Flexible Thinking: The Key to a Successful Flex Circuit Design Transfer
Happy’s Tech Talk #29: Bend-to-Install Semi-flex FR-4
AMOLED Panels Become Mainstream Display for Smartphones, with Shipments Set to Grow by Nearly 25% in 2024
September 6, 2024 | TrendForceEstimated reading time: 1 minute
TrendForce’s latest projections show global shipments of AMOLED smartphone panels are anticipated to surpass 840 million units in 2024, reflecting a remarkable growth of almost 25% from 2023. With leading smartphone manufacturers increasingly embracing AMOLED technology, shipments are predicted to surpass 870 million units in 2025, representing a YoY increase of 3.2%.
Traditionally, Korean panel makers have dominated the AMOLED panel supply chain. However, in recent years, Chinese suppliers have ramped up their production of flexible AMOLED panels, ensuring a consistent supply to cater to surging market demand. Additionally, these Chinese companies have been forging partnerships with smartphone brands, which has led to a notable increase in AMOLED panel usage in smartphones, rising from 51% in 2023 to 56.9% in 2024. TrendForce posits this penetration rate is expected to grow by 2% to 3% each year—potentially reaching 68% by 2028—thereby establishing AMOLED panels as the standard display in the smartphone industry.
Korean panel makers mainly cater to Apple and Samsung, with their shipments to other brands declining annually, primarily offering limited quantities of rigid AMOLED panels. On the other hand, Chinese panel makers have experienced a consistent rise in AMOLED panel shipments. BOE has emerged as the top supplier of AMOLED smartphone panels in China, with projections indicating shipments will reach approximately 130 million units this year.
Alongside strong partnerships with local smartphone brands, BOE has been progressively increasing its shipments to Apple, having successfully passed the validation process for the upcoming iPhone 16 series in 2024 and is gearing up for mass production as planned. This achievement highlights that after years of development, BOE's products and technology are slowly earning recognition from major international brands like Apple, potentially opening doors for greater inclusion in Apple's future offerings.
TrendForce points out that other manufacturers of AMOLED smartphone panels are experiencing swift growth. Thanks to robust sales of Huawei's latest models in 2024, Visionox is projected to achieve shipments of 80 million units. Furthermore, both TIANMA and CSOT have begun to ramp up their AMOLED smartphone panel shipments this year, with a strong possibility of exceeding their past records.
It is anticipated that Chinese panel makers will represent 47.9% of global AMOLED smartphone panel shipments in 2024. By 2025, their total shipments are predicted to exceed those of their Korean counterparts, achieving a projected global market share of 50.2%.
Share on:
Suggested Items
Real Time with... IPC APEX EXPO 2025: Aster–Enhancing Design for Effective Testing Strategies
04/18/2025 | Real Time with...IPC APEX EXPOWill Webb, technical director at Aster, stresses the importance of testability in design, emphasizing early engagement to identify testing issues. This discussion covers the integration of testing with Industry 4.0, the need for good test coverage, and adherence to industry standards. Innovations like boundary scan testing and new tools for cluster testing are introduced, highlighting advancements in optimizing testing workflows and collaboration with other tools.
IPC President’s Award: Xaver Feiner
04/17/2025 | Nolan Johnson, SMT007 MagazineThroughout his career, Xaver Feiner, vice president of marketing and sales at Zollner Elektronik, has developed extensive expertise in account management and new business development with a strong focus on the semiconductor industry, aerospace, and industrial electronics. Xaver has cultivated a profound understanding of global markets and remains deeply engaged with the challenges and opportunities presented by digital transformation. Since 2020, he has been an active member of the IPC Europe Advocacy Group, where he is dedicated to advancing the position of the electronics industry and the EMS sector across Europe.
New High Power 3D AXI for Power Electronics from Test Research, Inc.
04/17/2025 | TRITest Research, Inc. (TRI), a leading provider of Test and Inspection solutions for the electronics manufacturing industry, proudly announces the launch of the 3D AXI TR7600HP system. Designed for power semiconductor inspection, the TR7600HP enhances accuracy and efficiency in detecting defects in components such as IGBTs, MOSFETs, SiC inverters, and Paladin Connectors.
IPC APEX EXPO 2025 Learning Lounge: Education on the Show Floor
04/16/2025 | Andy Shaughnessy, Design007The conference portion of IPC APEX EXPO has been providing educational opportunities for attendees since the first show. But recently, show managers decided to expand education onto the show floor.
IPC APEX EXPO 2025 Review: The New Normal Looks Like the Old Normal
04/16/2025 | Nolan Johnson, SMT007 MagazineAt IPC APEX EXPO, my days are filled with either talking or listening from sunup to sundown. I get to answer questions of some of the brightest minds in the business, while also listening and synthesizing what they’re sharing with me about the current and future state of the industry. Here are five observations based on the conversations.