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Smartphone shipments fall 20% year-on-year in Q3, the lowest third-quarter total since 2013
What happened
According to Omdia, global smartphone shipments fell 20% year-on-year (YoY) to 254.7 million units in Q3/2026, the lowest third-quarter shipment volume since 2013. Rising smartphone prices continued to weigh on consumer demand, particularly in emerging markets. Distributors and retailers also remained cautious about replenishing inventory ahead of the holiday season, as higher device costs increased working capital requirements and limited stocking volumes.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
smartphones
smartphoneshipmentsQ3/2026Omdiademand declineinventory
Source and time
Source: Semiconductor Today · 11/2/2026 · View original source
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