CINNO Research Predicts Continued Decline in Smartphone Panel Prices

On May 18, CINNO Research reported that the smartphone panel market demand remains weak as of May. According to Jin10, this is due to the dual impact of significant price increases in upstream memory components and a reduction in procurement demand from terminal brands. Additionally, the rising prices of commodities such as copper and silver have heightened expectations for price increases in key materials like FPC and IC. In this context, panel manufacturers face severe cost and order negotiations as buyer bargaining power strengthens, leading to a continued downward trend in panel prices across various technological routes. CINNO Research forecasts that in May and June 2026, prices for a-Si modules and LTPS panels may continue to decline, while AMOLED panel prices are also expected to remain on a downward trajectory.