According to Sigmaintell, global OLED smartphone shipments reached 202 million units in Q1 2026, up 4.7% from Q1 2025 (193 million) thanks to higher demand for flexible AMOLED panels from Apple and Samsung Electronics, and also from Chinese smartphone brands.
Rigid OLED shipments dropped 33% from last year, but flexible OLED shipments rose 19%. The market share of Korean flexible OLED makers (Samsung Display and LGD) rose to 42.8%, up 8% from last year. Samsung Display shipped 55 million OLED panels in Q1 2026 - up over 50% from last year.
Interestingly, Sigmaintell says that shipments to Apple rose 14% from 2025, but this was mostly driven by Inventory build-up.
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Posted: May 08,2026 by Ron Mertens