Core Insights - The global display panel area demand is expected to grow by 6% year-on-year in 2026, despite a projected 2% decline in shipment volume due to uncertainties in U.S. import tariffs and economic slowdown [1][4] - The demand for large-sized display panels is driving overall area demand, with significant growth anticipated in ultra-large televisions (70 inches and above) and large gaming monitors [4] Group 1 - Omdia forecasts a mere 2% growth in display panel market area demand for 2025, lower than in 2024, primarily due to supply chain changes from U.S. tariff policies and weak consumer demand [4] - The acceleration of large-size televisions and desktop monitors is expected to be the main growth driver, as consumer preference shifts towards larger screens [4] - The reduction in production costs, particularly with the depreciation of 10.5-generation LCD and 8.5-generation OLED factories, is anticipated to lower television prices and enhance consumer purchasing willingness [4] Group 2 - The demand for new technology products, such as foldable smartphones and the rise in AI-driven mobile PC demand, is also expected to significantly contribute to the growth in display panel area demand [4] - Panel suppliers are likely to maximize the utilization of existing 8th and 10th generation factory capacities, benefiting from increased demand for large-sized display panels [4]