< Back to all clusters
[BUSINESS] · China, United States, India, Germany, France · 22 sources

started · updated

Apple captures 49% of global smartphone revenue as memory‑chip shortage drives price hikes

Global smartphone revenue reached a record $109 billion in the second quarter of 2026, up 7 % year‑on‑year, while the average selling price hit $400, a 17 % increase. The rise in revenue came despite a decline in shipments, which fell between 6 % and 11 % according to various research firms.

Apple dominated the market, taking 49 % of total smartphone revenue and posting a 22 % revenue gain. The company shipped 55.1 million iPhones, a 23 % year‑on‑year rise that gave it a 20 % market‑share. Samsung remained the largest vendor by units, shipping 60.5 million phones and holding a 22 % share of revenue. Xiaomi saw the steepest shipment drop, down 26 % and revenue down 17 % even though its average selling price rose 13 %.

The underlying driver was a sharp increase in DRAM and NAND memory costs, which have quadrupled since early 2023. The higher component prices forced manufacturers to raise retail prices; Xiaomi, for example, lifted prices of several Chinese models by 300–500 yuan. The industry is shifting from volume‑driven growth to a premium‑value model as consumers absorb higher costs.

Entities

Apple Inc. · Counterpoint Research · Omdia · Samsung Electronics · Shilpi Jain · Xiaomi Corp · Xiaomi Corporation · iPhone 17

Claims

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

Sources

about 2 months ago
about 2 months ago
about 2 months ago
about 2 months ago
about 2 months ago
about 2 months ago