AMOLED Smartphone Display Shipments Expected to Decline Sharply in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy TTGT?
Source: Newsfilter
- Shipment Decline Forecast: According to Omdia's latest OLED Display Market Tracker, AMOLED smartphone display shipments are expected to fall to 778 million units in 2026, representing a 7% year-on-year decline, marking the first drop in flexible AMOLED shipments in seven years.
- Increased Cost Pressures: A surge in memory prices since the second half of 2025 has significantly raised component costs for smartphones, putting pressure on Chinese brands that rely on aggressive pricing strategies, making 2026 particularly challenging for them.
- Rising Market Uncertainty: Broader macroeconomic factors, including ongoing geopolitical tensions and global economic pressures, have led to increased energy costs and higher logistics expenses, further driving up costs across the value chain and contributing to overall market uncertainty.
- Apple's Market Opportunity: Despite the challenges facing the overall market, Apple is well-positioned to capture additional market share in 2026 due to its stable semiconductor supply chain and higher product margins, which are expected to support a more aggressive sales strategy as the price gap with competitors narrows.
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Analyst Views on TTGT
Wall Street analysts forecast TTGT stock price to rise
3 Analyst Rating
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 4.870
Low
10.00
Averages
11.67
High
15.00
Current: 4.870
Low
10.00
Averages
11.67
High
15.00
About TTGT
TechTarget, Inc., which also refers to itself as Informa TechTarget, is a business-to-business (B2B) growth accelerator that informs, influences and connects the world’s technology buyers and sellers, helping accelerate growth from R&D to return on investment (ROI). It has scale in permissioned B2B first-party data and a unique end-to-end portfolio of data-driven solutions that services the full B2B product lifecycle, from R&D to ROI: from strategy, messaging and content development to in-market activation via brand, demand generation, purchase intent data and sales enablement. In intelligence and advisory, it offers expert analyst, data-driven intelligence products and advisory services to product managers, corporate strategists and the C-suite, challenging market strategies and sharpening product roadmaps. In brand and content, it provides expert editorial, data-driven brand products and content marketing services for brand marketers, product marketers and content marketers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
India's Smartphone Shipments Decline 5% in 1Q26 Amid Economic Pressures
- Declining Shipments: In 1Q26, India's smartphone shipments fell by 5% year-on-year to 30.9 million units, reflecting seasonally weak demand and cautious channel inventory strategies, indicating the impact of macroeconomic pressures on consumer purchasing power.
- Market Share Dynamics: Vivo retained its leadership position with 6.3 million units shipped, capturing a 20% market share, while Samsung followed closely with 5.1 million units and a 16% share, highlighting the positive impact of new product launches on sales.
- OPPO's Strong Growth: OPPO emerged as the fastest-growing vendor among the top five, shipping 4.7 million units for a 15% market share, driven by robust performance from its A6x, K14, and Reno 15 series, showcasing its competitiveness in the mid-to-premium market.
- Increased Future Risks: The Indian smartphone market is forecasted to face severe downside risks in 2026, with shipments expected to decline by double digits, as price increases and macroeconomic pressures constrain discretionary spending, necessitating vendors to balance margin recovery with demand sensitivity.
See More
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- Audience Growth: With the addition of leading UK financial services media brands, Informa TechTarget's audience now exceeds 180,000 new permissioned users, which will enhance its market penetration in the fintech and related professional services sectors.
- Strategic Goals: CEO Gary Nugent stated that this expansion will enable global and European customers to more effectively engage and convert in-market B2B solutions buyers, further solidifying its leadership position in the industry.
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AMOLED Smartphone Display Shipments Expected to Decline Sharply in 2026
- Shipment Decline Forecast: According to Omdia's latest OLED Display Market Tracker, AMOLED smartphone display shipments are expected to fall to 778 million units in 2026, representing a 7% year-on-year decline, marking the first drop in flexible AMOLED shipments in seven years.
- Increased Cost Pressures: A surge in memory prices since the second half of 2025 has significantly raised component costs for smartphones, putting pressure on Chinese brands that rely on aggressive pricing strategies, making 2026 particularly challenging for them.
