According to Sigmaintell, the average utilization rates in Chinese 6-Gen flexible AMOLED production lines declined from around 80% in Q4 2025 to 69% in Q1 2026.
Sigmaintell says that the main reason for the decline is lower demand from Chinese smartphones makers as they face a declining market, and increased component costs (mainly memory chips). In addition, some companies have large inventories of panels.
The analysts at Sigmaintell expect the market to continue and contract, reaching utilization rates of 67% in Q2 2026.
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Posted: Jun 10,2026 by Ron Mertens
