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China Smartphone Shipments Fall for Fifth Straight Quarter as Costs Rise

Huawei and Apple gained share as most Android vendors lifted prices or cut budget models, while first-half shipments fell 4.2%, IDC said.

  • China's smartphone shipments fell 4.3% to 66 million units in the second quarter, as manufacturers hiked prices to reflect rising memory and component costs, research firm IDC said on Tuesday.
  • Surging DRAM prices forced manufacturers to raise prices or thin out budget lines to maintain margins as chip makers diverted capacity toward AI accelerators.
  • Huawei Technologies and Apple shipments rose 19.4% and 24.4% respectively, while Xiaomi, Oppo, and Vivo fell 21.7%, 9.7%, and 11.4% amid the cost squeeze.
  • Marking the fifth straight quarterly decline, first-half shipments fell 4.2% from a year earlier, cementing a sustained contraction across Chinese warehouses.
  • IDC forecasts worldwide smartphone shipments will fall 13.9% in 2026, with meaningful new memory supply not expected until late 2027, prolonging industry pressure.
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China smartphone shipments fall for fifth straight quarter as costs rise

·London, United Kingdom
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Huawei and Apple extended their lead in the Chinese smartphone market during the second quarter of the year. Against a backdrop of generally declining sales, both companies managed to increase shipments thanks to the strong performance of entry-level devices. According to data from the consulting firm IDC, this performance is partly attributed to a shortage of memory chips, which forced Android phone manufacturers to raise their prices. As a res…

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MacRumors broke the news in Glen Allen, United States on Tuesday, July 14, 2026.
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