On May 14, data from CINNO Research revealed that the estimated global shipments of AMOLED smartphone panels in the first quarter of 2026 will stand at approximately 210 million units. This represents a 0.7% decrease compared to the same period last year and a 19.7% drop from the previous quarter. Despite these market challenges, the overall shipment performance has remained relatively stable, avoiding a sharp decline. This resilience can be primarily attributed to the structural differentiation in terminal procurement strategies.

Affected by the rising costs of upstream memory chips, domestic Android brands have tightened their procurement plans due to cost constraints. In contrast, Apple and Samsung have managed to maintain stable procurement levels, thanks to their supply chain advantages and robust profitability resilience.

Moreover, some domestic panel manufacturers have taken proactive measures by bringing forward future demand. This strategy aims to sustain production line utilization rates and mitigate the risks associated with price hikes, thereby providing support for shipments in the first quarter. However, if terminal demand fails to improve, the market may continue to face downward pressure in the coming periods.