Omdia: Inventory Adjustments to Trigger 10% Drop in Small and Medium Display Shipments in 2Q25
LONDON--(BUSINESS WIRE)--New analysis from Omdia's quarterly small medium display market tracker reveals shipment will decline by 10% quarter-on-quarter (QoQ) and 6% year-on-year in 2Q25. This downturn is due to business and inventory adjustments among small medium display application device makers, particularly smartwatch and smartphone makers. Tariff risks previously prompted these manufacturers to aggressively build up panel inventories in 4Q24 through 1Q25. However, as tariffs concerns eased in 2Q25, device makers have become more cautious with their purchasing plan, leading to reduced panel shipments.
According to Omdia's Small Medium Display Market Tracker, small medium display shipments (all displays for under 9-inches) reached 1,048 million units in 1Q25. Of these shipments, AMOLED panels (Active Matrix OLED) accounted for 612 million units, representing 58% market share. Small medium AMOLED panels were primarily shipped for smartphone and smartwatch applications, with smaller volumes going to automotive and game applications. Strong shipments in 1Q25 were driven by inventory build-up efforts and tariff risk management by small medium display applications brands and OEMs, as well as high-capacity utilization among AMOLED panel makers. While smartphones remained exempt from reciprocal tariffs in 1Q25, smartphones made in China faced a 20% tariff when imported to the US. Given that 80% of Apple's iPhones were assembled in China and 34% of iPhones were shipped to the US, panel inventory preparation of potential tariffs was particularly prominent. Additionally, China's special consumer electronics subsidy stimulated robust domestic smartphone purchases during the same period.
However, small medium display shipments are expected to decline to 942 million units in 2Q25 due to ongoing inventory adjustments. AMOLED shipments will account for 551 million units maintaining a 58% market share. Mobile phone displays including OEM cell and smart watch display will experience the sharpest declines dropping 14% and 18% QoQ respectively. In contrast, amusement displays will grow significantly by over 100% QoQ due to the launch of new mobile game consoles.
'The small medium display market is traditionally seasonal with the strongest growth typically occurring in the second half of the year. However, the 10% QoQ decline in 2Q25 clearly demonstrates the unique impact of tariff risks and inventory adjustments,' said David Hsieh, Senior Director for Display research in Omdia. 'Meanwhile, AMOLED panels have maintained a stable share of 58% of total small medium display shipments, putting increased pressure on , particularly LTPS TFT LCD fab, to sustain their business over the long term. By contrast, shipments of a-Si TFT LCD panels for entry level mobile phones have been stable, encouraging more China LCD makers to produce small medium a-Si TFT LCD panels in their Gen8.5 and Gen8.6 LCD Fabs.' We anticipate a return to growth in 3Q25 due to the continued diversification of the small medium display market beyond smartphones into a wider variety of device and applications.'
ABOUT OMDIA
Omdia, part of Informa TechTarget, Inc. (Nasdaq: TTGT), is a technology research and advisory group. Our deep knowledge of tech markets combined with our actionable insights empower organizations to make smart growth decisions.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
an hour ago
- Yahoo
The Vanguard Growth ETF Is a Great Choice for Most, But I Like the Invesco QQQ Trust Better
The Vanguard Growth ETF has been a strong performer over the years. However, the Invesco QQQ Trust's performance has been even better, and its holdings are less top-heavy. That said, investing consistently in these exchange-traded funds is just as important as picking the right one. 10 stocks we like better than Invesco QQQ Trust › The Vanguard Growth ETF (NYSEMKT: VUG) is one of the most popular exchange-traded funds (ETFs) around, and it's a great choice for many investors. The ETF tracks the performance of the CRSP US Large Cap Growth Index, which includes stocks representing the growth side of the S&P 500. Notably, the ETF holds around 166 stocks, while its value counterpart, the Vanguard Value ETF (NYSEMKT: VTV), carries 331 stocks, since fewer large-cap stocks are classified as growth stocks. Stocks will also sometimes bounce between the growth ETF and the value ETF. For example, last year, Broadcom was one of the top stocks in the value index, but it has since shifted to being a top-10 holding in the growth ETF. The Vanguard Growth ETF is very tech-heavy, with such stocks accounting for 58.5% of its portfolio. Its top three -- Microsoft, Nvidia, and Apple -- represent almost 32% of its holdings. Growth and technology stocks have been helping lead the market higher for a long time, which can be seen in the outperformance of the Vanguard Growth ETF compared to both the Vanguard S&P 500 ETF (NYSEMKT: VOO) and the Vanguard Value ETF. Over the past decade, as of the end of May, the Vanguard Growth ETF has produced an average annual return of 15.3% versus 12.8% for the Vanguard S&P 500 ETF and 10% for the Vanguard Value ETF. Overall, the Vanguard Growth ETF is a great option for investors; however, there is one growth-focused ETF I like even more. The Invesco QQQ Trust (NASDAQ: QQQ) has been one of the