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]

Core Viewpoint - DB Global Chip has officially entered the smartphone OLED market by starting mass production of its OLED driver chip, TED, which is being supplied to Samsung Display for use in the Galaxy A26 model [1][3]. Group 1: Product Development - The OLED driver chip TED features FHD+ resolution specifications, offering improved picture quality and reduced power consumption compared to existing products [3]. - This marks an expansion of DB Global Chip's product portfolio from OLED driver chips for TVs, monitors, and tablets to include those for smartphones [3]. Group 2: Market Impact - The company views this breakthrough as a significant turning point in addressing the rapidly shifting smartphone display market towards OLED technology, which is expected to positively impact its operational performance [3]. - DB Global Chip plans to leverage the design IP and mass production technology gained from this launch to further expand into the high-value high-end smartphone OLED driver chip market [4].