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[TECHNOLOGY] · China, India, United States · 57 sources

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Part of situation: Global PC, GPU, and Smartphone market trends 2026 (14 clusters)

Smartphone shipments fall 22% in Q3 2026 amid memory crisis

smartphone market decline memory chip shortage AI component demand DRAM price surge mobile industry crisis

Global smartphone shipments experienced a significant downturn in the third quarter of 2026, falling 22% year-on-year to 255.3 million units according to IDC. This represents the steepest quarterly decline recorded to date. The primary driver of this slump is a global memory crisis, where the surge in demand for high-bandwidth memory (HBM) for artificial intelligence infrastructure has diverted supply away from mobile devices. Consequently, DRAM and NAND memory costs have surged by approximately 350% over the past year.

Despite the overall market contraction, Samsung and Apple maintained their market leadership, capturing 22.6% and 22.4% market shares respectively. In contrast, Chinese manufacturers such as Xiaomi, OPPO, and vivo saw notable declines in shipments. In the Chinese market specifically, shipments fell 15.4%, though Huawei emerged as a standout performer, growing 18% year-on-year to reach a 21% market share.

Industry analysts warn that the market has not yet reached its bottom. Rising component costs are being passed on to consumers, with many manufacturers prioritizing profitability over volume. A significant market recovery is not anticipated until at least 2028.

Entities

Apple · Counterpoint Research · Dell Technologies · HP Inc. · Huawei · IDC · International Data Corporation · Lenovo · Samsung · Xiaomi

Claims

What the coverage asserts, and how many sources carry each claim.