best-performing non-leveraged or sector-specific ETFs around. This ETF has outperformed both the Vanguard 500 ETF and the Vanguard Growth ETF over the past decade. As of the end of May, it has generated an average annual return of 17.7%, outpacing its rivals. ETF 5-Year Average Annual Return 10-Year Average Annual Return Vanguard Value 13.9% 10% Vanguard S&P 500 15.9% 12.8% Vanguard Growth 17.2% 15.3% Invesco QQQ Trust 18.1% 17.7% Source: Vanguard and Invesco websites. The Invesco QQQ Trust's outperformance against the S&P 500 isn't just due to a couple of big years. It has been able to consistently outdo the benchmark index over the past decade. In fact, during this period, it has outperformed the S&P 500 more than 87% of the time on a rolling-12-month basis. That's impressive. Like the Vanguard Growth ETF, the Invesco QQQ Trust is also heavily weighted toward tech, with 57.2% of its portfolio classified in that sector as of the end of March. However, the Invesco ETF is actually less top-heavy than the Vanguard Growth ETF, with its top three holdings representing less than 25% of its portfolio (versus almost 32% in the Vanguard ETF). While they share many of the same top holdings, they are more spread out in the Invesco QQQ, which is another reason I prefer it. Here are the two ETFs' top 10 holdings and their weightings: Vanguard Growth Weighting Invesco QQQ Weighting 1. Microsoft 11.3% 1. Microsoft 8.8% 2. Nvidia 10.3% 2. Nvidia 8.7% 3. Apple 10.1% 3. Apple 7.3% 4. Amazon 6.3% 4. Amazon 5.6% 5. Alphabet 5.8% 5. Alphabet 5% 6. Meta Platforms 4.4% 6. Broadcom 4.8% 7. Broadcom 4% 7. Meta Platforms 3.8% 8. Tesla 3.3% 8. Netflix 3.2% 9. Eli Lilly 2.2% 9. Tesla 2.9% 10. Visa 2.2% 10. Costco 2.7% Note: VUG holdings are as of May 31, and QQQ holdings are as of June 17. Growth investors can't go wrong with either the Vanguard Growth ETF or the Invesco QQQ Trust, although I prefer the latter due to its track record of outperformance and its currently being less top-heavy. That said, regardless of which ETF you pick, the key to creating long-term wealth will be consistently investing in it using a dollar-cost averaging strategy. In the long run, this is just as important -- or perhaps even more so -- than trying to pick which is the better ETF right now. Before you buy stock in Invesco QQQ Trust, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Invesco QQQ Trust wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $664,089!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $881,731!* Now, it's worth noting Stock Advisor's total average return is 994% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Geoffrey Seiler has positions in Alphabet, Invesco QQQ Trust, and Vanguard S&P 500 ETF. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Costco Wholesale, Meta Platforms, Microsoft, Netflix, Nvidia, Tesla, Vanguard Index Funds - Vanguard Growth ETF, Vanguard Index Funds - Vanguard Value ETF, Vanguard S&P 500 ETF, and Visa. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. The Vanguard Growth ETF Is a Great Choice for Most, But I Like the Invesco QQQ Trust Better was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
an hour ago
- Yahoo
Apple (AAPL) Rises As Market Takes a Dip: Key Facts
Apple (AAPL) closed at $201.00 in the latest trading session, marking a +2.25% move from the prior day. The stock exceeded the S&P 500, which registered a loss of 0.22% for the day. Meanwhile, the Dow gained 0.08%, and the Nasdaq, a tech-heavy index, lost 0.51%. The maker of iPhones, iPads and other products's shares have seen a decrease of 2.37% over the last month, not keeping up with the Computer and Technology sector's gain of 2.98% and the S&P 500's gain of 0.45%. The upcoming earnings release of Apple will be of great interest to investors. The company is forecasted to report an EPS of $1.41, showcasing a 0.71% upward movement from the corresponding quarter of the prior year. In the meantime, our current consensus estimate forecasts the revenue to be $88.31 billion, indicating a 2.95% growth compared to the corresponding quarter of the prior year. For the annual period, the Zacks Consensus Estimates anticipate earnings of $7.11 per share and a revenue of $404.19 billion, signifying shifts of +5.33% and +3.36%, respectively, from the last year. Investors should also take note of any recent adjustments to analyst estimates for Apple. Recent revisions tend to reflect the latest near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits. Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system. The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, there's been a 0.15% fall in the Zacks Consensus EPS estimate. Apple is currently sporting a Zacks Rank of #3 (Hold). In terms of valuation, Apple is presently being traded at a Forward P/E ratio of 27.64. For comparison, its industry has an average Forward P/E of 11.04, which means Apple is trading at a premium to the group. Also, we should mention that AAPL has a PEG ratio of 2.19. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The average PEG ratio for the Computer - Micro Computers industry stood at 1.47 at the close of the market yesterday. The Computer - Micro Computers industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 45, which puts it in the top 19% of all 250+ industries. The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. To follow AAPL in the coming trading sessions, be sure to utilize Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Apple Inc. (AAPL) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Business Wire
