CINNO Research：三季度全球 AMOLED 手机面板出货量约 2.5 亿片 同比增长 11.7% 环比增长 20.3%
CINNO Research report shows that in the third quarter of 2025, global AMOLED smartphone panel shipments are expected to reach approximately 250 million units, a year-on-year increase of 11.7% and a quarter-on-quarter increase of 20.3%. Market demand has significantly increased due to the release of new devices by Apple and domestic brands. Shipments from South Korea account for 51.6%, while domestic manufacturers account for 48.4%. Samsung Display (SDC) saw a year-on-year shipment increase of 7.1%, with its market share declining to 43.4%; BOE's shipments increased by 30.8%, raising its market share to 15.7%
According to Zhitong Finance APP, Charley Zhou, chief analyst at CINNO Research, with the arrival of the traditional sales peak in the third quarter, Apple and domestic mainstream brands are intensively launching flagship new products, significantly boosting the market demand for OLED panels. According to statistics from CINNO Research, the global AMOLED smartphone panel shipment volume in the third quarter of 2025 is expected to be approximately 250 million units, a year-on-year increase of 11.7% and a quarter-on-quarter increase of 20.3%, achieving both year-on-year and quarter-on-quarter growth, with market prosperity continuing to rebound.
Data source: CINNO Quarterly Mobile Phone Panel Value Chain Report
From a regional perspective, in the third quarter of 2025, the shipment share of global AMOLED smartphone panels in South Korea accounted for 51.6%, a year-on-year decrease of 0.8 percentage points and a quarter-on-quarter increase of 4.2 percentage points, with the quarter-on-quarter rebound mainly benefiting from the short-term boost of Apple’s new device inventory; domestic manufacturers accounted for 48.4% of the shipment share.
In terms of market structure, Samsung Display (SDC) saw a year-on-year increase of 7.1% in AMOLED smartphone panel shipments, with its market share narrowing from 45.2% in the same period last year to 43.4%, a year-on-year decline of 1.8 percentage points. Although SDC's technological advantage in LTPO backplanes still supports its high-end market position, the loss of orders in the mid-range market has intensified; BOE's AMOLED smartphone panel shipments increased by 30.8% year-on-year, marking the largest year-on-year growth among mainstream manufacturers, with its market share rising by 2.3 percentage points to 15.7%, mainly benefiting from large-scale penetration in the mid-range market and continuous breakthroughs in the high-end market; Visionox's AMOLED smartphone panel shipments increased by 16.7% year-on-year, with its market share rising by 0.5 percentage points to 12.7%, achieving effective operational strategies in the first half of the year and gaining stable demand in the mid-range market through differentiated competition; Tianma's AMOLED smartphone panel shipments increased by 28.4% year-on-year, performing well, with its market share rising by 1.3 percentage points to 10.0%, driven mainly by stable demand from key customers and continuous improvements in production line technology and yield.
Data source: CINNO Quarterly Mobile Phone Panel Value Chain Report From the perspective of flexible panel shipments, in the third quarter of 2025, flexible AMOLED smartphone panels accounted for 80.1% of global AMOLED smartphone panels, an increase of 3.6 percentage points year-on-year and 3.1 percentage points quarter-on-quarter. Among them, the share in South Korea accounted for 43.8%, a year-on-year decline of 1.4 percentage points; domestic manufacturers' shipment share accounted for 56.2%.
In the third quarter of 2025, Samsung Display (SDC) saw a year-on-year increase of 9.3% in flexible AMOLED smartphone panel shipments and a quarter-on-quarter increase of 40.4%, with a market share of 33.5%, down 2.3 percentage points year-on-year. The mainstream manufacturers' share saw the largest year-on-year decline, continuing to face competitive pressure from domestic manufacturers; BOE's flexible AMOLED smartphone panel shipments increased by 30.8% year-on-year and 9.3% quarter-on-quarter, with a market share of 19.7%, up 2.1 percentage points year-on-year, making it the mainstream manufacturer with the largest year-on-year growth, driven by a breakthrough increase in high-end flexible screen orders; Visionox's flexible AMOLED smartphone panel shipments increased by 16.2% year-on-year and 54.2% quarter-on-quarter, with a market share of 13.7%, and its flexible production line's Q3 utilization rate significantly exceeded the industry average; Tianma's flexible AMOLED smartphone panel shipments increased by 28.4% year-on-year and 8.3% quarter-on-quarter, with a market share of 12.5%, up 1.1 percentage points year-on-year
