Principal Analyst at Omdia
Appears in 1 story
Last updated Nov 1, 2026
Tracking the memory-driven downturn and its competitive effects
Global smartphone shipments fell 20% year-on-year in the third quarter of 2026 to 254.7 million units, the lowest third-quarter total since 2013, according to Omdia. Memory chip costs are up about 350% since last year because AI data centres are absorbing supply.
Updated Nov 1
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