Institution: Off-season combined with high costs, February phone panel prices all declined.

According to CINNO Research, the overall performance of the mobile phone market in February 2026 was low due to the Spring Festival holiday and traditional slow season. At the same time, the prices of upstream storage have continued to rise significantly, significantly increasing the overall BOM cost of the devices, prompting terminal brands to adjust their shipment targets to control costs. Against this backdrop, the mobile phone panel market has continued to be weak, with prices of panels of various technology types facing varying degrees of downward pressure.