Memory crunch deepens smartphone slump, Apple dominates

Timeline

1. 3 days ago

   [BUSINESS] 22 sources

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

   Q2 2026 smartphone revenue hit $109 bn (+7 %) with ASP $400 (+17 %). Apple took 49 % of revenue, Samsung led shipments, Xiaomi fell 26 %. Memory‑chip prices quadrupled, prompting price hikes.

2. 3 days ago

   [TECHNOLOGY] 11 sources

   Qualcomm Announces Double-Digit Snapdragon Chip Price Hike Amid Semiconductor Cost Surge

   Qualcomm will raise Snapdragon prices by double‑digits from Sep 1 2026 as memory and component costs surge, cutting smartphone‑chip revenue 20 % and prompting Apple to shift to its own modems.

3. 6 days ago

   [TECHNOLOGY] 6 sources

   Samsung leads as global smartphone shipments fall 6% in Q2 2026

   Q2 2026 smartphone shipments fell 6% to 272 million; Samsung stayed top with 22% share, Apple grew 23% to 20% share, while Xiaomi dropped 26% to 11% share, amid high memory costs.

4. 8 days ago

   [BUSINESS] 51 sources

   Qualcomm forecasts weak profit as Apple component revenue set to fall sharply

   Qualcomm posted $9.9 bn Q3 revenue, forecast $9.7‑$10.5 bn Q4 and EPS $2.05‑$2.25, warns Apple component share will fall below 20% and will raise prices from Sep 1. Apple expects $108‑$109 bn revenue, 15.5% YoY

5. 10 days ago

   [TECHNOLOGY] 11 sources

   Global Smartphone and PC Shipments Fall as Memory Chip Prices Surge

   Q2 2026 global smartphone shipments fell 6 % to 272 M and PC shipments fell 4.9 % to 68.2 M as memory‑chip price hikes force vendors, including Apple, to raise prices and launch lease programs.

6. 16 days ago

   [TECHNOLOGY] 4 sources

   Apple iPhone Loyalty Hits 87% as Android Switches Decline in Q1 2026

   CIRP data shows 87% of Q1 2026 iPhone buyers were existing iPhone users, up from 84% a year earlier, while only 12% switched from Android, down from 14%.

7. 17 days ago

   [BUSINESS] 6 sources

   Memory price surge cuts global smartphone and PC shipments in Q2 2026

   Rising memory costs caused global smartphone shipments to drop 4% and PC shipments to fall 3.6% in Q2 2026, with Samsung and Apple gaining share while overall demand weakens.

8. 19 days ago

   [TECHNOLOGY] 5 sources

   Apple iPhone loyalty reaches 87% in 2026 while Samsung and Xiaomi see record brand confidence

   2026 surveys show 87% iPhone loyalty, record 96% Apple and 90% Samsung brand loyalty, and Xiaomi tops reliability at 94.1%.

9. 21 days ago

   [TECHNOLOGY] 12 sources

   Samsung reclaims global lead as smartphone shipments plunge 11% amid memory‑chip crunch

   Smartphone shipments fell 11% YoY in Q2 2026, the lowest since 2013. Samsung leads with 24% share, Apple hits a record 20%; a memory‑chip shortage drives price hikes and hurts budget models worldwide.

10. 23 days ago

    [TECHNOLOGY] 2 sources

    PC sales drop 4% globally as Chinese smartphone shipments fall 4.3% in Q2

    Q2 saw a 4% global PC sales drop and a 4.3% decline in Chinese smartphone shipments, both linked to rising component prices; Apple grew while Huawei fell.

11. 23 days ago

    [TECHNOLOGY] 86 sources

    Samsung retakes global lead as smartphone shipments hit 13‑year low

    Smartphone shipments fell 11% in Q2 2026, the lowest since 2013, as a memory‑chip shortage lifts prices. Samsung retook #1 with 24% share and Apple hit a record 20% share despite the market slump.

12. 25 days ago

    [BUSINESS] 4 sources

    Global Smartphone Prices Rise as Memory Costs Soar

    Memory cost hikes are pushing entry‑level smartphone prices up, prompting Omdia to predict a 12% drop in 2026 shipments and a 22% shrinkage of the sub‑$400 segment.

13. 26 days ago

    [TECHNOLOGY] 2 sources

    Apple and Huawei drive smartphone sales as China's market contracts, Taiwan sees Apple surge

    China's H1 2026 smartphone market fell 10%, with only Huawei and Apple growing; Taiwan's weekly rankings show Apple topping the list with six models in the top ten.

14. 27 days ago

    [TECHNOLOGY] 11 sources

    Apple Watch Holds 90% of Edge‑AI Smartwatch Shipments in Q1 2026

    Apple Watch captured about 90 % of Edge‑AI smartwatch shipments in Q1 2026, as Edge‑AI hit 25 % of the market with 70 % YoY growth; Apple’s Neural Engine leads health features while rivals like Huawei, Qualcomm

15. 27 days ago

    [TECHNOLOGY] 3 sources

    Samsung Galaxy S26 sales surge as Apple trims iPhone 17 output; Trump Phone draws criticism

    Samsung's Galaxy S26 sales jump while Apple cuts iPhone 17 production; the Trump Phone faces criticism for poor specs and security risks.

