Omdia cuts its 2026 global display-panel demand forecast, projecting unit demand
to fall 6% YoY and area-demand growth trimmed to 1%. The firm attributes the
downgrade to Middle East geopolitical tensions and rising oil and memory costs
that are lifting supply-chain expenses. TV-panel demand is seen down about 2%,
while notebook-panel shipments are forecast to fall roughly 7.2 mln units. Major
PC brands have raised prices 20–30%, adding pressure to the sector.
