According to Omdia's most recent forecast, there could be a roughly 7% year-on-year decrease in global smartphone shipments in 2026. This prediction is formulated on the basis of assumptions concerning memory prices in the first quarter of 2026. It is anticipated that the price pressures and supply limitations will subside in the latter half of the year.
At present, the global smartphone market is grappling with difficulties arising from a scarce memory supply and soaring prices. This situation has resulted in elevated costs for manufacturers. The share of memory in the bill of materials for smartphones has climbed substantially, which has eroded manufacturers' profitability, especially having a notable impact on entry-level devices.
