Display

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"Display" Data and Research

主な特徴 Smartwatch Displays

主な特徴

Smartwatch Displays

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サービス内容

四半期スマートウォッチ出荷・技術レポート - Quarterly Smartwatch Shipment and Technology Report

パネルサプライヤー、フォームファクター、ブランド別に出荷台数と売上高をカバー
ブランドロードマップや技術トレンドに加え、テクノロジー別の5年間の市場予測も収録

Latest Research

AI-Driven Memory Shock Hits Demand and Exacerbates OLED Oversupply

We have updated Counterpoint Research’s Quarterly OLED Supply/Demand and Capital Spending Report for Q3 2026 with our latest capacity outlook for the industry and forecast for OLED panel demand. The biggest change in our outlook stems from the slowdown in demand due to large price increases in smartphone handsets, caused by the surge in demand for memory chips to fill Artificial Intelligence (AI) data centers. We now expect the memory shortage to extend past 2027 and expect recovery to come only slowly. As a result, our forecast for demand for OLED smartphones and IT products has been reduced for 2026-2030. Lower demand means a greater oversupply, which will continue to make the pricing environment for OLED panels challenging.

2026年10月28日

Report

Display

Display Market Trends

Smartwatch Displays

OLED Smartwatch Revenues Set to Fall 10% in 2026 as MicroLED Struggles to Gain Traction

The global OLED smartwatch display market is expected to decline 2% YoY in 2026, according to Counterpoint Research's Smartwatch Shipment and Technology Report. The decline reflects softer demand and reduced panel procurement from major brands, including Apple, HONOR, Huawei and Samsung, as rising component costs and increasing price sensitivity weigh on the market.

2026年10月28日