Overview
- Omdia's Oct. 21 forecast projects flexible AMOLED panel shipments will rise 44% in 2026 to about 29 million units, up after a roughly 12% decline the prior year.
- Displays for wider, book-style foldables are expected to make up about 44% of foldable panel shipments in 2026, a shift linked to strong attention for the Samsung Galaxy Z Fold8 and the Apple iPhone Duo.
- Samsung Display is forecast to capture roughly 66% of foldable-display shipments in 2026 as it supplies panels for multiple flagship wide folds, a gain expected to shrink shares for BOE, China Star, Tianma and Visionox.
- Most foldable panels shipped this year are projected to be LTPO-type flexible AMOLEDs, which cost more but deliver adaptive refresh-rate control that suits premium foldable designs.
- Demand in China is currently weak, yet Omdia predicts more Chinese makers will enter the wide-fold segment and could push wide-panel share past 60% in 2027, noting that display shipments can precede finished-phone deliveries.