Sources

Lượng smartphone xuất xưởng quý III/2026 chạm mức thấp nhất trong 14 năm [thuonghieusanpham.vn]
Krisis Memori Pukul Pasar Smartphone Global, Pengiriman Q3 2026 Anjlok 20 Persen [technologue.id]
記憶體成本衝擊！傳三星 Galaxy S27 與 S27+ 將沿用舊款相機規格並面臨漲價 [www.technice.com.tw]
La venta de celulares cayó a su nivel más bajo en 14 años: la crisis de la memoria RAM, una de las causas [radiotvsierras.com]
La venta de celulares cayó a su nivel más bajo en 14 años: la crisis de la memoria RAM, una de las causas [limite42.com]
La venta de celulares cayó a su nivel más bajo en 14 años: la crisis de la memoria RAM, una de las causas [tolhuinprimero.com]
Los celulares suben 20% en 2026: por qué se venden menos que desde 2012 y quién gana [revistamercado.do]
Smartphones : les ventes mondiales chutent de 20 % à cause de la pénurie de mémoire [android-mt.ouest-france.fr]
Harga Komputer Kian Mahal, Pengiriman PC Dunia Anjlok 20 Persen [prokalteng.jawapos.com]
Mercado global de smartphones cai ao nível de 2012 [www.maistecnologia.com]
Smartphones : les livraisons mondiales chutent de 20% au T3 2026 [www.journaldeleconomie.fr]
Smartphones: Η μεγαλύτερη πτώση παραδόσεων που έχει καταγραφεί ποτέ - Οικονομικός Ταχυδρόμος - ot. gr [www.ot.gr]
IDC Q3 2026: Smartphone Shipments Fall 22% [www.gogi.in]
Smartphone shipments tank, with worse to come - IT-Online [it-online.co.za]
长江存储跃居全球NAND出货量第三 布局DRAM领域 [internet.cnmo.com]
Pasar Smartphone Global Anjlok 20 Persen, Bagaimana Nasib Samsung dan Apple? [www.liputan6.com]
AnTuTu Q3 2026 Android Chip Rankings: Xiaomi XRing Ranks Third [www.igeekphone.com]
Apple Hits Record iPhone Market Share as Smartphone Sales Plunge 20% [www.iphoneincanada.ca]
Trh s telefony spadl na úroveň roku 2012. Apple i tak zvýšil podíl na 22 % [superapple.cz]
Световните доставки на персонални компютри са спаднали с 20,1% през [novini247.com]
RaillyNews - Alarm in China’s Smartphone Market: Shipments Fell by 15. 4% [raillynews.com]
Mercato PC in crisi: spedizioni mondiali giù del 20% [www.batista70phone.com]
Samsung și Apple câștigă bătălia deși vânzările de smartphone continuă să scadă [www.connect.ro]
Smartphone, spedizioni giù 20% nel Q3 | SoTutto. it [sotutto.it]
Le marché des smartphones en baisse de 20% : Comment Apple et Samsung s'en sortent-ils ? [www.emarketerz.fr]
China Smartphone Market Q3 2026: Huawei Grows 17. 3% as Apple, OPPO, vivo and Xiaomi Decline [telecomlead.com]
Η Apple μόλις 500.000 κινητά πίσω από τη Samsung, λέει η IDC [techblog.gr]
El alza de las memorias estaría llevando a fabricantes de celulares a volver a pantallas LTPS más baratas [pisapapeles.net]
Smartphones : la pénurie de mémoire fait exploser les prix de 20% [www.economiematin.fr]
手机厂商的麻烦，AI背不了锅-钛媒体官方网站 [www.tmtpost.com]
Omdia se suma a reporte de IDC y alerta sobre la mayor caída de ventas de teléfonos en China en 14 años → TransMedia [www.transmedia.cl]
Globalny rynek smartfonów skurczył się o 20 procent [crn.pl]
Counterpoint Research：2026年Q3全球智能手机出货量同比下降20%，创2012年以来同期最低 | 互联网数据资讯网-199IT | 中文互联网数据研究资讯中心-199IT [www.199it.com]
Global smartphone shipments drop 22% in Q3 2026 amid memory crisis: IDC [www.fonearena.com]
Akıllı telefon pazarında tarihi çöküş [www.haberturk.com]
Global Smartphone Market Shrinks 20% in Q3 2026 [soyacincau.com]
IDC：2026 年三季度全球智能手机出货量同比暴跌 22%，为史上最严重季度下滑 - IT之家 [www.ithome.com]
Παγκόσμια πτώση 20% στις πωλήσεις smartphones το Q3 2026! [www.techgear.gr]
Krisis Makin Parah, Barang Jadul Dipakai di Komputer Baru [www.cnbcindonesia.com]
Top 5 smartphone brands: Samsung, Apple lead global shipments in Q3 2026 [www.technobaboy.com]
Global smartphone market sinks to lowest level in 14 years [sea.mashable.com]
Global smartphone sales drop sharply due to chip shortage and rising costs [www.techcentral.ie]
Smartphones : les livraisons mondiales chutent de 20 %, un plus bas depuis 2012 [alloforfait.fr]
Global Smartphone Shipments Hit 14-Year Low [www.gadgetpilipinas.net]
全球第三季智能手機出貨跌 20%　三星、蘋果市佔率逆市上升-ePrice. HK [www.eprice.com.hk]
Çin’de telefon sevkiyatı yüzde 15,4 düştü [www.teknoblog.com]
手機越來越貴 全球逾 7 成消費者考慮延後換機或改買其他機型 [m.eprice.com.tw]
Smartphone, crollo del 20% nel 2026: il mercato ai minimi da 14 anni per la crisi della memoria [www.tuttoandroid.net]
How The AI Boom Is Making People Buy Fewer PCs [www.ubergizmo.com]
Los envíos de PC del tercer trimestre fueron peores que los del segundo [www.silicon.es]
PC-Auslieferungen brechen um 20 Prozent ein [www.it-daily.net]
Counterpoint: Globální dodávky smartphonů ve čtvrtletí klesly nejníže za 14 let [www.itbiz.cz]
What’s up with… Smartphone sales, Austrian APIs, Jio [www.telecomtv.com]
Mainland China smartphone shipments lowest Q3 since 2013 – Omdia [www.lightreading.com]
Apple e Samsung avançam enquanto crise da IA sufoca marcas chinesas [canaltech.com.br]
Global phone shipments drop to the lowest point in over a decade [www.androidcentral.com]
Smartphone shipments dropped by 20%, lowest point in 14 years amid memory crisis [9to5google.com]