Core Insights - The shipment of low-temperature polycrystalline oxide (LTPO) flexible active matrix organic light-emitting diode (AMOLED) displays is expected to surpass that of low-temperature polysilicon (LTPS) flexible AMOLED displays in the second half of 2025 [1][4] Group 1: Market Trends - The transition to LTPO coincides with the consolidation of flexible AMOLED as the mainstream technology in the smartphone display market, with AMOLED displays projected to account for 51% of total smartphone display shipments in 2024, surpassing TFT LCD for the first time [4] - The demand for low power consumption in high-end devices is driving the shift from LTPS to LTPO within the flexible AMOLED segment [4] Group 2: Company Impact - Apple's product strategy is a major driver of this market transition, with the company set to release five new AMOLED iPhone models in 2025, including the iPhone 16E and the new iPhone 17 series, leading to a significant increase in LTPO demand [4][5] - The gradual phasing out of LTPS LCD-based iPhone SE models will sharply reduce Apple's demand for TFT LCD panels, further increasing the overall demand for AMOLED [4] Group 3: Competitive Landscape - Chinese smartphone manufacturers are expanding the application of LTPO flexible AMOLED from flagship models to high-end product lines, further broadening this trend [5] - Major AMOLED panel manufacturers such as Samsung Display, BOE, and Tianma are expected to benefit from the surge in demand driven by this market shift [5] - The acceleration of Android brands adopting LTPO AMOLED technology to remain competitive is noted, alongside Chinese panel manufacturers actively promoting LTPO to capture market share [5]