According to the Counterpoint report, global flat panel display shipments are expected to drop 4.7% year-on-year in 2026 due to the continued increase in demand for AI data centers leading to a sharp rise in memory prices and the impact on terminal devices. Bob O' Brien, research director at Counterpoint Research, said that the high price of memory chips is driving up prices for a range of electronic products, leading to a decline in market demand. Especially in the low-end smartphone and PC markets, OEMs are no longer able to maintain the aggressive pricing of the past few years, while consumers have begun to delay purchases or switch to the second-hand market.

According to the Counterpoint report, global flat panel display shipments are expected to drop 4.7% year-on-year in 2026 due to the continued increase in demand for AI data centers leading to a sharp rise in memory prices and the impact on terminal devices. Bob O' Brien, research director at Counterpoint Research, said that the high price of memory chips is driving up prices for a range of electronic products, leading to a decline in market demand. Especially in the low-end smartphone and PC markets, OEMs are no longer able to maintain the aggressive pricing of the past few years, while consumers have begun to delay purchases or switch to the second-hand market.