2026 H1 China smartphone OLED shipments by brand (Source: UBI Research)
Shipments of smartphone OLED panels by Chinese panel makers reached approximately 190 million units in the first half of 2026. Compared with roughly 210 million units shipped during the same period in 2025, this represents a year-on-year decline of approximately 20 million units.
Huawei was the largest customer for smartphone OLED panels supplied by Chinese panel makers, followed by Apple, Xiaomi, Honor, Oppo, and Vivo. Although the market structure remained concentrated around leading smartphone brands, overall shipment volume declined compared with the previous year.
The decline appears to have been driven by slowing smartphone demand as well as increasing component costs. In particular, rising memory prices are placing additional cost pressure on smartphone manufacturers. As smartphone brands seek to maintain price competitiveness, they are facing a growing challenge in managing simultaneous cost increases across key components, including memory, application processors, and displays.
OLED adoption in smartphones has expanded beyond premium models into the upper-mid-range segment. However, if component prices continue to rise, smartphone makers may adjust their shipment plans and product lineups. In particular, the pace of OLED adoption could slow in the highly price-sensitive low-end and mid-range segments.
Overall, Huawei remained the largest customer in China’s smartphone OLED market during the first half of 2026, followed by Apple and other major Chinese smartphone brands. Nevertheless, total shipments declined year on year. The pace of market recovery will depend on a rebound in smartphone replacement demand, stabilization of memory prices, and the ability of smartphone manufacturers to manage rising costs.
Junho Kim, Analyst at UBI Research (alertriot@ubiresearch.com)
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