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Smartphone Market Bulletin - Nov. 12, 2026
Last Modified
2026-11-12
Update Frequency
Biweekly
Format
High inventories at consumer brands have stalled procurement, while channel players, under year-end inventory and cash-flow pressure, have begun cutting prices to offload stock. Growth in average memory content has also rarely stalled.
Key Highlights
- Brands curb memory buying as smartphone inventories swell and sales stall
- Mobile DRAM contract prices set to rise further on supplier backing
- Average memory content per smartphone stops growing as shipments fall
- Policy and CSP capex will set the price peak, yet declines should stay limited
Table of Contents
- Key Point
- Market Update
- Consumption of Smartphone Memory
<Total Pages: 3>
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