Samsung Electronics is set to launch its latest suite of consumer tech products on September 19, 2025, headlined by the Galaxy S25 FE, Galaxy Buds3 FE, and the Galaxy Tab S11 series. The release date — just days ahead of Apple's expected iPhone 17 launch — is widely seen by South Korean media as a strategic move to compete head-to-head with its US rival.
The global market for small-sized OLED displays is on a path of steady expansion through the end of the decade, fueled primarily by the rising demand from smartphones, particularly Apple's iPhone lineup. However, with demand expected to outpace supply, analysts are warning of a potential OLED panel shortage as early as 2028.
China's BOE Technology is moving to diversify Apple's iPhone display driver IC (DDI) supply chain, a shift that threatens South Korea's LX Semicon, once a dominant and long-standing supplier in the market.
Samsung Display (SDC), LG Display (LGD), and China's BOE are expected to maintain their positions in Apple's iPhone panel supply chain through 2025 and 2026, according to industry forecasts. Samsung, in particular, is poised to expand its portfolio as Apple prepares to mass-produce its first foldable iPhone.