16. 29 days ago

    [BUSINESS] 2 sources

    Global low‑cost smartphone shipments set to fall 22% as storage prices surge

    Omdia forecasts a >22% drop in sub‑$400 smartphone shipments in 2026 due to soaring storage costs, while Japanese retailers promote value‑focused mid‑range Android phones such as the arrows Alpha and Redmi Note

17. about 1 month ago

    [TECHNOLOGY] 2 sources

    Global Smartphone Prices Set to Rise 21% in 2026 as Market Shifts to Premium

    Omdia projects smartphone shipments to fall 12% in 2026 while average prices jump 21% to $565, driven by soaring memory and display‑panel costs, prompting makers to drop low‑end models.

18. about 1 month ago

    [TECHNOLOGY] 2 sources

    Apple Leads Global Smartphone Sales in Q1 2026

    Apple took 21% of Q1 2026 global smartphone sales, topping the list with three iPhone 17 models; Samsung filled five spots, while overall shipments fell 6% amid chip shortages.

19. about 1 month ago

    [TECHNOLOGY] 2 sources

    Global smartphone market average price to hit $565 in 2026

    Omdia projects a 12.2% drop in 2026 smartphone shipments to 1.09 bn units, while average selling price climbs to $565, driven by soaring component costs and a shift toward premium models.

20. about 1 month ago

    [TECHNOLOGY] 10 sources

    Global Smartphone Shipments to Drop 12% as Prices Reach $565 in 2026

    Global smartphone shipments are expected to fall 12% in 2026 as average prices hit a record $565, driven by soaring memory costs; GenAI phones will reach 45% of shipments, and refurbished sales are growing amid

21. about 2 months ago

    [BUSINESS] 2 sources

    India's smartphone exports to the US surge 47% in April 2026, led by Apple

    India's smartphone exports to the US jumped 47% in April 2026 to $2.43 bn, driven largely by Apple’s iPhone production, raising India’s share of US imports to about 70%.

22. about 2 months ago

    [TECHNOLOGY] 2 sources

    Apple Watch Leads Global Smartwatch Market in Q1 2026 with 23% Share

    Apple Watch held 23 % of global smartwatch shipments in Q1 2026, up 21 % YoY, leading market recovery; Huawei 17 % and Samsung fell to 5 %.

23. about 2 months ago

    [TECHNOLOGY] 2 sources

    Apple Watch drives global smartwatch market growth as Samsung shares plunge

    Smartwatch shipments grew 4% in Q1 2026, led by Apple’s 21% boost to 23% market share, while Samsung’s share fell 28% to 5%; Huawei dominates a Chinese market that expanded 15%.

24. about 2 months ago

    [BUSINESS] 3 sources

    Apple expands smartwatch lead as Samsung shares plunge

    Q1 2026 smartwatch shipments grew 4%; Apple lifted its share to 23% while Samsung fell 28% in shipments, dropping to 5% share, with Huawei advancing to second place.

25. about 2 months ago

    [BUSINESS] 7 sources

    Apple Watch shipments jump 21% in Q1 2026, securing 23% market share

    Apple Watch shipments rose 21% YoY in Q1 2026, capturing 23% of the global smartwatch market as overall shipments grew 4%; Huawei gained share while Samsung fell sharply.

26. about 2 months ago

    [TECHNOLOGY] 2 sources

    Apple ramps up iPhone output in Q1 2026 as global smartphone production falls

    Apple boosted Q1 2026 iPhone production to 60.2 million units, up 19.7% YoY, while global smartphone output fell 1.7% to 284 million, with further declines forecast.

27. about 2 months ago

    [BUSINESS] 2 sources

    US Smartphone Market Q1 2026: Apple Holds 60% Share as Samsung Slips, Memory Shortage Looms

    In Q1 2026 the US smartphone market fell 3% YoY; Apple kept about 60% share while Samsung slipped to 24% and Motorola grew 18%. A memory‑chip shortage risks a steeper 2026 decline, with production projected to

28. about 2 months ago

    [BUSINESS] 2 sources

    Apple Boosts iPhone Production 20% as Global Smartphone Output Falls 1.7% in Q1

    Apple increased iPhone output 20% YoY to 60.2 million units in Q1 2026, while global smartphone production fell 1.7% to 284 million; Samsung led with 62.6 million units and a 16% annual decline is projected.

29. 2 months ago

    [BUSINESS] 10 sources

    Apple iPhone shipments up 8% in Latin America amid worldwide smartphone market slump of 13.9%

    Apple’s iPhone shipments rose 8% in Latin America Q1 2026, while the global smartphone market is set to shrink 13.9% due to a worsening memory‑chip shortage, hitting budget phones hardest.

30. 2 months ago

    [BUSINESS] 2 sources

    European smartphone market posts modest Q1 growth as HONOR logs double‑digit gains worldwide

    European smartphone shipments grew 2% in Q1 2026, led by Samsung and Apple with record prices, while Chinese brand HONOR posted double‑digit growth globally, including 73% in the Middle East and 101% in Africa.

31. 3 months ago

    [BUSINESS] 5 sources

    Apple iPhone sales jump 31% while Xiaomi grows 26% in Central America Q1 2026

    Apple iPhone sales rose 31% in LATAM Q1 2026, led by Mexico, while Xiaomi posted 26% growth in Central America, boosting its regional share.

This summary has been updated 11 times: see revision history