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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.
The industry enters a 2026 Super Cycle driven by DRAM and Enterprise SSDs. Despite a slowdown in consumer electronics, AI remains the primary growth engine. Low inventory levels and the transition to high-value products like HBM4 will maintain a seller-dominated market with double-digit price growth extending beyond 2026.
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.
Driven by robust demand for AI servers and high-performance computing, the memory market has entered a super-cycle of price hikes starting from 2H25. Escalating memory costs are forcing brands to raise end-device prices and scale back low-end models to cope with cost pressures. Against this backdrop, the year-on-year decline in global smartphone production for 2026 could widen to approximately 15%, or potentially even higher, under a pessimistic scenario. However, given the absence of signals indicating a halt in price increases and persistent supply tightness, most brands are choosing to maintain their established procurement volumes with suppliers to secure resource allocations. It is noteworthy that this wave of memory price increases is driving up the retail prices of various electronic devices, further evolving into a broader risk of consumer electronics inflation.
The upward trend in memory prices persists into 1Q26, with no clear signals of a cessation appearing so far for the year. Amidst this super-cycle of price hikes, although smartphone brands have struggled to maintain operations through retail price adjustments and product mix optimization, total production volumes have shifted to a year-on-year decline, with the magnitude of the drop continuing to widen. It is worth noting that despite the pessimistic outlook, brands remain hesitant to breach the Long-Term Agreements (LTAs) established with suppliers, aiming to avoid facing tighter supply and even higher procurement costs in the future.
Since the second half of 2025, the smartphone market has been trapped in a closed cycle: tight memory supply and skyrocketing costs have forced up end-device prices, subsequently weakening demand. To cope with this adverse environment, smartphone brands are expected to revise production volumes downward and adjust product specifications and price bands. While brands have not yet significantly lowered their production targets for 1Q26, they are bound to scale back subsequent production plans if the decline in demand exceeds expectations.
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.
Starting in 3Q25, memory prices are expected to experience a significant surge, with this upward trend projected to persist through at least 1Q26. This rally is substantially inflating Bill of Materials (BOM) costs and forcing increases in end-device pricing. Consequently, TrendForce has further downgraded its forecast for 2026 global smartphone production volumes; should costs continue to rise or economic conditions deteriorate, the year-on-year decline may expand further. Future market trends will be subject to rolling adjustments based on brands' strategies regarding margin absorption, price fluctuations of other components, the extent of specification downgrades, and price sensitivity across various segments. Notably, entry-level products currently face the most severe pressure and risk of elimination.
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capacity and utilization of smartphones, TrendForce keeps its clients up to date to the smartphone market’s potential development.
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