Omdia Sees 2026 Smartphone AMOLED Shipments Falling 7% to 778 Million

Overview

• Omdia, which released its latest OLED panel tracker on Monday, forecasts 778 million smartphone AMOLED panels in 2026, a 7% year-over-year drop.
• Flexible panels are set to fall for the first time in seven years to 651 million units, while rigid panels are expected to slide to 127 million units for a second straight decline.
• Rising memory prices since the second half of 2025, plus higher energy, petrochemical, and shipping costs, are inflating phone component bills and straining pricing.
• Chinese budget-focused brands have trimmed production plans as costs rise, while Apple is poised to gain share as price gaps narrow and iPhone promotions become more feasible.
• Omdia’s Brian Huh warns that weak demand may push Chinese panel makers to cut prices to keep factories busy, which could reset panel pricing across the market.