Global Display Demand to Plunge 6% in 2026 as Iran War Drives Cost Surge
Updated
Updated · Informa PLC · Jun 17
Global Display Demand to Plunge 6% in 2026 as Iran War Drives Cost Surge
3 articles · Updated · Informa PLC · Jun 17
Summary
Global display unit demand is forecast to fall 6% in 2026, with the Iran war expected to weaken consumer buying after manufacturers lift prices.
Rising oil, memory and other component costs are driving the downturn, creating a chain of higher production expenses across the display supply chain.
Those cost pressures are forcing panel and device makers to pass through increases, turning a supply-side shock into softer end-market demand.
The outlook points to a broader hit from the conflict beyond energy markets, with electronics demand now exposed to war-driven inflation in key inputs.