Market research firm Omdia forecasts that, driven by rising memory prices as well as macroeconomic and geopolitical pressures, shipments of AMOLED panels for mobile phones are projected to fall by approximately 7% from 2025 levels, reaching roughly 778 million units in 2026.
Regarding specific figures, Omdia projects that total shipments of mobile AMOLED panels in 2026 will amount to approximately 778 million units (Note: For figures precise to the nearest ten thousand, please refer to the original report). Within this total, shipments of rigid OLED panels are expected to drop to 127 million units-a decline of about 17% year-on-year-marking the second consecutive year of contraction for the rigid panel segment. Meanwhile, flexible OLED panel shipments are projected to reach 651 million units, down approximately 5% year-on-year; this represents the first decline in flexible panel shipments in seven years.
Omdia attributes this downturn primarily to two factors: First, a significant surge in memory prices has driven up the overall cost of devices, thereby increasing pricing for manufacturers and the financial burden on consumers. Second, global economic and geopolitical instability-characterized by rising energy costs and supply chain disruptions-has dampened overall smartphone demand and eroded industry confidence.
In conclusion, the report suggests that while flexible AMOLED technology remains a dominant industry trend in the short term, the overall panel market is poised to face a significant correction in 2026 under the dual pressures of rising costs and softening demand; consequently, manufacturers must prioritize cost control and product differentiation to effectively navigate these challenges.
