According to Jin10, CINNO Research data showed that global AMOLED smartphone panel shipments totaled about 430 million units in the first half of 2026, up 3.8% year on year and better than expected. Apple and Samsung maintained stable purchasing pace, supported by supply chain advantages and profitability resilience, while some domestic panel makers brought forward part of future demand to keep production lines running and avoid potential cost increases. Demand in the phone repair market also rose significantly, providing additional growth for overall shipments.
