New CEO Ternus leads Apple's first foldable launch; modest specs upgrade amid surging memory costs puts pricing and AI delivery at center stage.
Rising memory costs triggered premature purchases as consumers sought to beat price hikes, driving a short-term rebound in smartphone production and prompting TrendForce to revise its full-year output forecast upward. However, this momentum reflects front-loaded demand rather than a genuine market recovery. As persistent cost pressures trickle down to end-user pricing, entry-level models are set to disappear, leaving the market vulnerable to structural contraction risks ahead.
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.
Mobile DRAM revenue surged sharply in 2Q26; four vendors dominate. Growth will moderate in 3Q26 as price gains slow.
Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
As the mid-to-long term development remains an uncertain perspective of the market intelligence analysis, the Trendforce research team focuses on the five major applications, TV, monitor, NB, tablet, and smartphone, and projects the demand trend for the next five years while taking into account macroeconomics and technology upgrades. In addition, the penetration rate forecast of key product spec is also included as a reference for long-term operation.
TrendForce revises 2026 smartphone output upward, driven by demand pull-forward, not recovery; rising DRAM costs in 2027 risk deeper market contraction.
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.
Quarterly Smartphone Panel Shipment keeps track on global major panel makers’ shipment scale and movement on smartphone panels. This report specially provides analysis on ranges of delivered panel sizes, take close control on the movement of smartphone sizes development.
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