“High prices for memory chips are leading to price increases across a range of electronics products, leaving to reduced demand,” said Bob O’Brien, Research Director at Counterpoint Research. “Especially in the low to mid-range segments of the smartphone and PC markets, OEMs are unable to hit the aggressive prices of years past, and consumers are deciding to delay purchases or shop the second-hand market.” FPD shipment volume for mobile phones in 2026 is forecast to be down 9.5% YoY. 

In the IT sector, strong first half shipments mean that the downturn will be smaller in 2026 but will extend into 2027. FPD shipment volume for monitors in 2026 is projected at -1.7% YoY, an upward revision from the -3.0% YoY forecast in the previous report, while FPD shipment volume for notebooks in 2026 is projected at -2.7% YoY, an upward revision from the -8.8% YoY. However, rising prices for finished products increase the likelihood of panel procurement adjustments in 2027, and we now expect YoY declines for monitors and notebook panels next year.

YoY Increase in FPD Shipments

With challenges in addressing the low and mid tiers have led manufacturers to bolster their premium offerings with OLED displays. OLED monitor panel shipments are forecast to increase by 60% YoY in 2026, while OLED notebook panel shipments are forecast to increase by 50% YoY.  

As TVs are less reliant on memory chips, shipments of TV panels have been less affected by the memory shortage. Mini LED FPD shipments are projected to see year-over-year growth exceeding 10% in both 2026 and 2027. 

The automotive display segment remains a bright spot for the FPD industry, driven by auto design trends to include more flat panel displays per vehicle. Among the six major FPD applications, auto displays are the only segment expected to see YoY growth in 2026, and the momentum is expected to continue in 2027. In addition to the unit growth, the average screen size for auto displays continues to increase, driving revenue growth even higher.

About Counterpoint Research

Counterpoint Research is a global market research firm specializing in products across the technology ecosystem. We advise a diverse range of clients – from smartphone OEMs to chipmakers and channel players to Big Tech – through our offices located in the world's major innovation hubs, manufacturing clusters and commercial centers. Our analyst team, led by seasoned experts, engages with stakeholders across the enterprise – from the C-suite to professionals in strategy, analyst relations (AR), market intelligence (MI), business intelligence (BI), product and marketing – to deliver services spanning market data, industry thought leadership and consulting. Our core areas of coverage include AI, Automotive, Consumer Electronics, Displays, eSIM, IoT, Location Platforms, Macroeconomics, Manufacturing, Networks and Infrastructure, Semiconductors, Smartphones and Wearables. Visit our Insights page to explore our publicly available market data, insights and thought leadership, and to understand our focus, meet our analysts and start a conversation.

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