NuAxiSemiconductor trade intelligence
Memory price surge clouds peak season; Chinese brands' 4Q26 smartphone shipments to drop over 35%
What happened
Despite new smartphone launches from Apple, Huawei, Oppo, Vivo, and Xiaomi, memory prices are rising, which is weakening sales momentum and prompting Chinese smartphone brands to adjust their product mix. DIGITIMES Intelligence senior analyst Luke Lin expects smartphone shipments in China to fall more than 13.5% year-over-year in the fourth quarter of 2026, and total shipments by Chinese brands to decline more than 35% year-over-year. These shipment declines are analyst expectations, not realized results.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
memory
memorymemory price surgesmartphone shipmentsChina smartphone brandsQ4 2026 forecastDIGITIMES Intelligence
Source and time
Source: DigiTimes Asia · 10/29/2026 · View original source
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