NuAxiSemiconductor trade intelligence

👀 Smartphone panel shipments are projected to fall 7.3% in 2026 amid rising memory costs, ending the growth cycle. As brands shift from LTPS to AMO...

What happened

Smartphone panel shipments are projected to fall 7.3% in 2026, ending the growth cycle due to rising memory costs and a shift to AMOLED. Bearish outlook for panel demand.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

Smartphone panelsAMOLEDLTPS

demand-weaknessmarket-outlook

Source and time

Source: TrendForce Official (Market Data) · 3/5/2026 · View original source

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👀 Smartphone panel shipments are projected to fall 7.3% in 2026 amid rising memory costs, ending the growth cycle. As brands shift from LTPS to AMO...

What happened

Impact and signal

Affected components and suppliers

Source and time

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