According to CINNO Research, global AMOLED smartphone panel shipments reached approximately 210 million units in the first quarter of 2026, declining 0.7% year-over-year and 19.7% quarter-over-quarter. Despite market headwinds, overall shipment performance remained stable, with the decline reflecting a structural divergence in terminal procurement strategies: domestic Android brands tightened purchasing plans due to surging upstream memory chip costs, while Apple and Samsung maintained stable orders leveraging supply chain advantages and higher profit resilience.
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