NuAxiSemiconductor trade intelligence

Smartphone shipments to fall 7% in 2026 amid memory constraints and geopolitical pressures

What happened

Omdia forecasts a 7% year-on-year decline in global smartphone shipments for 2026 due to memory constraints and geopolitical pressures. This signals weakening demand for memory chips. Bearish for memory prices.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

DRAMNAND Flash

demandforecastmemory

Source and time

Source: Semiconductor Today · 3/5/2026 · View original source

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Smartphone shipments to fall 7% in 2026 amid memory constraints and geopolitical pressures

What happened

Impact and signal

Affected components and suppliers

Source and time

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