Global AMOLED smartphone panel shipments totaled about 430 million units in the first half of 2026, up 3.8% from a year earlier and coming in ahead of expectations.

Apple and Samsung maintained a steady purchasing pace, aided by supply-chain advantages and profitability resilience. Some domestic panel makers pulled forward portions of future demand to keep production lines running and avoid higher costs.

Demand in the phone repair market also rose notably, contributing to overall shipment growth.