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Record 14% drop in smartphone shipments forecast for 2026 as memory costs soar
Counterpoint Research says global smartphone shipments will fall 14.3% to about 1.07 billion units in 2026 as AI-driven memory demand pushes up component costs and forces manufacturers to cut low-margin models.
Apple pushes iPhone 18 Pro Max OLED price down from $120 to ~$68 per panel
Apple is reportedly negotiating a roughly 43% cut in OLED display costs ahead of the iPhone 18 Pro Max launch, as memory-price inflation squeezes the company's component budget.
Global Smartphone Market to Shrink 14% in 2026 — and Samsung Is Poised to Reclaim No. 1
Counterpoint Research forecasts global smartphone shipments will fall 14.3% in 2026, driven by the memory-chip shortage. Samsung is expected to grow 0.8% and retake the No. 1 spot from Apple.
India's 'RAMpocalypse' pushes smartphone prices to a record $315 — and reshuffles the market
Memory-chip prices have quadrupled since September 2025, pushing India's average smartphone price to a record $315 and redrawing the competitive map: Chinese budget brands are losing share while Samsung and Apple gain. Here's what it means for B2B buyers.
Samsung's Foundry Just Got a Rare Taste of Pricing Power: Chip Prices Up to 15%
Samsung raised advanced foundry prices by as much as 15% on new orders in July as AI chip demand overwhelmed TSMC's capacity — giving its loss-making foundry business rare pricing power and signaling a broader AI supply-chain shift.
Google sets a 2027 deadline to move every Pixel device out of China
Google told suppliers it will shift all Pixel phones, watches and earbuds out of Chinese factories by 2027, leaning on Vietnam and India. Here's what the exit means for the mobile supply chain.
The $100 Smartphone Is Nearly Extinct — and AI's Memory Appetite Is Reshaping the Market
U.S. smartphone sales fell 5% in Q2 2026, but the sub-$100 tier collapsed 64% — and Apple, Samsung, Motorola and Google absorbed the memory-cost shock that smaller OEMs couldn't. Counterpoint's data shows AI-driven memory demand is consolidating the market.
Qualcomm confirms double-digit chip price hikes from September 1 — smartphone costs are going up
Qualcomm announced a double-digit price increase across most of its chip lineup for products shipped after September 1, 2026, citing surging costs for wafers, packaging, and memory. Handset chip revenue fell 20% in fiscal Q3.
The memory-cost squeeze: how Q2 2026 redrew the smartphone map
Global smartphone shipments fell 6% year on year to 272 million units in Q2 2026 as high memory prices reshaped the market. Apple and Samsung gained share while Xiaomi fell 26% — and B2B buyers are feeling the ripple effects.
Google's Pixel 11 debuts with on-device AI — and a $100 price hike
Google's August 12 Pixel 11 launch brings Tensor G6, 16GB RAM, and on-device Gemini AI — but every model costs $100 more as memory prices climb.
TSMC's $29.44B Board Approval Puts AI Capacity Spend into Overdrive
TSMC’s board has approved a $29.44 billion capital budget for new fabs, advanced process capacity, and packaging expansion — the latest sign that the AI boom is reshaping semiconductor supply chains at unprecedented scale.
Pixel 11 and Gemini Intelligence: Google's phone is now the agent
Google unveiled the Pixel 11 lineup on Wednesday with Gemini Intelligence at the center — an agentic AI layer that orders groceries, books rides, and calls businesses across apps. Preorders are open; devices ship August 20.