Smartphone panel prices fell sharply in February following the Lunar New Year holiday, with AMOLED, LTPS and a-Si panels all seeing declines as end-market demand softened during the traditional off-season. Suppliers report that inventory levels remain elevated and that pricing pressure is unlikely to ease in March.

Display makers are bracing for uncertain order volumes as they await details on Apple’s forthcoming foldable iPhone, expected to carry a premium price tag. Industry participants say the prospect of high-end foldable panels could reshape production plans and margin outlooks once specifications and launch timing are confirmed.