Global OLED Panel Shipments Grew 5% YoY in Q3

On December 9th, market research firm CounterPoint Research published a blog post yesterday (the 8th) stating that driven by robust seasonal demand for smartphones and a booming monitor market, global OLED panel shipments in Q3 2025 grew 14% quarter-on-quarter (QoQ) and 5% year-on-year (YoY).

Among various product categories, monitor panels stood out with the strongest performance: their shipments rose 21% QoQ and surged 55% YoY, indicating that the penetration rate of OLED technology in the IT sector is accelerating.

Smartphone panels also delivered solid results, growing 16% QoQ and 6% YoY. This growth was mainly fueled by the seasonal peak of the smartphone market, with strong demand for the iPhone 17 Pro series in particular injecting momentum into the market.

While laptop panels remained flat QoQ, they still achieved an 18% YoY growth.

The OLED TV panel market, however, remained sluggish: despite a modest 2% QoQ increase, shipments fell 2% YoY, and the market has yet to emerge from its slump.

In terms of manufacturers, the two South Korean panel giants—Samsung Display (SDC) and LG Display (LGD)—delivered mixed performances this quarter.

Specifically, LGD, leveraging massive orders for iPhone 17 Pro series panels, saw its smartphone panel shipments surge 59% QoQ; meanwhile, its smartwatch panel shipments also skyrocketed 121% QoQ. This allowed LGD to maintain its top position in the industry with a 38% area share (flat from Q2).

For Samsung Display (SDC), although it achieved a 40% YoY growth in the monitor segment with its 27-inch QD-OLED panels, its overall area share dropped to 33% (down 2 percentage points from Q2 2025’s 35%) due to a double-digit decline in TV panel shipments (12% both QoQ and YoY).

China’s BOE recorded 40% YoY growth in laptop panels and 27% YoY growth in smartphone panels, keeping its total market share stable at 9%.

Visionox, driven by a strong 31% QoQ growth, increased its market share from 6% to 7%.

Tianma, boosted by demand from Honor and Xiaomi, achieved an 11% QoQ growth and 28% YoY growth in shipments, with a market share of 5%.

CounterPoint Research analyzed that while the TV market has not yet recovered, the sustained boom in demand for IT panels (especially monitor panels) has become the core growth driver for the OLED industry as it moves toward 2026.

Post time: Dec-17-2025