Apple, Samsung to Support Display Demand as Repairs Cushion Decline
Dow Jones
Yesterday
0740 GMT - Apple and Samsung are expected to help sustain demand for smartphone displays through 2026, cushioning the market from a broader slowdown, according to TrendForce. The research firm says rising memory prices and supply shortages are increasing costs across the smartphone supply chain, prompting brands to take a more cautious approach to shipment planning. TrendForce forecasts global smartphone panel shipments to decline 2.5% to 2.25 billion units in 2026. Steady demand from Apple and Samsung devices, along with continued orders from repair and secondary markets, is helping support shipments. In 2Q, Chinese display giant BOE remained the top supplier with a 26.1% market share, ahead of Samsung Display and TCL CSOT.
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