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According to a Morgan Stanley report, Android smartphone shipments may decline by 15% year-on-year in 2026, while iPhone shipments are expected to drop by around 2%. Apple may become the only mainstream manufacturer to achieve market share growth, with its user conversion rate hitting a record high. In contrast, Google Pixel's conversion rate has declined, and other mainstream brands have seen negative net user conversion rates. Global smartphone shipments are projected to fall to 1.12 billion units, with the average selling price rising to $523. With a significant increase in procurement costs for memory chips, leading Android brands have already raised prices, putting pressure on the Android camp. Apple may replace Samsung to become the world's largest smartphone brand.
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