Omdia expects wider-screen foldable phones to drive a rebound in AMOLED panel shipments, with volumes rising 44% year over year to 29 million panels in 2026. Wide-screen designs are forecast to account for 44% of foldable panel shipments this year and more than 60% in 2027, as Chinese phone makers adopt the format. The firm also expects Samsung Display’s market share to reach 66% in 2026, citing its exclusive supply of panels for Samsung’s Galaxy Fold8 and Apple’s iPhone Duo. Panel and phone shipments are tracked separately and can fall in different quarters.

Omdia: Memory > DRAM industry revenue is forecast to reach $372 billion in 2026, representing a staggering 147% year over year growth, while NAND revenue is projected to hit a record $300 billion, up 311% year over year. > Memory accounts for approximately 10-15% of total hyperscaler capex, but when factoring in higher DDR pricing and HMB4 driven density expansion, memory spending alone could explain roughly 15-25%. > Average DRAM content per server box is projected to grow from 1,032GB in 2025 to 1,432GB in 2026, a 39% year over year increase driven by AI inference workloads that demand exponentially more memory. > The DRAM fulfillment ratio has remained below 1.0x throughout 2025 and is projected to stay below 1.0x across all four quarters of 2026. > HBM's share of industry DRAM output is rising from 12% in 2025 to 15% in 2026, with bit growth of 103% year over year. > NAND price increases are projected to continue throughout 2026, with prices not expected to decline at any point during the year. $SNDK $SKHY $MU $DRAM $DISK $EWY

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Memory inflation is crushing Southeast Asia’s cheapest smartphones. Omdia says shipments fell 23% YoY to 19.3 million in Q2, the lowest quarterly level since 2014. Yet average selling prices rose 31% to $342. Xiaomi’s sub-$100 shipments fell 69%. OPPO’s fell 96%. Omdia expects the squeeze to intensify in the second half as lower-cost memory inventory runs out.

Global semiconductor revenue hit a record $425B in Q2 2026, up 31.4% QoQ, according to Omdia. Memory chips accounted for more than half of total revenue, driven by AI demand and rising DRAM, NAND and NOR pricing. Even excluding memory, semiconductor revenue grew more than 10% QoQ, versus the historical Q2 average of just over 3%. The industry generated $752B in revenue in the first half of 2026 alone. Omdia expects Q3 revenue to surpass $500B, pushing the first nine months of 2026 above $1.25T. Source: Omdia

Samsung Electronics (005930 KS) went from third place to No. 1 in global Mini LED TV shipments in Q2, taking 28.2% share, according to Omdia. Mini LED TVs made up 13% of global TV shipments during the quarter as Samsung and LG expanded their lineups and lowered entry prices.