UBI Research says that 190 million OLED smartphone panels shipped in Q1 2026, down 12% from last year, and down 20% from the previous quarter. UBI says that the decline in shipments is mainly due to rising memory prices.
Samsung remained the leading AMOLED smartphone producer, with a 44.4% market share in the quarter, up from 42.8% last year. LG Display, with a 9% share, also increased its market share (which was 7.6% in Q1 2025).
UBI says that China-based OLED panel makers are facing growing pressure. While the two Korean companies saw a combined decline of 7% in shipments, for the four main Chinese producers (BOE, Visionox, Tianma and TCL CSOT), the decline was sharper at 17%. BOE and Visionox increased their market share (16.3% for BOE, 10.7% for Visionox), at the expense of Tianma and CSOT, that saw larger shipment declined - Tianma's global share dropped from 12.1% in 2025 to 9% in 2026, while TCL CSOT's share declined to 7.8% (from 9.8%).
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