Counterpoint Research estimates a 2.1% decline in global smartphone shipments in 2026 due to rising chip and RAM prices.

According to estimates by the research firm Counterpoint Research, global mobile phone shipments are expected to decrease by 2.1% in 2024, influenced by rising memory chip costs. The chip shortage has affected supply chains, with manufacturers focusing on chips necessary for AI technologies. The segment of phones priced under 200 euros will be the most affected, with a 20% - 30% increase in component costs this year. Chinese brands, such as Honor and Oppo, are the most vulnerable due to low margins, while Apple and Samsung are better positioned to face the challenges. Additionally, Nvidia's decision to use smartphone chips in AI servers will lead to a doubling of prices by the end of 2026, generating increased demand in the market that the industry cannot meet. The market research firm IDC has also forecasted a decline of 0.9% in smartphone shipments by 2026 due to rising memory chip prices.