Institution: Global panel factory operating profits are significantly improved by 2025, facing downward pressure this year.

CINNO Research releases statistical data showing that the total revenue of global major panel manufacturers will reach approximately $120.8 billion in 2025, a year-on-year increase of 1%. Looking ahead to 2026, CINNO Research believes that due to the increase in memory prices leading to a shrinkage in demand for consumer electronics terminals, as well as the imminent mass production of G8.6 high-generation AMOLED, the surplus AMOLED production capacity will lead to a decrease in both volume and price for certain applications, placing downward pressure on the overall display panel industry. CINNO Research predicts that the total global panel sales in 2026 will decrease to approximately $116.7 billion, a year-on-year decrease of around 3.4%.