NuAxiSemiconductor trade intelligence

Global smartphone AP industry, 4Q 2025

What happened

Memory price increases have forced a downward revision of smartphone shipment forecasts, with Q1 2026 global smartphone AP shipments projected to drop 8.7% YoY and full-year 2026 volumes estimated to decline 5.4%. This indicates weakening end-demand for smartphone processors. Bearish: Reduced shipment forecasts signal potential oversupply and pricing pressure for smartphone APs.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

Smartphone AP

QualcommMediaTekApple Samsung Electronics

demand-weaknessforecast-revision

Source and time

Source: DigiTimes Asia · 3/16/2026 · View original source

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Global smartphone AP industry, 4Q 2025

What happened

Impact and signal

Affected components and suppliers

Source and time

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