Omdia says that 817 million smartphone AMOLED panels shipped in 2025, and the company expects shipments to decline to 810 million in 2026, which will make it the first decline in OLED shipments after three years of growth.
Omdia says that the reason for this decline will be the shortage of memory supply, which causes a rise in memory prices, which in turn will cause smartphone vendors to reduce orders for OLED panels in 2026, instead opting for lower-cost LCDs in order to offset the higher memory costs. Omdia says that OLED makers have been reducing their prices in the previous few years, but are reluctant to reduce prices further.
Even though Omdia is cautious about next year's OLED industry, it does see a return to growth in 2027, to finally reach a 1 billion market in 2032.
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