CINNO Research Commentary on August Mobile Panel Market: Terminal Demand Accelerates Weakening, Price Drop of Flexible AMOLED Expands Further

According to the Zhito Finance App, CINNO Research has stated that as we enter August, the demand in the smartphone panel market has weakened further compared to July, and the momentum of end-user orders has significantly slowed. Due to multiple factors such as the earlier anticipation of Q3'26 orders being overstretched, the continued high costs of upstream memory and other core components, and a more conservative procurement strategy from end-users, the operating rates across various technology production lines are generally under pressure. End manufacturers are making more aggressive price-cutting demands in negotiations, and it is expected that LCD prices will remain stable in August, while the overall decline in OLED prices is anticipated to be larger than previously expected.