Lates News

According to the data from the crowd wisdom consulting, the global shipment of OLED smartphones panels in the first quarter of 2026 is estimated to be around 200 million pieces, an increase of approximately 4.7% compared to the previous year. Among them, the shipment of flexible OLED is about 170 million pieces, an increase of approximately 19.3% compared to the previous year. The "polarized" growth demand is mainly driven by two core supports: first, the strong demand for stocking by top manufacturers such as Apple and Samsung drives a significant increase in the shipment of flexible OLED panels; second, Chinese panel manufacturers have significantly increased their shipments to the smartphone repair market, becoming an important source of growth in the first quarter. The shipment of rigid OLED, which is continuously replaced by flexible OLED products, is estimated to be around 36 million pieces in the first quarter, a decrease of 32.9% compared to the previous year, indicating a continued contraction in market demand.