NuAxiSemiconductor trade intelligence
China Smartphone Shipments Fall Around 15% as Memory Costs Drive Up Prices
What happened
China smartphone shipments fell around 15%. The source states the cause: higher component costs (memory costs driving up smartphone prices) and longer replacement cycles weakened China's smartphone market. Meanwhile, Huawei recorded double-digit shipment growth.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
memory
China smartphone marketshipment declinememory costscomponent costsreplacement cyclesHuawei shipment growth
Source and time
Source: EE Times Asia · 10/20/2026 · View original source
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