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Counterpoint: smartphone market will shrink in 2026, costs will rise as a result of RAM shortages

Source link : https://tech365.info/counterpoint-smartphone-market-will-shrink-in-2026-costs-will-rise-as-a-result-of-ram-shortages/

You in all probability know that RAM costs have skyrocketed in latest months, which can have a significant adverse impression on smartphones within the coming months. Analyst agency Counterpoint has revised its predictions for 2026 – as a substitute of degree shipments, the agency is now forecasting that the worldwide smartphone market will shrink by 2.1%.

The worrying factor is that the punishing rise in reminiscence costs will persist – Counterpoint warns that costs can go up by one other 40% by means of Q2 2026.

World Smartphone Market Share and YoY Progress by Key OEM, 2026(E)

At the moment, the Invoice of Supplies (BoM, i.e. the part price) for low-end telephones is 25% increased than originally of the 12 months. Mid-range and high-end telephones are seeing 15% and 10% will increase. If the Q2 forecast pans out, the BoMs can rise additional by 8%-15%.

Counterpoint expects that smartphone firms will see decrease shipments throughout the board. Oppo and vivo have been initially predicted to ship extra telephones subsequent 12 months, the revised prediction is for a decline. Xiaomi and particularly Honor will decline greater than anticipated.

The massive gamers – Apple and Samsung – will really feel the ache as nicely. It received’t be as unhealthy for them, nonetheless. Senior Analyst Yang Wang says: “Apple and Samsung are best positioned to weather the next few quarters. But it will be tough for others that don’t have as much wiggle room to manage…

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Author : tech365

Publish date : 2025-12-16 18:59:00

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