TrendForce says depletion of some brands' low-cost memory inventories and several quarters of outsized memory-price gains have squeezed brand margins, prompting most vendors to curb production in Q2. TrendForce now forecasts full-year 2026 global sma

2026-06-09

TrendForce says depletion of some brands' low-cost memory inventories and several quarters of outsized memory-price gains have squeezed brand margins, prompting most vendors to curb production in Q2. TrendForce now forecasts full-year 2026 global smartphone production at 1.051 bln units, down about 16.2% YoY. In a downside scenario where memory-price inflation persists and brands must keep raising retail prices, the annual decline could deepen.