Institution: Off-season combined with high costs, February mobile phone panel prices decline across the board
According to CINNO Research, the overall performance of the mobile phone market in February 2026 is sluggish due to the impact of the Spring Festival holiday and the traditional off-season. Meanwhile, upstream memory prices continue to rise sharply, significantly increasing the BOM cost of complete machines, leading terminal brands to lower their shipment targets to control costs. Against this backdrop, the mobile phone panel market continues to show weakness, with prices of various types of mobile phone panels facing varying degrees of downward pressure. (Securities Times)