Samsung leads in smartphone market share, but mid-to-low-end shipments decline due to economic factors and competition. In 2026, select flagship models will feature Exynos 2600, segmenting markets. LPDDR4X supply is tight, likely driving price increases. SanDisk raised NAND Flash prices, but weak demand limits contract price impact, with server demand offering future support. MediaTek and Samsung will launch LPDDR5X-compatible processors, easing LPDDR4X shortages.

Key Highlights

• Samsung Smartphone Market: Mid-to-low-end shipments decline due to economic weakness and Chinese brand competition. In 2026, select flagship models will feature Exynos 2600, segmenting sales markets.
• Processor Platform: To maintain Exynos platform shipments, Samsung will use Exynos 2600 in some flagships. MediaTek will launch new LPDDR5X-compatible processors, helping alleviate LPDDR4X shortages.
• LPDRAM Market: LPDDR4X supply is tight, prices rise sharply, even inverting with LPDDR5X prices. High tightness is expected to continue in 2026, with high probability of continued price increases led by the seller's market.
• NAND Flash Market: SanDisk raised NAND Flash prices, but weak smartphone demand and the end of peak season limit contract price impact. Future server demand will support prices.

Table of Contents

1. Key Points
2. Smartphone Market Update
   • Samsung Smartphone Generation Market Share
3. Updates on Mobile Memory Market

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