OLED smartphone panel shipments forecast to decline in 2026, says Counterpoint

Global OLED smartphone panel shipments are forecast to fall nearly 3% year-on-year in 2026, as memory constraints, higher production costs, and weaker demand weigh on the market. The downturn could put pressure on suppliers' revenue, while foldable displays, adoption of low-temperature polycrystalline oxide (LTPO), and power-efficiency advances point to longer-term opportunities for manufacturers.