Smartphone Market Bulletin - Sep. 10, 2026

Last Modified

2026-09-10

Update Frequency

Biweekly

Format

PDF

AI servers continue to crowd out DRAM capacity, driving a supply-demand imbalance and price hikes that will persist into 2027. Impacted by skyrocketing component costs, global smartphone shipments are expected to contract further. To manage cost pressures, brands are adjusting pricing and production strategies, while entry-level markets may adopt salvaged and downgraded materials to sustain operations.

Key Highlights

Memory Market Imbalance: AI servers aggressively absorb DRAM capacity, prolonging supply shortages and rising prices through 2027.
Smartphone Market Under Pressure: Persistently high component costs trigger a new wave of price increases, driving down global smartphone production.
Rise of Secondary Materials: To counter severe inflation, brands are considering low-cost materials to sustain market demand for entry-level product lines.