Omdia reports global smartphone shipments fell 4% YoY in Q2 2026, blaming an ongoing memory shortage that has pushed component costs higher and weighed on volumes. Samsung and Apple gained share versus Q2 2025, up 2 and 4 percentage points respective

2026-07-14

Omdia reports global smartphone shipments fell 4% YoY in Q2 2026, blaming an ongoing memory shortage that has pushed component costs higher and weighed on volumes. Samsung and Apple gained share versus Q2 2025, up 2 and 4 percentage points respectively. Omdia analyst Runar Bjorhovde said the surge in memory costs hit sub-$400 phones hardest, with some vendors seeing memory costs rise to 4–5x year-ago levels.