After a soft patch in the summer months, LCD TV panel prices are stabilizing as we approach the holiday sales season. The recent pattern of more gentle price fluctuations seems to be holding, and is vastly more moderate compared to the long-term pattern of wild price swings.
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Global OLED panel shipments grew 5% QoQ but declined 2% YoY in Q2 2025, following a 16% QoQ decline and 4% YoY growth in Q1 2025, according to Counterpoint Research’s latest OLED Shipment Report – Flash Edition.
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Apple’s annual showcase on September 9, 2025, delivered a wave of next-generation hardware — highlighted by a sleeker iPhone lineup and a trio of powerful new smartwatches. Below is a full look at the most significant announcements.
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Now that all of the industry’s flat panel display makers have reported their Q2 2025 financial results, we have updated our industry profile. Counterpoint Research’s Quarterly Display Supply Chain Financial Health Report covers the 13 publicly traded panel makers and is based on company financial disclosures.
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TCL and Hisense both continued to gain share in the premium TV market in Q2 2025. The two companies have blown past LG and are battling for the #2 spot behind Samsung, according to Counterpoint Research’s latest Quarterly Advanced TV Shipment and Forecast Report, released last week. During the quarter, TCL and Hisense drove another huge increase in shipments in their home market of China while also showing increasing strength in overseas markets.
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Meta has officially launched its first pair of AR smart glasses, the Ray-Ban Meta Display, along with other new smart glasses (Ray-Ban Meta Gen 2 and Oakley Meta Vanguard) at its Meta Connect event. The Ray-Ban Meta Display glasses feature a full-color monocular display, projected through a geometric (reflective) waveguide on the right lens. Meta has opted for an LCoS display instead of the MicroLED light engines demonstrated on the Orion prototype a year ago.
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Samsung Display (SDC) reclaimed the #1 position in the foldable smartphone panel market in Q2 2025 with a 53% share, according to the latest Quarterly Foldable/Rollable Display Shipment and Technology Report from Counterpoint Research. SDC’s return to the top spot follows a temporary dip to third place in Q1, when Huawei’s strong product ramp boosted shipments from suppliers BOE and Visionox. For the full year 2025, SDC is projected to capture 46% of global foldable panel shipments for smartphones.
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