Counterpoint Research

𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗢𝗟𝗘𝗗 𝗠𝗮𝗿𝗸𝗲𝘁 𝗙𝗮𝗰𝗲𝘀 𝟮𝟬𝟮𝟲 𝗦𝗹𝘂𝗺𝗽, 𝗯𝘂𝘁 𝗙𝗼𝗹𝗱𝗮𝗯𝗹𝗲 𝗗𝗶𝘀𝗽𝗹𝗮𝘆𝘀 𝗦𝘂𝗿𝗴𝗲 𝗢𝘃𝗲𝗿 𝟮𝟯%

Global OLED smartphone panel shipments are set to fall nearly 3% YoY in 2026 as the memory supply crisis and rising production costs weigh on demand.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:

• Shipments are forecast to drop from 894M units in 2025 to 829M in 2026, then recover to 858M by 2028.

• Foldable/rollable OLED panels will grow 23%+ YoY, while rigid OLED falls 24%. LTPO will pass 50% of flexible OLED shipments.

• @SamsungDisplay keeps the lead, while LG Display and @BoeTechnology gain ground through @Apple. New power-efficient panels from Tianma Microelectronics, BOE and SDC could support premium pricing.

𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗽𝗿𝗲𝘀𝘀 𝗿𝗲𝗹𝗲𝗮𝘀𝗲:
counterpointresearch.com/en/insights/sm…

𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗳𝗿𝗼𝗺 𝗼𝘂𝗿 𝗔𝗱𝘃𝗮𝗻𝗰𝗲𝗱 𝗦𝗺𝗮𝗿𝘁𝗽𝗵𝗼𝗻𝗲 𝗗𝗶𝘀𝗽𝗹𝗮𝘆 𝗦𝗵𝗶𝗽𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗥𝗲𝗽𝗼𝗿𝘁:
counterpointresearch.com/en/coverage/di…

#OLED #Smartphones #Foldables #DisplayTech #CounterpointResearch

𝗡𝗼𝗿𝘄𝗮𝘆'𝘀 𝗔𝗜 𝗚𝗹𝗮𝘀𝘀𝗲𝘀 𝗕𝗮𝗻: 𝗪𝗶𝗹𝗹 𝗣𝗿𝗶𝘃𝗮𝗰𝘆 𝗖𝗼𝗻𝗰𝗲𝗿𝗻𝘀 𝗣𝘂𝘁 𝘁𝗵𝗲 𝗕𝗿𝗮𝗸𝗲𝘀 𝗼𝗻 𝗚𝗿𝗼𝘄𝘁𝗵?

Norway’s proposed temporary ban on AI glasses in selected public spaces has put privacy at the centre of the smart glasses debate. We believe it reflects a broader shift towards tighter oversight of camera-equipped glasses, although the regulatory response remains fragmented rather than moving towards a global ban.

This evolving debate was also featured in @mobileworldlive, in an article by Amiya Johar, and our analyst Flora Tang (@tang_flora) cited Counterpoint Research's market data and insights. We don't expect this ban to derail the category's growth.

𝗛𝗲𝗿𝗲'𝘀 𝘄𝗵𝗮𝘁 𝗼𝘂𝗿 𝗮𝗻𝗮𝗹𝘆𝘀𝘁𝘀 𝗮𝗿𝗲 𝘄𝗮𝘁𝗰𝗵𝗶𝗻𝗴:

• 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿𝘆 𝘀𝗰𝗿𝘂𝘁𝗶𝗻𝘆 𝗶𝘀 𝘀𝗽𝗿𝗲𝗮𝗱𝗶𝗻𝗴: Restrictions on camera-equipped AI glasses are emerging across markets, including the U.S., Australia, the U.K., South Korea and Singapore, reflecting growing concerns around privacy, covert recording and surveillance.

• 𝗚𝗿𝗼𝘄𝘁𝗵 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝘀𝘁𝗿𝗼𝗻𝗴, 𝗯𝘂𝘁 𝗽𝗿𝗶𝘃𝗮𝗰𝘆 𝗶𝘀 𝗮 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲: Low market penetration, improving AI capabilities and hardware advancements will support near-term growth. Annual shipments could exceed 50 million units in the coming years, but privacy concerns could hinder mainstream adoption.

• 𝗢𝗘𝗠𝘀 𝗺𝗮𝘆 𝗻𝗲𝗲𝗱 𝗮 𝗱𝘂𝗮𝗹-𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆: Recording indicators and camera-free models, such as @ray_ban Meta Audio, offer ways to address privacy concerns. We believe manufacturers should offer both camera-equipped and camera-free products to cater to different consumer preferences.

• 𝗠𝗲𝘁𝗮'𝘀 𝗱𝗼𝗺𝗶𝗻𝗮𝗻𝗰𝗲 𝗿𝗲𝗺𝗮𝗶𝗻𝘀 𝗹𝗮𝗿𝗴𝗲𝗹𝘆 𝘂𝗻𝗰𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝗱: @Meta accounted for over 90% of the global AI glasses market in H1 2026. We expect it to maintain its lead through 2026 and into 2027, until @Google and @Apple enter the category.

