Omdia: AMOLED Smartphone Display Shipments Expected to Decline Sharply in 2026 [Yahoo! Finance]
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Source: Yahoo! Finance
sharply in 2026 amid rising memory prices and increasing market uncertainty, according to Omdia's latest OLED Display Market Tracker A surge in memory prices since the second half of 2025 has significantly increased component costs for smartphones putting pressure on pricing for new models in 2026. Chinese smartphone brands, whose competitive strength lies in offering a broad portfolio at aggressive price points, are expected to face particular challenges as component costs rise. Concerns that higher prices could dampen demand have already led to many of these vendors to revise their smartphone plans downward. In contrast, Apple is well positioned to capture additional market share, supported by its stable semiconductor supply chain and higher product margins. A narrowing price gap between Apple and competing devices is expected to support a more aggressive sales strategy in 2026. Broader macroeconomic factors are also weighing on the market. Ongoing geopolitical tensions and gl
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