Smartphone Market Bulletin - Jul. 9, 2026

Last Modified

2026-07-09

Update Frequency

Biweekly

Format

PDF

Memory supply shifts toward AI servers, squeezing mobile DRAM availability and driving a structural decline in global smartphone output in 2027, with only Huawei bucking the trend.

Key Highlights

Structural Memory Shortage: DRAM capacity continues shifting to AI servers, compressing mobile DRAM supply to record lows and creating material shortages for smartphones.
Price Hikes Dampen Demand: Depleted low-cost inventory forces price increases, extending upgrade cycles and boosting repair and secondary market activity.
Downgrade Components Rise: Mid-to-low-end brands increasingly adopt downgraded and refurbished memory to preserve price competitiveness amid rising costs.
Huawei Bucks the Trend: Driven by HarmonyOS ecosystem expansion and policy support, Huawei is positioned as the sole major brand with positive growth in 2027.