Huawei's new foldable smartphone 'Mate X7' highlighting the rapid expansion of the Chinese foldable OLED supply chain.

China’s Foldable OLED Supply Chain Expands as Shipments Sustain High Growth

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Exterior of Huawei's new foldable smartphone 'Mate X7', which utilizes Chinese foldable OLED panels from suppliers like BOE and Visionox

Huawei’s new foldable smartphone ‘Mate X7’, featuring foldable OLED panels from Chinese suppliers. (Source: GSMArena)

As China’s  smartphone market grows rapidly, the panel supply chain is entering a full-scale expansion phase. Companies currently supplying foldable OLED panels to Chinese set makers include Samsung Display, BOE, TCL CSOT, Tianma, and Visionox, forming a competitive landscape between global and Chinese suppliers.

In terms of shipments, Chinese panel makers are showing steep growth in foldable OLED supply. Shipments increased from around 1.3 million units in 2021 to over 10 million units in 2025, representing a CAGR of more than 70%. This reflects not only the expansion of China’s foldable smartphone market but also the rapid rise in localization of panel supply.

By company, BOE leads not only in conventional smartphone OLED panels but also in foldable OLED shipments. BOE maintains market leadership by supplying panels to major brands such as Huawei, Oppo, and Vivo. However, after rising sharply through 2024, BOE’s shipments slightly declined in 2025.

TCL CSOT ranks second in foldable OLED supply, shipping more than 3 million units in 2025. Its key customers include Motorola, Xiaomi, and Honor.

Visionox also supplies foldable OLED panels mainly to Huawei and Honor, while Tianma began limited shipments in 2025, marking its formal entry into the market.

Overall, China’s foldable OLED market is transitioning from an early expansion phase to a stage characterized by intensified competition and customer diversification. Going forward, yield stabilization and cost competitiveness are expected to become critical factors shaping the market landscape.

Detailed information on the foldable OLED supply chain structure, panel makers’ development trends, and shipment volumes by company can be found in UBI Research’s China Trend Report.

Junho Kim, Analyst at UBI Research (alertriot@ubiresearch.com)

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