Institution: Double pressure of cost and demand, prices of mobile phone panels continued to fall in March.

On March 16, the latest report from CINNO Research pointed out that in March, with the fading of the Spring Festival holiday effect, the mobile panel market still faces severe challenges. The high costs of upstream storage and bulk raw materials, combined with cautious purchasing sentiment from downstream terminals, have put pressure on panel prices across various technology routes. In the game of "high costs" and "weak demand", buyers' bargaining power has significantly increased. In order to compete for limited orders, panel and module factories continue the strategy of "quantity in exchange for price", and overall prices will continue to decline. CINNO Research predicts that in March and April 2026, a-Si module prices and LTPS panel prices may continue to decline; flexible AMOLED panel prices will also remain in a downward trend.