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TCL CSOT's Zhao Jun: Surging Memory Prices Curb End-Device Demand for OLED Screens; Tough Times Lie Ahead but No Cause for Pessimism

Source: IT之家 Published: Product & Design 中文 TCLOLED
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Zhao Jun, senior vice president of TCL Technology Group and CEO of TCL CSOT, told National Business Daily that soaring memory prices have left customers torn between pricing and sales volume, significantly suppressing downstream OLED demand. He said the tough times may persist but he is not entirely pessimistic, expecting demand to recover as memory prices return to reason, OLED penetrates from mid-to-high-end to entry-level products, and products that previously did not use OLED, such as automotive displays and tablets, begin to adopt it. He also cited industry data projecting foldable phone demand of about 28 million units in 2026 growing to 46 million units in 2031, while Counterpoint Research's latest report forecasts global smartphone OLED panel shipments falling about 7.3% from 894 million units in 2025 to 829 million units in 2026, even as foldable OLED panel shipments are expected to grow more than 23% against the trend.

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TCL CSOT's 赵军: Surging memory prices are suppressing end-market demand for OLED screens — tough days must be endured, but there is no pessimism

IT之家, November 15 — 赵军, Senior Vice President of TCL Technology Group and CEO of TCL CSOT, spoke about rising memory prices in an interview with National Business Daily.

"The surge in memory prices has left our customers in a huge dilemma between pricing and sales volume, and the impact is that downstream demand for OLED has been significantly suppressed." But he also said, "The tough days may still have to be endured, but we are not entirely pessimistic about the future."

"We cannot be blindly optimistic about the future, but there is also no reason to be blindly pessimistic." 赵军 believes demand will still recover somewhat. He summed up the variables for recovery into three: first, memory prices returning to rationality; second, OLED penetrating from mid-to-high-end to entry-level products; third, products that previously did not use OLED are now beginning to adopt it, such as automotive displays and tablets.

In addition, Apple's move into foldables is "an accelerator" — citing institutional data analysis, he said the foldable market is expected to see demand of about 28 million units in 2026, and the foldable market is projected to grow to 46 million units by 2031. When foldables reach more than 40 million and approach 50 million units, 赵军 judges that they will shift from a novelty product to a mainstream model.

IT之家 notes that the latest report released by market research firm Counterpoint Research on November 10 shows that, squeezed by the memory chip shortage and soaring costs, total global smartphone OLED panel shipments in 2026 are expected to fall about 7.3% to 829 million units from 894 million units in 2025, but foldable OLED panel shipments are expected to grow more than 23% against the trend.

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