BOE's Chairman Chen Yanshun provided some interesting information in a recent investor communication event, providing an update and outlook for the company's OLED business.
BOE updates that it shipped around 150 million AMOLED display in 2025, a growth of 8% over 2024. This is below BOE's original expectations, and the company gives three reasons for the lower shipments in 2025: patent disputes in the AMOLED field, limited coverage of national subsidies (most Chinese phone subsidies cover only budget smartphones), and the need for improvement in internal lean management.
Looking forward to 2026, BOE expects the growth rate of flexible smartphone AMOLED shipments to slow down due to a weak economy and rising memory prices. BOE says that 668 million phones shipped in 2025 with flexible AMOLEDs, and they actually see a small increase to 675 million in 2026 (it is likely that total smartphone OLED demand will drop, with the main hit coming from Samsung's rigid OLED shipments). In the first half of the year, BOE expects average flexible AMOLED price to fall, but price will stabilize in the second half of the year. Most analysts expect
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