LTPO OLED backplanes

The Korean Display Industry Association (KDIA) is quoting Omdia, saying that the OLED market share of Korean OLED panels (made by LGD and SDC) have increased 1.5% in 2025, to reach 68.7%. This is the first time since 2015 that Korea's OLED market share has increased. 

The KDIA lists several reasons as to why Korean companies managed to expand their OLED market share last year:

For most of OLED's commercial history, the industry operated as a near-monolith: virtually every panel maker deposited RGB organic materials through a Fine Metal Mask (FMM) on 6th-generation glass (or polyimide substrates with a glass carrier), while LG Display stood as the sole practitioner of its WRGB architecture for large-area OLED production.

In recent years, we have seen the emergence of new OLED architectures, processes and materials that signal the end of this technological uniformity. In this article, we examine the different technologies, speculate how the industry is changing and where it is headed - and understand the implications for supply chain companies. 

Samsung announced its flagship 2026 Galaxy S26 smartphone family, with 3 models, all powered by LTPO AMOLED displays - and all will ship on March 11, 2026.

We start with the standard Galaxy S26, that features a 6.3" 1080x2340 120Hz 2060 nits (peak) LTPO AMOLED display, and either a Snapdragon 8 Elite Gen 5 or an Exynos 2600 CPU, 12 GB of RAM, and up to 512GB of storage.

Last month we reported that Lenovo is set to launch its 2nd rollable laptop, that will be called the Lenovo Legion Pro Rollable. It turns out that Lenovo has indeed unveiled this laptop at CES 2026, but it is only a concept device, or a prototype, at this stage.

TCL CSOT confirmed that it is the supplier of the rollable AMOLED, and this seems to be an impressive display, that opens up from a 16-inch display to 21-inch and even 24-inch when fully opened in the ultra-wide configuration you see above. Lenovo and TCL CSOT did not reveal any specifications, beyond the 120Hz refresh rates.

BOE officially announced that it has lit up its 8.6-Gen AMOLED production line in Chengdu, five months ahead of schedule. The company aims to be the first in the world to mass produce OLED IT panels in a 8.6-Gen line. 

Back in October, we reported that BOE is accelerating the building of its 8.6-Gen line. The company's original plan was to start mass production in Q4 2026, but now it hopes to begin production in Q3 2026, a month or two earlier than Samsung Display (that also hopes to begin mass production in Q3 2026).

According to reports from Korea, BOE's AMOLED shipments to Apple are increasing. BOE is currently shipping panels for Apple standard iPhone models 12 through 16 (including aftermarket panels), and also to Apple's budget smartphones (the iPhone 16e, and reportedly, also the upcoming iPhone 17e).

BOE B11 utilization rate (Display Insights)

According to the latest reports, BOE shipped 35 million iPhone AMOLED panels in 2025, and its B11 production line in Mianyang, which is where BOE produces all of its Apple's iPhone panels, is now running a 73% utilization (see graph above).

According to reports in Korea, Apple has signed up BOE as the first OLED supplier for its upcoming budget iPhone 17e smartphone, that will ship early in 2026. While BOE will supply the majority of these AMOLEDs, Samsung Display and LG Display are expected to also supply some panels to Apple.

This is a similar distribution that Apple chose for the 2025 iPhone 16e, that sports a 6.1" 1200 nits (peak) 60hz 1170x2532 AMOLED display. It is likely that the iPhone 17e will use a similar panel, and we're quite certain it will not be an LTPO OLED. Apple is aiming to ship around 8 million iPhone 17e devices in the first half of 2026.

Huawei introduced several new devices yesterday, all with AMOLED display. First up we have the new Huawei Mate 80 smartphone family, that includes 3 models. The basic Mate 80 and the Mate 80 Pro both offer a 6.75" 120Hz 1280x2832 LTPO display.

The flagship Mate 80 Pro Max has the world's brightest display - a 6.9" 1320x2848 120Hz 8000 nits LTPO AMOLED.

Omdia says that in the second half of 2025, shipments of LTPO flexible AMOLED displays will surpass the shipments of flexible LTPS AMOLEDs, for the first time.

Omdia estimates that in Q3 2025, the share of LTPO OLEDs (out of the total flexible OLED market) will reach 55.3%, and it will continue to grow to 58.8% in Q4 2025, as demand for high-efficient displays in premium smartphones increases.