TrendForce Reports Shipment-Rise of 8.1% In Global Smartphone Panels

TrendForce finds from its latest research that global shipments of smartphone panels reached 586 million units in the third quarter of 2025, up 8.1% QoQ and 5.3% YoY attributing the growth to increased panel demand for the iPhone 17 series and new models from leading smartphone brands in the latter half of the year. AMOLED panels continued to see strong demand, while LCD panels remained stable for entry-level devices and replacement markets. For 2025, total smartphone panel shipments are forecast to reach 2.243 billion units, a 3.4% increase compared to 2024, marking a recent high in shipment levels, as per TrendForce.

Other latest findings include:

BOE remained the leading supplier worldwide in the third quarter, shipping over 145 million units, a 1.3% increase from the previous quarter. CSOT saw a notable rise in a-Si LCD shipments, boosting its total by 13.5% to 75.5 million units. Meanwhile, Tianma experienced strong growth with shipments climbing 25.1% to 56.3 million units, driven by increased demand for a-Si LCDs.

SDC’s shipments went over 100 million units, growing 8.3% quarter-over-quarter. Meanwhile, LGD’s shipments rose 16.7% to 21 million units, with its yearly supply of iPhone panels expected to exceed 80 million units. Despite Innolux downsizing its smartphone panel operations, it still shipped 23.2 million unit...