LONDON--(BUSINESS WIRE)--Sep 24, 2025--
Shipments of LTPO (Low-Temperature Polycrystalline Oxide) flexible AMOLEDs are expected to surpass those of LTPS (Low-Temperature Polycrystalline Silicon) flexible AMOLEDs in the second half of 2025, according to Omdia’s latest OLED Display Market Tracker.
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This transition to LTPO comes as flexible AMOLED has solidified its position as the mainstream technology in the smartphone display market. In 2024, total AMOLED display shipments finally overtook TFT LCD shipments for the first time, accounting for 51% of the overall smartphone display shipments. Notably, within the flexible AMOLED segment, the demand for low-power consumption in high-end devices is driving the specific shift from LTPS to LTPO. According to panel maker shipment plans for the second half of the year, LTPO’s share is projected to reach 55.3% in the third quarter and grow to 58.8% in the fourth quarter of 2025.
Apple’s product strategy is a primary driver of this market shift. In 2025, the company released five new AMOLED iPhones, including the iPhone 16E and the new iPhone 17 series. This move signals the phasing out of the LTPS LCD-based iPhone SE model, causing a sharp decline in demand for TFT LCD panels for iPhones. Consequently, Apple’s overall demand for AMOLED is rising, and its adoption of LTPO flexible AMOLED across all four new iPhone 17 series models, including the new iPhone 17 and iPhone Air, is significantly increasing LTPO demand in the second half of 2025.
This trend is amplified by Chinese smartphone OEMs, who are also continuing to expand their adoption of LTPO flexible AMOLEDs from flagship models into the high-end segment.
From a panel supplier perspective, the surge in demand is expected to boost shipments for most AMOLED panel makers, with Samsung Display, BOE, and Tianma projected to be the primary beneficiaries of this market shift.
According to Brian Huh, Principal Analyst in Omdia’s Display research practice, “As Apple completes its transition to LTPO AMOLED for its flagship iPhones, Android brands are accelerating the adoption of the technology to remain competitive. Simultaneously, Chinese panel makers are aggressively promoting LTPO to capture market share. This combination of factors will ensure robust and continued growth for LTPO AMOLED in the smartphone display market.”
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Smartphone flexible AMOLED shipment share by technology
In a box office battle of the sequels, “The Devil Wears Prada 2” had the slight edge over “Mortal Kombat II” in North American theaters this weekend. According to studio estimates Sunday, “The Devil Wears Prada 2” earned a chart topping $43 million in its second weekend, while “Mortal Kombat II” took in $40 million in its first.
This weekend had wide variety of newcomers playing in wide release, including the family-friendly whodunnit “The Sheep Detectives” and a James Cameron co-directed Billie Eilish concert film.
But it was the holdover that triumphed. “The Devil Wears Prada 2,” which has grossed $433.2 million worldwide in its first 12 days in release, helped push The Walt Disney Studios over $2 billion globally for the year. It’s also surpassed the total grosses of the first film, which earned $327 million globally in 2006, not accounting for inflation.
“Mortal Kombat II” provided some gendered counterprogramming in the second weekend of Hollywood's summer movie season. Warner Bros. opened the movie in 3,503 locations where it drew a heavily male audience. According to PostTrak, 75% of the ticket buyers were men. “The Devil Wears Prada 2” had almost the exact opposite gender breakdown on its first weekend.
The first movie in this series, “Mortal Kombat,” was released simultaneously in theaters and on HBO Max in April 2021 as a part of Warner Bros.’ pandemic-era day-and-date strategy. Reviews have been mixed for the sequel, as was its B CinemaScore. It also earned $23 million from 78 markets internationally, adding up to a $63 million global debut.
“Michael” landed in third place in its third weekend with another $36.5 million over the weekend, down only 33% from last weekend. The Michael Jackson biopic has now earned $240.5 million in North America, surpassing the total domestic grosses of “Bohemian Rhapsody,” and $577.4 million globally.
Fourth place went to Amazon MGM Studios' “The Sheep Detectives” which brought in $15.9 million in its first weekend in 3,457 theaters. The quirky, all-ages murder mystery features a starry ensemble including Hugh Jackman, Emma Thompson and Nicholas Braun, as well as the voices of Julia Louis-Dreyfus, Bryan Cranston, Regina Hall and Patrick Stewart as the sheep who try to figure out who murdered their shepherd. Audiences gave it an A- CinemaScore. The movie cost a reported $75 million to produce.
Rounding out the top five was “Billie Eilish—Hit Me Hard & Soft: The Tour (Live in 3D)” an immersive concert experience which Cameron shared co-directing credits on with Eilish. Paramount released the movie in 2,613 theaters, where it earned $7.5 million in North America and $12.6 million internationally. The movie was very well reviewed by critics (93% on Rotten Tomatoes) and audiences, who gave it an A CinemaScore.
James Cameron, left, and Billie Eilish pose for photographers upon arrival a the screening of the film 'Hit me Hard and Soft: The Tour' on Tuesday, April 28, 2026, in London. (Photo by Scott A Garfitt/Invision/AP)
Martyn Ford, from left, Tati Gabrielle, Adeline Rudolph, Lewis Tan and Mehcad Brooks pose for photographers upon arrival at the European Fan Event of the film 'Mortal Kombat II' on Thursday, April 30, 2026, in London. (Photo by Scott A Garfitt/Invision/AP)