𝗥𝗲𝗮𝗱 𝗠𝗼𝗯𝗶𝗹𝗲 𝗪𝗼𝗿𝗹𝗱 𝗟𝗶𝘃𝗲'𝘀 𝗰𝗼𝘃𝗲𝗿𝗮𝗴𝗲 𝗵𝗲𝗿𝗲:
mobileworldlive.com/devices/analys…

𝗥𝗲𝗮𝗱 𝗼𝘂𝗿 𝗔𝗜 𝗚𝗹𝗮𝘀𝘀𝗲𝘀 𝗺𝗮𝗿𝗸𝗲𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗵𝗲𝗿𝗲:
counterpointresearch.com/en/insights/gl…

#AIGlasses #SmartGlasses #Privacy #Wearables

𝗖𝗼𝘂𝗻𝘁𝗲𝗿𝗽𝗼𝗶𝗻𝘁 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗲𝗱𝗶𝗮 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 (𝐎𝐜𝐭𝐨𝐛𝐞𝐫 𝟑𝟏 – 𝗡𝗼𝘃𝗲𝗺𝗯𝗲𝗿 𝟲, 𝟮𝟬𝟮𝟲)

𝖥𝗋𝗈𝗆 𝖨𝗇𝖽𝗂𝖺’𝗌 𝗇𝖾𝗈𝖼𝗅𝗈𝗎𝖽 𝖻𝗈𝗈𝗆 𝗍𝗈 𝖺 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗆𝖺𝗋𝗄𝖾𝗍 𝗁𝗂𝗍𝗍𝗂𝗇𝗀 𝖺 𝟣𝟦-𝗒𝖾𝖺𝗋 𝗅𝗈𝗐 𝗈𝗇 𝗆𝖾𝗆𝗈𝗋𝗒 𝖼𝗈𝗌𝗍𝗌, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍 𝗋𝖾𝗌𝖾𝖺𝗋𝖼𝗁 𝖺𝗇𝖽 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌 𝖿𝖾𝖺𝗍𝗎𝗋𝖾𝖽 𝖺𝖼𝗋𝗈𝗌𝗌 𝗍𝗈𝗉 𝗀𝗅𝗈𝖻𝖺𝗅 𝗆𝖾𝖽𝗂𝖺 𝗍𝗁𝗂𝗌 𝗐𝖾𝖾𝗄.

𝖳𝗁𝗂𝗌 𝗐𝖾𝖾𝗄, 𝖢𝗈𝗎𝗇𝗍𝖾𝗋𝗉𝗈𝗂𝗇𝗍'𝗌 𝖺𝗇𝖺𝗅𝗒𝗌𝗍𝗌- Neil Shah (@neil_shah), MS Hwang 𝖺𝗇𝖽 𝗈𝗍𝗁𝖾𝗋𝗌, 𝖾𝖺𝗋𝗇𝖾𝖽 𝟦.𝟩𝟤𝖪 𝗆𝖾𝖽𝗂𝖺 𝗆𝖾𝗇𝗍𝗂𝗈𝗇𝗌, 𝟤𝟥 𝖿𝗋𝗈𝗆 𝖳𝗂𝖾𝗋 𝟣 𝗈𝗎𝗍𝗅𝖾𝗍𝗌, 𝗌𝗉𝗋𝖾𝖺𝖽 𝖺𝖼𝗋𝗈𝗌𝗌 𝟩 𝗉𝗎𝖻𝗅𝗂𝖼𝖺𝗍𝗂𝗈𝗇𝗌 𝗅𝗂𝗄𝖾 @Bloomberg, @Reuters, @CNBCTV18News 𝖺𝗇𝖽 @CNBC, 𝗐𝗂𝗍𝗁 𝗌𝗁𝖺𝗋𝗉, 𝖽𝖺𝗍𝖺-𝖻𝖺𝖼𝗄𝖾𝖽 𝗂𝗇𝗉𝗎𝗍𝗌 𝗈𝗇 𝗌𝗈𝗆𝖾 𝗈𝖿 𝗍𝗁𝖾 𝖻𝗂𝗀𝗀𝖾𝗌𝗍 𝗍𝗋𝗂𝗀𝗀𝖾𝗋𝗌 𝗂𝗇 𝗍𝖾𝖼𝗁.

