The research firm predicts that total smartphone AMOLED panel shipments will decline to 778 million units in 2026, a 7% year-on-year decrease. Among them, rigid OLED panels are expected to ship 127 million units, a 17% decrease, while flexible OLED panels are projected to ship 651 million units, a 5% decrease. The firm believes that rising component prices will help Apple expand its market share, while Chinese smartphone brands will face greater challenges. Additionally, macroeconomic factors are also exerting pressure on the smartphone market.