2 hours ago
- Business Wire
GE HealthCare drives innovation in theranostics with latest technological advances
CHICAGO--(BUSINESS WIRE)--At this year's Society of Nuclear Medicine and Molecular Imaging (SNMMI) Annual Meeting, GE HealthCare is spotlighting the future of precision care with its innovative portfolio of theranostics-enabling solutions designed to help drive clinical and operational excellence. Making its debut, GE HealthCare's MIM Software introduces LesionID Pro with automated zero-click pre-processing i – an AI-powered innovation to help aid physician decision making and therapy response monitoring. 'Precision care is the future of oncology—and theranostics is at the heart of that future. The integration of advanced imaging and AI-powered software is accelerating the adoption of theranostics in clinical practice,' shares Shyam Srinivas, MD, PhD, Chief Share With cancer accounting for over 10 million deaths globally each year, ii the rise of precision care – particularly theranostics – is offering new hope to patients. By combining advanced diagnostic imaging and radiopharmaceuticals with targeted therapies, theranostics enables a personalized, patient-centric approach that may help improve disease detection, treatment accuracy, and overall quality of life. 'Precision care is the future of oncology—and theranostics is at the heart of that future. The integration of advanced imaging and AI-powered software is accelerating the adoption of theranostics in clinical practice,' shares Shyam Srinivas, MD, PhD, Chief of Nuclear Medicine, Associate Clinical Professor, Department of Radiological Sciences, University of California, Irvine. 'With tools like GE HealthCare's Omni Legend, StarGuide, and MIM software at our disposal, we now have the ability to visualize disease with great clarity, quantify tumor burden efficiently, and make fast, informed decisions. These advancements are not only helping enhance diagnostic accuracy and therapy monitoring but are also opening the door to dosimetry—ultimately helping improve outcomes for our patients. This is precision care in action, and it's making a real difference in patients' lives.' Central to the practice of theranostics is molecular imaging, such as positron emission tomography (PET) and single photon emission computed tomography (SPECT), which provides detailed, patient-specific insights to guide and monitor treatment. However, accessing these insights – like whole-body tumor burden, which represents the total amount of cancer is in the body – has traditionally required time-consuming manual analysis, resulting in clinical and operational challenges. In response, GE HealthCare's MIM Software is introducing LesionID Pro with automated zero-click pre-processing, i designed with AI-powered automation to help physicians access reliable whole-body tumor burden statistics without having to spend hours manually segmenting lesions, removing normal physiologic uptake, and registering multiple patient images for comparison. In addition to turning manual pre-processing into a zero-click experience, this new version of LesionID Pro comes with significant algorithm improvements that provide physicians with a precise whole-body tumor volume to review and finalize. Intuitive, user-friendly tools were intentionally designed with input from leading theranostics practitioners with the ultimate goal of making whole-body tumor burden analysis a practical clinical reality and help shorten physicians' time-to-report. 'At GE HealthCare, we are dedicated to providing clinicians the precision care tools needed for the adoption and practice of theranostics,' shares Jean-Luc Procaccini, President & CEO, Molecular Imaging & Computed Tomography, GE HealthCare. 'We designed our portfolio of precision care solutions to evolve with healthcare system needs and help support a patient's entire care journey – from the imaging equipment needed for a noninvasive look at a patient's anatomy and treatment monitoring, to novel radiopharmaceuticals used to diagnose and monitor disease and the systems required to produce them, to the software optimized to enable data-driven decision-making. In the hands of clinicians, these tools help advance the global practice of personalized medicine and help improve patient outcomes.' Also on display at #SNMMI25, as part of GE HealthCare's comprehensive portfolio of theranostics-enabling solutions for clinical and operational excellence, are the following innovations: MINItrace Magni, iii GE HealthCare's newest cyclotron technology, designed with a small footprint (about the size of a commercial refrigerator) and the goal of providing an easy-to-site, easy-to-install solution for the reliable, in-house production of commercial PET tracers and radiometals, including Gallium-68, used in diagnostic imaging to support personalized care plans. Adoption of such easy-to-site, easy-to-install technology may help enhance the capabilities of the healthcare system but also grant clinicians the ability to offer a variety of tracers to their patients and encourage the practice of precision care locally, helping fuel inhouse Theranostics capabilities. Omni Legend is a performance-focused PET/CT designed to evolve and help meet growing healthcare system demands by enabling