Global OLED panel shipments are projected to decline 2% YoY in 2026 to 1.1 billion units, following a 3% YoY increase in 2025, according to Counterpoint Research’s latest OLED Shipment Report. The slowdown reflects a 4% YoY decline in smartphone OLED panel shipments and flat OLED TV demand, as persistent memory inflation and higher component costs continue to pressure OEM production plans and consumer demand.
Despite weakness in smartphones, IT OLED applications will remain the industry’s primary growth engine in 2026:
