Overview: The February edition of Counterpoint’s monthly Smartphone Intelligence Tracker offers the Counterpoint perspective on a curated collection of recent news and other articles that have made an impact on the smartphone ecosystem (OEMs, app ecosystem, policy, and more). It gives readers an idea of the current state of affairs in the sector and potential ramifications, helping connect the dots.

The February edition analyses key developments within the smartphone ecosystem from 22^nd January 2025 to 21^st February 2026. It also covers the list of key smartphone launches during the period.

Some of the developments from this edition, where our analysts give their points of view include:

Samsung Electronics Expects Memory Chip Demand to be Strong in 2026 and Into 2027
Apple to prioritize premium iPhone launches in 2026 amid memory crunch
Nothing Skips 2026 Flagship Launch, Prioritizes Mid-Range Expansion
Infinix to use Snapdragon Chipsets in Note 60 Series
realme Starts Laying Off Staff In India As Merger With OPPO Moves Forward
Apple Makes Strategic $2-billion AI Play with Q.ai Acquisition to Power
Next-Gen Wearables

This time we have also included Q4 2025 earnings analysis of key players in the industry.

Q4 2025 Earnings Analysis

Samsung
Apple
U.S Big Three Carriers
Qualcomm
MediaTek

Additionally, In the February edition, a report analysing Global Secondary Smartphone Market, H2 2025 has been featured.

Number of Pages: 25
Published Date: February 2026

Subscription required to access this content

Author