clinicians to reduce dose by up to 40% iv while maintaining exceptional image quality. Supportive of the diagnostic portion of theranostics, the system continues to gain in popularity, representing the company's fastest-ever-selling PET/CT. v StarGuide is a digital SPECT/CT with a 12 CZT detector design that delivers high-quality 3D images and short scan times. Optimized for certain theranostic procedures, the system is designed to help clinicians pinpoint the size, shape, and position of lesions and monitor therapy with exceptional precision. Its flexibility in patient scanning and workflow efficiencies also support high patient throughput and help reduce complexity. For oncology patients, especially those in pain, short scans can help enhance comfort and overall experience. Aurora is an advanced dual-head SPECT/CT designed with excellent diagnostic capabilities vi and streamline workflows, offering clinicians excellent image quality and operational efficiency. Its CT has a 40 mm detector – twice the detector coverage compared to CTs of other hybrid systems vii – with the ability to reduce the dose up to 82%, viii support accurate quantitation, and help clinicians make the personalized care decisions that are at the heart of theranostics. Theranostics Pathway Manager Tile is an easy-to-use application, available on GE HealthCare's Command Center software, that is designed to simplify the time-consuming task of coordinating the theranostics care pathway. It does so by tracking patient readiness for therapy, eliminating the need for manual data gathering across disparate systems (e.g., labs, scheduling, ordering, spreadsheets), and providing a unified, up-to-date view of each patient's treatment journey. Oregon Health & Science University will be an early adopter. 'Every day counts when it comes to cancer care. The latest theranostics solutions will help our care teams more quickly and easily keep tabs on patient readiness and reduce patient coordination time—freeing up more time for clinicians to focus on direct patient care,' says Erik Mittra, M.D., Ph.D., professor of diagnostic radiology in the at Oregon Health & Science University. Altogether, GE HealthCare has the unique ability to provide solutions along every step of the theranostics care pathway. Our integrated portfolio of solutions provides clinicians with the isotopes, imaging, informatics, and molecular imaging agents necessary for the practice and advancement of precision care. For more information on GE HealthCare's innovative portfolio of theranostics-enabling solutions, please visit SNMMI show attendees are also encouraged stop by the company's booth (#638 and #1023) at New Orleans Ernest N. Morial Convention Center in New Orleans, Louisiana from June 21-24. About GE HealthCare Technologies Inc. GE HealthCare is a trusted partner and leading global healthcare solutions provider, innovating medical technology, pharmaceutical diagnostics, and integrated, cloud-first AI-enabled solutions, services and data analytics. We aim to make hospitals and health systems more efficient, clinicians more effective, therapies more precise, and patients healthier and happier. Serving patients and providers for more than 125 years, GE HealthCare is advancing personalized, connected and compassionate care, while simplifying the patient's journey across care pathways. Together, our Imaging, Advanced Visualization Solutions, Patient Care Solutions and Pharmaceutical Diagnostics businesses help improve patient care from screening and diagnosis to therapy and monitoring. We are a $19.7 billion business with approximately 53,000 colleagues working to create a world where healthcare has no limits. GE HealthCare is proud to be among 2025 Fortune World's Most Admired Companies™. Follow us on LinkedIn, X, Facebook, Instagram, and Insights for the latest news, or visit our website for more information. i LesionID Pro with automated zero-click pre-processing is 510(k)-pending with the U.S. FDA. Not CE Marked and not licensed in accordance with Canadian law. Not available for sale in the United States, Europe, Canada, or any other region. ii Cancer. World Health Organization. Published February 3, 2022. Accessed March 2, 2023. iii Technology in development that represents ongoing research and development efforts. These technologies are not products and may never become products. Not CE marked. iv Omni Legend 21cm as compared to Discovery MI Gen1 20cm. As demonstrated in phantom testing. v Based on orders data of GE HealthCare PET/CT systems since 2010. vi Compared to NM/CT 870 DR. vii As compared to NM/CT 870 DR with Optima 540 CT. viii a ASiR-V reduces dose by 50% to 82% relative to FBP at the same image quality (Image quality as defined by low contrast detectability). viii b In clinical practice, the use of ASiR‐V may reduce CT patient dose depending on the clinical task, patient size, anatomical location, and clinical practice. A consultation with a radiologist and a physicist should be made to determine the appropriate dose to obtain diagnostic image quality for the particular clinical task. Low Contrast Detectability (LCD), Image Noise, Spatial Resolution and Artifact were assessed using reference factory protocols comparing ASiR‐V and FBP. The LCD was measured using 0.625 mm slices and tested for both head and body modes using the MITA CT IQ Phantom (CCT183, The Phantom Laboratory), using a model observer method.
