Institution: Dual Pressure from Costs and Demand, March Smartphone Panel Prices Continue Downward Trend

AI Question: Will the price decline of flexible AMOLED panels lead to adjustments in end-brand procurement strategies?

【Institution: Dual Pressure from Costs and Demand, Mobile Phone Panel Prices Continue to Fall in March】Cailian Press, March 16 — CINNO Research analysis states that as March begins, the effects of the Spring Festival holiday fade, and the mobile phone panel market still faces severe challenges. High costs of upstream memory and bulk raw materials, combined with cautious downstream procurement sentiment, are putting pressure on panel prices across various technical routes. Amid the struggle between “rising costs” and “weak demand,” buyers’ bargaining power has significantly increased. To secure limited orders, panel and module manufacturers continue to adopt a “lower price for higher volume” strategy, leading to further price declines overall. Specifically, in AMOLED panels, rigid AMOLED panels are affected by major manufacturers’ pricing strategies and are expected to continue decreasing in March. Flexible AMOLED panels face even more severe challenges; due to the cyclical rise in storage prices, end brands are drastically reducing procurement volumes. This causes panel factories to operate below full capacity. To fill capacity gaps and maintain customer share, panel manufacturers continue to offer concessions during project negotiations, intensifying price competition. Flexible AMOLED panel prices are expected to continue downward in March, with CINNO Research predicting that prices could further drop by over 20% in the second half of the year.