Global OLED panel shipments posted a solid recovery in the third quarter (3Q 2025), rising 14% quarter-on-quarter and 5% year-on-year, according to Counterpoint Technology Market Research’s latest OLED Shipment Report – Flash Edition. The rebound follows a muted 2Q, when shipments grew by 5% quarter-on-quarter (QoQ) but fell by 2% year-on-year (YoY), and reflects both seasonal demand and strengthening momentum across key device categories.
The surge was led primarily by smartphones—buoyed by robust iPhone 17 Pro demand—and an accelerating shift toward OLED monitors in gaming and productivity applications. Together, these trends helped lift overall market sentiment despite continued sluggishness in OLED TV shipments.
Smartphone OLED shipments jumped 16% QoQ and 6% YoY, underscoring their role as the main growth driver. Monitor panels delivered the strongest performance, soaring 21% QoQ and an impressive 55% YoY, as more consumers and businesses embraced high-contrast, high-refresh-rate displays. OLED TV shipments saw a slight 2% seasonal QoQ lift but remained 2% lower compared with last year. Notebook PC OLED shipments were stable QoQ but increased 18% YoY, supported by expanding adoption in premium and thin-and-light designs.
Suppliers navigate shifting market dynamics
The third quarter also reshaped competitive positions among the major OLED panel makers.
Samsung Display (SDC) retained overall leadership with a 33% area share—down from 35% in Q2—as weaker TV volumes weighed on results. Smartphone shipments grew 10% QoQ but declined 4% YoY. Meanwhile, SDC saw strong momentum in monitors, where shipments climbed 16% QoQ and 40% YoY on continued demand for 27-inch QD-OLED panels.
LG Display (LGD) held its 38% area share and posted a standout quarter in smartphones, with shipments surging 59% QoQ and 15% YoY, driven largely by Apple’s iPhone 17 Pro models. LGD also showed robust growth in smartwatches (+121% QoQ) and steady gains in monitors. OLED TV shipments inched up 4% QoQ and were flat YoY.
BOE maintained a 9% area share, continuing to strengthen its position in notebooks (+29% QoQ) and smartphones (+18% QoQ). The company remains a key supplier to HONOR, vivo, and Xiaomi.
Tianma kept its 5% share and grew OLED area shipments 11% QoQ and 28% YoY, supported by consistent demand from HONOR and Xiaomi.
Visionox, with a rising 7% area share, posted one of the fastest growth rates in the quarter. Smartphone shipments surged 33% QoQ, and the company reported strong traction in both smartphones and tablets as it broadened its customer base.
Looking Ahead
The 3Q 2025 results signal a meaningful rebound for the OLED sector, fueled by renewed smartphone demand and a fast-expanding IT display market. While SDC faced headwinds from weakening TV volumes, LGD benefited from Apple’s premium shift, and Chinese suppliers continued gaining scale and relevance across product categories.
With OLED monitors and notebook panels emerging as the industry’s next major growth engines, the sector is poised for continued expansion into 2026—driven by gaming, productivity, and broader adoption of high-performance OLED displays across consumer and commercial segments.