- Rising Market Uncertainty: Broader macroeconomic factors, including ongoing geopolitical tensions and global economic pressures, have led to increased energy costs and higher logistics expenses, further driving up costs across the value chain and contributing to overall market uncertainty.
- Apple's Market Opportunity: Despite the challenges facing the overall market, Apple is well-positioned to capture additional market share in 2026 due to its stable semiconductor supply chain and higher product margins, which are expected to support a more aggressive sales strategy as the price gap with competitors narrows.
See More
VIDAA Expected to Overtake LG's webOS in European Shipments by 2025
- Market Share Growth: Omdia forecasts that VIDAA will surpass LG's webOS in 2025, becoming the leading smart TV operating system in Europe, indicating a significant shift in market dynamics and the rise of Chinese brands globally.
- Strong Shipment Volume: Hisense has significantly increased VIDAA's market share through competitive pricing and a broad distribution network, with shipments expected to exceed LG's for the first time this year, further solidifying its position in Europe.
- Industry Structural Shift: Omdia analysts note that as Chinese manufacturers like Hisense and TCL rapidly expand in both hardware and platform, traditional Korean brands face increasing challenges, leading to heightened competition in the market.
- Multi-Platform Strategy Challenges: As audiences spread across multiple platforms, advertisers and content providers will need more sophisticated multi-platform strategies to achieve scale, presenting new challenges for the industry while also facilitating the rise of emerging operating systems like Titan OS.
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China's Smartphone Market Continues Decline
- Market Shipment Decline: According to Omdia's latest research, the smartphone market in Mainland China saw a 1% year-on-year decline in Q1 2026, with shipments reaching 69.8 million units, indicating weak overall market demand and a projected 10% contraction for the year.
- Top Vendors Performance: Huawei led the market with shipments of 13.9 million units, capturing a 20% market share, while Apple followed closely with 13.1 million units and a 19% share, demonstrating their competitive advantages in the current landscape.
- Pricing Strategy Impact: Several major vendors, including Xiaomi, OPPO, and vivo, raised retail prices on select models by 10-30% in Q1, which negatively affected consumer purchasing sentiment, whereas Huawei and Apple avoided broad price hikes, successfully capturing market share and achieving better sales results.
- Innovation and Market Outlook: Omdia forecasts that meaningful innovations in flagship and foldable devices will help stabilize overall demand, with breakthroughs in AI functionalities becoming crucial for vendors to enhance brand perception and establish strategic advantages, despite ongoing challenges from memory price volatility.
See More
India's Smartphone Shipments Decline 5% in 1Q26 Amid Economic Pressures
- Declining Shipments: In 1Q26, India's smartphone shipments fell by 5% year-on-year to 30.9 million units, reflecting seasonally weak demand and cautious channel inventory strategies, indicating the impact of macroeconomic pressures on consumer purchasing power.
- Market Share Dynamics: Vivo retained its leadership position with 6.3 million units shipped, capturing a 20% market share, while Samsung followed closely with 5.1 million units and a 16% share, highlighting the positive impact of new product launches on sales.
- OPPO's Strong Growth: OPPO emerged as the fastest-growing vendor among the top five, shipping 4.7 million units for a 15% market share, driven by robust performance from its A6x, K14, and Reno 15 series, showcasing its competitiveness in the mid-to-premium market.
- Increased Future Risks: The Indian smartphone market is forecasted to face severe downside risks in 2026, with shipments expected to decline by double digits, as price increases and macroeconomic pressures constrain discretionary spending, necessitating vendors to balance margin recovery with demand sensitivity.
See More
Informa TechTarget Expands Financial Services Coverage to the UK
- Market Expansion: Informa TechTarget has immediately expanded its financial services industry coverage to the UK, leveraging a comprehensive suite of data-driven content marketing and demand generation solutions, which is expected to significantly enhance its influence in the B2B technology market.
- Audience Growth: With the addition of leading UK financial services media brands, Informa TechTarget's audience now exceeds 180,000 new permissioned users, which will enhance its market penetration in the fintech and related professional services sectors.
- Strategic Goals: CEO Gary Nugent stated that this expansion will enable global and European customers to more effectively engage and convert in-market B2B solutions buyers, further solidifying its leadership position in the industry.
