decline, with shipments falling below 50 million units for the first time, totaling approximately 48 million units, a decrease of about 56.1% year-on-year [2] - Manufacturers are shifting production capacity towards automotive, tablet, and laptop segments to seek new growth opportunities [2] Rigid OLED Market - Rigid OLED shipments are projected to be around 100 million units in the first half of 2025, reflecting a year-on-year decline of approximately 12.8% [2] - The market share of rigid OLED is expected to continue decreasing as flexible OLED technology penetrates more mid-range smartphone models [2] Competitive Landscape - BOE remains the leading player in the global smartphone panel market, with a total shipment of approximately 260 million units in the first half of 2025, capturing a market share of 24.2% [6] - Samsung Display ranks second with total shipments exceeding 170 million units, holding a market share of 15.7% [6] - CSOT has shown significant growth, with total shipments of approximately 140 million units, a year-on-year increase of 50.5%, and a market share of 12.7% [6] Regional Insights - Korean manufacturers continue to dominate the high-end smartphone panel market, holding a total market share of 49.1% in the first half of 2025 [8] - Chinese manufacturers have captured a 50.9% share of the global OLED panel market, with flexible OLED shipments reaching approximately 190 million units, representing a market share of 62.3% [8] Future Outlook - The OLED industry is expected to follow a development path characterized by cost optimization, increased penetration rates, and expansion into new applications [10] - The demand for smartphone OLED panels is anticipated to continue growing due to favorable factors such as cost reductions and clearer production line planning [10]

【译自news1】 4月2日，DB HiTek（东部高科） 旗下系统半导体设计专业公司DB Global Chip 宣布，正式进军智能手机OLED市场。 DB Global Chip已开始量产智能手机OLED驱动芯片TED（TCON嵌入式驱动芯片），并向三星显示公司供货。该芯片被应用在三星显示刚性OLED 面板上，最终搭载于三星电子三月发布的Galaxy A26机型上。 图片来源： DB Global Chip 此次供应的OLED驱动芯片采用FHD+分辨率规格，在画质表现上较现有产品有所提升，兼具降低功耗的技术优势。 通过本次量产，DB GlobalChip将产品组合从原有的电视、显示器、平板等IT设备用OLED驱动芯片，扩展至智能手机用OLED驱动芯片领域。 公司方面表示，此次突破将成为应对快速转向OLED的智能手机显示屏市场的重要转折点，预计将有效改善经营业绩。 最后 Report format>Excel Update frequency>Quarterly Manufacturer surveyed> major Chinese, Japanese and DB Global Chip强调:"将以此次 ...