Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capacity and utilization of smartphones, TrendForce keeps its clients up to date to the smartphone market’s potential development.

Key Highlights

The global smartphone market is projected to remain flat in 2025. Growth may come from China's subsidies and emerging markets, while mature markets face challenges from extended replacement cycles and economic uncertainties.

Samsung's shipments may decline slightly due to increased competition from Chinese brands, while Apple might see flat or slightly reduced shipments if iPhone 17 prices rise. Transsion faces pressure from Chinese brands in Africa.

AMOLED panels are expected to dominate, exceeding 60% market share, as LTPS and a-Si LCDs decline. Smartphone panel shipments saw both quarterly decline and yearly growth in early 2025 due to multiple factors, including China's subsidies and new product stockpiling.

Rigid OLED is declining as brands shift to flexible OLED, with production redirected to automotive and IT sectors. Foldable phone penetration is slowing, but Apple's entry in 2026 may boost the segment.

SDC is shifting focus from smartphones to automotive and IT, stabilizing OLED panel supply for notebooks. Elevated inventory due to tariffs might affect AMOLED procurement negatively.

Table of Contents

1. Summary
2. Worldwide Smartphone Market Update
3. Worldwide Smartphone
4. Brand Shipment
5. Smartphone SPEC Trend
6. LTPS & AMOLED Capacity
7. Panel Market Trend in 2021 ~ 2025
8. Conclusion

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