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.
One of the main driving forces behind the increase in demand for LTPO displays is Apple. The company adopted LTPO backplanes for all of its iPhone 17 phones and the iPhone Air. In addition to Apple, it is said that Chinese OLED makers are aggressively promoting their LTPO OLED panels.
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Posted: Sep 27,2025 by Ron Mertens