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Counterpoint: ODM & IDH Smartphone Shipments Down 10% YoY in 2H 2025

What happened

Counterpoint reports ODM & IDH smartphone shipments declined 10% YoY in 2H 2025, driven by soaring memory prices pressuring low-end segment costs. This signals weakening demand for memory components from a key market segment. 利空: Reduced smartphone production volumes point to potential near-term softness in memory chip demand.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

DRAMNAND Flash

demand-weaknesssmartphonememory

Source and time

Source: EE Times Asia · 4/21/2026 · View original source

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Counterpoint: ODM & IDH Smartphone Shipments Down 10% YoY in 2H 2025

What happened

Impact and signal

Affected components and suppliers

Source and time

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