According to Sigmaintell data, global tablet panel shipments in Q3 2025 reached approximately 76 million units, marking a 4% year-over-year (YoY) increase while remaining flat quarter-over-quarter (QoQ).
Strong demand in the first half of the year, driven by tariff-related stockpiling and domestic subsidy policies, led to significant YoY growth in tablet panel shipments. However, brand demand declined noticeably in Q3, with shipments totaling around 42.5 million units, down 3% YoY and 9% QoQ. The slowdown was attributed to a temporary gap in subsidy policies and high inventory levels among brands, which led to slower restocking.
In contrast, demand for tablet-like devices remained robust, with shipments reaching 33.5 million units in Q3, up 16% YoY and 14% QoQ. Expanding application scenarios and the trend toward larger screen sizes have driven steady growth in this segment. Cumulative shipments for the first three quarters of 2025 approached 92 million units, a 17% YoY increase—significantly outpacing branded tablet panels.
From a technological perspective, OLED panels saw the most notable growth, with shipments hitting 3.8 million units in Q3, up 36% YoY. This surge was fueled by three key factors:
1.
Sigmaintell predicts that in 2026, OLED adoption will expand further as brands like
Meanwhile, LCD LTPS and Oxide panels maintained YoY growth but dipped QoQ due to subsidy policy fluctuations. Looking ahead, rising costs of key components like memory may push brands to seek structural cost reductions in panels. Oxide technology, supported by cost advantages and accelerated adoption by manufacturers such as