The smartphone market is facing a major slowdown:
- Global shipments: ↓ 16.7%
- Shipments: Just over 1 billion
- Memory prices DRAM & NAND: ↑ 300%+
- Average phone price: $581 (+27.6%)
- Android shipments: ↓ 24.3%
- iPhone share: 23.6% (record high)
- Foldables: ↑ 12.6%
- Market value: $613B
Fewer smartphones are being sold, but prices are rising sharply.
Rising memory costs are pushing smartphone prices higher, while AI demand is putting even more pressure on memory supply.
