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Smartphone Market Bulletin - Oct. 15, 2026

Last Modified

2026-10-15

Update Frequency

Biweekly

Format

PDF

Rising memory prices curb next year's smartphone output, eased by pulled and downgraded parts; server demand props up quotes, but ample consumer inventory leaves trading thin.

Key Highlights

This year's smartphone output is revised up slightly, but year-end share pushes risk pulling forward next year's demand.
Next year's outlook is cut on weak demand and rising memory costs, with pulled and downgraded parts cushioning the decline.
LPDRAM and NAND Flash contract prices keep rising, and Samsung's lead may drive steeper DRAM hikes early next year.
Server demand keeps supplier quotes high, but ample consumer inventory and softer spot prices leave trading thin.

Table of Contents

Key Point
Smartphone Market Update
- Smartphone Production Forecast Trajectory
Contract Price Update

<Total Pages: 4>

Smartphone Production Forecast Trajectory

Sector: Consumer Electronics

Tag: DRAM Smartphone Mobile Memory Market Bulletin Pricing Trends Supply & Demand Cost Analysis

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