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Global Smartphone AP Industry, 4Q 2025

Summary by technewstube.com
Memory price increases force downward revision of smartphone shipments with first-quarter 2026 global smartphone AP shipments estimated to decrease by 8.7% year-on-year, and full-year 2026 volumes estimated to drop by 5.4% on year.
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According to forecasts from the analytical agency Counterpoint Research, the global smartphone market is expected to experience its worst recession in a decade in 2026: shipments will decline by 12.9%, equivalent to a loss of 160 million potential units. Rapidly growing demand for AI infrastructure has forced tech giants to repurpose their factories to produce high-margin HBM memory. This has triggered a severe shortage... The post "Counterpoint…

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se7en.ws broke the news in on Monday, March 16, 2026.
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