1. LTPO AMOLED shipments expected to surpass LTPS by late 2025. 2. AMOLED display shipments exceeded TFT LCD for the first time in 2024. 3. Apple's transition to LTPO boosts demand for AMOLED technology significantly. 4. Chinese brands expanding LTPO adoption will increase market competition. 5. Samsung Display and BOE projected to benefit from rising LTPO adoption.
The increasing demand for LTPO AMOLED technology suggests future revenue growth opportunities. The transition driven by major players like Apple enhances market dynamics favorably for companies involved in AMOLED supply chains.
The article discusses significant trends in display technologies that directly affect the tech ecosystem. As a subsidiary of Informa TechTarget, Omdia's insights suggest increased relevance to TTGT and related industries.
The ongoing shift to LTPO technology will influence the market well into 2025 and beyond. Historical shifts in technology, such as the switch from CRT to LCD, took years to fully unfold and similarly, LTPO adoption will evolve over time.
Shipments of LTPO (Low-Temperature Polycrystalline Oxide) flexible AMOLEDs are expected to surpass those of LTPS (Low-Temperature Polycrystalline Silicon) flexible AMOLEDs in the second half of 2025, according to Omdia's latest OLED Display Market Tracker.
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Smartphone flexible AMOLED shipment share by technology
This transition to LTPO comes as flexible AMOLED has solidified its position as the mainstream technology in the smartphone display market. In 2024, total AMOLED display shipments finally overtook TFT LCD shipments for the first time, accounting for 51% of the overall smartphone display shipments. Notably, within the flexible AMOLED segment, the demand for low-power consumption in high-end devices is driving the specific shift from LTPS to LTPO. According to panel maker shipment plans for the second half of the year, LTPO's share is projected to reach 55.3% in the third quarter and grow to 58.8% in the fourth quarter of 2025.
Apple's product strategy is a primary driver of this market shift. In 2025, the company released five new AMOLED iPhones, including the iPhone 16E and the new iPhone 17 series. This move signals the phasing out of the LTPS LCD-based iPhone SE model, causing a sharp decline in demand for TFT LCD panels for iPhones. Consequently, Apple's overall demand for AMOLED is rising, and its adoption of LTPO flexible AMOLED across all four new iPhone 17 series models, including the new iPhone 17 and iPhone Air, is significantly increasing LTPO demand in the second half of 2025.
This trend is amplified by Chinese smartphone OEMs, who are also continuing to expand their adoption of LTPO flexible AMOLEDs from flagship models into the high-end segment.
From a panel supplier perspective, the surge in demand is expected to boost shipments for most AMOLED panel makers, with Samsung Display, BOE, and Tianma projected to be the primary beneficiaries of this market shift.
According to Brian Huh, Principal Analyst in Omdia's Display research practice, "As Apple completes its transition to LTPO AMOLED for its flagship iPhones, Android brands are accelerating the adoption of the technology to remain competitive. Simultaneously, Chinese panel makers are aggressively promoting LTPO to capture market share. This combination of factors will ensure robust and continued growth for LTPO AMOLED in the smartphone display market."
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Fasiha Khan: Fasiha.khan@omdia.com