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Strong iPhone Sales Are Giving Samsung Display a Big OLED Boost
Strong sales of Apple's iPhone have led to a notable increase in flexible OLED panel shipments from Samsung Display, with a reported rise of 35% in the first half of the year. As a result, Samsung accounted for 65% of the growth in the global market for flexible OLED panels. Looking ahead, demand is projected to remain robust, particularly with the anticipated launches of the iPhone 18 Pro and foldable iPhone models set for September.
MonitorConfidence: HighShort term horizon
Published 20 Aug 2026, 11:45 UTC1 min read
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Summary
TL;DR
- Samsung Display shipped 120 million flexible OLED panels in H1 2026.
- Year-over-year growth of 35% in OLED panel shipments.
- Samsung's shipments contributed to 65% of global flexible OLED growth.
- Further demand expected with new iPhone launches in September.
- Market research firm predicts continued strong demand.
Interesting facts
- Samsung Display's dominance in the flexible OLED market is significantly tied to Apple's sales performance.
- The launch of new iPhone models often correlates with increased demand for display technology.