Geopolitical tensions and commodity repricing hit smartphone supply chains

Global shipments of smartphone AMOLED panels are forecast to decline to 810 million units in 2026, marking a significant year-on-year contraction after three consecutive years of growth, according to the latest data from Omdia.

This projected dip from the 817 million units shipped in 2025 is primarily attributed to a critical shortage of memory supply and rapidly rising prices within that sector.

Smartphone manufacturers have begun to scale back their procurement and shipment...