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The surge in LPDDR5X DRAM and UFS NAND flash storage prices, fueled by booming AI infrastructure demand and a shift toward higher-margin HBM production, is reshaping smartphone bill of materials (BoM). As memory costs consume a growing share of the BoM, OEMs appear to be extending the lifecycle of existing display platforms, favoring incremental improvements over major specification upgrades.
Europe’s smartphone market rebounded during Week 26 (June 21-27) as Amazon Prime Day reversed several weeks of declining sales momentum.
China’s smartphone shipments declined 2% YoY in Q2 2026, as rising memory costs prompted OEMs to adopt more conservative production plans and prioritize higher-margin models.
Apple has received Chinese regulators’ approval to roll out Apple Intelligence on iPhones in the country, with Alibaba and Baidu serving as technical partners.
NVIDIA held a media and analyst briefing in Tokyo, where Jensen Huang declared, "Starting from here is the beginning of Japan's AI." The visit was timely as local media have noted that Japan has been overshadowed in the AI space by its neighbours, with China’s trade issues and South Korea’s memory boom. However, Jensen made it very clear that Japan is a priority for the company, and several announcements backed up his claim.
Understand the impact of memory shortages on smartphone shipments, pricing, profitability, and competitive dynamics with Counterpoint Research's latest outlook.
At MWC Shanghai 2026, China Unicom and Huawei brought their joint “5G Capital” initiative back to the stage for a roundtable built around a single theme: “Network Create, Action Leads.” Six years after the two companies first launched 5G Capital as a proving ground for commercial 5G in Beijing, the conversation to building robust networks for an economy that runs increasingly on AI agents, tokens, and autonomous systems rather than just people and screens.
Smartphone shipments in India fell 10% YoY in the June-ended quarter as rising device prices led to a decline in consumer demand.
Global asset tracking device shipments are projected to grow at a 7% CAGR from 2025 to 2032, with most of the growth during the period being contributed by applications outside traditional vehicle tracking.
The Global Asset Tracking Device Market Tracker & Forecast provides comprehensive coverage of the global asset tracking ecosystem, analyzing device shipments,and market trends across major tracking applications. The report tracks the asset tracking market by application, connectivity technology, region and vendor, providing detailed insights into market dynamics, competitive positioning and long-term growth opportunities.