Quarterly Smartphone Panel Shipment keeps track on global major panel makers’ shipment scale and movement on smartphone panels. This report specially provides analysis on ranges of delivered panel sizes, take close control on the movement of smartphone sizes development.
A sharp spike in the BOM cost of Apple's next-generation flagship has forced even the highly profitable US tech giant to raise retail prices in response. By comparison, the situation is even more precarious for the Android camp, which has a much lower tolerance for rising component costs. This cost storm will not only impact short-term pricing for new models but could also reset the price benchmark for the entire industry. Subsequent developments warrant close observation.
Through accumulating major components' costs, this report analyzes smartphone's mainstream size panels' cost structure and predicts their future cost trend, so that our customers can accurately calculate panel cost structure and products' profitability.
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such as cell or glass. Prices will be also presented by their high-, low- and average-price levels for customers' references. Besides, smartphone panel price forecast is newly added, it could keep clients updated on smartphone panel price trend in the year to come.
In 2027, supply–demand dynamics for DRAM and NAND Flash are expected to diverge. On the one hand, strong pull ins from AI servers will further widen the supply gap for DRAM. On the other hand, for NAND, weak consumer side demand combined with higher bit output driven by process migrations is likely to push the sufficiency ratio from negative to positive, placing downward pressure on prices in 2H27. However, if only NAND prices correct, the overall relief on total component costs for consumer products will remain quite limited. Overall, the pricing trajectory in 2027 still carries a high degree of uncertainty.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
Memory supply shifts toward AI servers, squeezing mobile DRAM availability and driving a structural decline in global smartphone output in 2027, with only Huawei bucking the trend.
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such as cell or glass. Prices will be also presented by their high-, low- and average-price levels for customers' references. Besides, smartphone panel price forecast is newly added, it could keep clients updated on smartphone panel price trend in the year to come.
2Q26 smartphone memory price negotiations have once again resulted in substantial price hikes. Multiple consecutive quarters of steep increases have left brands unable to absorb the costs, weighing on end-device production. As a result, 3Q26 is expected to see a muted peak season. On the spot market, elevated costs, buyer hesitation, and price expectation gaps have led to a sharp decline in transaction volumes. Brands have also slowed their procurement strategies to maintain cash flow stability.
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