RamTrend

Mobile Memory · Jul 14, 2026

Smartphone Shipments Hit Weak Second Quarter As Memory Costs Bite

DigiTimes, citing Counterpoint, reports that global smartphone shipments fell to their weakest second-quarter level since 2013 as memory shortages pushed up component costs and handset prices.

Price impact: 2Direction: upSource: DigiTimes Daily

DigiTimes reports that Counterpoint's latest market tracker shows a sharp second-quarter decline in global smartphone shipments. The item links the drop to a memory crunch that is raising component costs, lifting device prices, and weighing especially on lower-priced handset demand. For RamTrend, this is a demand-side warning. Tight memory supply can support pricing for mobile DRAM and storage, but if handset makers ship fewer units or consumers delay upgrades, part of that price pressure can feed back into weaker downstream demand. The compact payload does not specify memory types, suppliers, or shipment totals, so the impact should be read as market context rather than a quantified forecast.

Counterpointmobile memorymemory shortagesmartphone storagemobile DRAM
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