Omdia says supply–demand for small-to-medium LCD display driver ICs is
relatively tight. Smartphone display driver ICs, including units used for
repair/refurbishment, account for roughly 60% of demand. Since Q1 2026 shipments
of branded LCD smartphone display driver ICs have fallen steadily; Omdia cites
rising memory costs and expects full-year shipments to decline by double digits,
forecasting 458 million units in 2026, down 18% YoY.
