Global tablet panel shipments fall 10.9% to 67.8M units in Q3 2026

The shift from a roughly flat first half to a double-digit aggregate decline in Q3 signals that weakness is no longer confined to individual segments but has become broad-based across the tablet panel supply chain. Panel makers and their component suppliers bear the immediate exposure, since the sequential drop of 10.1% is steeper than the year-on-year figure and points to deteriorating momentum within the year rather than a stable baseline. Whether the fourth quarter stabilizes or extends the contraction is the open question, particularly given the first nine months are already running 3.9% below last year.