- Industry Recognition: In 2025, Informa TechTarget's editorial brands received 46 industry awards, demonstrating a sustained improvement in content quality and market impact, which further boosts the brand's competitive edge.
See More
AMOLED Smartphone Display Shipments Expected to Decline Sharply in 2026
- Shipment Decline Forecast: According to Omdia's latest OLED Display Market Tracker, AMOLED smartphone display shipments are expected to fall to 778 million units in 2026, representing a 7% year-on-year decline, marking the first drop in flexible AMOLED shipments in seven years.
- Increased Cost Pressures: A surge in memory prices since the second half of 2025 has significantly raised component costs for smartphones, putting pressure on Chinese brands that rely on aggressive pricing strategies, making 2026 particularly challenging for them.
- Rising Market Uncertainty: Broader macroeconomic factors, including ongoing geopolitical tensions and global economic pressures, have led to increased energy costs and higher logistics expenses, further driving up costs across the value chain and contributing to overall market uncertainty.
- Apple's Market Opportunity: Despite the challenges facing the overall market, Apple is well-positioned to capture additional market share in 2026 due to its stable semiconductor supply chain and higher product margins, which are expected to support a more aggressive sales strategy as the price gap with competitors narrows.
See More
VIDAA Expected to Overtake LG's webOS in European Shipments by 2025
- Market Share Growth: Omdia forecasts that VIDAA will surpass LG's webOS in 2025, becoming the leading smart TV operating system in Europe, indicating a significant shift in market dynamics and the rise of Chinese brands globally.
- Strong Shipment Volume: Hisense has significantly increased VIDAA's market share through competitive pricing and a broad distribution network, with shipments expected to exceed LG's for the first time this year, further solidifying its position in Europe.
- Industry Structural Shift: Omdia analysts note that as Chinese manufacturers like Hisense and TCL rapidly expand in both hardware and platform, traditional Korean brands face increasing challenges, leading to heightened competition in the market.
- Multi-Platform Strategy Challenges: As audiences spread across multiple platforms, advertisers and content providers will need more sophisticated multi-platform strategies to achieve scale, presenting new challenges for the industry while also facilitating the rise of emerging operating systems like Titan OS.
See More
Enterprises Urged to Address Five Key Risk Areas in AI Networking
- Importance of Network Infrastructure: Omdia's study reveals that while 50 neocloud providers have scaled compute for AI workloads, networking infrastructure has become a critical constraint, impacting AI performance and the ability to securely process data.
- Skills Gap and Accountability: 43% of neoclouds are seeking network engineers and security specialists to fill urgent competency gaps, while over a third minimize contractual liability regarding network uptime, security, and data sovereignty, necessitating enhanced scrutiny.
- Cloud Access and IP Assets: More than half of neoclouds do not utilize Internet peering exchanges, which affects efficient cloud connectivity, and 46% only control small IPv4 address blocks, limiting their rapid growth and traffic localization capabilities.
- IP Transit Resilience Risks: One in five neoclouds relies on a single IP transit provider, creating a potential single point of failure, highlighting the evolving neocloud networking strategies and increasing dependence on infrastructure globally.
See More
China's Smartphone Market Continues Decline
- Market Shipment Decline: According to Omdia's latest research, the smartphone market in Mainland China saw a 1% year-on-year decline in Q1 2026, with shipments reaching 69.8 million units, indicating weak overall market demand and a projected 10% contraction for the year.
- Top Vendors Performance: Huawei led the market with shipments of 13.9 million units, capturing a 20% market share, while Apple followed closely with 13.1 million units and a 19% share, demonstrating their competitive advantages in the current landscape.
- Pricing Strategy Impact: Several major vendors, including Xiaomi, OPPO, and vivo, raised retail prices on select models by 10-30% in Q1, which negatively affected consumer purchasing sentiment, whereas Huawei and Apple avoided broad price hikes, successfully capturing market share and achieving better sales results.
- Innovation and Market Outlook: Omdia forecasts that meaningful innovations in flagship and foldable devices will help stabilize overall demand, with breakthroughs in AI functionalities becoming crucial for vendors to enhance brand perception and establish strategic advantages, despite ongoing challenges from memory price volatility.
See More
