Omdia Forecasts 7% Drop to 778M AMOLED Shipments in 2026
Omdia forecasts global AMOLED smartphone display shipments to drop 7% to 778M units in 2026, driven by a memory price surge and weakening demand from Chinese smartphone brands. Apple’s robust supply chain and higher product margins are expected to help it gain additional market share.
1. AMOLED Shipments Forecast Drop
Omdia projects AMOLED smartphone display shipments will fall to 778 million units in 2026, representing a 7% year-on-year decline. This marks the first drop for flexible AMOLED in seven years and the second consecutive decline for rigid AMOLED panels.
2. Rising Memory Costs Pressuring Smartphone Makers
Since the second half of 2025, a surge in memory prices has driven up component costs for smartphones, putting pressure on pricing for new models. Many Chinese smartphone vendors have revised their 2026 production plans downward in response to weaker demand and higher input costs.
3. Apple to Gain Market Share
Apple is positioned to benefit from its stable semiconductor supply chain and higher product margins, narrowing the price gap with competitors. This advantage is expected to support a more aggressive iPhone sales strategy and further share gains in the AMOLED market.
4. Broader Economic and Geopolitical Headwinds
Global economic pressures, rising energy and petrochemical raw material costs, and supply chain disruptions are adding to market uncertainty. Increased logistics and transportation expenses are further weighing on the smartphone display value chain.