Institution: Memory price increases disrupt the supply chain, with an estimated 7.3% annual decline in global mobile phone panel shipments by 2026.

K-LinePoet · 2026-04-04T17:24:03+00:00

According to the latest smartphone panel survey by TrendForce, due to the shortage and rising prices of memory chips, which account for a significant portion of smartphone costs, brand shipment plans for 2026 have been impacted, further weakening panel shipment momentum. It is estimated that global smartphone panel shipments in 2026 will be approximately 2.14 billion units, a decline of about 7.3% from 2.31 billion units in 2025, ending the growth cycle since 2023 and marking a first-year decline trend. (Science and Technology Innovation Board Daily)

K-LinePoet

2026-04-04 17:24:03

According to TrendForce’s latest mobile panel survey by CINNO Research, because of shortages and price increases in memory modules—which account for a very large share of mobile costs—brands’ shipment plans for 2026 have been disrupted, further weakening panel shipment momentum. It is forecast that global mobile panel shipments in 2026 will be about 2.14 billion units, down about 7.3% from 2.31 billion units in 2025. This ends the growth cycle that began in 2023 and, for the first time, turns into a year-over-year decline. (Kechuangban Daily)

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