Smartphone Market & Forecast Notes

What This Report Covers

Drivers behind the unexpected Q2 2026 shipment upside
H2 2026 and 2027 smartphone market outlook
Memory shortage impact on volumes, pricing and profitability
Smartphone ASP and pricing expectations
OEM response strategies and portfolio adjustments

Why This Topic Matters

The smartphone industry is experiencing the most severe memory supply imbalance in recent years
Rapid smartphone ASP inflation is driven by rising component costs
Increasing divergence between industry leaders and weaker competitors
Growing influence of AI infrastructure investment on memory availability
Rising risk of prolonged volume weakness extending into 2027

Author

Yang Wang

Yang is a Principal Analyst at Counterpoint Research, based out of London. Yang has 10 years of work experience with particular interest in mobile devices, ecosystems, Emerging Markets, supply chain and macro topics that affect the global technology industry. As a tech analyst he has been quoted extensively by leading financial and media outlets. Yang started his career as a management trainee at Jardine Matheson, worked in business development at a SaaS startup, and most recently held marketing and research roles at KaiOS Technologies. Yang holds a Master of Science in Management from London Business School, and a Master of Science in Psychology from the University College of London.

Ravyansh

Kamal Singh

Kamal Singh is a market and product researcher with over six years of experience, currently specializing in the global smartphone market at Counterpoint Research. He works within the Market Monitor Service, contributing to quarterly analyses of global smartphone shipments and supporting the development of the Market Outlook. Kamal tracks global smartphone trends, product launches, and brand strategies, providing data-driven insights and analytical support for client requests. With a background in mechanical engineering, he combines technical understanding with strong strategic research capabilities to deliver comprehensive market intelligence.

Hyunwoo Kang

Hyunwoo Kang is a Research Analyst at Counterpoint Research, based in Seoul, Korea, focusing on the display and smartphone industries. His current research covers TV, automotive displays, display CapEx, and the smartphone market, with a focus on market analysis, industry trends, and technology developments. Prior to joining Counterpoint Research, he gained experience in equity research and investment analysis. He holds a bachelor’s degree in Mathematics from Kyung Hee University. He specializes in analyzing market data and industry trends to provide data-driven insights that support strategic decision-making across the technology sector.

Author