Screen shipments for phones will shrink less than feared next year, a mild positive for panel makers like BOE, Samsung Display and TCL CSOT.

• Global phone panel shipments should slip only slightly in 2026, a smaller drop than earlier forecasts.
• Demand for used phones and screen repairs is doing the heavy lifting, keeping cheaper LCD screens selling.
• Memory chip shortages are pushing costs up, so phone brands are ordering new-model parts cautiously.
• Demand is splitting to two ends: pricier AMOLED screens for flagship phones, cheap LCD for everything else, while mid-tier LTPS LCD loses ground and shifts to cars and computers.
• BOE stays the biggest supplier, Samsung Display holds second on Apple and Samsung flagship orders, and TCL CSOT topped 15% share for the first time.

Outlook: The repair and second-hand market should keep cushioning panel demand into 2026, but rising component costs remain the main threat to new phone sales.