· 𝖤𝗇𝖾𝗋𝗀𝗒 𝗆𝖺𝗃𝗈𝗋𝗌 𝗍𝗎𝗋𝗇𝗂𝗇𝗀 𝗇𝖾𝗈𝖼𝗅𝗈𝗎𝖽 𝗉𝗅𝖺𝗒𝖾𝗋𝗌 𝗂𝗇 𝖨𝗇𝖽𝗂𝖺

· 𝖢𝖷𝖬𝖳’𝗌 𝗋𝗂𝗌𝖾 𝖺𝗇𝖽 𝗐𝗁𝖺𝗍 𝗂𝗍 𝗆𝖾𝖺𝗇𝗌 𝖿𝗈𝗋 𝗂𝗇𝖼𝗎𝗆𝖻𝖾𝗇𝗍 𝗆𝖾𝗆𝗈𝗋𝗒 𝗅𝖾𝖺𝖽𝖾𝗋𝗌

· 𝖦𝗅𝗈𝖻𝖺𝗅 𝖯𝖢 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖽𝗈𝗐𝗇 𝟦% 𝖸𝗈𝖸

· 𝖦𝗅𝗈𝖻𝖺𝗅 𝗌𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾 𝗌𝗁𝗂𝗉𝗆𝖾𝗇𝗍𝗌 𝖽𝗈𝗐𝗇 𝟤𝟢%

𝐇𝐞𝐫𝐞’𝐬 𝐚 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐭𝐡𝐢𝐬 𝐰𝐞𝐞𝐤’𝐬 𝐭𝐨𝐩 𝐦𝐞𝐧𝐭𝐢𝐨𝐧𝐬:

𝗖𝗡𝗕𝗖:
cnbc.com/2026/10/30/nvi…

cnbctv18.com/market/intel-s…

𝗕𝗹𝗼𝗼𝗺𝗯𝗲𝗿𝗴:
bloomberg.com/news/articles/…

𝗥𝗲𝘂𝘁𝗲𝗿𝘀:
reuters.com/business/media…

reuters.com/business/media…

𝗥𝗲𝗮𝗱 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗿𝗼𝘂𝗻𝗱𝘂𝗽:

#𝖶𝖾𝖾𝗄𝗅𝗒𝖬𝖾𝖽𝗂𝖺𝖲𝗉𝗈𝗍𝗅𝗂𝗀𝗁𝗍 #𝖲𝗆𝖺𝗋𝗍𝗉𝗁𝗈𝗇𝖾𝗌 #𝖬𝖾𝗆𝗈𝗋𝗒𝖬𝖺𝗋𝗄𝖾𝗍 #𝖭𝖾𝗈𝖼𝗅𝗈𝗎𝖽 #𝖠𝖨𝖨𝗇𝖿𝗋𝖺𝗌𝗍𝗋𝗎𝖼𝗍𝗎𝗋𝖾 #𝖢𝖷𝖬𝖳 #𝖯𝖢𝗌 #𝖳𝖾𝗅𝖾𝖼𝗈𝗆

𝗝𝗼𝗶𝗻 𝘂𝘀 𝗮𝘁 𝗚𝗦𝗠𝗔’𝘀 𝗦𝘁𝗮𝘁𝗲 𝗼𝗳 𝗠𝗼𝗯𝗶𝗹𝗲 𝗜𝗻𝘁𝗲𝗿𝗻𝗲𝘁 𝗖𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 𝟮𝟬𝟮𝟲 𝘄𝗲𝗯𝗶𝗻𝗮𝗿

Mobile networks now cover most of the world’s population, yet many people living within reach of a signal still aren’t online.

Our Associate Director Jan Stryjak will join GSMA to discuss the findings of the 2026 State of Mobile Internet Connectivity report, from the global usage gap to the affordability and other barriers still keeping people offline.

𝗘𝘃𝗲𝗻𝘁 𝗱𝗲𝘁𝗮𝗶𝗹𝘀:
• Date: November 25, 2026
• Time: 13:00 – 14:00 GMT

𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗻𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿:
counterpointresearch.com/en/insights/he…

#MobileInternet #DigitalInclusion #Connectivity #GSMA #Webinar #CounterpointResearch

𝗔𝗜 𝗶𝗻 𝗩𝗶𝗱𝗲𝗼 𝗦𝘂𝗿𝘃𝗲𝗶𝗹𝗹𝗮𝗻𝗰𝗲: 𝗖𝗮𝗺𝗲𝗿𝗮, 𝗕𝗼𝘅 𝗼𝗿 𝗛𝘆𝗯𝗿𝗶𝗱?

The global AI video surveillance hardware market is projected to nearly triple, from $8.9B in 2026 to $24.6B in 2030. That makes the choice of where AI processing happens both a performance decision and a budget decision.

𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:

• On-camera AI wins on latency and standalone reliability. Axis Communications (in-house ARTPEC chips), Hanwha Vision (dual-NPU Wisenet 9 SoC), Hikvision and Dahua Technology lead here.

• Edge AI boxes win on retrofit economics. @MotoSolutions' Avigilon and @HanwhaVision's AIB-800 add analytics to existing, mixed-brand camera networks without replacing every camera.

• Hybrid AI splits the workload. Cameras handle time-sensitive alerts, and edge devices handle cross-camera tracking and shared watchlists.

𝗥𝗲𝗮𝗱 𝘁𝗵𝗲 𝗳𝘂𝗹𝗹 𝗮𝗿𝘁𝗶𝗰𝗹𝗲:
lnkd.in/gWJU4iBi

@HikvisionUSAinc @AxisIPVideo #VideoSurveillance #EdgeAI #AI #PhysicalSecurity #SmartCameras #CounterpointResearch