NuAxiSemiconductor trade intelligence

Smartphone shipments grow 1% year-on-year in Q1 to 298.5 million units

What happened

Smartphone shipments grew 1% YoY in Q1 2026 driven by vendor front-loading, but inventory imbalances are expected to trigger a correction in Q2 and H2 2026.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

智能手机

Samsung Electronics Apple Inc.

inventorydemandforecast

Source and time

Source: Semiconductor Today · 5/1/2026 · View original source

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Smartphone shipments grow 1% year-on-year in Q1 to 298.5 million units

What happened

Impact and signal

Affected components and suppliers

Source and time

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