Market Outlook - Smartphone Shipment and ASP Forecast by OEM Region, April 2026
Overview:
Compared to our previous forecast (March 2026), this forecast implies a downward revision from a ~12.4% YoY drop to a ~13.6% YoY drop in smartphone shipments in 2026. Memory pricing has trended above prior expectations, with supply tightness persisting into early-to-mid 2026 in light of elevated demand from AI and datacenter applications. As such the price rally is expected to extend well through 2027. The timeline for new memory supply coming online has been pushed back, with momentum towards normalisation starting by late 2027 and reflecting in the market by early 2028. The timeline and trajectory around capacity expansion remains broadly unchanged as compared to March. Furthermore, memory suppliers are not expected to re-allocate capacity to consumer memory.
Table of Contents:
- Assumptions
- Global
Number of Pages: Excel
Published Date: April 2026
Category
Industry
Smartphone
Service
Market Outlook ASP expansion
Report Type
Report
Time Period
Monthly
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Author
Team Counterpoint
Counterpoint research is a young and fast growing research firm covering analysis of the tech industry. Coverage areas are connected devices, digital consumer goods, software & applications and other adjacent topics. We provide syndicated research report as well as tailored. Our seminars and workshops for companies and institutions are popular and available on demand. Consulting and customer