In keeping with a brand new Counterpoint Analysis record, Apple is anticipated to play a key function in riding OLED pocket book show expansion in 2026, at the same time as the wider OLED marketplace faces force from emerging reminiscence prices and softer smartphone call for. Listed below are the main points.
Emerging reminiscence costs hit smartphone OLED call for more difficult than anticipated
Within the record, Counterpoint Analysis revised its 2026 expansion projections for foldable, versatile, and inflexible smartphone OLED panels, mentioning softer call for as emerging reminiscence costs put force on instrument prices:
“In 2026, inside of smartphones, foldable OLED panels are anticipated to develop 34% YoY, down from the prior estimate of 46%, pushed by way of Apple’s foldable OLED smartphone and new fashions from Samsung and different OEMs. Versatile OLED smartphone panels are anticipated to stay flat YoY, revised down from the former 2% expansion forecast, whilst inflexible OLED smartphone panels are anticipated to say no 15% YoY as opposed to the prior forecast for flat expansion.”
As for OLED pocket book PCs, Counterpoint expects Apple’s reportedly upcoming transition to OLED shows for MacBook Professional fashions to assist pressure 33% yr over yr expansion within the section, along “endured enlargement of top rate AI PCs, the place upper reasonable promoting costs (ASPs) assist offset emerging reminiscence prices.”
Taking the wider OLED marketplace into consideration, which additionally contains capsules, screens, car shows, and different segments, the record forecasts flat year-over-year cargo expansion in 2026, as positive aspects in OLED screens (up 45%), capsules (up 13%), and car shows are anticipated to be offset by way of softness in smartphones.
To learn Counterpoint Analysis’s complete record, observe this hyperlink.
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