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Skyrocketing memory prices starting in 2025 are expected to drive a double-digit decline in global smartphone production in 2026, reshaping the market landscape. Leveraging their strong financial positions and high-end market focus, Apple and Samsung are expanding their market shares against the overall downtrend. In contrast, Chinese brands (HOVX), which traditionally compete on high cost-performance ratios, have seen their costs multiply and are forced to drastically cut production to preserve cash flow. Furthermore, Huawei is aggressively capturing market share by relying on its mid-to-high-end positioning and strong ecosystem, further squeezing its peers. Consequently, the overall market share of Chinese brands has dropped significantly, marking a pause in their decade-long expansion.
Through accumulating major components' costs, this report analyzes smartphone's mainstream size panels' cost structure and predicts their future cost trend, so that our customers can accurately calculate panel cost structure and products' profitability.
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such as cell or glass. Prices will be also presented by their high-, low- and average-price levels for customers' references. Besides, smartphone panel price forecast is newly added, it could keep clients updated on smartphone panel price trend in the year to come.
The surging AI server demand for low-power memory has triggered a severe capacity squeeze. Smartphone brands have lost their procurement bargaining power and are facing high cost pressures. To navigate these structural changes, manufacturers must adjust retail pricing and accelerate hardware-software integration to reduce memory reliance, breaking through in this era of high costs.
TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
TrendForce offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
In mid-March, Samsung released its 2Q26 quotes ahead of schedule, with price hikes far exceeding market expectations. TrendForce believes this move is primarily aimed at accelerating downward revisions in the consumer end-market to free up production capacity for high-margin and strategic products. The recent softening of spot prices reflects the inability of consumer products to absorb these high costs, resulting in cutbacks to production plans and channel sell-offs to clear inventory. However, the overall reality of the memory supply shortage remains unchanged.
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such as cell or glass. Prices will be also presented by their high-, low- and average-price levels for customers' references. Besides, smartphone panel price forecast is newly added, it could keep clients updated on smartphone panel price trend in the year to come.
Quarterly Smartphone Market Status Update tracks on global smartphones market trend. Through the discussion of market scale, trend of panel spec, cost and price changes as well as the movement of capacity and utilization of smartphones, TrendForce keeps its clients up to date to the smartphone market’s potential development.
1Q26 Mobile DRAM contract prices were fully finalized in mid-March, with the QoQ increase being the most moderate among all applications. However, to maintain a profitability balance across different applications, TrendForce believes that suppliers are highly likely to initiate a pronounced "catch-up price hike" for smartphones in 2Q26. Under extreme cost pressure, Chinese brands have, in a rare move, begun retroactively raising the retail prices of older models, while non-Chinese majors are facing a similarly severe test in their end-device pricing strategies. Overall, a further downward revision of the total global smartphone production volume for 2026 is virtually inevitable.
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