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Counterpoint Research Predicts Global Smartphone Shipments to Drop 2.1% Next Yr on Rising Chip Costs
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Technology market research firm Counterpoint Research forecasted that global smartphone shipments will decline by 2.1% next year, as rising chip costs may impact demand. The global electronics supply chain has been affected in recent months by a shortage of legacy memory chips, as manufacturers turned their focus to high-end memory chips for AI applications, the institution noted. The low-end market (below US$200) has been most severely affected, with total component costs rising by 20-30% since the beginning of the year. Apple (AAPL.US) and Samsung are best positioned to weather the sharp cost increases over the next few quarters. Last month, the institution warned that Nvidia (NVDA.US)'s move to use smartphone-style memory chips in AI servers might cause server-memory prices to double by the end of 2026. AASTOCKS Financial News Website: www.aastocks.com |
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